Create External Content with Microsoft SharePoint
In Metric Insights, Microsoft SharePoint Plugin allows users to create content by means of Other External Content; however, the ability to create External Reports with Microsoft SharePoint is also available. For more information on types of content in Metric Insights, refer to this article.
For file Plugins, such as Microsoft SharePoint and Local Filesystem, it is strongly recommended to use Other External Content rather than External Report. This will ensure the proper image display.
This article details how to create External Content to be linked to files from MS SharePoint.
Established connectivity to MS SharePoint
1. Add New Other External Content Element
Access New > External Content
- Give a descriptive Name to the External Content
- Choose "Microsoft SharePoint" as External Content Type
- Choose Category for the element
- Select "Generate Automatically" and configure the following additional steps as required
- Expire Cashed Files on controls how long files are stored in cache after bursting. Cache clearing guarantees that users will receive the most recent files in Bursts. For details, refer to this article
- External Content URL will be filled automatically
- [Next: Define Details]
Show in set to "External Webpage" will open content in SharePoint Online as a separate browser window
- Show in set to "Viewer" shows options for viewing content in Metric Insights. See the capability matrix below
- Specify if you want to include SharePoint files as attachments to emails
- The default value for this setting can be controlled by the ATTACH_EXTERNAL_CONTENT_FILES_DEFAULT System Variable
[View] the External Content Element that will be displayed according to the settings specified at Step 1
- Next, you may be asked to sign in to the Microsoft account.
"Display in Viewer" Options Based on the Selected File Type
Depending on a value set for MAX_FILE_SIZE_FOR_PREVIEW_AND_VIEWER and EDITOR_MAX_FILE_TO_IMAGE_TIME_SEC System Variables, users may not see the selected file in Viewer. The capability matrix below assumes that there are no restrictions on max file sizes.
Display in Viewer "External web page"
Display in Viewer "Uploaded image"
Display in Viewer "As PDF document"*
|Excel||Displayed as a spreadsheet with limited interactivity, such as moving between sheets, selecting/editing fields, expanding columns, but the changes won't be saved
||Displayed as a static image of the first sheet's top contents, which downloads the file when clicked
||Displayed as a PDF with the standard browser PDF viewer functionality
|Displayed as PDF with the standard browser PDF viewer functionality
||Displayed as a static image of the first page, which opens the file in a browser PDF viewer as a new tab when clicked||–|
|PowerPoint||Displayed as PDF with the standard browser PDF viewer functionality
||Displayed as a static image of the first presentation slide, which opens a PDF version of the presentation in a browser PDF viewer as a new tab when clicked||–|
|Word||Displayed as PDF with the standard browser PDF viewer functionality
||Displayed as a static image of the first page, which opens a PDF version of the file in a browser PDF viewer as a new tab when clicked
|CSV||Not available in Viewer
||Depending on a file size, can be displayed as a static image of top contents, which downloads the file when clicked
|Image||Not available in Viewer||Displayed as a static image, which downloads the file when clicked
*This option is displayed only when an Excel file is selected for Document.