SharePoint - Check Out

Declaration

<AMSHAREPOINT ACTIVITY="checkout" URL="text" PROVIDER="text (options)" />

Description: Check out a document from a library. Allows users to obtain exclusive write access to a document, eliminating the need to merge changes from multiple authors.

Practical Usage

When you check out a file from a library on a Microsoft Windows SharePoint Services site, you ensure that others cannot make changes to the file while you edit it. While the file is checked out, you can edit the file, close it, reopen it, and even work with the file on your hard disk. Other users cannot change the file or see your changes until you check in the file. Checking out files before working on them helps to avoid conflicts and confusion when multiple people are working on the same set of files.

Connection Parameters

Property

Type

Required

Default

Markup

Description

Connection

---

---

---

---

Indicates where this activity's SharePoint credentials should originate from. This is a design-time parameter used only during task construction, thus, contains no properties or markups. The available options are:

  • Host - Specifies that a custom set of credentials will be entered for this activity. This option is normally selected if only a single SharePoint activity is required to complete the operation.

  • Session - Specifies that credentials should derive from a session created in a previous Create session step. This allows several activities to be linked to a specific session, eliminating redundancy. Multiple sessions can exist within a single task, allowing several SharePoint operations to be automated simultaneously.

Session

Text

Yes if Connection set to Session

SharePoint

Session1

SESSION="mySession1"

The name of the session to associate this activity with. This parameter is active only if the Connection parameter is set to Session. The default value is SharePointSession1.

NOTE: Use the End Session activity to end an active SharePoint session.

Version

Text (options)

Yes if Connection set to Host

SharePoint 2010

  1. VERSION="sharepointonline"

  2. VERSION="sharepoint2010"

  3. VERSION="sharepoint2007"

The SharePoint version to associate with this session. The available options are:

  • SharePoint Online - A cloud-based service, hosted by Microsoft as an alternative to installing and deploying SharePoint Server on premises.

  • SharePoint 2010 and newer (default) - SharePoint version 2010 or newer - includes SharePoint Foundation 2010/2013 and SharePoint Server 2010/2013.

  • SharePoint 2007 and older - SharePoint 2007 version - includes Windows SharePoint Services (WSS) v3 edition and Microsoft Office SharePoint Server 2007 (MOSS 2007) edition.

NOTE:  Some SharePoint activities are only supported in SharePoint 2010 or newer.

Site

Text

Yes

(Empty)

SITE="http://myServer/tech"

An existing SharePoint site to associate with this session. SharePoint sites are, functionally, ASP.NET 2.0 web applications that are served using IIS and a SQL Server database as a data storage back end. Active only if the Version parameter is set to SharePoint Online or SharePoint 2010 and newer.

Authentication type

Text (options)

No

Basic

  1. AUTHTYPE="form"

  2. AUTHTYPE="anonymous"

  3. AUTHTYPE="basic"

  4. AUTHTYPE="digest"

  5. AUTHTYPE="proprietary"

  6. AUTHTYPE="ntlm"

The method of authentication to use. Certain parameters become active depending on which authentication method is selected. Authentication types vary depending on the SharePoint version. Below lists available authentication methods and their compatibility.

  • Default - Compatible withSharePoint 2010 or newer.

  • Form - Compatible withSharePoint 2010 or newer.

  • Anonymous - Compatible withSharePoint 2010 or newer.

  • Basic - Compatible withall SharePoint versions.

  • Digest - Compatible withSharePoint 2007 or older.

  • Proprietary - Compatible withSharePoint 2007 or older.

  • None - Compatible withSharePoint 2007 or older.

  • NTLM - Compatible withSharePoint 2007 or older.

Username

Text

Yes

(Empty)

USERNAME="theUserName"

A valid SharePoint username. This parameter may or may not be active depending on which option is selected under the Authentication type parameter.

Password

Text

Yes

(Empty)

PASSWORD="encryptedText"

A valid SharePoint password. This parameter may or may not be active depending on which option is selected under the Authentication type parameter.

Domain

Text

Yes

(Empty)

DOMAIN="myServer"

The domain that the username (specified in the Username parameter) belongs to. This parameter may or may not be active depending on which option is selected under the Authentication type parameter.

Certificate

Text

No

(Empty)

CERTIFICATE="C:\Temp\file.cer"

The (DER encoded) certificate to use for SharePoint authentication. This parameter may or may not be active depending on which option is selected under the Authentication type parameter.

Ignore invalid certificate

Yes/No

No

No

IGNOREINVALIDCERTIFICATE="yes"

If set to YES, specifies that invalid server certificates that are detected will be automatically ignored. Set to NO by default.

Timeout (seconds)

Number

No

600

TIMEOUT="500"

The total number of seconds allowed to connect to the SharePoint server, otherwise a time out error is generated. The default value is 600 seconds.

Proxy type

Text (options)

No

Default

  1. PROXYTYPE="none"

  2. PROXYTYPE="http"

The proxy type to use. Required for SharePoint connections that pass through a proxy server. The available options are:

  • System default (default) - Points to the default proxy used by the system.

  • None - No proxy authentication required.

  • HTTP - Proxytype is HTTP.

Use authentication

---

---

---

---

If enabled, specifies that proxy authentication is required, enabling authentication-based parameters (disabled by default). This is a design-time parameter, therefore, contains no properties or markups. It is active only if the Proxy type parameter is set to HTTP.

Proxy server

Text

No

(Empty)

PROXYSERVER="proxy.host.com"

The host name (server.domain.com) or IP address (xxx.xxx.xxx.xxx) of the proxy server. This parameter is available only if the Proxy type parameter is set to HTTP.

Proxy username

Text

No

(Empty)

PROXYUSERNAME=username

The proxy username to authenticate with. This parameter is available only if the Use Authentication parameter is enabled.

Proxy password

Text

No

(Empty)

PROXYPASSWORD="encrypted"

The proxy password to authenticate with. This parameter is available only if the Use Authentication parameter is enabled.

Proxy port

Number

No

808

PROXYPORT="8080"

The port that should be used to connect to the proxy server. The default port is 8080. This parameter is available only if the Proxy type parameter is set to HTTP.

File Parameters

Property

Type

Required

Default

Markup

Description

Source (server relative URL)

Text

Yes

(Empty)

URL="/my/personal/file.txt"

The source URL of the file to check out. Click the folder icon to use the SharePoint Browser, a user-friendly interface that enables you to connect to a SharePoint site to view or select specific contents.

Description tab - A custom description can be provided on the Description tab to convey additional information or share special notes about a task step.

Error Causes tab - Specify how this step should behave upon the occurrence of an error. (Refer to Task Builder > Error Causes Tab for details.)

On Error tab - Specify what AWE should do if this step encounters an error as defined on the Error Causes tab. (Refer to Task Builder > On Error Tab for details.)

Example

The sample AML code below can be copied and pasted directly into the Steps panel of the Task Builder.

Description: Check out file "/my/Shared Documents/install.log". Session is "SharePointSession1".

<AMSHAREPOINT ACTIVITY="checkout" URL="/my/Shared Documents/install.log" PROVIDER="session_based" />