Microsoft SharePoint Excel Connector for CData Sync

Build 25.0.9539
  • Microsoft SharePoint Excel
    • Establishing a Connection
      • Fine-Tuning Data Access
      • Troubleshooting
      • Using Kerberos
    • Advanced Features
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • OData API
      • REST API
      • Data Type Mapping
    • Connection String Options
      • Authentication
        • AuthScheme
        • URL
        • User
        • Password
        • SharePointVersion
        • STSURL
        • UseNTLMV1
      • Connection
        • DefineTables
        • File
        • Folder
        • Header
        • Library
        • IgnoreCalcError
        • MaxRows
        • TypeDetectionScheme
        • UseRESTAPI
      • SSO
        • SSOLoginURL
        • SSODomain
        • SSOProperties
      • Kerberos
        • KerberosKDC
        • KerberosRealm
        • KerberosSPN
        • KerberosUser
        • KerberosKeytabFile
        • KerberosServiceRealm
        • KerberosServiceKDC
        • KerberosTicketCache
      • SSL
        • SSLServerCert
      • Firewall
        • FirewallType
        • FirewallServer
        • FirewallPort
        • FirewallUser
        • FirewallPassword
      • Proxy
        • ProxyAutoDetect
        • ProxyServer
        • ProxyPort
        • ProxyAuthScheme
        • ProxyUser
        • ProxyPassword
        • ProxySSLType
        • ProxyExceptions
      • Logging
        • LogModules
      • Schema
        • Location
        • BrowsableSchemas
        • Tables
        • Views
      • Miscellaneous
        • IncludeNavigationParentColumns
        • Other
        • PseudoColumns
        • RowScanDepth
        • ShowEmptyRows
        • Timeout
        • UserDefinedViews
    • Third Party Copyrights

Microsoft SharePoint Excel Connector for CData Sync

Overview

The CData Sync App provides a straightforward way to continuously pipeline your Microsoft SharePoint Excel data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.

The Excel Services connector can be used from the CData Sync application to pull data from Excel Services and move it to any of the supported destinations.

Excel Services Version Support

The Sync App supports retrieving Excel data from SharePoint On-Premises through the REST API and through the OData API introduced in SharePoint 2013. Excel files must have the .xlsx format used in Excel 2007 and later.

Note: Microsoft has stated that they plan to sunset the Excel Services API for SharePoint Online in February 2022. Please consider migrating to the CData Sync App for Excel Online for future access to your SharePoint data.

Microsoft SharePoint Excel Connector for CData Sync

Establishing a Connection

Adding a Connection to Excel Services

To add a connection to Excel Services:

  1. In the application console, navigate to the Connections page.
  2. At the Add Connections panel, select the icon for the connection you want to add.
  3. If the Excel Services icon is not available, click the Add More icon to download and install the Excel Services connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

This section provides the details for connecting SharePoint On Premises.

Connecting to a Workbook

Regardless of which edition of SharePoint you are using, set File to the Excel workbook. This path is relative to the following properties:

  • Library: The Shared Documents library is used by default. You can use this property to specify another document library in your organization; for example, if you want to connect to OneDrive for Business, set this property to "Documents".
  • Folder: You can use this property to specify a path to a subfolder in a library. The path is relative to the library name specified in Library.

Connecting to Spreadsheet Data as Tables

The Sync App detects the available tables based on the available objects in the underlying API.

The APIs surface different API objects; select the API based on the organization of your spreadsheets and your SharePoint version:

  • OData: The OData API allows access to tables defined from Excel table objects (not ranges or spreadsheets), which you create by clicking Insert > Table in Excel. When connecting to the OData API, the Sync App may not return any tables if you do not have table objects defined in your workbook. Set UseRESTAPI to true to connect to spreadsheets or ranges as tables.
  • REST: The REST API enables access to tables defined from Excel table objects, ranges, and spreadsheets. This is the default API. Requesting a large number of rows from ranges and spreadsheets is restricted by the REST API, and the Sync App limits the number of rows returned to 100 by default. The Sync App also defaults to detecting column names from the first row; set Header to disable this.

With DefineTables additionally set, you can define tables based on ranges, using the Excel range syntax. A range that is too large will be restricted by the API.

See Data Model for more information on how the Sync App detects tables and how to query them.

Connecting to SharePoint On Premises

Set the URL to your server's name or IP address. Additionally, set SharePointVersion and the authentication values.

To authenticate to SharePoint OnPremises, set AuthScheme to the authentication type and set User and Password, if necessary.

Note: When connecting to SharePoint On-Premises 2010, you must set UseRESTAPI to true.

  • Windows (NTLM)

    This is the most common authentication type. As such, the Sync App is preconfigured to use NTLM as the default; simply set the Windows User and Password to connect.

  • Kerberos

    Please see Using Kerberos for details on how to authenticate with Kerberos.

  • Forms

    This allows authentication through a custom authentication method, instead of Active Directory. To use this authentication type, set AuthScheme to FORMS and set the User and Password.

  • ADFS

    Set the AuthScheme to ADFS. The following connection properties need to be set:

    • User: Set this to the ADFS user.
    • Password: Set this to ADFS password for the user.
    • SSOLoginURL: Set this to the WS-trust endpoint of the ADFS server.
    The following SSOProperties are needed to authenticate to ADFS:
    • RelyingParty: The value of the relying party identifier on the ADFS server for Sharepoint.
    Below is an example connection string:
    AuthScheme=ADFS;User=ADFSUserName;Password=ADFSPassword;SSOLoginURL=https://<authority>/adfs/services/trust/2005/usernamemixed;SSO Properties ='RelyingParty=urn:sharepoint:sp2016;';

  • Anonymous Access

    Set the AuthScheme to NONE along with the URL.

Microsoft SharePoint Excel Connector for CData Sync

Fine-Tuning Data Access

Fine Tuning Data Access

To make it easier to access data in advanced integrations, you can use the following:

  • TypeDetectionScheme: You can use this property to enable or disable automatic type detection based on the value specified in RowScanDepth.
  • RowScanDepth: This property determines the number of rows that will be scanned to determine column data types.

Microsoft SharePoint Excel Connector for CData Sync

Troubleshooting

Troubleshooting

413 Request Entity Too Large

This error occurs when a workbook has too much data per row. Generally, solution to this error will be to make the Excel table smaller or to make the rows less dense.

However, setting the following connection properties will enable you to work around this limitation. Note: This workaround is only supported when using the REST API.

  • DefineTables: Set this to the desired cell range in your sheet.
  • Other: Set this to PageSize=X to determine the number of records that will be paged through at once. Each page should contain less than 100kb. Note that smaller page sizes also entail slower perfomance.

Microsoft SharePoint Excel Connector for CData Sync

Using Kerberos

Kerberos

To authenticate to Excel Services with Kerberos, set AuthScheme to NEGOTIATE.

Authenticating to Excel Services via Kerberos requires you to define authentication properties and to choose how Kerberos should retrieve authentication tickets.

Retrieve Kerberos Tickets

Kerberos tickets are used to authenticate the requester's identity. The use of tickets instead of formal logins/passwords eliminates the need to store passwords locally or send them over a network. Users are reauthenticated (tickets are refreshed) whenever they log in at their local computer or enter kinit USER at the command prompt.

The Sync App provides three ways to retrieve the required Kerberos ticket, depending on whether or not the KRB5CCNAME and/or KerberosKeytabFile variables exist in your environment.

MIT Kerberos Credential Cache File

This option enables you to use the MIT Kerberos Ticket Manager or kinit command to get tickets. With this option there is no need to set the User or Password connection properties.

This option requires that KRB5CCNAME has been created in your system.

To enable ticket retrieval via MIT Kerberos Credential Cache Files:

  1. Ensure that the KRB5CCNAME variable is present in your environment.
  2. Set KRB5CCNAME to a path that points to your credential cache file. (For example, C:\krb_cache\krb5cc_0 or /tmp/krb5cc_0.) The credential cache file is created when you use the MIT Kerberos Ticket Manager to generate your ticket.
  3. To obtain a ticket:
    1. Open the MIT Kerberos Ticket Manager application.
    2. Click Get Ticket.
    3. Enter your principal name and password.
    4. Click OK.

    If the ticket is successfully obtained, the ticket information appears in Kerberos Ticket Manager and is stored in the credential cache file.

The Sync App uses the cache file to obtain the Kerberos ticket to connect to Excel Services.

Note: If you would prefer not to edit KRB5CCNAME, you can use the KerberosTicketCache property to set the file path manually. After this is set, the Sync App uses the specified cache file to obtain the Kerberos ticket to connect to Excel Services.

Keytab File

If your environment lacks the KRB5CCNAME environment variable, you can retrieve a Kerberos ticket using a Keytab File.

To use this method, set the User property to the desired username, and set the KerberosKeytabFile property to a file path pointing to the keytab file associated with the user.

User and Password

If your environment lacks the KRB5CCNAME environment variable and the KerberosKeytabFile property has not been set, you can retrieve a ticket using a user and password combination.

To use this method, set the User and Password properties to the user/password combination that you use to authenticate with Excel Services.

Enabling Cross-Realm Authentication

More complex Kerberos environments can require cross-realm authentication where multiple realms and KDC servers are used. For example, they might use one realm/KDC for user authentication, and another realm/KDC for obtaining the service ticket.

To enable this kind of cross-realm authentication, set the KerberosRealm and KerberosKDC properties to the values required for user authentication. Also, set the KerberosServiceRealm and KerberosServiceKDC properties to the values required to obtain the service ticket.

Microsoft SharePoint Excel Connector for CData Sync

Advanced Features

This section details a selection of advanced features of the Excel Services Sync App.

User Defined Views

The Sync App supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Excel Services and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

Microsoft SharePoint Excel Connector for CData Sync

SSL Configuration

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Microsoft SharePoint Excel Connector for CData Sync

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

  • ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
  • ProxyPort: the TCP port that the proxy server is running on.
  • ProxyAuthScheme: the authentication method the Sync App uses when authenticating to the proxy server.
  • ProxyUser: the username of a user account registered with the proxy server.
  • ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

  • To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
  • To tunnel the connection, set FirewallType to TUNNEL.
  • To authenticate, specify FirewallUser and FirewallPassword.
  • To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Microsoft SharePoint Excel Connector for CData Sync

Data Model

The Sync App supports retrieving Excel data from SharePoint On-Premises through the REST API and through the OData API introduced in SharePoint 2013. Excel files must have the .xlsx format used in Excel 2007 and later.

Note: Microsoft has stated that they plan to sunset the Excel Services API for SharePoint Online in February 2022. Please consider migrating to the CData Sync App for Excel Online for future access to your SharePoint data.

The Sync App can detect the tables in your workbook based on the following:

  • Spreadsheets
  • Excel tables
  • Ranges
The following sections provide more details on the available API objects.

Dynamic Metadata Querying

Through dynamic metadata querying, any changes you make in Excel, such as adding an Excel table or spreadsheet or modifying columns, are reflected when you reconnect.

Configuring Table Detection

The OData API and REST API (the default) each surface different API objects. Select which API to use based on how your workbook is organized and your Excel Services version.

Connecting to Excel Tables

The OData API surfaces only the Excel tables you defined in your spreadsheets with Insert -> Table.

Connecting to Spreadsheets, Ranges, and Excel Tables

If you need to access data outside of Excel tables, set UseRESTAPI to true; the REST API enables access to spreadsheets, ranges, and Excel tables as database tables.

See REST API for more information on executing SQL to spreadsheets and ranges.

Supported APIs by SharePoint Version

The following table shows which APIs are available for each SharePoint version:

SharePoint VersionAvailable APIs
SharePoint OnlineREST or OData
SharePoint On-Premises 2016REST or OData
SharePoint On-Premises 2013REST or OData
SharePoint On-Premises 2010REST

Microsoft SharePoint Excel Connector for CData Sync

OData API

When using the OData protocol, you can access only data defined within Excel tables in the spreadsheet, which you create by clicking Insert -> Table in Excel.

Therefore if you have data outside a table object, this data cannot be retrieved using the OData API. Thus you may see a case where no tables are returned. This is a function of the OData API and you may want to look at using the REST API in such a case.

Microsoft SharePoint Excel Connector for CData Sync

REST API

When you are using the REST API, you can select data from the following tables:

  • Spreadsheets in the workbook
  • Excel table objects
  • Ranges you specify in DefineTables

Resolving Name Collisions

When one or more tables have the same name, the Sync App uses the following precedence in decreasing order to resolve the collision: ranges -> Excel tables -> sheets.

For example: MyTable is in DefineTables and there is also an Excel table with the same name in the workbook. The definition specified within DefineTables overrides the Excel table.

Selecting from Spreadsheets

To select data from a spreadsheet, specify the spreadsheet name in the FROM clause. By default, the first row is used to determine column names. You can set Header to false to disable automatic column name detection.

The data range is A1:Z100. To specify a different range, use DefineTables.

Selecting from Excel Tables

To select data from an Excel table object, specify the table name in the FROM clause. These are the tables you create by clicking Insert -> Table in Excel.

Selecting from Ranges

You can use the standard Excel format to define ranges; map the range to a table name in DefineTables.

Microsoft SharePoint Excel Connector for CData Sync

Data Type Mapping

Data Type Mappings

The Sync App maps types from the data source to the corresponding data type available in the schema. The table below documents these mappings.

Excel Services (OData V3) Excel Services (OData V4) CData Schema
Edm.Binary Edm.Binary binary
Edm.Boolean Edm.Boolean bool
Edm.DateTime Edm.DateTimeOffset datetime
Edm.Double Edm.Double double
Edm.Guid Edm.Guid guid
Edm.Int32 Edm.Int32 int
Edm.String Edm.String string
Edm.TimeOfDay Edm.TimeOfDay time

Microsoft SharePoint Excel Connector for CData Sync

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeSpecifies the authentication scheme the provider uses to connect. Set this to one of the following values: NTLM, Basic, Digest, Forms, Negotiate, ADFS, or None.
URLSpecifies the base URL of the SharePoint site or site collection the provider connects to.
UserSpecifies the username for the account used to authenticate to the server.
PasswordSpecifies the password for the user account used to authenticate to the server.
SharePointVersionSpecifies the version of the SharePoint server that the provider connects to.
STSURLSpecifies the URL of the security token service (STS) used for single sign-on (SSO) with ADFS.
UseNTLMV1Specifies whether the provider uses the NTLMv1 authentication protocol instead of the default NTLMv2.

Connection


PropertyDescription
DefineTablesSpecifies custom table definitions by mapping table names to sheet ranges in the spreadsheet. Use name-value pairs in the form TableName=SheetName!Range.
FileSpecifies the name of the Excel file to connect to, including the .xlsx extension.
FolderSpecifies the folder path within the document library where the file specified in the File property is located.
HeaderSpecifies whether the first row of the sheet contains column names when using the REST API.
LibrarySpecifies the name of the document library that contains the Excel file you want to connect to.
IgnoreCalcErrorSpecifies whether the provider should ignore formula calculation errors in Excel worksheets.
MaxRowsSpecifies the maximum number of rows the provider returns when a query does not include aggregation or grouping.
TypeDetectionSchemeSpecifies how the provider determines the data types of columns in a worksheet.
UseRESTAPISpecifies whether the provider uses the SharePoint REST API instead of the OData API to retrieve data.

SSO


PropertyDescription
SSOLoginURLThe identity provider's login URL.
SSODomainSpecifies the domain associated with the user account when using single sign-on (SSO).
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.

Kerberos


PropertyDescription
KerberosKDCIdentifies the Kerberos Key Distribution Center (KDC) service used to authenticate the user. (SPNEGO or Windows authentication only).
KerberosRealmIdentifies the Kerberos Realm used to authenticate the user.
KerberosSPNIdentifies the service principal name (SPN) for the Kerberos Domain Controller.
KerberosUserConfirms the principal name for the Kerberos Domain Controller, which uses the format host/user@realm.
KerberosKeytabFileIdentifies the Keytab file containing your pairs of Kerberos principals and encrypted keys.
KerberosServiceRealmIdentifies the service's Kerberos realm. (Cross-realm authentication only).
KerberosServiceKDCIdentifies the service's Kerberos Key Distribution Center (KDC).
KerberosTicketCacheSpecifies the full file path to an MIT Kerberos credential cache file.

SSL


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.

Firewall


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging


PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Schema


PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Miscellaneous


PropertyDescription
IncludeNavigationParentColumnsSpecifies whether the provider includes non-key parent columns in views generated from navigation properties.
OtherSpecifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
RowScanDepthThe maximum number of rows to scan to look for the columns available in a table.
ShowEmptyRowsSpecifies whether the provider includes empty rows when reading data from a worksheet.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
Microsoft SharePoint Excel Connector for CData Sync

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AuthSchemeSpecifies the authentication scheme the provider uses to connect. Set this to one of the following values: NTLM, Basic, Digest, Forms, Negotiate, ADFS, or None.
URLSpecifies the base URL of the SharePoint site or site collection the provider connects to.
UserSpecifies the username for the account used to authenticate to the server.
PasswordSpecifies the password for the user account used to authenticate to the server.
SharePointVersionSpecifies the version of the SharePoint server that the provider connects to.
STSURLSpecifies the URL of the security token service (STS) used for single sign-on (SSO) with ADFS.
UseNTLMV1Specifies whether the provider uses the NTLMv1 authentication protocol instead of the default NTLMv2.
Microsoft SharePoint Excel Connector for CData Sync

AuthScheme

Specifies the authentication scheme the provider uses to connect. Set this to one of the following values: NTLM, Basic, Digest, Forms, Negotiate, ADFS, or None.

Remarks

Used with User and Password to authenticate against the server.

Use one of the following options:

  • NTLM: Uses your Windows credentials to authenticate.
  • Basic: Uses HTTP Basic authentication.
  • Digest: Uses HTTP Digest authentication.
  • Forms: Uses Forms authentication.
  • Negotiate: The Sync App negotiates the authentication mechanism with the server. Use this to enable Kerberos authentication.
  • ADFS: Uses Single Sign-On authentication with Active Directory Federation Services (ADFS).
  • None: Uses anonymous authentication.

Microsoft SharePoint Excel Connector for CData Sync

URL

Specifies the base URL of the SharePoint site or site collection the provider connects to.

Remarks

This property specifies the full base URL of the SharePoint site or site collection where your Excel file is stored.

The Sync App uses this URL to construct additional requests to access files, metadata, and resources within the site.

Examples of valid values:

  • http://server/SharePoint/
  • http://server/Sites/mysite/
  • http://server:90/

Use this property to establish the root connection point for all SharePoint operations.

Microsoft SharePoint Excel Connector for CData Sync

User

Specifies the username for the account used to authenticate to the server.

Remarks

This property specifies the username for the account the Sync App uses to authenticate to the SharePoint server.

It is used together with the Password property.

The required username format may vary depending on the authentication scheme. For example, domain\username which is typically used in NTLM or Kerberos environments or [email protected] for ADFS or Forms authentication.

Use this property when the selected authentication scheme requires user credentials.

Microsoft SharePoint Excel Connector for CData Sync

Password

Specifies the password for the user account used to authenticate to the server.

Remarks

This property, along with the User property, provides the credentials the Sync App uses to authenticate to the server.

The password must match the account specified in the User property and must be valid for the authentication scheme in use.

Use this property when the selected authentication scheme requires a password-based login.

Microsoft SharePoint Excel Connector for CData Sync

SharePointVersion

Specifies the version of the SharePoint server that the provider connects to.

Remarks

This property specifies the version of SharePoint Server running on the target environment.

Accepted values are:

  • SharePoint 2010
  • SharePoint 2013

Microsoft SharePoint Excel Connector for CData Sync

STSURL

Specifies the URL of the security token service (STS) used for single sign-on (SSO) with ADFS.

Remarks

This property specifies the URL of the security token service (STS) used to request authentication tokens during single sign-on (SSO).

It is required only when AuthScheme is set to ADFS and the SSO flow uses a locally hosted Active Directory Federation Services (ADFS) instance.

Use this property when connecting to a SharePoint environment secured by an on-premises ADFS server.

Microsoft SharePoint Excel Connector for CData Sync

UseNTLMV1

Specifies whether the provider uses the NTLMv1 authentication protocol instead of the default NTLMv2.

Remarks

This property controls which version of the NTLM authentication protocol the Sync App uses to connect to the server.

If set to true, the Sync App uses NTLMv1.

If set to false, it uses the more secure NTLMv2.

Use this property only if the server explicitly requires NTLMv1 and does not support NTLMv2.

Microsoft SharePoint Excel Connector for CData Sync

Connection

This section provides a complete list of the Connection properties you can configure in the connection string for this provider.


PropertyDescription
DefineTablesSpecifies custom table definitions by mapping table names to sheet ranges in the spreadsheet. Use name-value pairs in the form TableName=SheetName!Range.
FileSpecifies the name of the Excel file to connect to, including the .xlsx extension.
FolderSpecifies the folder path within the document library where the file specified in the File property is located.
HeaderSpecifies whether the first row of the sheet contains column names when using the REST API.
LibrarySpecifies the name of the document library that contains the Excel file you want to connect to.
IgnoreCalcErrorSpecifies whether the provider should ignore formula calculation errors in Excel worksheets.
MaxRowsSpecifies the maximum number of rows the provider returns when a query does not include aggregation or grouping.
TypeDetectionSchemeSpecifies how the provider determines the data types of columns in a worksheet.
UseRESTAPISpecifies whether the provider uses the SharePoint REST API instead of the OData API to retrieve data.
Microsoft SharePoint Excel Connector for CData Sync

DefineTables

Specifies custom table definitions by mapping table names to sheet ranges in the spreadsheet. Use name-value pairs in the form TableName=SheetName!Range.

Remarks

This property allows you to define custom tables in your spreadsheet by mapping each table name to a specific sheet and cell range. These tables are used when querying the data.

Use a comma-separated list of name-value pairs in the format TableName=SheetName!Range. TableName is the name that appears in queries. SheetName is the name of the worksheet, and Range is the cell range containing the data.

For example:

DefineTables="DefinedTable1=Sheet1!A1:N25,DefinedTable2=Sheet2!C3:M53"

In this example, the Sync App defines two tables. The first table is called "DefinedTable1" and points to the range A1 through N25 on the worksheet named "Sheet1". The second table, "DefinedTable2", points to cells C3 through M53 on "Sheet2". These tables appear in the list of available tables when querying the spreadsheet.

If a custom-defined table shares a name with a default-discovered table (such as one based on a worksheet), the custom table overrides the default.

Microsoft SharePoint Excel Connector for CData Sync

File

Specifies the name of the Excel file to connect to, including the .xlsx extension.

Remarks

This property specifies the name of the Excel workbook that the Sync App connects to. Include the ".xlsx" file extension in the name.

The file must exist in the location that the Sync App is configured to search. If the file does not exist, the connection will fail.

Microsoft SharePoint Excel Connector for CData Sync

Folder

Specifies the folder path within the document library where the file specified in the File property is located.

Remarks

This property specifies the full, hierarchical path to the subfolder within the document library where the File is stored.

Use forward slashes to separate folder levels. For example, if the file is stored in a folder called "SubFolder" inside a folder called "BaseFolder", set this property to "/BaseFolder/SubFolder/".

The folder path must begin and end with a forward slash.

Microsoft SharePoint Excel Connector for CData Sync

Header

Specifies whether the first row of the sheet contains column names when using the REST API.

Remarks

This property determines how the Sync App names columns when reading data using the REST API and only applies when UseRESTAPI is set to true.

If this property is set to true, the Sync App uses the values in the first row as column names.

If this property is set to false, the Sync App assigns pseudo-column names such as A, B, C, and so on.

Use this property when your data includes column headers in the first row and you want the query results to reflect those names.

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Library

Specifies the name of the document library that contains the Excel file you want to connect to.

Remarks

This property specifies the name of the document library that contains the Excel file the Sync App connects to.

If you do not set this property, the Sync App defaults to using the "Shared Documents" library.

To connect to OneDrive for Business, set this property to "Documents".

If your SharePoint site uses a language other than English, enter the localized name of the document library. For example, in French-language SharePoint sites, the library might be named "Documents partagés".

To find the correct library name:

  1. Navigate to your SharePoint site collection.
  2. Open the document library page.
  3. Click the settings (gear) icon and select Library settings.
  4. Under List Information, look for the Web Address field.
  5. The last segment in the web address typically reflects the library name.

For example, if your SharePoint site is in French, the URL might look like this: https://YourSharePointSite/subSites/.../Documents%20partages/Forms/AllItems.aspx

In this case, the document library name is Documents partagés.

Use this property when your Excel file is stored outside the default library or in a OneDrive for Business account.

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IgnoreCalcError

Specifies whether the provider should ignore formula calculation errors in Excel worksheets.

Remarks

This property controls how the Sync App handles formula calculation errors when reading Excel data.

If set to true, the Sync App ignores any errors that occur during formula evaluation. While this may result in unreliable values for calculated fields, other non-calculated data remains accurate.

If set to false, the Sync App stops processing if a calculation error occurs.

Use this property when you want to load available data despite potential issues in calculated cells.

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MaxRows

Specifies the maximum number of rows the provider returns when a query does not include aggregation or grouping.

Remarks

This property controls the number of rows the Sync App returns when running a query without aggregation or GROUP BY clauses.

Set this property to a positive integer to limit the number of rows returned. Set it to -1 to return all available rows.

Limiting rows can improve performance when previewing data in design-time environments such as business intelligence tools or query builders.

Use this property when working with large datasets and you want to avoid loading the entire result set during development or metadata exploration.

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TypeDetectionScheme

Specifies how the provider determines the data types of columns in a worksheet.

Remarks

This property controls how the Sync App determines the data types of columns when reading Excel data.

Available options:

  • None: All columns are returned as string values, with no type inference.
  • RowScan: The Sync App scans sample rows to heuristically determine each column’s data type. The number of rows scanned is controlled by the RowScanDepth property.

Use this property when you need to control or bypass automatic data type detection in your worksheet.

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UseRESTAPI

Specifies whether the provider uses the SharePoint REST API instead of the OData API to retrieve data.

Remarks

This property determines which SharePoint API the Sync App uses to retrieve data.

If set to true, the Sync App uses the REST API. If set to false, it uses the OData API.

SharePoint 2010 only supports the REST API. Later versions of SharePoint support both the REST and OData APIs.

Use the REST API to query spreadsheets and ranges as tables, as well as defined table objects. The OData API allows access only to named table objects.

See Data Model for more details on querying spreadsheets organized in different ways.

Use this property when you need to retrieve data from cell ranges or non-tabular worksheet layouts that the OData API cannot expose.

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SSO

This section provides a complete list of the SSO properties you can configure in the connection string for this provider.


PropertyDescription
SSOLoginURLThe identity provider's login URL.
SSODomainSpecifies the domain associated with the user account when using single sign-on (SSO).
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.
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SSOLoginURL

The identity provider's login URL.

Remarks

The identity provider's login URL.

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SSODomain

Specifies the domain associated with the user account when using single sign-on (SSO).

Remarks

This property specifies the domain used by the user account during single sign-on (SSO) authentication.

It is only applicable when the AuthScheme is set to ADFS.

Use this property when the domain of the user identity ([email protected]) is different from the domain expected by the SSO service ([email protected]).

This property is commonly required when using Active Directory Federation Services (ADFS).

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SSOProperties

Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.

Remarks

Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.

This is used with the SSOLoginURL.

SSO configuration is discussed further in .

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Kerberos

This section provides a complete list of the Kerberos properties you can configure in the connection string for this provider.


PropertyDescription
KerberosKDCIdentifies the Kerberos Key Distribution Center (KDC) service used to authenticate the user. (SPNEGO or Windows authentication only).
KerberosRealmIdentifies the Kerberos Realm used to authenticate the user.
KerberosSPNIdentifies the service principal name (SPN) for the Kerberos Domain Controller.
KerberosUserConfirms the principal name for the Kerberos Domain Controller, which uses the format host/user@realm.
KerberosKeytabFileIdentifies the Keytab file containing your pairs of Kerberos principals and encrypted keys.
KerberosServiceRealmIdentifies the service's Kerberos realm. (Cross-realm authentication only).
KerberosServiceKDCIdentifies the service's Kerberos Key Distribution Center (KDC).
KerberosTicketCacheSpecifies the full file path to an MIT Kerberos credential cache file.
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KerberosKDC

Identifies the Kerberos Key Distribution Center (KDC) service used to authenticate the user. (SPNEGO or Windows authentication only).

Remarks

The Kerberos properties are used when using SPNEGO or Windows Authentication. The Sync App requests session tickets and temporary session keys from the Kerberos KDC service, which is usually co-located with the domain controller.

If KerberosKDC is not specified, the Sync App tries to detect these properties automatically from the following locations:

  • KRB5 Config File (krb5.ini/krb5.conf): If the KRB5_CONFIG environment variable is set and the file exists, the Sync App obtains the KDC from the specified file. If it is not found there, the Sync App tries to read from the default MIT location based on the OS: C:\ProgramData\MIT\Kerberos5\krb5.ini (Windows) or /etc/krb5.conf (Linux).
  • Domain Name and Host: If the Kerberos Realm and Kerberos KDC cannot be inferred from another location, the Sync App infers them from the configured domain name and host.

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KerberosRealm

Identifies the Kerberos Realm used to authenticate the user.

Remarks

A realm is a logical network, similar to a domain, that defines a group of systems under the same master KDC. Some realms are hierarchical, where one realm is a superset of the other realm, but usually realms are nonhierarchical (or “direct”) and the mapping between the two realms must be defined. Kerberos cross-realm authentication enables authentication across realms. Each realm only needs to have a principal entry for the other realm in its KDC.

The Kerberos properties are used when using SPNEGO or Windows Authentication. The Sync App requests session tickets and temporary session keys from the Kerberos KDC service, which is usually co-located with the domain controller. The Kerberos Realm can be configured by an administrator to be any string, but it is usually based on the domain name.

If Kerberos Realm is not specified, the Sync App will attempt to detect these properties automatically from the following locations:

  • KRB5 Config File (krb5.ini/krb5.conf): If the KRB5_CONFIG environment variable is set and the file exists, the Sync App will obtain the default realm from the specified file. Otherwise, it will attempt to read from the default MIT location based on the OS: C:\ProgramData\MIT\Kerberos5\krb5.ini (Windows) or /etc/krb5.conf (Linux)
  • Domain Name and Host: If the Kerberos Realm and Kerberos KDC could not be inferred from another location, the Sync App will infer them from the user-configured domain name and host. This might work in some Windows environments.

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KerberosSPN

Identifies the service principal name (SPN) for the Kerberos Domain Controller.

Remarks

If the SPN on the Kerberos Domain Controller is not the same as the URL that you are authenticating to, use this property to set the SPN to the KDC's URL.

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KerberosUser

Confirms the principal name for the Kerberos Domain Controller, which uses the format host/user@realm.

Remarks

If there is a Kerberos principal, that Kerberos principal name should always be used to authenticate to the database.

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KerberosKeytabFile

Identifies the Keytab file containing your pairs of Kerberos principals and encrypted keys.

Remarks

A keytab (short for “key table”) stores long-term keys for one or more principals. In most cases, end users authenticate to the KDC using their client secret (password). However, in situations where authentication or re-authentication happen using automated scripts and applications, it may be more efficient to use a keytab, which sends passwords to the KDC in encrypted form, automatically.

Keytabs are normally represented by files in a standard format, and named using the format type:value. Usually type is FILE and value is the absolute pathname of the file. The other possible value for type is MEMORY, which indicates a temporary keytab stored in the memory of the current process.

A keytab contains one or more entries, where each entry consists of a timestamp (indicating when the entry was written to the keytab), a principal name, a key version number, an encryption type, and the encryption key itself. They can be generated using kutil.

For example:

[admin@myhost]# ktutil

ktutil: addent -password -p starlord/[email protected] -k 1 -e aes256-cts-hmac-sha1-96
Password for starlord/myhost.galaxy.com:

ktutil: addent -password -p starlord/[email protected] -k 1 -e aes128-cts-hmac-sha1-96
Password for starlord/myhost.galaxy.com:

ktutil: addent -password -p starlord/[email protected] -k 1 -e des3-cbc-sha1
Password for starlord/myhost.galaxy.com:

ktutil: wkt /path/to/starlord.keytab

Note: You must create principals for all authentication methods (encryption types) you want to support.

To display a keytab, use klist -k.

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KerberosServiceRealm

Identifies the service's Kerberos realm. (Cross-realm authentication only).

Remarks

The KerberosServiceRealm is used to specify a service's KerberosRealm when using cross-realm Kerberos authentication.

In most cases, a single realm and KDC machine are used to perform the Kerberos authentication, which means that this property would not be required. However, the property is available for complex setups where a different realm and KDC machine are used to obtain an authentication ticket (AS request) and a service ticket (TGS request).

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KerberosServiceKDC

Identifies the service's Kerberos Key Distribution Center (KDC).

Remarks

The KerberosServiceKDC is used to specify the service Kerberos KDC when using cross-realm Kerberos authentication.

In most cases, a single realm and KDC machine are used to perform the Kerberos authentication, which means that this property would not be required. However, the property is available for complex setups where a different realm and KDC machine are used to obtain an authentication ticket (AS request) and a service ticket (TGS request).

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KerberosTicketCache

Specifies the full file path to an MIT Kerberos credential cache file.

Remarks

Set this property if you want to use a credential cache file that was created using the MIT Kerberos Ticket Manager or kinit command.

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SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
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SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Remarks

If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are rejected.

This property can take the following forms:

Description Example
A full PEM Certificate (example shortened for brevity) -----BEGIN CERTIFICATE-----
MIIChTCCAe4CAQAwDQYJKoZIhv......Qw==
-----END CERTIFICATE-----
A path to a local file containing the certificate C:\cert.cer
The public key (example shortened for brevity) -----BEGIN RSA PUBLIC KEY-----
MIGfMA0GCSq......AQAB
-----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space- or colon-separated) ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space- or colon-separated) 34a929226ae0819f2ec14b4a3d904f801cbb150d

Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.

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Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.
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FirewallType

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Note: By default, the Sync App connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

The following table provides port number information for each of the supported protocols.

Protocol Default Port Description
TUNNEL 80 The port where the Sync App opens a connection to Excel Services. Traffic flows back and forth via the proxy at this location.
SOCKS4 1080 The port where the Sync App opens a connection to Excel Services. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted.
SOCKS5 1080 The port where the Sync App sends data to Excel Services. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

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FirewallServer

Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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FirewallPort

Specifies the TCP port to be used for a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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FirewallUser

Identifies the user ID of the account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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FirewallPassword

Specifies the password of the user account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.
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ProxyAutoDetect

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Remarks

When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).

This connection property takes precedence over other proxy settings. If you want to configure the Sync App to connect to a specific proxy server, set ProxyAutoDetect to False.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

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ProxyServer

Identifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.

Remarks

The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.

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ProxyPort

Identifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.

Remarks

The Sync App only routes HTTP traffic through the ProxyServer port specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.

For other proxy types, see FirewallType.

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ProxyAuthScheme

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Remarks

Supported authentication types :

  • BASIC: The Sync App performs HTTP basic authentication.
  • DIGEST: The Sync App performs HTTP digest authentication.
  • NTLM: The Sync App retrieves an NTLM token.
  • NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
  • NONE: Signifies that the ProxyServer does not require authentication.

For all values other than NONE, you must also set the ProxyUser and ProxyPassword connection properties.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

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ProxyUser

Provides the username of a user account registered with the proxy server specified in the ProxyServer connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyUser
BASIC The username of a user registered with the proxy server.
DIGEST The username of a user registered with the proxy server.
NEGOTIATE The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NTLM The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NONE Do not set the ProxyPassword connection property.

Note: The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the username specified in your system proxy settings.

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ProxyPassword

Specifies the password of the user specified in the ProxyUser connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyPassword
BASIC The password associated with the proxy server user specified in ProxyUser.
DIGEST The password associated with the proxy server user specified in ProxyUser.
NEGOTIATE The password associated with the Windows user account specified in ProxyUser.
NTLM The password associated with the Windows user account specified in ProxyUser.
NONE Do not set the ProxyPassword connection property.

For SOCKS 5 authentication or tunneling, see FirewallType.

Note: The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the password specified in your system proxy settings.

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ProxySSLType

Specifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Remarks

This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :

AUTODefault setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option.
ALWAYSThe connection is always SSL enabled.
NEVERThe connection is not SSL enabled.
TUNNELThe connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

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ProxyExceptions

Specifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note: The Sync App uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.

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Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.


PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
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LogModules

Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Remarks

The Sync App writes details about each operation it performs into the logfile specified by the Logfile connection property.

Each of these logged operations are assigned to a themed category called a module, and each module has a corresponding short code used to labels individual Sync App operations as belonging to that module.

When this connection property is set to a semicolon-separated list of module codes, only operations belonging to the specified modules are written to the logfile. Note that this only affects which operations are logged moving forward and doesn't retroactively alter the existing contents of the logfile. For example: INFO;EXEC;SSL;META;

By default, logged operations from all modules are included.

You can explicitly exclude a module by prefixing it with a "-". For example: -HTTP

To apply filters to submodules, identify them with the syntax <module name>.<submodule name>. For example, the following value causes the Sync App to only log actions belonging to the HTTP module, and further refines it to exclude actions belonging to the Res submodule of the HTTP module: HTTP;-HTTP.Res

Note that the logfile filtering triggered by the Verbosity connection property takes precedence over the filtering imposed by this connection property. This means that operations of a higher verbosity level than the level specified in the Verbosity connection property are not printed in the logfile, even if they belong to one of the modules specified in this connection property.

The available modules and submodules are:

Module Name Module Description Submodules
INFO General Information. Includes the connection string, product version (build number), and initial connection messages.
  • Connec – Information related to creating or destroying connections.
  • Messag – Generic label for messages pertaining to connections, the connection string, and product version. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
EXEC Query Execution. Includes execution messages for user-written SQL queries, parsed SQL queries, and normalized SQL queries. Success/failure messages for queries and query pages appear here as well.
  • Messag – Messages pertaining to query execution. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • Normlz – Query normalization steps. Query normalization is when the product takes the user-submitted query and rewrites the query to get the same results with optimal performance.
  • Origin – This label applies to any messages recording a user's original query (the exact, unaltered, non-normalized query executed by the user).
  • Page – Messages related to query paging.
  • Parsed – Query parsing steps. Parsing is the process of converting the user-submitted query into a standardized format for easier processing.
HTTP HTTP protocol messages. Includes HTTP requests/responses (including POST messages), as well as Kerberos related messages.
  • KERB – HTTP requests related to Kerberos.
  • Messag – Messages pertaining to HTTP protocols. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • Unpack – This label applies to messages about zipped data being returned from the service API and unpacked by the product.
  • Res – Messages containing HTTP responses.
  • Req – Messages containing HTTP requests.
WSDL Messages pertaining to the generation of WSDL/XSD files. —
SSL SSL certificate messages.
  • Certif – Messages pertaining to SSL certificates.
AUTH Authentication related failure/success messages.
  • Messag – Messages pertaining to authentication. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • OAuth – Messages related to OAuth authentication.
  • Krbros – Kerberos-related authentication messages.
SQL Includes SQL transactions, SQL bulk transfer messages, and SQL result set messages.
  • Bulk – Messages pertaining to bulk query execution.
  • Cache – Messages related to reading row data from and writing row data to the product's cache for better performance.
  • Messag – Messages pertaining to SQL transactions. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • ResSet – Query resultsets.
  • Transc – Messages related to handling transactions, including information about the number of jobs executed and backup table handling.
META Metadata cache and schema messages.
  • Cache – Messages related to reading from and modifying column and table definitions in the product's cache for better performance.
  • Schema – Messages related to retrieving metadata from or modifying the service schema.
  • MemSto – Messages related to writing to or reading from in-memory metadata cache.
  • Storag – Messages relating to storing metadata on disk or in an external data store, rather than in memory.
FUNC Information related to executing SQL functions.
  • Errmsg – Error messages related to executing SQL functions.
TCP Incoming and outgoing raw bytes on TCP transport layer messages.
  • Send – Raw data sent via the TCP protocol.
  • Receiv – Raw data received via the TCP protocol.
FTP Messages pertaining to the File Transfer Protocol.
  • Info – Status messages related to communication in the FTP protocol.
  • Client – Messages related to actions taken by the FTP client (the product) during FTP communication.
  • Server – Messages related to actions taken by the FTP server during FTP communication.
SFTP Messages pertaining to the Secure File Transfer Protocol.
  • Info – Status messages related to communication in the SFTP protocol.
  • To_Server – Messages related to actions taken by the SFTP client (the product) during SFTP communication.
  • From_Server – Messages related to actions taken by the SFTP server during SFTP communication.
POP Messages pertaining to data transferred via the Post Office Protocol.
  • Client – Messages related to actions taken by the POP client (the product) during POP communication.
  • Server – Messages related to actions taken by the POP server during POP communication.
  • Status – Status messages related to communication in the POP protocol.
SMTP Messages pertaining to data transferred via the Simple Mail Transfer Protocol.
  • Client – Messages related to actions taken by the SMTP client (the product) during SMTP communication.
  • Server – Messages related to actions taken by the SMTP server during SMTP communication.
  • Status – Status messages related to communication in the SMTP protocol.
CORE Messages relating to various internal product operations not covered by other modules. —
DEMN Messages related to SQL remoting. —
CLJB Messages about bulk data uploads (cloud job).
  • Commit – Submissions for bulk data uploads.
SRCE Miscellaneous messages produced by the product that don't belong in any other module. —
TRANCE Advanced messages concerning low-level product operations. —

Microsoft SharePoint Excel Connector for CData Sync

Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.


PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .
Microsoft SharePoint Excel Connector for CData Sync

Location

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is %APPDATA%\\CData\\Microsoft SharePoint Excel Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Linux ~/.config

Microsoft SharePoint Excel Connector for CData Sync

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

Microsoft SharePoint Excel Connector for CData Sync

Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.

Microsoft SharePoint Excel Connector for CData Sync

Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.

Microsoft SharePoint Excel Connector for CData Sync

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.


PropertyDescription
IncludeNavigationParentColumnsSpecifies whether the provider includes non-key parent columns in views generated from navigation properties.
OtherSpecifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
RowScanDepthThe maximum number of rows to scan to look for the columns available in a table.
ShowEmptyRowsSpecifies whether the provider includes empty rows when reading data from a worksheet.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
Microsoft SharePoint Excel Connector for CData Sync

IncludeNavigationParentColumns

Specifies whether the provider includes non-key parent columns in views generated from navigation properties.

Remarks

This property controls whether the Sync App includes non-key parent columns in views that represent navigation relationships.

When set to true, these views include both the primary key columns of the parent and additional columns that provide more context about the parent.

When set to false, the Sync App still includes the parent’s primary keys to support joins, but omits all other columns from the parent.

Use this property when you want to filter or analyze data based on details from the parent entity in navigation-related views.

Microsoft SharePoint Excel Connector for CData Sync

Other

Specifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.

Remarks

This property allows advanced users to configure hidden properties for specialized situations, with the advice of our Support team. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. To define multiple properties, use a semicolon-separated list.

Note: It is strongly recommended to set these properties only when advised by the Support team to address specific scenarios or issues.

Integration and Formatting

PropertyDescription
DefaultColumnSizeSets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT=TrueConverts date-time values to GMT, instead of the local time of the machine. The default value is False (use local time).
RecordToFile=filenameRecords the underlying socket data transfer to the specified file.

Microsoft SharePoint Excel Connector for CData Sync

PseudoColumns

Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.

Remarks

This property allows you to define which pseudocolumns the Sync App exposes as table columns.

To specify individual pseudocolumns, use the following format:

Table1=Column1;Table1=Column2;Table2=Column3

To include all pseudocolumns for all tables use:

*=*

Microsoft SharePoint Excel Connector for CData Sync

RowScanDepth

The maximum number of rows to scan to look for the columns available in a table.

Remarks

The columns in a table must be determined by scanning table rows. This value determines the maximum number of rows that will be scanned.

Setting a high value may decrease performance. Setting a low value may prevent the data type from being determined properly, especially when there is null data.

Microsoft SharePoint Excel Connector for CData Sync

ShowEmptyRows

Specifies whether the provider includes empty rows when reading data from a worksheet.

Remarks

This property determines whether the Sync App includes completely empty rows in the output when reading data from a worksheet and only applies when UseRESTAPI is set to true.

If this property is set to true, the Sync App includes empty rows in the result set.

If this property is set to false, it skips them.

Use this property when empty rows in your spreadsheet are meaningful and should be preserved in the output.

Microsoft SharePoint Excel Connector for CData Sync

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.

Remarks

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.

Disabling the timeout allows operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server.

Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

Microsoft SharePoint Excel Connector for CData Sync

UserDefinedViews

Specifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.

Remarks

UserDefinedViews allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view.

For example:

{
	"MyView": {
		"query": "SELECT * FROM Account WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

You can use this property to define multiple views in a single file and specify the filepath. For example:

UserDefinedViews=C:\Path\To\UserDefinedViews.json
When you specify a view in UserDefinedViews, the Sync App only sees that view.

For further information, see User Defined Views.

Microsoft SharePoint Excel Connector for CData Sync

Third Party Copyrights

LZMA from 7Zip LZMA SDK

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Anyone is free to copy, modify, publish, use, compile, sell, or distribute the original LZMA SDK code, either in source code form or as a compiled binary, for any purpose, commercial or non-commercial, and by any means.

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Xamarin SDK

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Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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