The CData Sync App provides a straightforward way to continuously pipeline your Microsoft Excel Online data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.
The Microsoft Excel Online connector can be used from the CData Sync application to pull data from Microsoft Excel Online and move it to any of the supported destinations.
Create a connection to Microsoft Excel Online by navigating to the Connections page in the Sync App application and selecting the corresponding icon in the Add Connections panel. If the Microsoft Excel Online icon is not available, click the Add More icon to download and install the Microsoft Excel Online connector from the CData site.
Required properties are listed under the Settings tab. The Advanced tab lists connection properties that are not typically required.
The Sync App exposes workbooks and worksheets from drives you specify in your Microsoft account. You can connect to a workbook by providing authentication to Excel Online and setting any of the following properties that control what drives are discovered:
To control what workbooks and worksheets are exposed from the discovered drives, or what drives are exposed, you can use the following properties:
There are two authentication methods available for connecting to Microsoft Excel Online data source, the OAuth 2.0 (AzureAD) and the MSI Authentication methods.
To authenticate using OAuth, you may leave the OAuth credentials blank to use the Sync App's embedded app.
Alternatively, you may create a custom app to obtain the OAuthClientId, OAuthClientSecret to use custom OAuth credentials. In addition to those properties, set CallbackURL.
Azure Service Principal is a connection type that goes through OAuth. Set your AuthScheme to AzureServicePrincipal. The authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow, and it does not involve direct user authentication. Instead, credentials are created for just the app itself. All tasks taken by the app are done without a default user context, but based on the assigned roles. The application access to the resources is controlled through the assigned roles' permissions.
Note: You must create a custom application prior to assigning a role. See Creating a Custom AzureAD App for more information.
When authenticating using an Azure Service Principal, you must register an application with an Azure AD tenant. Follow the steps below to create a new service principal that can be used with the role-based access control.
In both methods
Before choosing client secret or certicate authentication, follow these steps then continue to the relevant section below:
Continue with the following:
Authenticating using a Certificate
Continue with the following:
If you are running Microsoft Excel Online on an Azure VM, you can leverage Managed Service Identity (MSI) credentials to connect:
The MSI credentials are automatically obtained for authentication.
See the following to execute data manipulation SQL to worksheets and ranges:
See Data Model for more information on how the Sync App models worksheets and cells as tables and columns.
SharepointURL=https://mysite.sharepoint.com/The driver automatically looks up each document library you have in SharePoint and lists it as a schema. Individual Excel workbooks and worksheets are listed as tables in the format Workbook_Worksheet under their corresponding document library. This works in the same manner as listing your own personal Excel documents when SharepointURL is not set.
The following connection properties enable you to execute SELECT queries that closely match how your sheet is organized.
SELECT Id, Name, Item, Quantity, Amount FROM Test_xlsx_Sheet1 WHERE Amount = 50The query above assumes that the first row of the worksheet has the column names Id, Name, Quantity, and Amount. The worksheet may have more columns than were selected and they can be in any order.
SELECT A, B, C, D FROM Test_xlsx_Sheet1 WHERE D = 50
To select a range of data on the worksheet, append the range to the table name with the # character. For example, the following command will select the range of cells between A1 and E5:
SELECT * FROM Test_xlsx_Sheet1#A1:E5
To assign a table name to a range, and avoid specifying the range repeatedly, see the Tables property.
You can execute INSERT statements when working with worksheets as tables. You can specify the column names detected from a header row or specify the alphabetical column names in Excel Online. You can also configure how the Sync App parses the input values into Microsoft Excel Online cell formats.
Set the Header property to configure column names. Set ValueInputOption to configure input parsing.
Note that inserting to ranges is not supported. Use Batch Inserts or Temporary Tables instead.
When the Header property is set to true, you can specify cells in a header row as the column names.
INSERT INTO Test_xlsx_Sheet1(Name, Amount) VALUES ('Test', 10)
When the Header property is set to false, provide the alphabetical column names.
INSERT INTO Test_xlsx_Sheet1(A, B) VALUES ('Test', 10)
By default, the Sync App parses all values you input in the SQL statement the same as if you entered the input in the Microsoft Excel Online UI. For example, strings may be converted to numbers, dates, etc.
To disable the parsing of input values, set ValueInputOption. Additionally, see Using Formulas to configure formula evaluation.
If using temporary tables, they must be defined and inserted within the same connection. Closing the connection will clear out any temporary tables in memory.
Insert the rows you need in a temporary table. Then insert all the rows from that temporary table into the actual table.
In UPDATE statements, you can specify the column names detected from a header row or specify the alphabetical column names in Microsoft Excel Online. You can also configure how the Sync App parses the input values into Microsoft Excel Online cell formats.
Set the Header property to configure column names. The primary key is the row number; specify the primary key with the Id column. Set ValueInputOption to configure input parsing.
When the Header property is set to true, you update columns by specifying the detected column names.
UPDATE Customers SET Col1='value' WHERE Id=7
When the Header is set to false, provide the alphabetical column names:
UPDATE Customers SET H='value' WHERE Id=7
Set the columns corresponding to the range and specify the row number as the Id:
UPDATE [Customers#A15:C15] SET A='Ana Trujilo', B='Northwind, Inc.', C='100,000' WHERE Id='15'
By default, the Sync App parses all values you input in the SQL statement the same as if you entered the input in the Microsoft Excel Online UI. For example, strings may be converted to numbers, dates, etc.
To disable the parsing of input values, set ValueInputOption. Additionally, see Using Formulas to configure formula evaluation.
When deleting an entire row of data, you will need to be sure to refresh the table data. This is because Ids are assigned based on the row. For example, if there are five rows, with Ids 1 through 5, and you delete row 3 then row 4 will become 3 and 5 will become 4.
Set the following properties to configure formula evaluation when executing SELECT, INSERT, and UPDATE statements.
The Sync App can return either the result of the formula or the formula itself; configure this behavior with the ValueRenderOption connection property.
Set AllowFormula to true to insert formulas (the default). Otherwise, all values used in inserts and updates are inserted as string literals.
For example, with AllowFormula set to true, the following will insert a formula into the B column that will sum cells B1:B5:
INSERT INTO Excel_Sheet (A, B) VALUES ('Bill', '=SUM(B1:B5)')
Note: If AllowFormula is set to true, every column containing a formula will be exposed as String type regardless of the set TypeDetectionScheme.
This section details a selection of advanced features of the Microsoft Excel Online Sync App.
The Sync App allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.
Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.
Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.
The Sync App offloads as much of the SELECT statement processing as possible to Microsoft Excel Online and then processes the rest of the query in memory (client-side).
See Query Processing for more information.
See Logging for an overview of configuration settings that can be used to refine CData logging. For basic logging, you only need to set two connection properties, but there are numerous features that support more refined logging, where you can select subsets of information to be logged using the LogModules connection property.
By default, the Sync App attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.
To specify another certificate, see the SSLServerCert property for the available formats to do so.
To connect through the Windows system proxy, you do not need to set any additional connection properties. To connect to other proxies, set ProxyAutoDetect to false.
In addition, to authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.
Set the following properties:
The Sync App models the worksheets and ranges in your workbooks as bidirectional tables. When you connect, the Sync App retrieves the metadata from Microsoft Excel Online and reflects any changes to the table schemas.
See the Getting Started section for quickstarts to executing SQL to the tables. This section provides additional details on the Sync App behavior.
This section provides more detail about how the Sync App models the Tables. See Columns for details about column discovery.
Query the available System Tables to access the available Sync App metadata, including schema information.
1) If you currently have many workbooks or sheets in your account, it may take a long time to initially retrieve all the data. You may shorten this time by adding the Workbook connection property to your connection string.
2) If you will be running a SELECT operation after INSERT or BATCH INSERT then make sure to wait 3-5 seconds before running it. The API takes a few seconds to register all the data you're adding to the database, so waiting is required to avoid partial results.
The Sync App exposes worksheets from workbooks as tables. To do so, it exposes the drives containing these workbooks and worksheets as schemas for these tables. How drives are exposed as schemas is dependent on the connection propeties for the Sync App.
The following connection properties determine what drives are exposed as schemas by the driver. They are listed in order of precedence, where only the most precedent property is used to expose schemas:
You can use the Drives and SharePointSites views to view all the sites and drives you have access to.
If you would like to filter the schemas the driver exposes, you can use, the BrowsableSchemas connection property. Supply a list of drive names to this property. The filtering is done client-side, so this means that the names supplied should be the names that would normally be returned by the Sync App for the drives.
The Sync App enables you to represent a top-left-oriented worksheet or a user-specified range as a database table.
You can execute SELECT or UPDATE commands against a given range with a reference in the following format: WORKSHEET#RANGE. You can also set the Tables property to assign a table name to a range.
For example, the following command will select the range of cells between A1 and E5:
SELECT * FROM Test_xlsx_Sheet1#A1:E5
You can use the connection property ShowSharedDocuments to list shared excel workbooks as database tables. The tables will be listed along-side user owned workbooks.
See the following to execute data manipulation SQL to worksheets and ranges:
When you connect, the Sync App discovers the available columns and reflects both changes in Microsoft Excel Online and configuration changes you make with the following connection properties. See the following sections to configure aspects of column discovery specific to Microsoft Excel Online.
You can set Header to detect column names in a header row or you can reference columns alphabetically.
Below are more specifics on how the Sync App detects column names from a header row when Header is set to true.
When Header is set to false, alphabetical column names will be dynamically assigned.
The Sync App reports the row number as the primary key. The Id column for each row represents the row number from the top of the sheet.
For example, if you specify a range A3:E6, rows 3, 4, 5, and 6 will be returned.
The ValueRenderOption and ValueInputOption connection properties can be used to configure how the Sync App parses the Microsoft Excel Online cell formats in SELECT, INSERT and UPDATE operations.
Set the ValueRenderOption to configure how the Sync App renders values in the output of a SELECT operation. The available value render options are as below.
Set the ValueInputOption to configure how the Sync App parses values the user submits to the Microsoft Excel Online source for INSERT and UPDATE operations. The available value input options are as below.
Set the TypeDetectionScheme to configure the data type detection method. The available type detection schemes are as below.
Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.
Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard.
Dynamic views, such as queries exposed as views, and views for looking up specific combinations of project_team work items are supported.
Name | Description |
Drives | Retrieve a list of drive objects. |
SharedDocuments | Retrieve the list of all shared documents. Not every item listed by this view can be used as a workbook since the driver will filter out non excel files. See the Workbook and Worksheets views for more information. |
SharePointSites | Retrieve the list of all sites in your SharePoint account. |
Workbooks | Retrieve a list of workbook objects. |
Worksheets | Retrieve a list of worksheet objects. If listing sheets in a workbook which do not belong to the user's drive, please specify the drive id using the Drive connection property. |
Retrieve a list of drive objects.
The example query below will return the Drives with the specified SharePointSite Id.
SELECT * FROM Drives WHERE SiteId='rssbus.onmicrosoft.com,988a3-343a-4064-996a-d2a30559f,4233d-dfcd-4910-b7f0-71f1dc03a'
Name | Type | References | Description |
Id [KEY] | String | The unique identifier of the drive. | |
SiteId | String | The ID of the SharePoint site or subsite that this drive belongs to. | |
Name | String | The name of the drive. | |
Description | String | The description of the drive. | |
CreatedByName | String | The display name of the identity. | |
CreatedById | String | Unique identifier for the identity. | |
CreatedDateTime | Datetime | Date and time the drive was created. | |
LastModifiedDateTime | Datetime | Date and time the drive was last modified. | |
WebUrl | String | URL that displays the resource in the browser. |
Retrieve a list of workbook objects.
Name | Type | References | Description |
Id [KEY] | String | The unique identifier of the item within the Drive. | |
Name | String | The name of the item. | |
CreatedByName | String | The display name of the identity. | |
CreatedById | String | Unique identifier for the identity. | |
CreatedDateTime | Datetime | Date and time the item was created. | |
LastModifiedDateTime | Datetime | Date and time the item was last modified. | |
Size | Long | Size of the item in bytes. | |
WebUrl | String | URL that displays the resource in the browser. | |
DriveId | String |
Drives.Id | The ID of the drive that this workbook belongs to. |
Retrieve a list of worksheet objects. If listing sheets in a workbook which do not belong to the user's drive, please specify the drive id using the Drive connection property.
Name | Type | References | Description |
Id [KEY] | String | Returns a value that uniquely identifies the worksheet in a given workbook. The value of the identifier remains the same even when the worksheet is renamed or moved. | |
WorkbookId | String |
Workbooks.Id | The Id of the workbook containing this worksheet. |
Name | String | The display name of the worksheet. | |
Position | Integer | The zero-based position of the worksheet within the workbook. | |
Visibility | String | The visibility of the worksheet. Possible values are: Visible, Hidden, VeryHidden. |
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.
Property | Description |
AuthScheme | The type of authentication to use when connecting to Microsoft Excel Online. |
UseSandbox | A boolean indicating if you are using a sandbox account. The provider makes requests to the production environment by default. |
Property | Description |
DefineTables | Assign table names to ranges. |
Workbook | The name or Id of the workbook. |
Drive | The Id of the drive. |
IncludeSharePointSites | Whether to retrieve drives for all SharePoint sites when querying Drives view. If 'true' the provider will retrieve all Site IDs recursively and for each of them issue a separate call to get their drives. Therefore, be aware that setting this property to 'true' may decrease performance for the Drives view. Note that the SharePointAccessToken or OAuthJWTCert connection property must be specified to query the SharePointSites view and other views if IncludeSharePointSites is set to 'true' when using the CLIENT OAuthGrantType or the AzureServicePrincipal AuthScheme. |
Property | Description |
AzureTenant | The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used. |
AzureEnvironment | The Azure Environment to use when establishing a connection. |
Property | Description |
OAuthClientId | The client Id assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
OAuthGrantType | The grant type for the OAuth flow. |
Property | Description |
OAuthJWTCert | The JWT Certificate store. |
OAuthJWTCertType | The type of key store containing the JWT Certificate. |
OAuthJWTCertPassword | The password for the OAuth JWT certificate. |
OAuthJWTCertSubject | The subject of the OAuth JWT certificate. |
OAuthJWTIssuer | The issuer of the Java Web Token. |
OAuthJWTSubject | The user subject for which the application is requesting delegated access. |
Property | Description |
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
Property | Description |
FirewallType | The protocol used by a proxy-based firewall. |
FirewallServer | The name or IP address of a proxy-based firewall. |
FirewallPort | The TCP port for a proxy-based firewall. |
FirewallUser | The user name to use to authenticate with a proxy-based firewall. |
FirewallPassword | A password used to authenticate to a proxy-based firewall. |
Property | Description |
ProxyAutoDetect | This indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings. |
ProxyServer | The hostname or IP address of a proxy to route HTTP traffic through. |
ProxyPort | The TCP port the ProxyServer proxy is running on. |
ProxyAuthScheme | The authentication type to use to authenticate to the ProxyServer proxy. |
ProxyUser | A user name to be used to authenticate to the ProxyServer proxy. |
ProxyPassword | A password to be used to authenticate to the ProxyServer proxy. |
ProxySSLType | The SSL type to use when connecting to the ProxyServer proxy. |
ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer . |
Property | Description |
LogModules | Core modules to be included in the log file. |
Property | Description |
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC. |
Property | Description |
AllowFormula | Whether or not to treat values starting with an equals (=) sign as formulas during inserts and updates. |
Header | Indicates whether or not the provider should detect column names from the first row. |
MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
Other | These hidden properties are used only in specific use cases. |
Pagesize | The maximum number of results to return per page from Microsoft Excel Online when UsePagination is True. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
RowScanDepth | The maximum number of rows to scan to look for the columns available in a table. |
SharepointURL | The base URL of your Sharepoint Server. |
ShowSharedDocuments | Whether or not to show shared documents. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
TypeDetectionScheme | Determines how to determine the data types of columns. |
UsePagination | Whether or not the CData ADO.NET Provider for Microsoft Excel Online should use client side paging. |
UserDefinedViews | A filepath pointing to the JSON configuration file containing your custom views. |
UseSimpleNames | Boolean determining if simple names should be used for tables and columns. |
ValueInputOption | Determines how the provider parses values the user submits to Microsoft Excel Online. |
ValueRenderOption | Determines how the provider renders values in the output. |
This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.
Property | Description |
AuthScheme | The type of authentication to use when connecting to Microsoft Excel Online. |
UseSandbox | A boolean indicating if you are using a sandbox account. The provider makes requests to the production environment by default. |
The type of authentication to use when connecting to Microsoft Excel Online.
A boolean indicating if you are using a sandbox account. The provider makes requests to the production environment by default.
If you are using a production account, this property can be left blank. If you are using a developer test account, set this to true.
This section provides a complete list of the Connection properties you can configure in the connection string for this provider.
Property | Description |
DefineTables | Assign table names to ranges. |
Workbook | The name or Id of the workbook. |
Drive | The Id of the drive. |
IncludeSharePointSites | Whether to retrieve drives for all SharePoint sites when querying Drives view. If 'true' the provider will retrieve all Site IDs recursively and for each of them issue a separate call to get their drives. Therefore, be aware that setting this property to 'true' may decrease performance for the Drives view. Note that the SharePointAccessToken or OAuthJWTCert connection property must be specified to query the SharePointSites view and other views if IncludeSharePointSites is set to 'true' when using the CLIENT OAuthGrantType or the AzureServicePrincipal AuthScheme. |
Assign table names to ranges.
This property is used to define the ranges within a worksheet that will appear as tables. The value is a semicolon-separated list of name-value pairs in the form [Table Name]=[Catalog].[Schema].[{Workbook Name}_{Worksheet Name}!{Range}]. The value can also be specified in the form [Table Name]=[{Workbook Name}_{Worksheet Name}!{Range}]. Note that in this case, the driver will attempt to push the defined table for each schema it identifies, should the specified workbook and worksheet exist in the schema. For specifications of DefineTables, some characters, like ., are reserved characters. To escape these characters and make sure that the name containing them is parsed properly, surround the containing name with brackets, as in [work.book_work.sheet!A1:Z50]. For this example, the driver would properly search for the workbook and worksheet identified by work.book_work.sheet, despite the specification containing reserved characters.
Here is an example DefineTables value:
DefineTables="Table1=Test_xlsx_Sheet1!A1:N25,Table2=[CData].[MySchema].[Spreadsheet1_Sheet2!C3:M53],Table4=xIsPcLs2-bF3AavQcSLCfzs3kGc_Sheet4!C20:N60"
After setting DefineTables, you can then issue queries that reference the specified table name. Note that you can also use the range syntax directly in the SQL statement: append the range to the worksheet name with the # character.
For example, the following command will select the range of cells between A1 and E5:
SELECT * FROM Test_xlsx_Sheet1#A1:E5
The name or Id of the workbook.
Specifies the name or Id of the workbook. A list of all workbooks is available from the Workbooks view.
The Id of the drive.
Specifies the Id of the drive. A list of all drives is available from the Drives view. This property takes precedence over SharepointURL. This means that if SharepointURL and Drive are specified, a schema will only be identified for the drive specified by Drive, and tables will only be identified from the worksheets in workbooks in this drive.
This section provides a complete list of the Azure Authentication properties you can configure in the connection string for this provider.
Property | Description |
AzureTenant | The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used. |
AzureEnvironment | The Azure Environment to use when establishing a connection. |
The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.
The Microsoft Online tenant being used to access data. For instance, contoso.onmicrosoft.com. Alternatively, specify the tenant Id. This value is the directory Id in the Azure Portal > Azure Active Directory > Properties.
Typically it is not necessary to specify the Tenant. This can be automatically determined by Microsoft when using the OAuthGrantType set to CODE (default). However, it may fail in the case that the user belongs to multiple tenants. For instance, if an Admin of domain A invites a user of domain B to be a guest user. The user will now belong to both tenants. It is a good practice to specify the Tenant, although in general things should normally work without having to specify it.
The AzureTenant is required when setting OAuthGrantType to CLIENT. When using client credentials, there is no user context. The credentials are taken from the context of the app itself. While Microsoft still allows client credentials to be obtained without specifying which Tenant, it has a much lower probability of picking the specific tenant you want to work with. For this reason, we require AzureTenant to be explicitly stated for all client credentials connections to ensure you get credentials that are applicable for the domain you intend to connect to.
The Azure Environment to use when establishing a connection.
In most cases, leaving the environment set to global will work. However, if your Azure Account has been added to a different environment, the AzureEnvironment may be used to specify which environment. The available values are GLOBAL, CHINA, USGOVT, USGOVTDOD.
This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.
Property | Description |
OAuthClientId | The client Id assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
OAuthGrantType | The grant type for the OAuth flow. |
The client Id assigned when you register your application with an OAuth authorization server.
As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.
The client secret assigned when you register your application with an OAuth authorization server.
As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.
The grant type for the OAuth flow.
The following options are available: CODE,CLIENT,PASSWORD
This section provides a complete list of the JWT OAuth properties you can configure in the connection string for this provider.
Property | Description |
OAuthJWTCert | The JWT Certificate store. |
OAuthJWTCertType | The type of key store containing the JWT Certificate. |
OAuthJWTCertPassword | The password for the OAuth JWT certificate. |
OAuthJWTCertSubject | The subject of the OAuth JWT certificate. |
OAuthJWTIssuer | The issuer of the Java Web Token. |
OAuthJWTSubject | The user subject for which the application is requesting delegated access. |
The JWT Certificate store.
The name of the certificate store for the client certificate.
The OAuthJWTCertType field specifies the type of the certificate store specified by OAuthJWTCert. If the store is password protected, specify the password in OAuthJWTCertPassword.
OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, a search for a certificate is initiated. Please refer to the OAuthJWTCertSubject field for details.
Designations of certificate stores are platform-dependent.
The following are designations of the most common User and Machine certificate stores in Windows:
MY | A certificate store holding personal certificates with their associated private keys. |
CA | Certifying authority certificates. |
ROOT | Root certificates. |
SPC | Software publisher certificates. |
In Java, the certificate store normally is a file containing certificates and optional private keys.
When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).
The type of key store containing the JWT Certificate.
This property can take one of the following values:
USER | For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: This store type is not available in Java. |
MACHINE | For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java. |
PFXFILE | The certificate store is the name of a PFX (PKCS12) file containing certificates. |
PFXBLOB | The certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format. |
JKSFILE | The certificate store is the name of a Java key store (JKS) file containing certificates. Note: this store type is only available in Java. |
JKSBLOB | The certificate store is a string (base-64-encoded) representing a certificate store in Java key store (JKS) format. Note: this store type is only available in Java. |
PEMKEY_FILE | The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate. |
PEMKEY_BLOB | The certificate store is a string (base64-encoded) that contains a private key and an optional certificate. |
PUBLIC_KEY_FILE | The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate. |
PUBLIC_KEY_BLOB | The certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate. |
SSHPUBLIC_KEY_FILE | The certificate store is the name of a file that contains an SSH-style public key. |
SSHPUBLIC_KEY_BLOB | The certificate store is a string (base-64-encoded) that contains an SSH-style public key. |
P7BFILE | The certificate store is the name of a PKCS7 file containing certificates. |
PPKFILE | The certificate store is the name of a file that contains a PPK (PuTTY Private Key). |
XMLFILE | The certificate store is the name of a file that contains a certificate in XML format. |
XMLBLOB | The certificate store is a string that contains a certificate in XML format. |
The password for the OAuth JWT certificate.
If the certificate store is of a type that requires a password, this property is used to specify that password in order to open the certificate store.
The subject of the OAuth JWT certificate.
When loading a certificate the subject is used to locate the certificate in the store.
If an exact match is not found, the store is searched for subjects containing the value of the property.
If a match is still not found, the property is set to an empty string, and no certificate is selected.
The special value "*" picks the first certificate in the certificate store.
The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, [email protected]". Common fields and their meanings are displayed below.
Field | Meaning |
CN | Common Name. This is commonly a host name like www.server.com. |
O | Organization |
OU | Organizational Unit |
L | Locality |
S | State |
C | Country |
E | Email Address |
If a field value contains a comma it must be quoted.
The issuer of the Java Web Token.
The issuer of the Java Web Token. This is typically either the Client Id or Email Address of the OAuth Application.
The user subject for which the application is requesting delegated access.
The user subject for which the application is requesting delegated access. Typically, the user account name or email address.
This section provides a complete list of the SSL properties you can configure in the connection string for this provider.
Property | Description |
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
The certificate to be accepted from the server when connecting using TLS/SSL.
If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is 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 |
If not specified, any certificate trusted by the machine is accepted.
Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.
This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.
Property | Description |
FirewallType | The protocol used by a proxy-based firewall. |
FirewallServer | The name or IP address of a proxy-based firewall. |
FirewallPort | The TCP port for a proxy-based firewall. |
FirewallUser | The user name to use to authenticate with a proxy-based firewall. |
FirewallPassword | A password used to authenticate to a proxy-based firewall. |
The protocol used by a proxy-based firewall.
This property specifies the protocol that the Sync App will use to tunnel traffic through the FirewallServer proxy. Note that 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.
Type | Default Port | Description |
TUNNEL | 80 | When this is set, the Sync App opens a connection to Microsoft Excel Online and traffic flows back and forth through the proxy. |
SOCKS4 | 1080 | When this is set, the Sync App sends data through the SOCKS 4 proxy specified by FirewallServer and FirewallPort and passes the FirewallUser value to the proxy, which determines if the connection request should be granted. |
SOCKS5 | 1080 | When this is set, the Sync App sends data through the SOCKS 5 proxy specified by FirewallServer and FirewallPort. If your 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.
The name or IP address of a proxy-based firewall.
This property specifies the IP address, DNS name, or host name of a proxy allowing traversal of a firewall. The protocol is specified by FirewallType: Use FirewallServer with this property to connect through SOCKS or do tunneling. Use ProxyServer to connect to an HTTP proxy.
Note that the Sync App uses the system proxy by default. To use a different proxy, set ProxyAutoDetect to false.
The TCP port for a proxy-based firewall.
This specifies the TCP port for a proxy allowing traversal of a firewall. Use FirewallServer to specify the name or IP address. Specify the protocol with FirewallType.
The user name to use to authenticate with a proxy-based firewall.
The FirewallUser and FirewallPassword properties are used to authenticate against the proxy specified in FirewallServer and FirewallPort, following the authentication method specified in FirewallType.
A password used to authenticate to a proxy-based firewall.
This property is passed to the proxy specified by FirewallServer and FirewallPort, following the authentication method specified by FirewallType.
This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.
Property | Description |
ProxyAutoDetect | This indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings. |
ProxyServer | The hostname or IP address of a proxy to route HTTP traffic through. |
ProxyPort | The TCP port the ProxyServer proxy is running on. |
ProxyAuthScheme | The authentication type to use to authenticate to the ProxyServer proxy. |
ProxyUser | A user name to be used to authenticate to the ProxyServer proxy. |
ProxyPassword | A password to be used to authenticate to the ProxyServer proxy. |
ProxySSLType | The SSL type to use when connecting to the ProxyServer proxy. |
ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer . |
This indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.
This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.
To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.
The hostname or IP address of a proxy to route HTTP traffic through.
The hostname or IP address of a proxy to route HTTP traffic through. The Sync App can use the HTTP, Windows (NTLM), or Kerberos authentication types to authenticate to an HTTP proxy.
If you need to connect through a SOCKS proxy or tunnel the connection, see FirewallType.
By default, the Sync App uses the system proxy. If you need to use another proxy, set ProxyAutoDetect to false.
The TCP port the ProxyServer proxy is running on.
The port the HTTP proxy is running on that you want to redirect HTTP traffic through. Specify the HTTP proxy in ProxyServer. For other proxy types, see FirewallType.
The authentication type to use to authenticate to the ProxyServer proxy.
This value specifies the authentication type to use to authenticate to the HTTP proxy specified by ProxyServer and ProxyPort.
Note that the Sync App will use the system proxy settings by default, without further configuration needed; if you want to connect to another proxy, you will need to set ProxyAutoDetect to false, in addition to ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.
The authentication type can be one of the following:
If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.
A user name to be used to authenticate to the ProxyServer proxy.
The ProxyUser and ProxyPassword options are used to connect and authenticate against the HTTP proxy specified in ProxyServer.
You can select one of the available authentication types in ProxyAuthScheme. If you are using HTTP authentication, set this to the user name of a user recognized by the HTTP proxy. If you are using Windows or Kerberos authentication, set this property to a user name in one of the following formats:
user@domain domain\user
A password to be used to authenticate to the ProxyServer proxy.
This property is used to authenticate to an HTTP proxy server that supports NTLM (Windows), Kerberos, or HTTP authentication. To specify the HTTP proxy, you can set ProxyServer and ProxyPort. To specify the authentication type, set ProxyAuthScheme.
If you are using HTTP authentication, additionally set ProxyUser and ProxyPassword to HTTP proxy.
If you are using NTLM authentication, set ProxyUser and ProxyPassword to your Windows password. You may also need these to complete Kerberos authentication.
For SOCKS 5 authentication or tunneling, see FirewallType.
By default, the Sync App uses the system proxy. If you want to connect to another proxy, set ProxyAutoDetect to false.
The SSL type to use when connecting to the ProxyServer proxy.
This property determines when to use SSL for the connection to an HTTP proxy specified by ProxyServer. This value can be AUTO, ALWAYS, NEVER, or TUNNEL. The applicable values are the following:
AUTO | Default setting. If the URL is an HTTPS URL, the Sync App will use the TUNNEL option. If the URL is an HTTP URL, the component will use the NEVER option. |
ALWAYS | The connection is always SSL enabled. |
NEVER | The connection is not SSL enabled. |
TUNNEL | The connection is through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy. |
A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .
The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.
Note that 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, you need to set ProxyAutoDetect = false, and configure ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.
This section provides a complete list of the Logging properties you can configure in the connection string for this provider.
Property | Description |
LogModules | Core modules to be included in the log file. |
Core modules to be included in the log file.
Only the modules specified (separated by ';') will be included in the log file. By default all modules are included.
See the Logging page for an overview.
This section provides a complete list of the Schema properties you can configure in the connection string for this provider.
Property | Description |
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC. |
A path to the directory that contains the schema files defining tables, views, and stored procedures.
The path to a directory which contains the schema files for the Sync App (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.
If left unspecified, the default location is "%APPDATA%\\CData\\ExcelOnline Data Provider\\Schema" with %APPDATA% being set to the user's configuration directory:
This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.
This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the Sync App.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
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 that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.
Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the Sync App.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
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 that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.
Property | Description |
AllowFormula | Whether or not to treat values starting with an equals (=) sign as formulas during inserts and updates. |
Header | Indicates whether or not the provider should detect column names from the first row. |
MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
Other | These hidden properties are used only in specific use cases. |
Pagesize | The maximum number of results to return per page from Microsoft Excel Online when UsePagination is True. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
RowScanDepth | The maximum number of rows to scan to look for the columns available in a table. |
SharepointURL | The base URL of your Sharepoint Server. |
ShowSharedDocuments | Whether or not to show shared documents. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
TypeDetectionScheme | Determines how to determine the data types of columns. |
UsePagination | Whether or not the CData ADO.NET Provider for Microsoft Excel Online should use client side paging. |
UserDefinedViews | A filepath pointing to the JSON configuration file containing your custom views. |
UseSimpleNames | Boolean determining if simple names should be used for tables and columns. |
ValueInputOption | Determines how the provider parses values the user submits to Microsoft Excel Online. |
ValueRenderOption | Determines how the provider renders values in the output. |
Whether or not to treat values starting with an equals (=) sign as formulas during inserts and updates.
Set this value to true to treat values beginning with an equals (=) sign as formulas on inserts and updates. Set the value to false to treat all values used in inserts and updates as strings.
For example, with AllowFormula set to true, the following will insert a formula into the B column that will sum cells B1:B5:
INSERT INTO Excel_Sheet (A, B) VALUES ('Bill', '=SUM(B1:B5)')
Note: If True, every column containing a formula will be exposed as String type regardless of the set TypeDetectionScheme.
Indicates whether or not the provider should detect column names from the first row.
If true, the first row will be used as a column header. Otherwise, the pseudo column names A, B, C, etc. will be used.
The Sync App will follow the additional specifications below to detect column headers:
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
These hidden properties are used only in specific use cases.
The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.
Specify multiple properties in a semicolon-separated list.
DefaultColumnSize | Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000. |
ConvertDateTimeToGMT | Determines whether to convert date-time values to GMT, instead of the local time of the machine. |
RecordToFile=filename | Records the underlying socket data transfer to the specified file. |
The maximum number of results to return per page from Microsoft Excel Online when UsePagination is True.
The Pagesize property affects the maximum number of results to return per page from Microsoft Excel Online. Setting a higher value may result in better performance at the cost of additional memory eaten up per page consumed. A value of -1 indicates the maximum possible page size for the driver.
This property indicates whether or not to include pseudo columns as columns to the table.
This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".
The maximum number of rows to scan to look for the columns available in a table.
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.
The value in seconds until the timeout error is thrown, canceling the operation.
If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.
If Timeout expires and the operation is not yet complete, the Sync App throws an exception.
Determines how to determine the data types of columns.
The Sync App can detect data types with the cell format (number, currency, date, etc.) or by scanning rows.
None | Setting TypeDetectionScheme to None will return all columns as the string type. |
RowScan | Setting TypeDetectionScheme to RowScan will scan rows to heuristically determine the data type. The RowScanDepth determines the number of rows the Sync App will scan. |
ColumnFormat | Setting TypeDetectionScheme to ColumnFormat will report the data type based on the cell format of the column.
Note: This option is applicable only for the 'UnformattedValue' and 'Formula' ValueRenderOption-s. If the ValueRenderOption is set to 'FormattedValue', all columns will be exposed as String types. |
Whether or not the CData ADO.NET Provider for Microsoft Excel Online should use client side paging.
Whether or not the CData Sync App should use client side paging. We suggest you set this to true in case of a large dataset.
A filepath pointing to the JSON configuration file containing your custom views.
User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The Sync App automatically detects the views specified in this file.
You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the Sync App.
This User Defined View configuration file is formatted as follows:
For example:
{ "MyView": { "query": "SELECT * FROM Test_xlsx_Sheet1 WHERE MyColumn = 'value'" }, "MyView2": { "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)" } }Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:
"UserDefinedViews", "C:\\Users\\yourusername\\Desktop\\tmp\\UserDefinedViews.json"
Boolean determining if simple names should be used for tables and columns.
Microsoft Excel Online tables and columns can use special characters in names that are normally not allowed in standard databases. UseSimpleNames makes the Sync App easier to use with traditional database tools.
Setting UseSimpleNames to true will simplify the names of tables and columns returned. It will enforce a naming scheme such that only alphanumeric characters and the underscore are valid for the displayed table and column names. Any nonalphanumeric characters will be converted to an underscore.
Determines how the provider parses values the user submits to Microsoft Excel Online.
Determines how the Sync App parses values the user submits to Microsoft Excel Online.
Raw | The values the user has entered will not be parsed and will be stored as-is. |
UserEntered | The values will be parsed as if the user typed them into the UI. Numbers will stay as numbers, but strings may be converted to numbers, dates, etc., following the same rules that are applied when entering text into a cell via the Excel Online UI. |
Determines how the provider renders values in the output.
Determines how the Sync App renders values in the output.
FormattedValue | Values will be calculated and formatted in the reply according to the cell's formatting. Formatting is based on the workbook's locale, not the requesting user's locale. For example, if A1 is 1.23 and A2 is "=A1" and formatted as currency, then A2 would return "$1.23". |
UnformattedValue | Values will be calculated but not formatted in the reply. For example, if A1 is 1.23 and A2 is "=A1" and formatted as currency, then A2 would return the number 1.23. |
Formula | Values will not be calculated and instead the reply will include the formulas. For example, if A1 is 1.23 and A2 is "=A1" and formatted as currency, then A2 would return "=A1". For this reason, every column containing a formula will be exposed as String type regardless of the set TypeDetectionScheme. |