Version 24.3.9110

• Add the Microsoft SharePoint Excel Connector
• Authenticate to Microsoft SharePoint Excel
  • NTLM
  • Basic
  • Digest
  • Forms
  • None
  • Negotiate
  • Active Directory Federation Services (ADFS)
• Complete Your Connection
• More Information

You can use the Microsoft SharePoint Excel connector from the CData Sync application to capture data from Microsoft SharePoint Excel and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Add the Microsoft SharePoint Excel Connector

To enable Sync to use data from Microsoft SharePoint Excel, you first must add the connector, as follows:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Microsoft SharePoint Excel row.

4. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Microsoft SharePoint Excel connector. For more information about installing new connectors, see Connections.

Authenticate to Microsoft SharePoint Excel

After you add the connector, you need to set the required properties.

• Connection Name - Enter a connection name of your choice.

• URL - Enter the base URL for a site or site collection.

• File - Enter the name of the Microsoft Excel workbook to which you want to connect.

CData Sync supports authenticating to Microsoft SharePoint Excel in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

• NTLM (default)

• Basic

• Digest

• Forms

• None

• Negotiate

• Active Directory Federation Services

NTLM

To connect with NTLM user credentials, specify the following properties:

• Auth Scheme – Select NTLM.

• User - Enter the username that you use to authenticate to the Microsoft server.

• Password - Enter the password that you use to authenticate to the Microsoft server.

Basic

To connect with your user credentials, specify the following properties:

• Auth Scheme – Select Basic.

• User - Enter the username that you use to authenticate to the Microsoft server.

• Password - Enter the password that you use to authenticate to the Microsoft server.

Digest

To connect with digest-authentication credentials, specify the following properties:

• Auth Scheme – Select Digest.

• User - Enter the username that you use to authenticate to your Microsoft account.

• Password - Enter the password that you use to authenticate to your Microsoft account.

Forms

To connect with a custom authentication method, specify the following properties:

• Auth Scheme – Select Forms.

• User - Enter the username that you use to authenticate to your Microsoft account.

• Password - Enter the password that you use to authenticate to your Microsoft account.

None

To connect without authentication, select None for Auth Scheme. No additional properties are required.

Negotiate

To connect with Kerberos credentials, specify the following properties:

• Auth Scheme – Select Negotiate.

• User - Enter the username that you use to authenticate to your Microsoft account.

• Password - Enter the password that you use to authenticate to your Microsoft account.

Active Directory Federation Services (ADFS)

To connect with single sign-on (SSO) via ADFS, specify the following properties:

• Auth Scheme - Select ADFS.

• User - Enter the username that you use to authenticate to your ADFS account.

• Password - Enter the password that you use to authenticate to your ADFS account.

• STSURL - The URL of the security token service (STS).

• SSO Login URL - Enter the login URL that is used by your SSO provider.

• SSO Domain - Enter the domain of the user.

• SSO Properties - Enter additional properties that are required to connect to your identity provider. You must use a semicolon-separated list of properties (for example, SSOProperty1=Value1;SSOProperty2=Value2;…).

Complete Your Connection

To complete your connection:

1. Specify the following properties:

   • SharePoint Version - Select your version of Microsoft SharePoint from the list. The default version is SharePoint 2013.

   • Folder - Enter the path to the folder that contains the workbook that you specified earlier for File.

   • Library - Specify the document library to which you want to connect.

   • Use RESTAPI - Set this property to True if you want to connect to spreadsheets or ranges as tables. The default value is True.”

2. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

3. Click Create & Test to create your connection.

More Information

For more information about interactions between CData Sync and Microsoft SharePoint Excel, see Microsoft SharePoint Excel Connector for CData Sync.