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SharePoint Connection Setup

Version 23.4.8841

SharePoint Connection Setup

The SharePoint connector allows you to integrate SharePoint into your data flow by pushing or pulling data from SharePoint. You must first establish a connection to SharePoint through one of two methods:

  • Add a SharePoint connector to your flow. Then, on the Settings tab, click Create next to the Connection drop-down list.
  • Open the CData Arc Settings page, then open the Connections tab. Click Add, select SharePoint, and click Next.

Notes:

  • The login process is only required the first time the connection is created.
  • Connections to SharePoint can be re-used across multiple SharePoint connectors.

Enter Connection Settings

  1. Enter the connection information:

    • Name: The static name of the connection. Set this as desired.
    • Type: This is always set to SharePoint.
    • Auth Scheme: The authentication scheme to use for the connection. Options are OAuth, ADFS, Okta, OneLogin, and PingFederate.
    • URL: The URL to the SharePoint site you are connecting to.

  2. Enter the connection information for your chosen authentication scheme:

  3. Select your newly-created connection in the Connection drop-down list of the connector configuration pane.

OAuth

  1. If needed, click Advanced to open the drop-down menu of advanced connection settings. These should not be needed in most cases.

  2. Click Connect.

  3. On the new tab that opens, log into your SharePoint account. If prompted, provide access permissions.

  4. Return to Arc.

    • If the connection succeeds, click Add Connection.
    • If the connection fails, check your URL and login credentials and try again.

Other Auth Schemes

  1. In the User field, enter the username to use for logging in.

  2. In the Password field, enter the password for the user.

  3. If needed, click Advanced to open the drop-down menu of advanced connection settings. These should not be needed in most cases.

  4. Click Test Connection to ensure that Arc can connect to SharePoint with the provided information. If an error occurs, check all fields and try again.

  5. Click Add Connection to finalize the connection.

Send and Receive Configuration

After you create a connection to SharePoint, see SharePoint Configuration for instructions on configuring the connector for sending and receiving files.