SharePoint (Project)

Users can browse libraries, folders, and documents within a single SharePoint Site for the project. A separate SharePoint Site could be set up at the Global Level. Users can read documents from SharePoint, define SharePoint Sites, and use these sites to browse and download documents.

Since documents are stored in SharePoint, users do not need to maintain them in CTMS, although they could. When a CTMS document is linked to a SharePoint document, the most current version of the document will be retrieved from the SharePoint Site when the user requests a downloaded copy from CTMS. A copy of the SharePoint document is stored in the CTMS database in case the SharePoint link becomes unavailable due to network connectivity failure, permission changes, or document file relocation or renaming. When this occurs, the user will be notified that they are viewing an older, saved version of the document. The user cannot update a document from CTMS to SharePoint. In addition, only SharePoint Libraries and Documents are integrated with CTMS, not Lists and Discussions.

To enable this page, administrators need to Enable Project SharePoint Page on the Project configuration group and modify the settings under the SharePoint Settings Project configuration group, which is inherited from the System or Company configuration group. Administrators enter all available SharePoint Sites on the SharePoint Sites system tables.

Upon entering this page, the system will attempt to authenticate against the SharePoint Site entered on the SharePoint Site configuration group. If successful, the list of top-level SharePoint Libraries will be retrieved from the SharePoint Site based on the authentication credentials and displayed in the SharePoint Library Tree Control. The list of SharePoint Libraries will be saved within the user’s web session and will not be refreshed for the duration of the web session unless the button is clicked or the authentication credentials are changed. If the SharePoint Authentication Process is unsuccessful and the SharePoint Site Authentication Mode is set to Current User, the SharePoint Site Login Control will be displayed and all other fields will be hidden. If the SharePoint Site Authentication Mode is set to Default User, an error message will be displayed and all other fields will be hidden.

Field	Description
Connect to SharePoint Site
Site Name	This field is read only and shows the name of the SharePoint site.
SharePoint URL	This field shows the web site address of the company's SharePoint service. When this hyperlink is clicked, a new browser window will open using the SharePoint URL as the navigation address.
Username	This field may be pre-populated with the last successful authentication username for the current user for the current SharePoint Site. This field is required and can hold up to 50 characters.
Password	This field is required and can hold up to 50 characters.
Protocol Documents	If the Hide Documents with Invalid Document Extensions Configuration Variable is set to True, then the document will be hidden if the Document Extension is not included on the Document Extensions Page.
Type	This column displays the icon of the document type, for instance, Word or Excel document. Certain document types will be hidden if they are not listed as an active record on the Document Extensions page.
Name	This column shows the name of the document.
Modified	This column displays the date of the last time the document was changed in UTC format unless the user has unchecked the Display Activity Dates in UTC option in the My Preferences Dialog, then this field will display in the user’s local time zone format. The modified time will display as the tooltip.

Button	Description
	When this button is clicked, the username and password will be passed to the SharePoint Authentication Process. If the authentication process is successful, the authentication credentials will be stored for the duration of the user’s web session. If the authentication process is unsuccessful, any saved authentication credentials will be cleared from the user’s web session, an error message will be displayed and all further processing will stop.
	The button will be hidden unless the Current User is successfully authenticated to the selected SharePoint Site. Clicking this button exits the user from the selected SharePoint Site. The user will be asked to confirm this action. If the user confirms the action, the saved authentication credentials for the selected SharePoint Site will be removed from the user’s current web session, the SharePoint Login Control will be displayed for the selected SharePoint Site, and all other fields will be hidden.
	Clicking the download button opens a window that allows the user to open and save the desired document.
	This button will be hidden unless the selected SharePoint Site has been successfully authenticated by the SharePoint Authentication Process. Clicking the button updates the list of SharePoint Libraries, Folders, and Documents from the SharePoint Site based on the authentication credentials.
	Clicking the button opens the current page in a new browser window in a printable format.