Introduction
With this guide, you will learn how to create an integration with Microsoft SharePoint in Qplay and use it in a design. This makes it easy to pull data directly from SharePoint into your presentation and display it on a screen. The guide is divided into two main sections: Integration with SharePoint and Setup in the Design Tool.
Step-by-step Guide
Part 1: Integration with SharePoint
1. In the left-hand menu, click on Integrations.
2. Click the New Integration button in the top-right corner.
3. Select Microsoft SharePoint from the list of available integrations.
4. Give the integration a descriptive name so you can easily recognize it later.
Note: In the “Account name” field, enter the company name displayed in the URL directly after https://$.
5. Click the Login button and enter your SharePoint credentials to grant Qplay access.
Your username and password are encrypted in our backend, ensuring that no one has access to your information.
Remember to press save
7. Click the Settings button
8. Click on the + under Scheduled scripts:
9. Under Script choose "Report"
10. Fill out "Name" and "refresh rate" for your desired wish
11. Enter the URL
Example: /sites/NordicScreenDemo
12. Click Save to save your integration.
13. Once the integration is created, press on Integration Status
14. Here you will have an overview of the scripts and refresh time. Press the "Play" button to force af testrun of the reports.
15. If something goes wrong, press the "document" symbol marked with red.
Note: It may take a few minutes for the integration to be fully ready for use.
16. check the Script Logs to see what happened or where an error occurred.
Part 2: Upload Reports in the Qplay SharePoint App
1. In the left-hand menu, click on DesignTool to access Qplay’s design tool.
2. Click on the presentation where you want to upload the SharePoint app, or create a new presentation.
A. If you have not yet created a presentation, follow
this guide.
3. Select the integration you want to display in the view.
4. Choose which report to display from the integration. Click Publish to make it available on your screen.
Frequently Asked Questions
Problem: How do I find my Account Name?
Solution: The Account Name is located in the SharePoint URL right after https://.
Example: For the URL https://nordicscreen.sharepoint.com/sites, the Account Name is nordicscreen.
Problem: What should I do if the integration fails?
Solution: Check the Script Logs under the integration. Logs provide details about where the error occurred and how it can be resolved.
Problem: Can I use multiple resources under the same integration?
Solution: Yes, you can add multiple reports and resources by clicking + under Resources.
Problem: How are my login credentials secured?
Solution: Qplay encrypts all login credentials in the backend, ensuring that no one else can access them.
Problem: How do I update content on a screen?
Solution: When you publish a presentation, the content is automatically updated if it is already assigned to a screen.
Problem: What should I do if I use Multi-Factor Authentication (MFA)?
Solution: Follow
this guide to configure MFA for SharePoint.
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