SAS Xpt Connector for CData Sync

Build 24.0.9175
  • SAS Xpt
    • Establishing a Connection
      • Connecting to Amazon S3
      • Connecting to Azure Blob Storage
        • Creating a Custom OAuth App
      • Connecting to Azure Data Lake Storage
        • Creating a Custom OAuth App
      • Connecting to Box
        • Create a Custom OAuth App
      • Connecting to Dropbox
        • Create a Custom OAuth App
      • Connecting to Google Cloud Storage
        • Create a Custom OAuth App
      • Connecting to Google Drive
        • Create a Custom OAuth App
      • Connecting to HTTP Streams
      • Connecting to IBM Object Storage
      • Connecting to OneDrive
        • Creating a Custom OAuth App
      • Connecting to OneLake
        • Creating a Custom OAuth App
      • Connecting to SFTP
      • Connecting to SharePoint Online
      • SSO connections
      • Using Kerberos
    • Advanced Features
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
    • Connection String Options
      • Authentication
        • AuthScheme
        • AccessKey
        • SecretKey
        • ApiKey
        • User
        • Password
        • SharePointEdition
        • ImpersonateUserMode
      • Connection
        • ConnectionType
        • URI
        • Region
        • ProjectId
        • OracleNamespace
        • StorageBaseURL
        • UseVirtualHosting
        • UseLakeFormation
      • AWS Authentication
        • AWSAccessKey
        • AWSSecretKey
        • AWSRoleARN
        • AWSPrincipalARN
        • AWSRegion
        • AWSCredentialsFile
        • AWSCredentialsFileProfile
        • AWSSessionToken
        • AWSExternalId
        • MFASerialNumber
        • MFAToken
        • TemporaryTokenDuration
        • AWSWebIdentityToken
        • ServerSideEncryption
        • SSEContext
        • SSEEnableS3BucketKeys
        • SSEKey
      • Azure Authentication
        • AzureStorageAccount
        • AzureAccessKey
        • AzureSharedAccessSignature
        • AzureTenant
        • AzureEnvironment
      • SSO
        • SSOLoginURL
        • SSOProperties
        • SSOExchangeUrl
      • JWT OAuth
        • OAuthJWTCert
        • OAuthJWTCertType
        • OAuthJWTCertPassword
        • OAuthJWTCertSubject
        • OAuthJWTSubjectType
        • OAuthJWTPublicKeyId
      • Kerberos
        • KerberosKDC
        • KerberosRealm
        • KerberosSPN
        • KerberosUser
        • KerberosKeytabFile
        • KerberosServiceRealm
        • KerberosServiceKDC
        • KerberosTicketCache
      • OAuth
        • OAuthVersion
        • OAuthClientId
        • OAuthClientSecret
        • SubjectId
        • SubjectType
        • Scope
        • OAuthGrantType
        • OAuthPasswordGrantMode
        • OAuthIncludeCallbackURL
        • OAuthAuthorizationURL
        • OAuthAccessTokenURL
        • OAuthRefreshTokenURL
        • OAuthRequestTokenURL
        • AuthToken
        • AuthKey
        • OAuthParams
      • SSL
        • SSLClientCert
        • SSLClientCertType
        • SSLClientCertPassword
        • SSLClientCertSubject
        • SSLMode
        • SSLServerCert
      • SSH
        • SSHAuthMode
        • SSHClientCert
        • SSHClientCertPassword
        • SSHClientCertSubject
        • SSHClientCertType
        • SSHUser
        • SSHPassword
      • Firewall
        • FirewallType
        • FirewallServer
        • FirewallPort
        • FirewallUser
        • FirewallPassword
      • Proxy
        • ProxyAutoDetect
        • ProxyServer
        • ProxyPort
        • ProxyAuthScheme
        • ProxyUser
        • ProxyPassword
        • ProxySSLType
        • ProxyExceptions
      • Logging
        • LogModules
      • Schema
        • Location
        • BrowsableSchemas
        • Tables
        • Views
      • Miscellaneous
        • Charset
        • ClientCulture
        • Culture
        • DirectoryRetrievalDepth
        • ExcludeFiles
        • FolderId
        • IncludeDropboxTeamResources
        • IncludeFiles
        • IncludeItemsFromAllDrives
        • IncludeSubdirectories
        • MaxRows
        • Other
        • PageSize
        • PathSeparator
        • PseudoColumns
        • TemporaryLocalFolder
        • Timeout
        • UserDefinedViews

SAS Xpt Connector for CData Sync

Overview

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

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

SAS Xpt Version Support

The Sync App supports connections to v5 SAS Transport Files (.xpt) by directly parsing data from XPT files. leverages the SAS Xpt API to enable bidirectional access to SAS Xpt.

SAS Xpt Connector for CData Sync

Establishing a Connection

Adding a Connection to SAS Xpt

To add a connection to SAS Xpt:

  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 SAS Xpt icon is not available, click the Add More icon to download and install the SAS Xpt connector from the CData site.

For required properties, see the Settings tab.

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

The CData Sync App allows connecting to local and remote SASXpt resources. Set the URI property to the SASXpt resource location, in addition to any other properties necessary to connect to your data source.

Connecting to Local Files

Set the ConnectionType to Local. Local files support SELECT.

Set the URI to a folder containing SASXpt files: C:\folder1.

Connecting to Cloud-Hosted SAS Xpt Files

While the Sync App is capable of pulling data from SAS Xpt files hosted on a variety of cloud data stores, INSERT, UPDATE, and DELETE are not supported outside of local files in this Sync App.

If you need INSERT/UPDATE/DELETE cloud files, you can download the corresponding CData Sync App for that cloud host (supported via stored procedures), make changes with the local file's corresponding Sync App, then upload the file using the cloud source's stored procedures.

As an example, if you wanted to update a file stored on SharePoint, you could use the CData SharePoint Sync App's DownloadDocument procedure to download the SAS Xpt file, update the local SAS Xpt file with the CData SAS Xpt Sync App, then use the SharePoint Sync App's UploadDocument procedure to upload the changed file to SharePoint.

A unique prefix at the beginning of the URI connection property is used to identify the cloud data store being targed by the Sync App and the remainder of the path is a relative path to the desired folder (one table per file) or single file (a single table).

Amazon S3

Set the following to identify your SAS Xpt resources stored on Amazon S3:

  • ConnectionType: Set the ConnectionType to Amazon S3.
  • URI: Set this to the bucket and folder: s3://bucket1/folder1.
    • You can also connect to SAS Xpt resources stored on Cloudera Ozone, after creating a volume and bucket and making a symbolic link to that bucket: s3://linktobucket

See Connecting to Amazon S3 for more information regarding how to connect and authenticate to SASXpt files hosted on Amazon S3.

Azure Blob Storage

Set the following to identify your SAS Xpt resources stored on Azure Blob Storage:

  • ConnectionType: Set this to Azure Blob Storage.
  • URI: Set this to the name of your container and the name of the blob. For example: azureblob://mycontainer/myblob.

See Connecting to Azure Blob Storage for more information regarding how to connect and authenticate to SASXpt files hosted on Amazon Blob Storage.

Azure Data Lake Storage

Set the following to identify your SAS Xpt resources stored on Azure Data Lake Storage:

  • ConnectionType: Set this to Azure Data Lake Storage Gen1, Azure Data Lake Storage Gen2, or Azure Data Lake Storage Gen2 SSL.
  • URI: Set this to the name of the file system and the name of the folder which contains your SAS Xpt files. For example:
    • Gen 1: adl://myfilesystem/folder1
    • Gen 2: abfs://myfilesystem/folder1
    • Gen 2 SSL: abfss://myfilesystem/folder1

See Connecting to Azure Data Lake Storage for more information regarding how to connect and authenticate to SASXpt files hosted on Azure Data Lake Storage.

Azure File Storage

Set the following properties to connect:

  • ConnectionType: Set this to Azure Files.
  • URI: Set this the name of your azure file share and the name of the resource. For example: azurefile://fileShare/remotePath.
  • AzureStorageAccount (Required): Set this to the account associated with the Azure file.

You can authenticate either an Azure access key or an Azure shared access signature. Set one of the following:

  • AzureAccessKey: Set this to the access key associated with the Azure file.
  • AzureSharedAccessSignature: Set this to the shared access signature associated with the Azure file.

Box

Set the following to identify your SAS Xpt resources stored on Box:

  • ConnectionType: Set this to Box.
  • URI: Set this the name of the file system and the name of the folder which contains your SAS Xpt files. For example: box://folder1.

See Connecting to Box for more information regarding how to connect and authenticate to SASXpt files hosted on Box.

Dropbox

Set the following to identify your SAS Xpt resources stored on Dropbox:

  • ConnectionType: Set this to Dropbox.
  • URI: Set this to the path to a folder containing SASXpt files. For example: dropbox://folder1.

See Connecting to Dropbox for more information regarding how to connect and authenticate to SASXpt files hosted on Dropbox.

FTP

The Sync App supports both plaintext and SSL/TLS connections to FTP servers.

Set the following connection properties to connect:

  • ConnectionType: Set this to either FTP or FTPS.
  • URI: Set this to the address of the server followed by the path to the folder to be used as the root folder. For example: ftp://localhost:990/folder1or ftps://localhost:990/folder1.
  • User: Set this to your username on the FTP(S) server you want to connect to.
  • Password: Set this to your password on the FTP(S) server you want to connect to.

Google Cloud Storage

Set the following to identify your SAS Xpt resources stored on Google Cloud Storage:

  • ConnectionType: Set this to Google Cloud Storage.
  • URI: Set this to the path to the name of the file system and the name of the folder which contains your SAS Xpt files. For example: gs://bucket/remotePath.

See Connecting to Google Cloud Storage for more information regarding how to connect and authenticate to SASXpt files hosted on Google Cloud Storage.

Google Drive

Set the following to identify your SAS Xpt resources stored on Google Drive:

  • ConnectionType: Set this to Google Drive.
  • URI: Set to the path to the name of the file system and the name of the folder which contains your SAS Xpt files. For example: gdrive://folder1.

See Connecting to Google Drive for more information regarding how to connect and authenticate to SASXpt files hosted on Google Drive.

HDFS

Set the following to identify your SAS Xpt resources stored on HDFS:

  • ConnectionType: Set this to HDFS or HDFS Secure.
  • URI: Set this to the path to a folder containing SASXpt files. For example:
    • HDFS: webhdfs://host:port/remotePath
    • HDFS Secure: webhdfss://host:port/remotePath
    • Cloudera Ozone (via the HttpFS gateway): webhdfs://<Ozone server>:<port>/user/myuser
      • You must use Kerberos authentication to access SAS Xpt files stored on Ozone.
      • Ensure that you have Ozone 718.2.x on the Ozone cluster.
      • Cloudera Manager version 7.10.1 is required.

There are two authentication methods available for connecting to HDFS data source, Anonymous Authentication and Negotiate (Kerberos) Authentication.

Anonymous Authentication

In some situations, you can connect to HDFS without any authentication connection properties. To do so, set the AuthScheme property to None (default).

Authenticate using Kerberos

When authentication credentials are required, you can use Kerberos for authentication. See Using Kerberos for details on how to authenticate with Kerberos.

HTTP Streams

Set the following to identify your SAS Xpt resources stored on HTTP streams:

  • ConnectionType: Set this to HTTP or HTTPS.
  • URI: Set this to the URI of your HTTP(S) stream. For example:
    • HTTP: http://remoteStream
    • HTTPS: https://remoteStream

See Connecting to HTTP Streams for more information regarding how to connect and authenticate to SASXpt files hosted on HTTP Streams.

IBM Cloud Object Storage

Set the following to identify your SAS Xpt resources stored on IBM Cloud Object Storage:

  • ConnectionType: Set this to IBM Object Storage Source.
  • URI: Set this to the bucket and folder. For example: ibmobjectstorage://bucket1/remotePath.
  • Region: Set this property to your IBM instance region. For example: eu-gb.

See Connecting to IBM Object Storage for more information regarding how to connect and authenticate to SASXpt files hosted on IBM Cloud Object Storage.

OneDrive

Set the following to identify your SAS Xpt resources stored on OneDrive:

  • ConnectionType: Set this to OneDrive.
  • URI: Set this to the path to a folder containing SASXpt files. For example: onedrive://remotePath.

See Connecting to OneDrive for more information regarding how to connect and authenticate to SASXpt files hosted on OneDrive.

OneLake

Set the following to identify your SAS Xpt resources stored on OneLake:

  • ConnectionType: Set this to OneLake.
  • URI: Set this to the name of the workspace, followed by the item and item type. Optionally, include the folder path to be used as the root folder. For example: onelake://Workspace/Test.LakeHouse/Files/CustomFolder.

See Connecting to OneLake for more information regarding how to connect and authenticate to SASXpt files hosted on OneLake.

Oracle Cloud Storage

Set the following properties to authenticate with HMAC:

  • ConnectionType: Set the ConnectionType to Oracle Cloud Storage.
  • URI: Set this to the bucket and folder: os://bucket/remotePath.
  • AccessKey: Set this to an Oracle Cloud Access Key.
  • SecretKey: Set this to an Oracle Cloud Secret Key.
  • OracleNamespace: Set this to an Oracle cloud namespace.
  • Region (optional): Set this to the hosting region for your S3-like Web Services.

SFTP

Set the following to identify your SAS Xpt resources stored on SFTP:

  • ConnectionType: Set this to SFTP.
  • URI: Set this to the address of the server followed by the path. For example: sftp://server:port/remotePath.

See Connecting to SFTP for more information regarding how to connect and authenticate to SASXpt files hosted on SFTP.

SharePoint Online

Set the following to identify your SAS Xpt resources stored on SharePoint Online:

  • ConnectionType: Set this to SharePoint REST or SharePoint SOAP.
  • URI: Set this to a document library containing SASXpt files. For example:
    • SharePoint Online REST: sprest://remotePath
    • SharePoint Online SOAP: sp://remotePath

See Connecting to SharePoint Online for more information regarding how to connect and authenticate to SASXpt files hosted on SharePoint Online.

SAS Xpt Connector for CData Sync

Connecting to Amazon S3

Before You Connect

Obtain AWS Keys

To obtain the credentials for an IAM user:
  1. Sign into the IAM console.
  2. In the navigation pane, select Users.
  3. To create or manage the access keys for a user, select the user and then go to the Security Credentials tab.
To obtain the credentials for your AWS root account:
  1. Sign into the AWS Management console with the credentials for your root account.
  2. Select your account name or number.
  3. In the menu that displays, select My Security Credentials.
  4. To manage or create root account access keys, click Continue to Security Credentials and expand the "Access Keys" section.

Connecting to Amazon S3

Specify the following to connect to data:

  • AWSRegion: Set this to the region where your SAS Xpt data is hosted.
  • StorageBaseURL (optional): Specify the base S3 service URL only if it has a different URL from "amazonaws.com". Make sure to specify the full URL. For example: http://127.0.0.1:9000.

Authenticating to Amazon S3

There are several authentication methods available for connecting to SAS Xpt including:

  • Root Credentials
  • AWS Role, as an AWS Role (from an EC2 Instance or by specifying the root credentials)
  • SSO (ADFS, Okta, PingFederate)
  • Temporary Credentials
  • Credentials File

Root Credentials

To authenticate using account root credentials, set these configuration parameters:

  • AuthScheme: AwsRootKeys.
  • AWSAccessKey: The access key associated with the AWS root account.
  • AWSSecretKey: The secret key associated with the AWS root account.

Note: Use of this authentication scheme is discouraged by Amazon for anything but simple tests. The account root credentials have the full permissions of the user, making this the least secure authentication method.

If multi-factor authentication is required, specify the following:

  • CredentialsLocation: The location of the settings file where MFA credentials are saved. See the Credentials File Location page under Connection String Options for more information.
  • MFASerialNumber: The serial number of the MFA device if one is being used.
  • MFAToken: The temporary token available from your MFA device.
This causes the Sync App to submit the MFA credentials in the request to retrieve temporary authentication credentials.

Note: If you want to control the duration of the temporary credentials, set the TemporaryTokenDuration property (default: 3600 seconds).

EC2 Instances

Set AuthScheme to AwsEC2Roles.

If you are using the Sync App from an EC2 Instance and have an IAM Role assigned to the instance, you can use the IAM Role to authenticate. Since the Sync App automatically obtains your IAM Role credentials and authenticates with them, it is not necessary to specify AWSAccessKey and AWSSecretKey.

If you are also using an IAM role to authenticate, you must additionally specify the following:

  • AWSRoleARN: Specify the Role ARN for the role you'd like to authenticate with. This will cause the Sync App to attempt to retrieve credentials for the specified role.
  • AWSExternalId (optional): Only required if you are assuming a role in another AWS account.

IMDSv2 Support

The SAS Xpt Sync App now supports IMDSv2. Unlike IMDSv1, the new version requires an authentication token. Endpoints and response are the same in both versions.

In IMDSv2, the SAS Xpt Sync App first attempts to retrieve the IMDSv2 metadata token and then uses it to call AWS metadata endpoints. If it is unable to retrieve the token, the Sync App reverts to IMDSv1.

AWS Web Identity

Set AuthScheme to AwsWebIdentity.

If you are using the Sync App from a container configured to assume role with web identity (such as a Pod in an EKS cluster with an OpenID Provider) or have obtained an identity token by authenticating with a web identity provider associated with an IAM role, you can exchange the web identity token and IAM role information for temporary security credentials to authenticate and access AWS services. The Sync App automatically obtains the credentials if the container has AWS_ROLE_ARN and AWS_WEB_IDENTITY_TOKEN_FILE specified in the environment variables. Alternatively, you can specify both AWSRoleARN and AWSWebIdentityToken to execute the AssumeRoleWithWebIdentity API operation and authenticate.

AWS IAM Roles

Set AuthScheme to AwsIAMRoles.

In many situations, it may be preferable to use an IAM role for authentication instead of the direct security credentials of an AWS root user. If you are specifying the AWSAccessKey and AWSSecretKey of an AWS root user, you may not use roles.

To authenticate as an AWS role, set these properties:

  • AWSAccessKey: The access key of the IAM user to assume the role for.
  • AWSSecretKey: The secret key of the IAM user to assume the role for.
  • AWSRoleARN: Specify the Role ARN for the role you'd like to authenticate with. This will cause the Sync App to attempt to retrieve credentials for the specified role.
  • AWSExternalId (optional): Only required if you are assuming a role in another AWS account.

If multi-factor authentication is required, specify the following:

  • CredentialsLocation: The location of the settings file where MFA credentials are saved. See the Credentials File Location page under Connection String Options for more information.
  • MFASerialNumber: The serial number of the MFA device if one is being used.
  • MFAToken: The temporary token available from your MFA device.
This causes the Sync App to submit the MFA credentials in the request to retrieve temporary authentication credentials.

Note: If you want to control the duration of the temporary credentials, set the TemporaryTokenDuration property (default: 3600 seconds).

ADFS

To connect to ADFS, set the AuthScheme to ADFS, and set these properties:

  • User: The ADFS user.
  • Password: The ADFS user's password.
  • SSOLoginURL: The SSO provider's login url.

To authenticate to ADFS, set these SSOProperties:

  • RelyingParty: The value of the ADFS server's Relying Party Identifier.

Example connection string:

AuthScheme=ADFS;User=username;Password=password;SSOLoginURL='https://sts.company.com';SSOProperties='RelyingParty=https://saml.salesforce.com';

ADFS Integrated

The ADFS Integrated flow indicates you are connecting with the currently logged in Windows user credentials. To use the ADFS Integrated flow, do not specify the User and Password, but otherwise follow the same steps in the ADFS guide above.

Okta

To connect to Okta, set the AuthScheme to Okta, and set these properties:

  • User: The Okta user.
  • Password: The Okta user's password.
  • SSOLoginURL: The SSO provider's login URL.

If you are using a trusted application or proxy that overrides the Okta client request OR configuring MFA, you must use combinations of SSOProperties to authenticate using Okta. Set any of the following, as applicable:

  • APIToken: When authenticating a user via a trusted application or proxy that overrides the Okta client request context, set this to the API Token the customer created from the Okta organization.
  • MFAType: If you have configured the MFA flow, set this to one of the following supported types: OktaVerify, Email, or SMS.
  • MFAPassCode: If you have configured the MFA flow, set this to a valid passcode.
    If you set this to empty or an invalid value, the Sync App issues a one-time password challenge to your device or email. After the passcode is received, reopen the connection where the retrieved one-time password value is set to the MFAPassCode connection property.
  • MFARememberDevice: True by default. Okta supports remembering devices when MFA is required. If remembering devices is allowed according to the configured authentication policies, the Sync App sends a device token to extend MFA authentication lifetime. If you do not want MFA to be remembered, set this variable to False.

Example connection string:

AuthScheme=Okta;SSOLoginURL='https://example.okta.com/home/appType/0bg4ivz6cJRZgCz5d6/46';User=oktaUserName;Password=oktaPassword;

To connect to PingFederate, set AuthScheme to PingFederate, and set these properties:

  • User: The PingFederate user.
  • Password: The PingFederate user's password.
  • SSOLoginURL: The SSO provider's login url.
  • AWSRoleARN (optional): If you have multiple role ARNs, specify the one you want to use for authorization.
  • AWSPrincipalARN (optional): If you have multiple principal ARNs, specify the one you want to use for authorization.
  • SSOExchangeUrl: The Partner Service Identifier URI configured in your PingFederate server instance under: SP Connections > SP Connection > WS-Trust > Protocol Settings. This should uniquely identify a PingFederate SP Connection, so it is a good idea to set it to your AWS SSO ACS URL. You can find it under AWS SSO > Settings > View Details next to the Authentication field.
  • SSOProperties (optional): Authscheme=Basic if you want to include your username and password as an authorization header in requests to Amazon S3.

To enable mutual SSL authentication for SSOLoginURL, the WS-Trust STS endpoint, configure these SSOProperties:

  • SSLClientCert
  • SSLClientCertType
  • SSLClientCertSubject
  • SSLClientCertPassword

Example connection string:

authScheme=pingfederate;SSOLoginURL=https://mycustomserver.com:9033/idp/sts.wst;SSOExchangeUrl=https://us-east-1.signin.aws.amazon.com/platform/saml/acs/764ef411-xxxxxx;user=admin;password=PassValue;AWSPrincipalARN=arn:aws:iam::215338515180:saml-provider/pingFederate;AWSRoleArn=arn:aws:iam::215338515180:role/SSOTest2;

Temporary Credentials

To authenticate using temporary credentials, specify the following:

  • AuthScheme: AwsTempCredentials.
  • AWSAccessKey: The access key of the IAM user to assume the role for.
  • AWSSecretKey: The secret key of the IAM user to assume the role for.
  • AWSSessionToken: Your AWS session token, provided with your temporary credentials. For details, see AWS Identity and Access Management User Guide.

The Sync App can now request resources using the same permissions provided by long-term credentials (such as IAM user credentials) for the lifespan of the temporary credentials.

To authenticate using both temporary credentials and an IAM role, set all the parameters described above, and specify these additional parameters:

  • AWSRoleARN: Specify the Role ARN for the role you'd like to authenticate with. This prompts the Sync App to retrieve credentials for the specified role.
  • AWSExternalId (optional): Only required if you are assuming a role in another AWS account.

If multi-factor authentication is required, specify the following:

  • CredentialsLocation: The location of the settings file where MFA credentials are saved. See the Credentials File Location page under Connection String Options for more information.
  • MFASerialNumber: The serial number of the MFA device if one is being used.
  • MFAToken: The temporary token available from your MFA device.
This causes the Sync App to submit the MFA credentials in the request to retrieve temporary authentication credentials.

Note: If you want to control the duration of the temporary credentials, set the TemporaryTokenDuration property (default: 3600 seconds).

Credentials Files

You can use a credentials file to authenticate. Any configurations related to AccessKey/SecretKey authentication, temporary credentials, role authentication, or MFA can be used. To do so, set the following properties to authenticate:

  • AuthScheme: AwsCredentialsFile.
  • AWSCredentialsFile: The location of your credentials file.
  • AWSCredentialsFileProfile (optional): The name of the profile you would like to use from the specified credentials file. If not specified, the default profile is used.
For details, see AWS Command Line Interface User Guide.

Azure AD

This configuration requires two separate Azure AD applications:

  • The "SAS Xpt" application used for single sign-on, and
  • A custom OAuth application with user_impersonation permission on the "SAS Xpt" application. (See Creating a Custom OAuth App.)

To connect to Azure AD, set the AuthScheme to AzureAD, and set these properties:

  • OAuthClientId: The application Id of the connector application, listed in the Overview section of the app registration.
  • OAuthClientSecret: The client secret value of the connector application. Azure AD displays this when you create a new client secret.
  • CallbackURL: The redirect URI of the connector application. For example: https://localhost:33333.

To authenticate to Azure AD, set these SSOProperties:

  • Resource: The application Id URI of the SAS Xpt application, listed in the app registration's Overview section. In most cases this is the URL of your custom SAS Xpt domain.
  • AzureTenant: The Id of the Azure AD tenant where the applications are registered.

Example connection string:

AuthScheme=AzureAD;OAuthClientId=3ea1c786-d527-4399-8c3b-2e3696ae4b48;OauthClientSecret=xxx;CallbackUrl=https://localhost:33333;SSOProperties='Resource=https://signin.aws.amazon.com/saml;AzureTenant=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx';

SAS Xpt Connector for CData Sync

Connecting to Azure Blob Storage

Before You Connect

To obtain the credentials for an AzureBlob user, follow the steps below:

  1. Sign into the Azure portal with the credentials for your root account.
  2. Click on Storage Accounts and select the storage account you want to use.
  3. Under Settings, click Access keys.
  4. Your storage account name and key will be displayed on that page.

Connecting to Azure Blob Storage

Set AzureStorageAccount to your Azure Blob Storage account name.

Authenticating to Azure Blob Storage

You can authenticate to Azure Blob Storage via Access Key, Shared Access Signatures (SAS), AzureAD user, Azure MSI, or Azure Service Principal.

Access Key

Set the following to authenticate with an Azure Access Key:

  • AuthScheme: Set this to AccessKey.
  • AzureAccessKey: Set this to the storage key associated with your Azure Blob Storage account.

Shared Access Signature (SAS)

Set the following to authenticate with an Shared Access Signature (SAS):
  • AuthScheme: Set this to AzureStorageSAS.
  • AzureSharedAccessSignature: Set this to the SAS associated with your Azure Blob Storage account.
Follow these steps to create a shared access signature using AzureSharedAccessSignature:

  1. Sign into the Azure Portal with the credentials for your root account. (https://portal.azure.com/)
  2. Click storage accounts and select the storage account you want to use.
  3. Under settings, click Shared Access Signature.
  4. Set the permissions.
  5. Specify when you want the token to expire.
  6. Click Generate SAS and copy the shared access signature it generates.
  7. Set AzureSharedAccessSignature to the shared access signature from the previous step.

AzureAD User

AuthScheme must be set to AzureAD in all user account flows.

Azure Service Principal

The authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow. It does not involve direct user authentication. Instead, credentials are created for just the application 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.

Create an AzureAD App and an Azure Service Principal

When authenticating using an Azure Service Principal, you must create and register an Azure AD application with an Azure AD tenant. See Creating an Azure AD Application for more details.

In your App Registration in portal.azure.com, navigate to API Permissions and select the Microsoft Graph permissions. There are two distinct sets of permissions: Delegated permissions and Application permissions. The permissions used during client credential authentication are under Application Permissions.

Assign a role to the application

To access resources in your subscription, you must assign a role to the application.

  1. Open the Subscriptions page by searching and selecting the Subscriptions service from the search bar.
  2. Select the subscription to assign the application to.
  3. Open the Access control (IAM) and select Add > Add role assignment to open the Add role assignment page.
  4. Select Owner as the role to assign to your created Azure AD app.
Complete the Authentication Choose whether to use a client secret or a certificate and follow the relevant steps below.

Client Secret

Set these connection properties:

  • AuthScheme: AzureServicePrincipal to use a client secret.
  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The tenant you want to connect to.
  • OAuthClientId: The client Id in your application settings.
  • OAuthClientSecret: The client secret in your application settings.

Certificate

Set these connection properties:

  • AuthScheme: AzureServicePrincipalCert to use a certificate.
  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The tenant you want to connect to.
  • OAuthJWTCert: The JWT Certificate store.
  • OAuthJWTCertType: The type of the certificate store specified by OAuthJWTCert.

You are now ready to connect. Authentication with client credentials takes place automatically like any other connection, except there is no window opened prompting the user. Because there is no user context, there is no need for a browser popup. Connections take place and are handled internally.

Azure MSI

If you are connecting from an Azure VM with permissions for Azure Data Lake Storage, set AuthScheme to AzureMSI.

Azure Service Principal

If you would like to authenticate with a service principal instead of a client secret, it is also possible to authenticate with a client certificate. Set the following to authenticate:

  • AuthScheme: Set this to AzureServicePrincipal.
  • AzureTenant: Set this to the tenant you wish to connect to.
  • OAuthGrantType: Set this to CLIENT.
  • OAuthClientId: Set this to the Client Id in your app settings.
  • OAuthJWTCert: Set this to the JWT Certificate store.
  • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

SAS Xpt Connector for CData Sync

Creating a Custom OAuth App

There are two types of custom AzureAD applications: AzureAD and AzureAD with an Azure Service Principal. Both are OAuth-based.

When to Create a Custom Application

CData embeds OAuth Application Credentials with CData branding that can be used when connecting via either a Desktop Application or from a Headless Machine.

You may choose to use your own AzureAD Application Credentials when you want to

  • control branding of the Authentication Dialog
  • control the redirect URI that the application redirects the user to after the user authenticates
  • customize the permissions that you are requesting from the user

Custom AzureAD Applications

You can use a custom AzureAD application to authenticate a service account or a user account. You can always create a custom AzureAD application, but note that desktop and headless connections support embedded OAuth, which simplifies the process of authentication. See "Establishing a Connection" for information about using the embedded OAuth application.

Create a Custom AzureAD App

Follow the steps below to obtain the AzureAD values for your application, the OAuthClientId and OAuthClientSecret.

  1. Log in to https://portal.azure.com.
  2. In the left-hand navigation pane, select All services. Filter and select App registrations.
  3. Click New registrations.
  4. Enter an application name and select the desired tenant setup. When creating a custom AzureAD application in Azure Active Directory, you can define whether the application is single- or multi-tenant. If you select the default option, "Accounts in this organizational directory only", you must set the AzureTenant connection property to the Id of the Azure AD Tenant when establishing a connection with the CData Sync App. Otherwise, the authentication attempt fails with an error. If your application is for private use only, "Accounts in this organization directory only" should be sufficient. Otherwise, if you want to distribute your application, choose one of the multi-tenant options.
  5. Set the redirect url to http://localhost:33333, the Sync App's default. Or, specify a different port and set CallbackURL to the exact reply URL you defined.
  6. Click Register to register the new application. This opens an application management screen. Note the value in Application (client) ID as the OAuthClientId and the Directory (tenant) ID as the AzureTenant.
  7. Navigate to the "Certificates & Secrets" and define the application authentication type. There are two types of authentication available: using a client secret or a certificate. The recommended authentication method is using a certificate.
    • Option 1: Upload a certificate: In "Certificates & Secrets", select Upload certificate and the certificate to upload from your local machine.
    • Option 2: Create a new application secret: In "Certificates & Secrets", select New Client Secret for the application and specify its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once. You will need it as the OAuthClientSecret.
  8. Select API Permissions > Add. If you plan for your application to connect without a user context, select Application Permissions (OAuthGrantType = CLIENT). Otherwise, use the Delegated permissions.
  9. Save your changes.
  10. If you have selected to use permissions that require admin consent (such as the Application Permissions), you can grant them from the current tenant on the API Permissions page.

Custom AzureAD Service Principal Applications

When authenticating using an Azure Service Principal, you must create both a custom AzureAD application and a service principal that can access the necessary resources. Follow the steps below to create a custom AzureAD application and obtain the connection properties for Azure Service Principal authentication.

Create a Custom AzureAD App with an Azure Service Principal

Follow the steps below to obtain the AzureAD values for your application.

  1. Log in to https://portal.azure.com.
  2. In the left-hand navigation pane, select All services. Filter and select App registrations.
  3. Click New registrations.
  4. Enter an app name and select Any Azure AD Directory - Multi Tenant. Then set the redirect url to http://localhost:33333, the Sync App's default.
  5. After creating the application, copy the Application (client) Id value displayed in the "Overview" section. This value is used as the OAuthClientId
  6. Define the app authentication type by going to the "Certificates & Secrets" section. There are two types of authentication available: using a client secret and using a certificate. The recommended authentication method is via a certificate.
    • Option 1 - Upload a certificate: In "Certificates & Secrets", select Upload certificate and the certificate to upload from your local machine.
    • Option 2 - Create a new application secret: In "Certificates & Secrets", select New Client Secret for the application and specify its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once. You will use it as the OAuthClientSecret.
  7. On the Authentication tab, make sure to select Access tokens (used for implicit flows).

SAS Xpt Connector for CData Sync

Connecting to Azure Data Lake Storage

Connecting to Azure Data Lake Storage

Set AzureStorageAccount to your Azure Data Lake Storage account name.

Authenticating to Azure Data Lake Storage

You can authenticate to Azure Data Lake Storage via Access Key, Shared Access Signature (SAS), AzureAD user, Azure MSI, or Azure Service Principal.

Access Key

Set the following to authenticate with an Azure Access Key:

  • AuthScheme: Set this to AccessKey.
  • AzureAccessKey: Set this to the storage key associated with your Azure Data Lake Storage account.

Shared Access Signature (SAS)

Set the following to authenticate with an Shared Access Signature (SAS):
  • AuthScheme: Set this to AzureStorageSAS.
  • AzureSharedAccessSignature: Set this to the SAS associated with your Azure Blob Storage account.
Follow these steps to create a shared access signature using AzureSharedAccessSignature:

  1. Sign into the Azure Portal with the credentials for your root account. (https://portal.azure.com/)
  2. Click storage accounts and select the storage account you want to use.
  3. Under settings, click Shared Access Signature.
  4. Set the permissions.
  5. Specify when you want the token to expire.
  6. Click Generate SAS and copy the shared access signature it generates.
  7. Set AzureSharedAccessSignature to the shared access signature from the previous step.

AzureAD User

AuthScheme must be set to AzureAD in all user account flows.

Azure Service Principal

The authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow. It does not involve direct user authentication. Instead, credentials are created for just the application 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.

Create an AzureAD App and an Azure Service Principal

When authenticating using an Azure Service Principal, you must create and register an Azure AD application with an Azure AD tenant. See Creating an Azure AD Application for more details.

In your App Registration in portal.azure.com, navigate to API Permissions and select the Microsoft Graph permissions. There are two distinct sets of permissions: Delegated permissions and Application permissions. The permissions used during client credential authentication are under Application Permissions.

Assign a role to the application

To access resources in your subscription, you must assign a role to the application.

  1. Open the Subscriptions page by searching and selecting the Subscriptions service from the search bar.
  2. Select the subscription to assign the application to.
  3. Open the Access control (IAM) and select Add > Add role assignment to open the Add role assignment page.
  4. Select Owner as the role to assign to your created Azure AD app.
Complete the Authentication Choose whether to use a client secret or a certificate and follow the relevant steps below.

Client Secret

Set these connection properties:

  • AuthScheme: AzureServicePrincipal to use a client secret.
  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The tenant you want to connect to.
  • OAuthClientId: The client Id in your application settings.
  • OAuthClientSecret: The client secret in your application settings.

Certificate

Set these connection properties:

  • AuthScheme: AzureServicePrincipalCert to use a certificate.
  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The tenant you want to connect to.
  • OAuthJWTCert: The JWT Certificate store.
  • OAuthJWTCertType: The type of the certificate store specified by OAuthJWTCert.

You are now ready to connect. Authentication with client credentials takes place automatically like any other connection, except there is no window opened prompting the user. Because there is no user context, there is no need for a browser popup. Connections take place and are handled internally.

Azure MSI

If you are connecting from an Azure VM with permissions for Azure Data Lake Storage, set AuthScheme to AzureMSI.

Azure Service Principal

If you would like to authenticate with a service principal instead of a client secret, it is also possible to authenticate with a client certificate. Set the following to authenticate:

  • AuthScheme: Set this to AzureServicePrincipal.
  • AzureTenant: Set this to the tenant you wish to connect to.
  • OAuthGrantType: Set this to CLIENT.
  • OAuthClientId: Set this to the Client Id in your app settings.
  • OAuthJWTCert: Set this to the JWT Certificate store.
  • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

SAS Xpt Connector for CData Sync

Creating a Custom OAuth App

There are two types of custom AzureAD applications: AzureAD and AzureAD with an Azure Service Principal. Both are OAuth-based.

When to Create a Custom Application

CData embeds OAuth Application Credentials with CData branding that can be used when connecting via either a Desktop Application or from a Headless Machine.

You may choose to use your own AzureAD Application Credentials when you want to

  • control branding of the Authentication Dialog
  • control the redirect URI that the application redirects the user to after the user authenticates
  • customize the permissions that you are requesting from the user

Custom AzureAD Applications

You can use a custom AzureAD application to authenticate a service account or a user account. You can always create a custom AzureAD application, but note that desktop and headless connections support embedded OAuth, which simplifies the process of authentication. See "Establishing a Connection" for information about using the embedded OAuth application.

Create a Custom AzureAD App

Follow the steps below to obtain the AzureAD values for your application, the OAuthClientId and OAuthClientSecret.

  1. Log in to https://portal.azure.com.
  2. In the left-hand navigation pane, select All services. Filter and select App registrations.
  3. Click New registrations.
  4. Enter an application name and select the desired tenant setup. When creating a custom AzureAD application in Azure Active Directory, you can define whether the application is single- or multi-tenant. If you select the default option, "Accounts in this organizational directory only", you must set the AzureTenant connection property to the Id of the Azure AD Tenant when establishing a connection with the CData Sync App. Otherwise, the authentication attempt fails with an error. If your application is for private use only, "Accounts in this organization directory only" should be sufficient. Otherwise, if you want to distribute your application, choose one of the multi-tenant options.
  5. Set the redirect url to http://localhost:33333, the Sync App's default. Or, specify a different port and set CallbackURL to the exact reply URL you defined.
  6. Click Register to register the new application. This opens an application management screen. Note the value in Application (client) ID as the OAuthClientId and the Directory (tenant) ID as the AzureTenant.
  7. Navigate to the "Certificates & Secrets" and define the application authentication type. There are two types of authentication available: using a client secret or a certificate. The recommended authentication method is using a certificate.
    • Option 1: Upload a certificate: In "Certificates & Secrets", select Upload certificate and the certificate to upload from your local machine.
    • Option 2: Create a new application secret: In "Certificates & Secrets", select New Client Secret for the application and specify its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once. You will need it as the OAuthClientSecret.
  8. Select API Permissions > Add. If you plan for your application to connect without a user context, select Application Permissions (OAuthGrantType = CLIENT). Otherwise, use the Delegated permissions.
  9. Save your changes.
  10. If you have selected to use permissions that require admin consent (such as the Application Permissions), you can grant them from the current tenant on the API Permissions page.

Custom AzureAD Service Principal Applications

When authenticating using an Azure Service Principal, you must create both a custom AzureAD application and a service principal that can access the necessary resources. Follow the steps below to create a custom AzureAD application and obtain the connection properties for Azure Service Principal authentication.

Create a Custom AzureAD App with an Azure Service Principal

Follow the steps below to obtain the AzureAD values for your application.

  1. Log in to https://portal.azure.com.
  2. In the left-hand navigation pane, select All services. Filter and select App registrations.
  3. Click New registrations.
  4. Enter an app name and select Any Azure AD Directory - Multi Tenant. Then set the redirect url to http://localhost:33333, the Sync App's default.
  5. After creating the application, copy the Application (client) Id value displayed in the "Overview" section. This value is used as the OAuthClientId
  6. Define the app authentication type by going to the "Certificates & Secrets" section. There are two types of authentication available: using a client secret and using a certificate. The recommended authentication method is via a certificate.
    • Option 1 - Upload a certificate: In "Certificates & Secrets", select Upload certificate and the certificate to upload from your local machine.
    • Option 2 - Create a new application secret: In "Certificates & Secrets", select New Client Secret for the application and specify its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once. You will use it as the OAuthClientSecret.
  7. On the Authentication tab, make sure to select Access tokens (used for implicit flows).

SAS Xpt Connector for CData Sync

Connecting to Box

Connecting to Box

Use the OAuth authentication standard to connect to Box. You can authenticate with a user account or with a service account. A service account is required to grant organization-wide access scopes to the Sync App. The Sync App facilitates these authentication flows as described below.

User Accounts (OAuth)

AuthScheme must be set to OAuth in all user account flows.

Authenticate with a Service Account

Set the AuthScheme to OAuthJWT to authenticate with this method.

Service accounts have silent authentication, without user authentication in the browser. You can also use a service account to delegate enterprise-wide access scopes to the Sync App.

You need to create an OAuth application in this flow. See Create a Custom OAuth App to create and authorize an app. You can then connect to Box data that the service account has permission to access.

After setting the following connection properties, you are ready to connect:

  • OAuthClientId: Set to the Client Id in your app settings.
  • OAuthClientSecret: Set to the Client Secret in your app settings.
  • OAuthJWTCertType: Set to "PEMKEY_FILE".
  • OAuthJWTCert: Set to the path to the .pem file you generated.
  • OAuthJWTCertPassword: Set to the password of the .pem file.
  • OAuthJWTCertSubject: Set to "*" to pick the first certificate in the certificate store.
  • OAuthJWTSubjectType: Set to "enterprise" or "user" depending on the Application Access Value you selected in your app settings. The default value of this connection property is "enterprise".
  • OAuthJWTSubject: Set to your enterprise Id if your subject type is set to "enterprise" or your app user Id if your subject type is set to "user".
  • OAuthJWTPublicKeyId: Set to the Id of your public key in your app settings.
When you connect the Sync App completes the OAuth flow for a service account.

SAS Xpt Connector for CData Sync

Create a Custom OAuth App

Creating a Custom OAuth Application

CData embeds OAuth Application Credentials with CData branding that can be used when connecting via a .

You may choose to use your own OAuth Application Credentials when you want to:

  • control branding of the authentication dialog
  • control the redirect URI that the application redirects the user to after the user authenticates
  • customize the permissions that you are requesting from the user

Procedure

This procedure creates a custom OAuth application, registers that application, and generates values that are used to configure the OAuthClientId and OAuthClientSecret.

At the Box Enterprise Developer Console:

  1. Log in to your Box developers dashboard.
  2. Click Create New App.
  3. Specify basic application information, as appropriate.
  4. Specify your application type (e.g., Custom App).
  5. Select the User Authentication (OAuth 2.0) authentication method.
  6. Set the Redirect URI:
    • If this is a , set the Redirect URI to http://localhost:33333 or a different port number.
  7. Click Create App.
  8. The next task is to create a public and private key pair.
    • To create a keypair from the Developer Console:
      1. Navigate to the Developer Console Configuration tab.
      2. Scroll down to Add and Manage Public Keys.
      3. Click Generate a Public/Private Keypair. Box creates a keypair in a JSON file, and downloads that file to your desktop. You can then move that file to your application code.

        Note: Box does not back up private keys for security reasons. Be careful to back up the Public/Private JSON file. If you lose your private key, you must reset the entire keypair.

    • To add a keypair manually:
      1. Open a terminal window and run the following OpenSSL commands:
        openssl genrsa -des3 -out private.pem 2048
        openssl rsa -in private.pem -outform PEM -pubout -out public.pem

        Note: To run OpenSSL in a Windows environment, install the Cygwin package.

      2. At the Developer Console, navigate to the configuration tab for the Custom OAuth application you just created.
      3. Scroll down to Add and Manage Public Keys.
      4. Click Add a Public Key.
      5. Click Verify and Save.
  9. Before the custom application can be used, a Box Admin must authorize it within the Box Admin Console.
    1. Navigate to your application within the Developer Console.
    2. Click the Authorization tab.
    3. At the prompt to Submit app for authorization for access to the Enterprise, click Review and Submit.
      Your Box Enterprise Admin approves the application.
  10. Finally, select the scope of user permissions your custom OAuth application must request.

After your application is created and registered, click Configuration from the main menu to access your settings. Note the displayed Redirect URI, Client ID, and Client Secret. You will need these values later.

When JWT Access Scopes Change

If you change the JWT access scopes, you must reauthorize the application in the enterprise admin console:

  1. Click Apps in the main manu.
  2. Select the ellipsis button next to your JWT application name.
  3. Select Reauthorize App in the menu.

SAS Xpt Connector for CData Sync

Connecting to Dropbox

Connecting to Dropbox

Dropbox uses the OAuth authentication standard.

Dropbox OAuth Scopes

You need to choose between using CData's embedded OAuth app or Create a Custom OAuth App.

The embedded app includes the following scopes:

  • account_info.read
  • file_requests.read
  • files.content.read
  • files.content.write
  • files.metadata.read
  • sharing.read
  • sharing.write

SAS Xpt Connector for CData Sync

Create a Custom OAuth App

When To Create a Custom OAuth Application

CData embeds OAuth Application Credentials with CData branding that can be used when connecting via a .

You may choose to use your own OAuth Application Credentials when you want to

  • control branding of the Authentication Dialog
  • control the redirect URI that the application redirects the user to after the user authenticates
  • customize the permissions that you are requesting from the user

Create a Custom OAuth App

  1. Log in to your Dropbox developers dashboard and click Create New App. Select the Dropbox API type. Select the Full Dropbox access for your app.
  2. After creating your app, you can view Configuration from the main menu that displays your app settings.
  3. On the app Settings tab, note the values of App key and App secret for later Sync App configuration.
  4. Set the Redirect URI and store the specified value for later Sync App configuration.
    • When setting up a , set the Redirect URI to http://localhost:33333 or a different port number.
  5. On the app Permissions tab, select the scope of user permissions your app will request.

No further values need to be specified in the SAS Xpt app settings.

SAS Xpt Connector for CData Sync

Connecting to Google Cloud Storage

Connecting to Google Cloud Storage

Set the ProjectId property to the Id of the project you want to connect to.

Authenticating to Google Cloud Storage

The Sync App supports using user accounts and GCP instance accounts for authentication.

The following sections discuss the available authentication schemes for Google Cloud Storage:

  • User Accounts (OAuth)
  • Service Account (OAuthJWT)
  • GCP Instance Account

User Accounts (OAuth)

AuthScheme must be set to OAuth in all user account flows.

Web Applications

When connecting via a Web application, you need to create and register a custom OAuth application with Google Cloud Storage. You can then use the Sync App to acquire and manage the OAuth token values. See Create a Custom OAuth App for more information about custom applications.

Get an OAuth Access Token

Set the following connection properties to obtain the OAuthAccessToken:

  • OAuthClientId: Set this to the Client Id in your application settings.
  • OAuthClientSecret: Set this to the Client Secret in your application settings.

Then call stored procedures to complete the OAuth exchange:

  1. Call the GetOAuthAuthorizationURL stored procedure. Set the CallbackURL input to the Callback URL you specified in your application settings. The stored procedure returns the URL to the OAuth endpoint.
  2. Navigate to the URL that the stored procedure returned in Step 1. Log in to the custom OAuth application and authorize the web application. Once authenticated, the browser redirects you to the callback URL.
  3. Call the GetOAuthAccessToken stored procedure. Set AuthMode to WEB and the Verifier input to the "code" parameter in the query string of the callback URL.

Once you have obtained the access and refresh tokens, you can connect to data and refresh the OAuth access token either automatically or manually.

Automatic Refresh of the OAuth Access Token

To have the driver automatically refresh the OAuth access token, set the following on the first data connection:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthClientId: Set this to the Client Id in your application settings.
  • OAuthClientSecret: Set this to the Client Secret in your application settings.
  • OAuthAccessToken: Set this to the access token returned by GetOAuthAccessToken.
  • OAuthRefreshToken: Set this to the refresh token returned by GetOAuthAccessToken.
  • OAuthSettingsLocation: Set this to the location where the Sync App saves the OAuth token values, which persist across connections.
On subsequent data connections, the values for OAuthAccessToken and OAuthRefreshToken are taken from OAuthSettingsLocation.

Manual Refresh of the OAuth Access Token

The only value needed to manually refresh the OAuth access token when connecting to data is the OAuth refresh token.

Use the RefreshOAuthAccessToken stored procedure to manually refresh the OAuthAccessToken after the ExpiresIn parameter value returned by GetOAuthAccessToken has elapsed, then set the following connection properties:

  • OAuthClientId: Set this to the Client Id in your application settings.
  • OAuthClientSecret: Set this to the Client Secret in your application settings.

Then call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken. After the new tokens have been retrieved, open a new connection by setting the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken.

Finally, store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

Headless Machines

To configure the driver, use OAuth with a user account on a headless machine. You need to authenticate on another device that has an internet browser.

  1. Choose one of two options:
    • Option 1: Obtain the OAuthVerifier value as described in "Obtain and Exchange a Verifier Code" below.
    • Option 2: Install the Sync App on a machine with an internet browser and transfer the OAuth authentication values after you authenticate through the usual browser-based flow.
  2. Then configure the Sync App to automatically refresh the access token on the headless machine.

Option 1: Obtain and Exchange a Verifier Code

To obtain a verifier code, you must authenticate at the OAuth authorization URL.

Follow the steps below to authenticate from the machine with an internet browser and obtain the OAuthVerifier connection property.

  1. Choose one of these options:
    • If you are using the Embedded OAuth Application click Google Cloud Storage OAuth endpoint to open the endpoint in your browser.
    • If you are using a custom OAuth application, create the Authorization URL by setting the following properties:
      • InitiateOAuth: Set to OFF.
      • OAuthClientId: Set to the client Id assigned when you registered your application.
      • OAuthClientSecret: Set to the client secret assigned when you registered your application.
      Then call the GetOAuthAuthorizationURL stored procedure with the appropriate CallbackURL. Open the URL returned by the stored procedure in a browser.
  2. Log in and grant permissions to the Sync App. You are then redirected to the callback URL, which contains the verifier code.
  3. Save the value of the verifier code. Later you will set this in the OAuthVerifier connection property.
Next, you need to exchange the OAuth verifier code for OAuth refresh and access tokens. Set the following properties:

On the headless machine, set the following connection properties to obtain the OAuth authentication values:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthVerifier: Set this to the verifier code.
  • OAuthClientId: (custom applications only) Set this to the Client Id in your custom OAuth application settings.
  • OAuthClientSecret: (custom applications only) Set this to the Client Secret in the custom OAuth application settings.
  • OAuthSettingsLocation: Set this to persist the encrypted OAuth authentication values to the specified location.

After the OAuth settings file is generated, you need to re-set the following properties to connect:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
  • OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
  • OAuthSettingsLocation: Set this to the location containing the encrypted OAuth authentication values. Make sure this location gives read and write permissions to the Sync App to enable the automatic refreshing of the access token.

Option 2: Transfer OAuth Settings

Prior to connecting on a headless machine, you need to create and install a connection with the driver on a device that supports an internet browser. Set the connection properties as described in "Desktop Applications" above.

After completing the instructions in "Desktop Applications", the resulting authentication values are encrypted and written to the location specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.

Once you have successfully tested the connection, copy the OAuth settings file to your headless machine.

On the headless machine, set the following connection properties to connect to data:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
  • OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
  • OAuthSettingsLocation: Set this to the location of your OAuth settings file. Make sure this location gives read and write permissions to the Sync App to enable the automatic refreshing of the access token.

GCP Instance Accounts

When running on a GCP virtual machine, the Sync App can authenticate using a service account tied to the virtual machine. To use this mode, set AuthScheme to GCPInstanceAccount.

SAS Xpt Connector for CData Sync

Create a Custom OAuth App

Creating a Custom OAuth Application

CData embeds OAuth Application Credentials with CData branding that can be used when connecting to SAS Xpt via a desktop application or a headless machine.

(For information on getting and setting the OAuthAccessToken and other configuration parameters, see the Desktop Authentication section of "Connecting to SAS Xpt".)

However, you must create a custom OAuth application to connect to SAS Xpt via the Web. And since custom OAuth applications seamlessly support all three commonly-used auth flows, you might want to create custom OAuth applications (use your own OAuth Application Credentials) for those auth flows anyway.

Custom OAuth applications are useful if you want to:

  • control branding of the authentication dialog
  • control the redirect URI that the application redirects the user to after the user authenticates
  • customize the permissions that you are requesting from the user

The following sections describe how to enable the Directory API and create custom OAuth applications for user accounts (OAuth) and Service Accounts (OAuth/JWT).

Enable the Cloud Storage API

Follow these steps to enable the Cloud Storage API:

  1. Navigate to the Google Cloud Console.
  2. Select Library from the left-hand navigation menu. This opens the Library page.
  3. In the search field, enter "Cloud Storage API" and select Cloud Storage API from the search results.
  4. On the Cloud Storage API page, click ENABLE.

Create an OAuth Application

To create custom OAuth applications that retrieve the necessary OAuth connection properties, follow these procedures.

User Accounts (OAuth)

For users whose AuthScheme is OAuth and who need to authenticate over a web application, you must always create a custom OAuth application. (For desktop and headless flows, creating a custom OAuth application is optional.)

Do the following:

  1. Navigate to the Google Cloud Console.
  2. Create a new project or select an existing project.
  3. At the left-hand navigation menu, select Credentials.
  4. If this project does not already have a consent screen configured, click CONFIGURE CONSENT SCREEN to create one. If you are not using a Google Workspace account, you are restricted to creating an External-type Consent Screen, which requires specifying a support email and developer contact email. Additional info is optional.
  5. On the Credentials page, select Create Credentials > OAuth Client ID.
  6. In the Application Type menu, select Web application.
  7. Specify a name for your custom OAuth application.
  8. Under Authorized redirect URIs, click ADD URI and enter a redirect URI.
  9. Click Enter, then CREATE. The Cloud Console returns you to the Credentials page.
    A window opens that displays your client Id and client secret.
  10. Record the client Id and Client Secret for later use as the OAuthClientId and OAuthClientSecret connection properties.

Note: The client secret remains accessible from from the Google Cloud Console.

Service Accounts (OAuthJWT)

Service accounts (AuthScheme OAuthJWT) can be used in an OAuth flow to access Google APIs on behalf of users in a domain. A domain administrator can delegate domain-wide access to the service account.

To create a new service account:

  1. Navigate to the Google Cloud Console.
  2. Create a new project or select an existing project.
  3. At the left-hand navigation menu, select Credentials.
  4. Select Create Credentials > Service account.
  5. On the Create service account page, enter the Service account name, the Service account ID, and, optionally, a description.
  6. Click DONE. The Cloud Console redisplays the Credentials page.
  7. In the Service Accounts section, select the service account you just created.
  8. Click the KEYS tab.
  9. Click ADD KEY > Create new key.
  10. Select any supported Key type (see OAuthJWTCert and OAuthJWTCertType).
  11. Click CREATE. The key is automatically downloaded to your device, and any additional information specific to the key is displayed.
  12. Record the additional information for future use.

To complete the service account flow, generate a private key in the Google Cloud Console. In the service account flow, the driver exchanges a JSON Web token (JWT) for the OAuthAccessToken. The private key is required to sign the JWT. The driver will have the same permissions granted to the service account.

SAS Xpt Connector for CData Sync

Connecting to Google Drive

Authenticating to Google Drive

The Sync App supports using user accounts and GCP instance accounts for authentication.

The following sections discuss the available authentication schemes for Google Drive:

  • User Accounts (OAuth)
  • Service Account (OAuthJWT)
  • GCP Instance Account

User Accounts (OAuth)

AuthScheme must be set to OAuth in all user account flows.

GCP Instance Accounts

When running on a GCP virtual machine, the Sync App can authenticate using a service account tied to the virtual machine. To use this mode, set AuthScheme to GCPInstanceAccount.

SAS Xpt Connector for CData Sync

Create a Custom OAuth App

Creating a Custom OAuth Application

CData embeds OAuth Application Credentials with CData branding that can be used when connecting to SAS Xpt via a desktop application or a headless machine.

(For information on getting and setting the OAuthAccessToken and other configuration parameters, see the Desktop Authentication section of "Connecting to SAS Xpt".)

However, you must create a custom OAuth application to connect to SAS Xpt via the Web. And since custom OAuth applications seamlessly support all three commonly-used auth flows, you might want to create custom OAuth applications (use your own OAuth Application Credentials) for those auth flows anyway.

Custom OAuth applications are useful if you want to:

  • control branding of the authentication dialog
  • control the redirect URI that the application redirects the user to after the user authenticates
  • customize the permissions that you are requesting from the user

The following sections describe how to enable the Directory API and create custom OAuth applications for user accounts (OAuth) and Service Accounts (OAuth/JWT).

Enable the Google Drive API

Follow these steps to enable the Google Drive API:

  1. Navigate to the Google Cloud Console.
  2. Select Library from the left-hand navigation menu. This opens the Library page.
  3. In the search field, enter "Google Drive API" and select Google Drive API from the search results.
  4. On the Google Drive API page, click ENABLE.

Create an OAuth Application

To create custom OAuth applications that retrieve the necessary OAuth connection properties, follow these procedures.

User Accounts (OAuth)

For users whose AuthScheme is OAuth and who need to authenticate over a web application, you must always create a custom OAuth application. (For desktop and headless flows, creating a custom OAuth application is optional.)

Do the following:

  1. Navigate to the Google Cloud Console.
  2. Create a new project or select an existing project.
  3. At the left-hand navigation menu, select Credentials.
  4. If this project does not already have a consent screen configured, click CONFIGURE CONSENT SCREEN to create one. If you are not using a Google Workspace account, you are restricted to creating an External-type Consent Screen, which requires specifying a support email and developer contact email. Additional info is optional.
  5. On the Credentials page, select Create Credentials > OAuth Client ID.
  6. In the Application Type menu, select Web application.
  7. Specify a name for your custom OAuth application.
  8. Under Authorized redirect URIs, click ADD URI and enter a redirect URI.
  9. Click Enter, then CREATE. The Cloud Console returns you to the Credentials page.
    A window opens that displays your client Id and client secret.
  10. Record the client Id and Client Secret for later use as the OAuthClientId and OAuthClientSecret connection properties.

Note: The client secret remains accessible from from the Google Cloud Console.

Service Accounts (OAuthJWT)

Service accounts (AuthScheme OAuthJWT) can be used in an OAuth flow to access Google APIs on behalf of users in a domain. A domain administrator can delegate domain-wide access to the service account.

To create a new service account:

  1. Navigate to the Google Cloud Console.
  2. Create a new project or select an existing project.
  3. At the left-hand navigation menu, select Credentials.
  4. Select Create Credentials > Service account.
  5. On the Create service account page, enter the Service account name, the Service account ID, and, optionally, a description.
  6. Click DONE. The Cloud Console redisplays the Credentials page.
  7. In the Service Accounts section, select the service account you just created.
  8. Click the KEYS tab.
  9. Click ADD KEY > Create new key.
  10. Select any supported Key type (see OAuthJWTCert and OAuthJWTCertType).
  11. Click CREATE. The key is automatically downloaded to your device, and any additional information specific to the key is displayed.
  12. Record the additional information for future use.

To complete the service account flow, generate a private key in the Google Cloud Console. In the service account flow, the driver exchanges a JSON Web token (JWT) for the OAuthAccessToken. The private key is required to sign the JWT. The driver will have the same permissions granted to the service account.

SAS Xpt Connector for CData Sync

Connecting to HTTP Streams

Authenticating to HTTP(S)

The Sync App generically supports connecting to SAS Xpt data stored on HTTP(S) streams.

Several authentication methods, such as user/password, digest access, OAuth, OAuthJWT, and OAuth PASSWORD flow are supported.

You can also connect to streams that have no authentication set up.

No Authentication

Connect to an HTTP(S) stream with no authentication by setting the AuthScheme connection property to None.

Basic

Set the following to connect:

  • AuthScheme: Set this to Basic.
  • User: Set this to the username associated with your HTTP(S) stream.
  • Password: Set this to the password associated with your HTTP(S) stream.

Digest

Set the following to connect:

  • AuthScheme: Set this to Digest.
  • User: Set this to the username associated with your HTTP(S) stream.
  • Password: Set this to the password associated with your HTTP(S) stream.

OAuth

Set the AuthScheme to OAuth.

OAuth requires the authenticating user to interact with SAS Xpt using the browser. The Sync App facilitates this in various ways as described in the following sections.

Before following the procedures below, you need to register an OAuth app with the service containing the SAS Xpt data you want to work with.

Creating a custom application in most services requires registering as a developer and creating an app in the UI of the service.

This is not necessarily true for all services. In some you must contact the service provider to create the app for you. However it is done, you must obtain the values for OAuthClientId, OAuthClientSecret, and CallbackURL.

OAuth JWT

Set AuthScheme to OAuthJWT.

The Sync App supports using JWT as an authorization grant in situations where a user cannot perform an interactive sign-on. After setting the following connection properties, you are ready to connect:

  • OAuthVersion: Set this to 2.0.
  • OAuthAccessTokenURL: Set this to the URL where the JWT is exchanged for an access token.
  • OAuthJWTCert: Set this to the certificate you want to use. In most cases this will be a path to a PEM or PFX file.
  • OAuthJWTCertType: Set this to the correct certificate type. In most cases this will either PEMKEY_FILE or PFXFILE.
  • OAuthJWTCertPassword: If the certificate is encrypted, set this to the encryption password.
  • OAuthJWTIssuer: Set this to the issuer. This corresponds to the iss field in the JWT.

Note that the JWT signature algorithm cannot be set directly. The Sync App only supports the RS256 algorithm.

The Sync App will then construct a JWT including the following fields, and submit it to OAuthAccessTokenURL for an access token.

  • scope This will come from Scope if it is provided.
  • aud This will come from OAuthJWTAudience if it is provided.
  • iss This will come from OAuthJWTIssuer.
  • iat This is the time when the JWT is generated.
  • exp This is the value of iat plus the value of OAuthJWTValidityTime.
  • sub This will come from OAuthJWTSubject if it is provided.

OAuthPassword

AuthScheme: Set this to OAuthPassword.

OAuth requires the authenticating user to interact with SAS Xpt using the browser. The Sync App facilitates this in various ways as described in the following sections.

Before following the procedures below, you need to register an OAuth app with the service containing the SAS Xpt data you want to work with.

Creating a custom application in most services requires registering as a developer and creating an app in the UI of the service.

This is not necessarily true for all services. In some you must contact the service provider to create the app for you. However it is done, you must obtain the values for OAuthClientId, OAuthClientSecret, and CallbackURL.

After setting the following connection properties, you are ready to connect:

  • OAuthVersion: Set this to the OAuth Version, either 1.0 or 2.0.
  • OAuthRequestTokenURL: Required for OAuth 1.0. In OAuth 1.0, this is the URL where the app makes a request for the request token.
  • OAuthAuthorizationURL: Required for OAuth 1.0 and 2.0. This is the URL where the user logs into the service and grants permissions to the application. In OAuth 1.0, if permissions are granted, the request token is authorized.
  • OAuthAccessTokenURL: Required for OAuth 1.0 and 2.0. This is the URL where the request for the access token is made. In OAuth 1.0, the authorized request token is exchanged for the access token.
  • OAuthRefreshTokenURL: Required for OAuth 2.0. In OAuth 2.0, this is the URL where the refresh token is exchanged for a new access token when the old one expires. Note that for your data source this may be the same as the access token URL.
  • OAuthClientId: Set this to the client Id in your app settings. This may also be called the consumer key.
  • OAuthClientSecret: Set this to the client secret in your app settings. This may also be called the consumer secret.
  • CallbackURL: Set this to http://localhost:33333. If you specified a redirect URL in your app settings, this must match.
When you connect, the Sync App opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The Sync App then completes the OAuth process:
  1. Extracts the access token from the callback URL and authenticates requests.
  2. Refreshes the access token when it expires.
  3. Saves OAuth values to be persisted across connections.

SAS Xpt Connector for CData Sync

Connecting to IBM Object Storage

Before You Connect

Register a New Instance of Cloud Object Storage

If you do not already have Cloud Object Storage in your IBM Cloud account, you can follow the procedure below to install an instance of SQL Query in your account:

  1. Log in to your IBM Cloud account.
  2. Navigate to the Cloud Object Storage page, choose a name for your instance and click Create. You will be redirected to the instance of Cloud Object Storage you just created.

API Key

To connect with IBM Cloud Object Storage, you will need an ApiKey. You can obtain this as follows:

  1. Log in to your IBM Cloud account.
  2. Navigate to the Platform API Keys page.
  3. On the middle-right corner click Create an IBM Cloud API Key to create a new API Key.
  4. In the pop-up window, specify the API Key name and click Create. Note the ApiKey as you can never access it again from the dashboard.

Connecting to IBM Cloud Object Storage

Set Region to to your IBM instance region.

Authenticating to IBM Cloud Object Storage

You can authenticate to IBM Cloud Object Storage using either HMAC or OAuth authentication.

HMAC

Set the following properties to authenticate:

  • AccessKey: Set this to an IBM Access Key (a username).
  • SecretKey: Set this to an IBM Secret Key.
For example:
ConnectionType=IBM Object Storage Source;URI=ibmobjectstorage://bucket1/folder1; AccessKey=token1; SecretKey=secret1; Region=eu-gb;

OAuth

Set the following to authenticate using OAuth authentication.

  • AuthScheme: Set this to OAuth.
  • ApiKey: Set this to the IBM API Key noted during setup.
For example:
ConnectionType=IBM Object Storage Source;URI=ibmobjectstorage://bucket1/folder1; ApiKey=key1; Region=eu-gb; AuthScheme=OAuth; InitiateOAuth=GETANDREFRESH;

When you connect, the Sync App completes the OAuth process.

SAS Xpt Connector for CData Sync

Connecting to OneDrive

Connecting to OneDrive

You can connect to OneDrive using an AzureAD user, with MSI authentication, or using an Azure Service Principal.

AzureAD Users

AuthScheme must be set to AzureAD in all user account flows.

Azure Service Principal

The authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow. It does not involve direct user authentication. Instead, credentials are created for just the application 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.

Create an AzureAD App and an Azure Service Principal

When authenticating using an Azure Service Principal, you must create and register an Azure AD application with an Azure AD tenant. See Creating an Azure AD Application for more details.

In your App Registration in portal.azure.com, navigate to API Permissions and select the Microsoft Graph permissions. There are two distinct sets of permissions: Delegated permissions and Application permissions. The permissions used during client credential authentication are under Application Permissions.

Assign a role to the application

To access resources in your subscription, you must assign a role to the application.

  1. Open the Subscriptions page by searching and selecting the Subscriptions service from the search bar.
  2. Select the subscription to assign the application to.
  3. Open the Access control (IAM) and select Add > Add role assignment to open the Add role assignment page.
  4. Select Owner as the role to assign to your created Azure AD app.
Complete the Authentication Choose whether to use a client secret or a certificate and follow the relevant steps below.

Client Secret

Set these connection properties:

  • AuthScheme: AzureServicePrincipal to use a client secret.
  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The tenant you want to connect to.
  • OAuthClientId: The client Id in your application settings.
  • OAuthClientSecret: The client secret in your application settings.

Certificate

Set these connection properties:

  • AuthScheme: AzureServicePrincipalCert to use a certificate.
  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The tenant you want to connect to.
  • OAuthJWTCert: The JWT Certificate store.
  • OAuthJWTCertType: The type of the certificate store specified by OAuthJWTCert.

You are now ready to connect. Authentication with client credentials takes place automatically like any other connection, except there is no window opened prompting the user. Because there is no user context, there is no need for a browser popup. Connections take place and are handled internally.

Azure MSI

If you are connecting from an Azure VM with permissions for Azure Data Lake Storage, set AuthScheme to AzureMSI.

Azure Service Principal

If you would like to authenticate with a service principal instead of a client secret, it is also possible to authenticate with a client certificate. Set the following to authenticate:

  • AuthScheme: Set this to AzureServicePrincipal.
  • AzureTenant: Set this to the tenant you wish to connect to.
  • OAuthGrantType: Set this to CLIENT.
  • OAuthClientId: Set this to the Client Id in your app settings.
  • OAuthJWTCert: Set this to the JWT Certificate store.
  • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

SAS Xpt Connector for CData Sync

Creating a Custom OAuth App

There are two types of custom AzureAD applications: AzureAD and AzureAD with an Azure Service Principal. Both are OAuth-based.

When to Create a Custom Application

CData embeds OAuth Application Credentials with CData branding that can be used when connecting via either a Desktop Application or from a Headless Machine.

You may choose to use your own AzureAD Application Credentials when you want to

  • control branding of the Authentication Dialog
  • control the redirect URI that the application redirects the user to after the user authenticates
  • customize the permissions that you are requesting from the user

Custom AzureAD Applications

You can use a custom AzureAD application to authenticate a service account or a user account. You can always create a custom AzureAD application, but note that desktop and headless connections support embedded OAuth, which simplifies the process of authentication. See "Establishing a Connection" for information about using the embedded OAuth application.

Create a Custom AzureAD App

Follow the steps below to obtain the AzureAD values for your application, the OAuthClientId and OAuthClientSecret.

  1. Log in to https://portal.azure.com.
  2. In the left-hand navigation pane, select All services. Filter and select App registrations.
  3. Click New registrations.
  4. Enter an application name and select the desired tenant setup. When creating a custom AzureAD application in Azure Active Directory, you can define whether the application is single- or multi-tenant. If you select the default option, "Accounts in this organizational directory only", you must set the AzureTenant connection property to the Id of the Azure AD Tenant when establishing a connection with the CData Sync App. Otherwise, the authentication attempt fails with an error. If your application is for private use only, "Accounts in this organization directory only" should be sufficient. Otherwise, if you want to distribute your application, choose one of the multi-tenant options.
  5. Set the redirect url to http://localhost:33333, the Sync App's default. Or, specify a different port and set CallbackURL to the exact reply URL you defined.
  6. Click Register to register the new application. This opens an application management screen. Note the value in Application (client) ID as the OAuthClientId and the Directory (tenant) ID as the AzureTenant.
  7. Navigate to the "Certificates & Secrets" and define the application authentication type. There are two types of authentication available: using a client secret or a certificate. The recommended authentication method is using a certificate.
    • Option 1: Upload a certificate: In "Certificates & Secrets", select Upload certificate and the certificate to upload from your local machine.
    • Option 2: Create a new application secret: In "Certificates & Secrets", select New Client Secret for the application and specify its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once. You will need it as the OAuthClientSecret.
  8. Select API Permissions > Add. If you plan for your application to connect without a user context, select Application Permissions (OAuthGrantType = CLIENT). Otherwise, use the Delegated permissions.
  9. Save your changes.
  10. If you have selected to use permissions that require admin consent (such as the Application Permissions), you can grant them from the current tenant on the API Permissions page.

Custom AzureAD Service Principal Applications

When authenticating using an Azure Service Principal, you must create both a custom AzureAD application and a service principal that can access the necessary resources. Follow the steps below to create a custom AzureAD application and obtain the connection properties for Azure Service Principal authentication.

Create a Custom AzureAD App with an Azure Service Principal

Follow the steps below to obtain the AzureAD values for your application.

  1. Log in to https://portal.azure.com.
  2. In the left-hand navigation pane, select All services. Filter and select App registrations.
  3. Click New registrations.
  4. Enter an app name and select Any Azure AD Directory - Multi Tenant. Then set the redirect url to http://localhost:33333, the Sync App's default.
  5. After creating the application, copy the Application (client) Id value displayed in the "Overview" section. This value is used as the OAuthClientId
  6. Define the app authentication type by going to the "Certificates & Secrets" section. There are two types of authentication available: using a client secret and using a certificate. The recommended authentication method is via a certificate.
    • Option 1 - Upload a certificate: In "Certificates & Secrets", select Upload certificate and the certificate to upload from your local machine.
    • Option 2 - Create a new application secret: In "Certificates & Secrets", select New Client Secret for the application and specify its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once. You will use it as the OAuthClientSecret.
  7. On the Authentication tab, make sure to select Access tokens (used for implicit flows).

SAS Xpt Connector for CData Sync

Connecting to OneLake

Authenticating to OneLake

You can authenticate to OneLake via AzureAD user, Azure MSI, or Azure Service Principal.

AzureAD User

AuthScheme must be set to AzureAD in all user account flows.

Azure Service Principal

The authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow. It does not involve direct user authentication. Instead, credentials are created for just the application 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.

Create an AzureAD App and an Azure Service Principal

When authenticating using an Azure Service Principal, you must create and register an Azure AD application with an Azure AD tenant. See Creating an Azure AD Application for more details.

In your App Registration in portal.azure.com, navigate to API Permissions and select the Microsoft Graph permissions. There are two distinct sets of permissions: Delegated permissions and Application permissions. The permissions used during client credential authentication are under Application Permissions.

Assign a role to the application

To access resources in your subscription, you must assign a role to the application.

  1. Open the Subscriptions page by searching and selecting the Subscriptions service from the search bar.
  2. Select the subscription to assign the application to.
  3. Open the Access control (IAM) and select Add > Add role assignment to open the Add role assignment page.
  4. Select Owner as the role to assign to your created Azure AD app.
Complete the Authentication Choose whether to use a client secret or a certificate and follow the relevant steps below.

Client Secret

Set these connection properties:

  • AuthScheme: AzureServicePrincipal to use a client secret.
  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The tenant you want to connect to.
  • OAuthClientId: The client Id in your application settings.
  • OAuthClientSecret: The client secret in your application settings.

Certificate

Set these connection properties:

  • AuthScheme: AzureServicePrincipalCert to use a certificate.
  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The tenant you want to connect to.
  • OAuthJWTCert: The JWT Certificate store.
  • OAuthJWTCertType: The type of the certificate store specified by OAuthJWTCert.

You are now ready to connect. Authentication with client credentials takes place automatically like any other connection, except there is no window opened prompting the user. Because there is no user context, there is no need for a browser popup. Connections take place and are handled internally.

Azure MSI

If you are connecting from an Azure VM with permissions for Azure Data Lake Storage, set AuthScheme to AzureMSI.

Azure Service Principal

If you would like to authenticate with a service principal instead of a client secret, it is also possible to authenticate with a client certificate. Set the following to authenticate:

  • AuthScheme: Set this to AzureServicePrincipal.
  • AzureTenant: Set this to the tenant you wish to connect to.
  • OAuthGrantType: Set this to CLIENT.
  • OAuthClientId: Set this to the Client Id in your app settings.
  • OAuthJWTCert: Set this to the JWT Certificate store.
  • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

SAS Xpt Connector for CData Sync

Creating a Custom OAuth App

There are two types of custom AzureAD applications: AzureAD and AzureAD with an Azure Service Principal. Both are OAuth-based.

When to Create a Custom Application

CData embeds OAuth Application Credentials with CData branding that can be used when connecting via either a Desktop Application or from a Headless Machine.

You may choose to use your own AzureAD Application Credentials when you want to

  • control branding of the Authentication Dialog
  • control the redirect URI that the application redirects the user to after the user authenticates
  • customize the permissions that you are requesting from the user

Custom AzureAD Applications

You can use a custom AzureAD application to authenticate a service account or a user account. You can always create a custom AzureAD application, but note that desktop and headless connections support embedded OAuth, which simplifies the process of authentication. See "Establishing a Connection" for information about using the embedded OAuth application.

Create a Custom AzureAD App

Follow the steps below to obtain the AzureAD values for your application, the OAuthClientId and OAuthClientSecret.

  1. Log in to https://portal.azure.com.
  2. In the left-hand navigation pane, select All services. Filter and select App registrations.
  3. Click New registrations.
  4. Enter an application name and select the desired tenant setup. When creating a custom AzureAD application in Azure Active Directory, you can define whether the application is single- or multi-tenant. If you select the default option, "Accounts in this organizational directory only", you must set the AzureTenant connection property to the Id of the Azure AD Tenant when establishing a connection with the CData Sync App. Otherwise, the authentication attempt fails with an error. If your application is for private use only, "Accounts in this organization directory only" should be sufficient. Otherwise, if you want to distribute your application, choose one of the multi-tenant options.
  5. Set the redirect url to http://localhost:33333, the Sync App's default. Or, specify a different port and set CallbackURL to the exact reply URL you defined.
  6. Click Register to register the new application. This opens an application management screen. Note the value in Application (client) ID as the OAuthClientId and the Directory (tenant) ID as the AzureTenant.
  7. Navigate to the "Certificates & Secrets" and define the application authentication type. There are two types of authentication available: using a client secret or a certificate. The recommended authentication method is using a certificate.
    • Option 1: Upload a certificate: In "Certificates & Secrets", select Upload certificate and the certificate to upload from your local machine.
    • Option 2: Create a new application secret: In "Certificates & Secrets", select New Client Secret for the application and specify its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once. You will need it as the OAuthClientSecret.
  8. Select API Permissions > Add a permission > Azure Storage > user_impersonation > Add permissions.
  9. Save your changes.
  10. If you have selected to use permissions that require admin consent (such as the Application Permissions), you can grant them from the current tenant on the API Permissions page.

Custom AzureAD Service Principal Applications

When authenticating using an Azure Service Principal, you must create both a custom AzureAD application and a service principal that can access the necessary resources. Follow the steps below to create a custom AzureAD application and obtain the connection properties for Azure Service Principal authentication.

Create a Custom AzureAD App with an Azure Service Principal

Follow the steps below to obtain the AzureAD values for your application.

  1. Log in to https://portal.azure.com.
  2. In the left-hand navigation pane, select All services. Filter and select App registrations.
  3. Click New registrations.
  4. Enter an app name and select Any Azure AD Directory - Multi Tenant. Then set the redirect url to http://localhost:33333, the Sync App's default.
  5. After creating the application, copy the Application (client) Id value displayed in the "Overview" section. This value is used as the OAuthClientId
  6. Define the app authentication type by going to the "Certificates & Secrets" section. There are two types of authentication available: using a client secret and using a certificate. The recommended authentication method is via a certificate.
    • Option 1 - Upload a certificate: In "Certificates & Secrets", select Upload certificate and the certificate to upload from your local machine.
    • Option 2 - Create a new application secret: In "Certificates & Secrets", select New Client Secret for the application and specify its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once. You will use it as the OAuthClientSecret.
  7. On the Authentication tab, make sure to select Access tokens (used for implicit flows).

Add Service Principal to Workspace

Follow the steps below to add a service principal to a workspace.

  1. Log in to Microsoft Fabric.
  2. Click the gear icon (Settings) on the top right.
  3. Select Admin portal.
  4. In the left-hand navigation pane, select Tenant settings.
  5. Scroll until you find Developer settings.
  6. Expand Service principals can use Fabric APIs.
  7. Enable the option.
  8. Select Apply.
  9. Select the workspace where you want to add your service principal.
  10. Click Manage access.
  11. Click Add people or groups.
  12. Enter the name of your application (verify the ID if there are multiple applications with the same name).
  13. Set the level of access you would like to grant to your application. Contributor is the lowest security level necessary to access OneLake via the API.
  14. Select Add.

SAS Xpt Connector for CData Sync

Connecting to SFTP

Connecting to SFTP

You can authenticate to SFTP using a user and password or an SSH certificate. Additionally, you can connect to an SFTP server that has no authentication enabled.

No Authentication

Set SSHAuthMode to None to connect without authentication, assuming your server supports doing so.

Password

Provide user credentials associated with your SFTP server:

  • SSHAuthMode: Set this to Password.
  • SSHUser: A username associated with your SFTP server.
  • SSHPassword: The password associated with the user.

SSH Certificate

Set the following to connect.

  • SSHAuthMode: Set this to Public_Key.
  • SSHClientCert: Specify the SSH certificate in the form specified by SSHClientCertType (see the associated documentation for this connection property).
  • SSHClientCertType: The type of the key store specified in SSHClientCert.
  • SSHClientCertPassword (optional): The certificate store password.
  • SSHClientCertSubject (optional): If there are multiple keys in your key store, specify the desired key, by name, here.

SAS Xpt Connector for CData Sync

Connecting to SharePoint Online

Connecting to SharePoint Online (REST)

The following authentication schemes are supported for the REST API:

  • AzureAD
  • MSI
  • AzureServicePrincipal

AzureAD

Azure Active Directory (AzureAD) is a connection type that leverages OAuth to authenticate. OAuth requires the authenticating user to interact with SAS Xpt using an internet browser. The driver facilitates this in several ways as described below. Set your AuthScheme to AzureAD. The AzureAD flows described below assume that you have done so.

Your organization may require Admin Consent when authorizing a new AzureAD application for your Azure Tenant. In all AzureAD flows, any initial installation and use of an AzureAD application requires that an administrator approve the application for their Azure Tenant.

Azure Service Principal

The authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow. It does not involve direct user authentication. Instead, credentials are created for just the application 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.

Create an AzureAD App and an Azure Service Principal

When authenticating using an Azure Service Principal, you must create and register an Azure AD application with an Azure AD tenant. See Creating an Azure AD Application for more details.

In your App Registration in portal.azure.com, navigate to API Permissions and select the Microsoft Graph permissions. There are two distinct sets of permissions: Delegated permissions and Application permissions. The permissions used during client credential authentication are under Application Permissions.

Assign a role to the application

To access resources in your subscription, you must assign a role to the application.

  1. Open the Subscriptions page by searching and selecting the Subscriptions service from the search bar.
  2. Select the subscription to assign the application to.
  3. Open the Access control (IAM) and select Add > Add role assignment to open the Add role assignment page.
  4. Select Owner as the role to assign to your created Azure AD app.
Complete the Authentication Choose whether to use a client secret or a certificate and follow the relevant steps below.

Client Secret

Set these connection properties:

  • AuthScheme: AzureServicePrincipal to use a client secret.
  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The tenant you want to connect to.
  • OAuthClientId: The client Id in your application settings.
  • OAuthClientSecret: The client secret in your application settings.

Certificate

Set these connection properties:

  • AuthScheme: AzureServicePrincipalCert to use a certificate.
  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The tenant you want to connect to.
  • OAuthJWTCert: The JWT Certificate store.
  • OAuthJWTCertType: The type of the certificate store specified by OAuthJWTCert.

You are now ready to connect. Authentication with client credentials takes place automatically like any other connection, except there is no window opened prompting the user. Because there is no user context, there is no need for a browser popup. Connections take place and are handled internally.

MSI

If you are running SAS Xpt on an Azure VM, you can leverage Managed Service Identity (MSI) credentials to connect:

  • AuthScheme: Set this to AzureMSI.

The MSI credentials are automatically obtained for authentication.

Azure Service Principal

When authenticating using an Azure Service Principal, you must register an application with an Azure AD tenant.

Assign a role to the application

To access resources in your subscription, you must assign a role to the application.

  1. Open the Subscriptions page by searching and selecting the Subscriptions service from the search bar.
  2. Select the particular subscription to assign the application to.
  3. Open the Access control (IAM) and select Add > Add role assignment to open the Add role assignment page.
  4. Select Owner as the role to assign to your created Azure AD app.

Authenticate with an Azure Service Principal

You are ready to connect after setting one of the below connection properties groups, depending on the configured app authentication (client secret or certificate).

Before choosing client secret or certicate authentication, set the following:

  • AuthScheme: Set this to the AzureServicePrincipal in your app settings.
  • AzureTenant: Set this to the tenant you wish to connect to.
  • OAuthClientId: Set this to the client Id in your app settings.
  • OAuthGrantType: Set this to CLIENT.

Option 1: Authenticating using a Client Secret

Set the following to authenticate with a client secret:

  • OAuthClientId: Set this to the client Id in your app settings.
  • OAuthClientSecret: Set this to the client secret in your app settings.

Option 2: Authenticating using a JWT Certificate

Set the following to authenticate with a JWT Certificate:

  • OAuthJWTCert: Set this to the JWT Certificate store.
  • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

Connecting to SharePoint Online (SOAP)

The following authentications are supported for the SOAP API:

  • User Credentials
  • ADFS
  • Okta
  • OneLogin

User Credentials

ADFS

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

  • User: Set this to the ADFS user.
  • Password: Set this to ADFS password for the user.
  • SSOLoginURL: Set this to the base URL for your ADFS server.
Below is an example connection string:
AuthScheme=ADFS;User=ADFSUserName;Password=ADFSPassword;URL='http://sharepointserver/mysite';

Okta

Set the AuthScheme to Okta. The following connection properties are used to connect to Okta:

  • User: Set this to the Okta user.
  • Password: Set this to Okta password for the user.
  • SSOLoginURL: Set this to your Okta applications's embed link.

The following is an example connection string:

AuthScheme=Okta;User=oktaUserName;Password=oktaPassword;URL='http://sharepointserver/mysite';

OneLogin

Set the AuthScheme to OneLogin. The following connection properties are used to connect to OneLogin:

  • User: Set this to the OneLogin user.
  • Password: Set this to OneLogin password for the user.

The following is an example connection string:

AuthScheme=OneLogin;User=OneLoginUserName;Password=OneLoginPassword;URL='http://sharepointserver/mysite';

SAS Xpt Connector for CData Sync

SSO connections

Authenticating with SSO

Service provider Okta OneLogin ADFS AzureAD
Amazon S3 Y Y Y
Azure Blob Storage
Azure Data Lake Store Gen1
Azure Data Lake Store Gen2
Azure Data Lake Store Gen2 with SSL
Google Drive
OneDrive
Box
Dropbox
SharePoint Online SOAP Y Y Y
SharePoint Online REST
Wasabi
Google Cloud Storage
Oracle Cloud Storage
Azure File

AzureAD

Azure AD Configuration

The main theme behind this configuration is the OAuth 2.0 On-Behalf-Of flow. It requires two Azure AD applications:

  1. An application used for the single sign-on process to a specific service provider.
    • Amazon S3: Please follow this link for detailed instructions on how to create this application. Make sure you test the connection and you are able to login to the AWS console from Azure AD.

      Save the step "Assign the Azure AD test user" until after provisioning so that you can select the AWS roles when assigning the user.

  2. A "connector" application with user_impersonation permission on the SSO application you created in the previous step. Go to Azure Active Directory > App registrations and register a new application. After you register this application, you need to allow it to make API calls to the SSO application. Go to the API permissions section of the app you registered and click the "Add a permission" box. Select the API of your SSO application by specifying the API name or Application Id and add the user_impersonation permission.

CData Driver Common Properties

The following SSOProperties are needed to authenticate to Azure Active Directory and must be specified for every service provider.

  • Resource: The application Id URI of the SSO application, listed in the Overview section of the app registration.
  • Tenant: The Id of the Azure AD tenant where the applications are registered. You can find this value using the instructions found here.

We will retrieve the SSO SAML response from an OAuth 2.0 On-Behalf-Of flow so the following OAuth connection properties must be specified:

  • OAuthClientId: The application Id of the connector application, listed in the Overview section of the app registration.
  • OAuthClientSecret: The client secret value of the connector application. Azure AD displays this when you create a new client secret (Certificates & secrets section).

Amazon S3

In addition to the common properties, the following properties must be specified when connecting to Amazon S3 service provider:

  • AuthScheme: Set the AuthScheme to AzureAD.
  • AWSRoleARN: The ARN of the IAM role. Find this on the Summary page of the IAM role.
  • AWSPrincipalARN: The ARN of the identity provider. Find this on the identity provider's summary page.
The following is an example connection string:
AuthScheme=AzureAD;InitiateOAuth=GETANDREFRESH;OAuthClientId=d593a1d-ad89-4457-872d-8d7443aaa655;OauthClientSecret=g9-oy5D_rl9YEKfN-45~3Wm8FgVa2F;SSOProperties='Tenant=94be7-edb4-4fda-ab12-95bfc22b232f;Resource=https://signin.aws.amazon.com/saml;';AWSRoleARN=arn:aws:iam::2153385180:role/AWS_AzureAD;AWSPrincipalARN=arn:aws:iam::215515180:saml-provider/AzureAD;

OneLogin

OneLogin Configuration

You must create an application used for the single sign-on process to a specific provider.

  • Sharepoint SOAP: Please follow this link for detailed instructions on how to create this application. Make sure you test the connection and you are able to login to Office 365 from OneLogin. Make sure you have enabled WS-TRUST in your application. Otherwise, the CData driver will not be able to connect.

Sharepoint SOAP

The following properties must be specified when connecting to Sharepoint SOAP service provider:

  • AuthScheme: Set the AuthScheme to OneLogin.
  • User: The username of the OneLogin account.
  • Password: The password of the OneLogin account.
  • SSOProperties:
    • Domain (optional): It may be required to be set this property if the domain configured on the SSO domain is different than the domain of the User.
The following is an example connection string:
AuthScheme='OneLogin';User=test;Password=test;SSOProperties='Domain=test.cdata;';

Okta

Okta Configuration

You must create an application used for the single sign-on process to a specific provider.

  • Sharepoint SOAP: Please follow this link for detailed instructions on how to create this application and configure SSO. Make sure you test the connection and you are able to login to Office 365 from Okta. Make sure you have configured SSO using WS-Federation in your application. Otherwise, the CData driver will not be able to connect.
  • Amazon S3: Please follow this link for detailed instructions on how to create this application and configure SSO. Make sure you test the connection and you are able to login to AWS from Okta. Make sure you have configured SSO with SAML 2.0 in your application. Otherwise, the CData driver will not be able to connect. Ensure that the assigned AWS role in the Okta app has access to the S3 bucket you want to connect.

Sharepoint SOAP

The following properties must be specified when connecting to Sharepoint SOAP service provider:

  • AuthScheme: Set the AuthScheme to Okta.
  • User: The username of the Okta account.
  • Password: The password of the Okta account.
  • SSOProperties:
    • Domain (optional): It may be required to be set this property if the domain configured on the SSO domain is different than the domain of the User.
The following is an example connection string:
AuthScheme='Okta';User=test;Password=test;SSOProperties='Domain=test.cdata;';

Amazon S3

The following properties must be specified when connecting to an Amazon S3 service provider:

  • AuthScheme: Set the AuthScheme to Okta.
  • User: The username of the Okta account.
  • Password: The password of the Okta account.
  • SSOLoginURL: Set this to the embedded URL of your AWS Okta SSO app.
  • AWSRoleARN (optional): The ARN of the IAM role. Find this on the Summary page of the IAM role.
  • AWSPrincipalARN (optional): The ARN of the identity provider. Find this on the identity provider's summary page.
  • SSOProperties:
    • APIToken (optional): Set this to the API Token that the customer created from the Okta org. It should be used when authenticating a user via a trusted application or proxy that overrides Okta client request context.
The following is an example connection string:
AuthScheme=Okta;User=OktaUser;Password=OktaPassword;SSOLoginURL='https://{subdomain}.okta.com/home/amazon_aws/0oan2hZLgQiy5d6/272';

ADFS

ADFS Configuration

You must create an application used for the single sign-on process to a specific provider.

  • Sharepoint SOAP: Please follow this link for detailed instructions on how to set up ADFS for Office 365 for Single Sign-On. Make sure you test the connection and you are able to login to Office 365 from ADFS.
  • Amazon S3: Please follow this link for detailed instructions on how to set up ADFS for AWS Single Sign-On. Make sure you test the connection and you are able to login to AWS from ADFS.

Sharepoint SOAP

The following properties must be specified when connecting to a Sharepoint SOAP service provider:

  • AuthScheme: Set the AuthScheme to ADFS.
  • User: The username of the ADFS account.
  • Password: The password of the ADFS account.
  • SSOProperties:
    • Domain (optional): It may be required to be set this property if the domain configured on the SSO domain is different than the domain of the User.
The following is an example connection string:
AuthScheme='ADFS';User=test;Password=test;SSOProperties='Domain=test.cdata;';

Amazon S3

The following properties must be specified when connecting to a Sharepoint SOAP service provider:

  • AuthScheme: Set the AuthScheme to ADFS.
  • SSOLoginURL: Set this to the URL of your ADFS instance.
  • User: The username of the ADFS account.
  • Password: The password of the ADFS account.
  • AWSRoleARN (optional): The ARN of the IAM role. Find this on the Summary page of the IAM role.
  • AWSPrincipalARN (optional): The ARN of the identity provider. Find this on the identity provider's summary page.
The following is an example connection string:
AuthScheme=ADFS;User=username;Password=password;SSOLoginURL='https://sts.company.com';
ADFS Integrated

The ADFS Integrated flow indicates you are connecting with the currently logged in Windows user credentials. To use the ADFS Integrated flow, simply do not specify the User and Password, but otherwise follow the same steps in the ADFS guide above.

SAS Xpt Connector for CData Sync

Using Kerberos

Kerberos

To authenticate to SAS Xpt with Kerberos, set AuthScheme to NEGOTIATE.

Authenticating to SAS Xpt 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 SAS Xpt.

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 SAS Xpt.

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 SAS Xpt.

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.

SAS Xpt Connector for CData Sync

Advanced Features

This section details a selection of advanced features of the SAS Xpt 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 SAS Xpt 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.

SAS Xpt 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.

Client SSL Certificates

The SAS Xpt Sync App also supports setting client certificates. Set the following to connect using a client certificate.

  • SSLClientCert: The name of the certificate store for the client certificate.
  • SSLClientCertType: The type of key store containing the TLS/SSL client certificate.
  • SSLClientCertPassword: The password for the TLS/SSL client certificate.
  • SSLClientCertSubject: The subject of the TLS/SSL client certificate.

SAS Xpt 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.

SAS Xpt Connector for CData Sync

Data Model

Overview

This section shows the available API objects and provides more information on executing SQL to SAS Xpt APIs.

Key Features

  • The Sync App models SAS Xpt entities like documents, folders, and groups as relational views, allowing you to write SQL to query SAS Xpt data.
  • Stored procedures allow you to execute operations to SAS Xpt.
  • Live connectivity to these objects means any changes to your SAS Xpt account are immediately reflected when using the Sync App.

SAS Xpt 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
AuthSchemeThe type of authentication to use when connecting to remote services.
AccessKeyYour account access key. This value is accessible from your security credentials page.
SecretKeyYour account secret key. This value is accessible from your security credentials page.
ApiKeyThe API Key used to identify the user to IBM Cloud.
UserThe user account used to authenticate.
PasswordThe password used to authenticate the user.
SharePointEditionThe edition of SharePoint being used. Set either SharePointOnline or SharePointOnPremise.
ImpersonateUserModeSpecify the type of the user impersonation. It should be whether the User mode or the Admin mode.

Connection


PropertyDescription
ConnectionTypeSpecifies the file storage service, server, or file access protocol through which your SAS Xpt files are stored and retreived.
URIThe Uniform Resource Identifier (URI) for the SASXpt resource location.
RegionThe hosting region for your S3-like Web Services.
ProjectIdThe Id of the project where your Google Cloud Storage instance resides.
OracleNamespaceThe Oracle Cloud Object Storage namespace to use.
StorageBaseURLThe URL of a cloud storage service provider.
UseVirtualHostingIf true (default), buckets will be referenced in the request using the hosted-style request: http://yourbucket.s3.amazonaws.com/yourobject. If set to false, the bean will use the path-style request: http://s3.amazonaws.com/yourbucket/yourobject. Note that this property will be set to false, in case of an S3 based custom service when the CustomURL is specified.
UseLakeFormationWhen this property is set to true, AWSLakeFormation service will be used to retrieve temporary credentials, which enforce access policies against the user based on the configured IAM role. The service can be used when authenticating through OKTA, ADFS, AzureAD, PingFederate, while providing a SAML assertion.

AWS Authentication


PropertyDescription
AWSAccessKeySpecifies your AWS account access key. This value is accessible from your AWS security credentials page.
AWSSecretKeyYour AWS account secret key. This value is accessible from your AWS security credentials page.
AWSRoleARNThe Amazon Resource Name of the role to use when authenticating.
AWSPrincipalARNThe ARN of the SAML Identity provider in your AWS account.
AWSRegionThe hosting region for your Amazon Web Services.
AWSCredentialsFileThe path to the AWS Credentials File to be used for authentication.
AWSCredentialsFileProfileThe name of the profile to be used from the supplied AWSCredentialsFile.
AWSSessionTokenYour AWS session token.
AWSExternalIdA unique identifier that might be required when you assume a role in another account.
MFASerialNumberThe serial number of the MFA device if one is being used.
MFATokenThe temporary token available from your MFA device.
TemporaryTokenDurationThe amount of time (in seconds) a temporary token will last.
AWSWebIdentityTokenThe OAuth 2.0 access token or OpenID Connect ID token that is provided by an identity provider.
ServerSideEncryptionWhen activated, file uploads into Amazon S3 buckets will be server-side encrypted.
SSEContextA BASE64-encoded UTF-8 string holding JSON which represents a string-string (key-value) map.
SSEEnableS3BucketKeysConfiguration to use an S3 Bucket Key at the object level when encrypting data with AWS KMS. Enabling this will reduce the cost of server-side encryption by lowering calls to AWS KMS.
SSEKeyA symmetric encryption KeyManagementService key, that is used to protect the data when using ServerSideEncryption.

Azure Authentication


PropertyDescription
AzureStorageAccountThe name of your Azure storage account.
AzureAccessKeyThe storage key associated with your Azure account.
AzureSharedAccessSignatureA shared access key signature that may be used for authentication.
AzureTenantIdentifies the SAS Xpt tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).
AzureEnvironmentSpecifies the Azure network environment to which you will connect. Must be the same network to which your Azure account was added.

SSO


PropertyDescription
SSOLoginURLThe identity provider's login URL.
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.
SSOExchangeUrlThe URL used for consuming the SAML response and exchanging it for service specific credentials.

JWT OAuth


PropertyDescription
OAuthJWTCertThe JWT Certificate store.
OAuthJWTCertTypeThe type of key store containing the JWT Certificate.
OAuthJWTCertPasswordThe password for the OAuth JWT certificate used to access a certificate store that requires a password. If the certificate store does not require a password, leave this property blank.
OAuthJWTCertSubjectThe subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.
OAuthJWTSubjectTypeThe SubType for the JWT authentication.
OAuthJWTPublicKeyIdThe Id of the public key for JWT.

Kerberos


PropertyDescription
KerberosKDCThe Kerberos Key Distribution Center (KDC) service used to authenticate the user.
KerberosRealmThe Kerberos Realm used to authenticate the user.
KerberosSPNThe service principal name (SPN) for the Kerberos Domain Controller.
KerberosUserThe principal name for the Kerberos Domain Controller. Used in the format host/user@realm.
KerberosKeytabFileThe Keytab file containing your pairs of Kerberos principals and encrypted keys.
KerberosServiceRealmThe Kerberos realm of the service.
KerberosServiceKDCThe Kerberos KDC of the service.
KerberosTicketCacheThe full file path to an MIT Kerberos credential cache file.

OAuth


PropertyDescription
OAuthVersionThe version of OAuth being used.
OAuthClientIdSpecifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientSecretSpecifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.
SubjectIdThe user subject for which the application is requesting delegated access.
SubjectTypeThe Subject Type for the Client Credentials authentication.
ScopeSpecifies the scope of the authenticating user's access to the application. Generally specified at the time the custom OAuth application is created (if necessary), so that the authenticating user can obtain the the level of access appropriate to their credentials.
OAuthGrantTypeSpecifies the grant type for the chosen OAuth flow. This value should be the same as the grant_type that was set during OAuth custom application creation.
OAuthPasswordGrantModeSpecifies how the OAuth Client Id and Client Secret should be passed. Supported options: BASIC and POST.
OAuthIncludeCallbackURLWhether to include the callback URL in an access token request.
OAuthAuthorizationURLThe authorization URL for the OAuth service.
OAuthAccessTokenURLThe URL to retrieve the OAuth access token from.
OAuthRefreshTokenURLThe URL to refresh the OAuth token from.
OAuthRequestTokenURLThe URL the service provides to retrieve request tokens from. This is required in OAuth 1.0.
AuthTokenThe authentication token used to request and obtain the OAuth Access Token.
AuthKeyThe authentication secret used to request and obtain the OAuth Access Token.
OAuthParamsA comma-separated list of other parameters to submit in the request for the OAuth access token in the format paramname=value.

SSL


PropertyDescription
SSLClientCertSpecifies the TLS/SSL client certificate store for SSL Client Authentication (2-way SSL). This property works in conjunction with other SSL-related properties to establish a secure connection.
SSLClientCertTypeSpecifies the type of key store containing the TLS/SSL client certificate for SSL Client Authentication. Choose from a variety of key store formats depending on your platform and certificate source.
SSLClientCertPasswordSpecifes the password required to access the TLS/SSL client certificate store. Use this property if the selected certificate store type requires a password for access.
SSLClientCertSubjectSpecifes the subject of the TLS/SSL client certificate to locate it in the certificate store. Use a comma-separated list of distinguished name fields, such as CN=www.server.com, C=US. The wildcard * selects the first certificate in the store.
SSLModeThe authentication mechanism to be used when connecting to the FTP or FTPS server.
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.

SSH


PropertyDescription
SSHAuthModeThe authentication method used when establishing an SSH Tunnel to the service.
SSHClientCertA certificate to be used for authenticating the SSHUser.
SSHClientCertPasswordThe password of the SSHClientCert key if it has one.
SSHClientCertSubjectThe subject of the SSH client certificate.
SSHClientCertTypeThe type of SSHClientCert private key.
SSHUserThe SSH user.
SSHPasswordThe SSH password.

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.
ProxyServerThe hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPortThe TCP port on your specified proxy server (set in the ProxyServer connection property) 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.
ProxyUserThe username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordThe password associated with the user specified in the ProxyUser connection property.
ProxySSLTypeThe SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsA 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
CharsetSpecifies the session character set for encoding and decoding character data transferred to and from the SAS Xpt file. The default value is UTF-8.
ClientCultureThis property can be used to specify the format of data (e.g., currency values) that is accepted by the client application. This property can be used when the client application does not support the machine's culture settings. For example, Microsoft Access requires 'en-US'.
CultureThis setting can be used to specify culture settings that determine how the provider interprets certain data types that are passed into the provider. For example, setting Culture='de-DE' will output German formats even on an American machine.
DirectoryRetrievalDepthLimit the subfolders recursively scanned when IncludeSubdirectories is enabled.
ExcludeFilesComma-separated list of file extensions to exclude from the set of the files modeled as tables.
FolderIdThe ID of a folder in Google Drive. If set, the resource location specified by the URI is relative to the Folder ID for all operations.
IncludeDropboxTeamResourcesIndicates if you want to include Dropbox team files and folders.
IncludeFilesComma-separated list of file extensions to include into the set of the files modeled as tables.
IncludeItemsFromAllDrivesWhether Google Drive shared drive items should be included in results. If not present or set to false, then shared drive items are not returned.
IncludeSubdirectoriesWhether to read files from nested folders. In the case of a name collision, table names are prefixed by the underscore-separated folder names.
MaxRowsSpecifies the maximum rows returned for queries without aggregation or GROUP BY.
OtherSpecifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
PageSize(Optional) PageSize value.
PathSeparatorDetermines the character which will be used to replace the file separator.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
TemporaryLocalFolderThe path, or URI, to the folder that is used to temporarily download xpt file(s).
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
UserDefinedViewsSpecifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.
SAS Xpt 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
AuthSchemeThe type of authentication to use when connecting to remote services.
AccessKeyYour account access key. This value is accessible from your security credentials page.
SecretKeyYour account secret key. This value is accessible from your security credentials page.
ApiKeyThe API Key used to identify the user to IBM Cloud.
UserThe user account used to authenticate.
PasswordThe password used to authenticate the user.
SharePointEditionThe edition of SharePoint being used. Set either SharePointOnline or SharePointOnPremise.
ImpersonateUserModeSpecify the type of the user impersonation. It should be whether the User mode or the Admin mode.
SAS Xpt Connector for CData Sync

AuthScheme

The type of authentication to use when connecting to remote services.

Remarks

Amazon S3

The following options are available when ConnectionType is set to Amazon S3:

  • AwsRootKeys: Set this to use the root user access key and secret. Useful for quickly testing, but production use cases are encouraged to use something with narrowed permissions.
  • AwsEC2Roles: Set this to automatically use IAM Roles assigned to the EC2 machine the CData Sync App is currently running on.
  • AwsIAMRoles: Set to use IAM Roles for the connection.
  • ADFS: Set to use a single sign on connection with ADFS as the identify provider.
  • OKTA: Set to use a single sign on connection with OKTA as the identify provider.
  • PingFederate: Set to use a single sign on connection with PingFederate as the identify provider.
  • AwsTempCredentials: Set this to leverage temporary security credentials alongside a session token to connect.
  • AwsCredentialsFile: Set to use a credential file for authentication.
  • AzureAD: Set to use a single sign on connection with AzureAD as the identify provider.

Various Azure Services

The following options are available when ConnectionType is set to Azure Blob Storage, Azure Data Lake Storage Gen1, Azure Data Lake Storage Gen2, Azure Data Lake Storage Gen2 SSL, or OneDrive:

  • AzureAD: Set this to perform Azure Active Directory OAuth authentication.
  • AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.
  • AzureServicePrincipal: Set this to authenticate as an Azure Service Principal.
  • AzureServicePrincipalCert: Set this to authenticate as an Azure Service Principal using a Certificate.
  • AccessKey: Set this to authenticate with the storage key associated with your SAS Xpt account.
  • AzureStorageSAS: Set this to authenticate with Shared Access Signature (SAS).

OneLake

The following options are available when ConnectionType is set to OneLake:

  • AzureAD: Set this to perform Azure Active Directory OAuth authentication.
  • AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.
  • AzureServicePrincipal: Set this to authenticate as an Azure Service Principal.
  • AzureServicePrincipalCert: Set this to authenticate as an Azure Service Principal using a Certificate.

Azure Files

Only the following option is available when ConnectionType is set to Azure Files:

  • AccessKey: Set this to authenticate with the storage key associated with your SAS Xpt account.
  • AzureStorageSAS: Set this to authenticate with Shared Access Signature (SAS).

Box

The following options are available when ConnectionType is set to Box:

  • OAuth: Uses OAuth2 using a standard user account. OAuthVersion must be set to 2.0.
  • OAuthClient: Uses OAuth2 with the client credentials grant type. OAuthClientId and OAuthClientSecret are the credentials. OAuthVersion must be set to 2.0.
  • OAuthJWT: Uses OAuth2 with the JWT bearer grant type. OAuthJWTCertType and OAuthJWTCert determine what certificate the JWT is signed with. OAuthVersion must be set to 2.0.

Dropbox

Only the following option is available when ConnectionType is set to Dropbox:

OAuth: Uses OAuth2 with the authorization code grant type. OAuthVersion must be set to 2.0.

FTP(S)

Only the following option is available when ConnectionType is set to FTP or FTPS:

Basic: Basic user credentials (user/password).

Various Google Services

The following options are available when ConnectionType points Google Cloud Storage or Google Drive:

  • OAuth: Uses OAuth2 using a standard user account. OAuthVersion must be set to 2.0.
  • OAuthPKCE: Uses OAuth2 with the authorization code grant type and PKCE extension. OAuthVersion must be set to 2.0.
  • OAuthJWT: Uses OAuth2 with the JWT bearer grant type. OAuthJWTCertType and OAuthJWTCert determine what certificate the JWT is signed with. OAuthVersion must be set to 2.0.
  • GCPInstanceAccount: When running on a GCP virtual machine, the provider can authenticate using a service account tied to the virtual machine.

HDFS

The following options are available when ConnectionType is set to HDFS or HDFS Secure:

  • None: No authentication is used.
  • Negotiate: Kerberos authentication.

HTTP

The following options are available when ConnectionType is set to HTTP or HTTPS:

  • None: No authentication is used.
  • Basic: Basic user/password authentication.
  • Digest: Uses HTTP Digest authentication with User and Password.
  • OAuth: Uses either OAuth1 or OAuth2. OAuthVersion must be set to determine what version of OAuth is used.
    • Bearer Token authentication: AuthScheme=OAuth, InitiateOAuth=Off, and OAuthAccessToken=Bearer token value.
  • OAuthJWT: Uses OAuth2 with the JWT bearer grant type. OAuthJWTCertType and OAuthJWTCert determine what certificate the JWT is signed with. OAuthVersion must be set to 2.0.
  • OAuthPassword: Uses OAuth2 with the password grant type. User and Password are the credentials. OAuthVersion must be set to 2.0.
  • OAuthClient: Uses OAuth2 with the client credentials grant type. OAuthClientId and OAuthClientSecret are the credentials. OAuthVersion must be set to 2.0.
  • OAuthPKCE: Uses OAuth2 with the authorization code grant type and PKCE extension. OAuthClientId is the credential. OAuthVersion must be set to 2.0.

IBM Cloud Object Storage

The following options are also available when ConnectionType is set to IBM Object Storage Source:

  • OAuth: Uses OAuth with the specific flow being determined by the InitiateOAuth. ApiKey must be set to successfully complete this flow.
  • HMAC: Uses AccessKey and SecretKey to authenticate to IBM Cloud Object Storage.

Oracle Cloud Storage

Only the following option is available when ConnectionType is set to Oracle Cloud Storage:

HMAC: Uses AccessKey and SecretKey to authenticate to the Oracle Cloud Storage.

SFTP

This ConnectionType defaults to using an AuthScheme called SFTP, but the authentication method is actually controlled using the SSHAuthMode property. See this property's documentation for further information.

SharePoint REST

The following options are also available when ConnectionType is set to SharePoint REST:

  • AzureAD: Set this to perform Azure Active Directory OAuth authentication.
  • AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.
  • AzureServicePrincipal: Set this to authenticate as an Azure Service Principal.
  • AzureServicePrincipalCert: Set this to authenticate as an Azure Service Principal using a Certificate.

SharePoint SOAP

The following options are also available when ConnectionType is set to SharePoint SOAP:

  • Basic: Use basic user/password credentials to authenticate.
  • ADFS: Set to use a single sign on connection with ADFS as the identify provider.
  • Okta: Set to use a single sign on connection with OKTA as the identify provider.
  • OneLogin: Set to use a single sign on connection with OneLogin as the identify provider.

SAS Xpt Connector for CData Sync

AccessKey

Your account access key. This value is accessible from your security credentials page.

Remarks

Your account access key. This value is accessible from your security credentials page depending on the service you are using.

SAS Xpt Connector for CData Sync

SecretKey

Your account secret key. This value is accessible from your security credentials page.

Remarks

Your account secret key. This value is accessible from your security credentials page depending on the service you are using.

SAS Xpt Connector for CData Sync

ApiKey

The API Key used to identify the user to IBM Cloud.

Remarks

Access to resources in the SAS Xpt REST API is governed by an API key in order to retrieve token. An API Key can be created by navigating to Manage --> Access (IAM) --> Users and clicking 'Create'.

SAS Xpt Connector for CData Sync

User

The user account used to authenticate.

Remarks

Together with Password, this field is used to authenticate against the server.

This property will refer to different things based on the context, namely the value of ConnectionType and AuthScheme:

  • ConnectionType=AmazonS3
    • AuthScheme=ADFS: This refers to your ADFS username.
    • AuthScheme=Okta: This refers to your Okta username.
    • AuthScheme=PingFederate: This refers to your PingFederate username.
  • ConnectionType=FTP(S)
    • AuthScheme=Basic: This refers to your FTP(S) server username.
  • ConnectionType=HDFS/HDFS Secure
    • AuthScheme=Negotiate: This refers to your HDFS intance username.
  • ConnectionType=HTTP(S)
    • AuthScheme=Basic: This refers to the username associated with the HTTP stream.
    • AuthScheme=Digest: This refers to the username associated with the HTTP stream.
    • AuthScheme=OAuthPassword: This refers to the username associated with the HTTP stream.
  • ConnectionType=SharePoint SOAP
    • AuthScheme=Basic: This refers to your SharePoint account username.
    • AuthScheme=ADFS: This refers to your ADFS username.
    • AuthScheme=Okta: This refers to your Okta username.
    • AuthScheme=OneLogin: This refers to your OneLogin username.

SAS Xpt Connector for CData Sync

Password

The password used to authenticate the user.

Remarks

The User and Password are together used to authenticate with the server.

This property will refer to different things based on the context, namely the value of ConnectionType and AuthScheme:

  • ConnectionType=AmazonS3
    • AuthScheme=ADFS: This refers to your ADFS password.
    • AuthScheme=Okta: This refers to your Okta password.
    • AuthScheme=PingFederate: This refers to your PingFederate password.
  • ConnectionType=FTP(S)
    • AuthScheme=Basic: This refers to your FTP(S) server password.
  • ConnectionType=HDFS/HDFS Secure
    • AuthScheme=Negotiate: This refers to your HDFS intance password.
  • ConnectionType=HTTP(S)
    • AuthScheme=Basic: This refers to the password associated with the HTTP stream.
    • AuthScheme=Digest: This refers to the password associated with the HTTP stream.
    • AuthScheme=OAuthPassword: This refers to the password associated with the HTTP stream.
  • ConnectionType=SharePoint SOAP
    • AuthScheme=Basic: This refers to your SharePoint account password.
    • AuthScheme=ADFS: This refers to your ADFS password.
    • AuthScheme=Okta: This refers to your Okta password.
    • AuthScheme=OneLogin: This refers to your OneLogin password.

SAS Xpt Connector for CData Sync

SharePointEdition

The edition of SharePoint being used. Set either SharePointOnline or SharePointOnPremise.

Remarks

The edition of SharePoint being used. Set either SharePointOnline or SharePointOnPremise.

SAS Xpt Connector for CData Sync

ImpersonateUserMode

Specify the type of the user impersonation. It should be whether the User mode or the Admin mode.

Remarks

Specify the type of the user impersonation. It should be whether the User mode or the Admin mode. The Admin mode is available only for Enterprise with Governance accounts and will be upon request. It will not work for any other accounts.

SAS Xpt 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
ConnectionTypeSpecifies the file storage service, server, or file access protocol through which your SAS Xpt files are stored and retreived.
URIThe Uniform Resource Identifier (URI) for the SASXpt resource location.
RegionThe hosting region for your S3-like Web Services.
ProjectIdThe Id of the project where your Google Cloud Storage instance resides.
OracleNamespaceThe Oracle Cloud Object Storage namespace to use.
StorageBaseURLThe URL of a cloud storage service provider.
UseVirtualHostingIf true (default), buckets will be referenced in the request using the hosted-style request: http://yourbucket.s3.amazonaws.com/yourobject. If set to false, the bean will use the path-style request: http://s3.amazonaws.com/yourbucket/yourobject. Note that this property will be set to false, in case of an S3 based custom service when the CustomURL is specified.
UseLakeFormationWhen this property is set to true, AWSLakeFormation service will be used to retrieve temporary credentials, which enforce access policies against the user based on the configured IAM role. The service can be used when authenticating through OKTA, ADFS, AzureAD, PingFederate, while providing a SAML assertion.
SAS Xpt Connector for CData Sync

ConnectionType

Specifies the file storage service, server, or file access protocol through which your SAS Xpt files are stored and retreived.

Remarks

Set the ConnectionType to one of the following:

  • Local: SAS Xpt files stored on your local machine.
  • Amazon S3
  • Azure Blob Storage
  • Azure Data Lake Storage Gen1
  • Azure Data Lake Storage Gen2
  • Azure Data Lake Storage Gen2 SSL
  • Azure Files
  • Box
  • Dropbox
  • FTP
  • FTPS
  • Google Cloud Storage
  • Google Drive
  • HDFS
  • HDFS Secure
  • HTTP: Connects to SAS Xpt files hosted on HTTP streams.
  • HTTPS: Connects to SAS Xpt files hosted on HTTPS streams.
  • IBM Object Storage Source
  • OneDrive
  • OneLake
  • Oracle Cloud Storage
  • SFTP
  • SharePoint REST
  • SharePoint SOAP
  • Custom Stream

Set the ConnectionType to one of the following:

  • Local: SAS Xpt files stored on your local machine.
  • Amazon S3
  • Azure Blob Storage
  • Azure Data Lake Storage Gen1
  • Azure Data Lake Storage Gen2
  • Azure Data Lake Storage Gen2 SSL
  • Azure Files
  • Box
  • Dropbox
  • FTP
  • FTPS
  • Google Cloud Storage
  • Google Drive
  • HDFS
  • HDFS Secure
  • HTTP: Connects to SAS Xpt files hosted on HTTP streams.
  • HTTPS: Connects to SAS Xpt files hosted on HTTPS streams.
  • IBM Object Storage Source
  • OneDrive
  • OneLake
  • Oracle Cloud Storage
  • SFTP
  • SharePoint REST
  • SharePoint SOAP
  • Custom Stream

SAS Xpt Connector for CData Sync

URI

The Uniform Resource Identifier (URI) for the SASXpt resource location.

Remarks

Set the URI property to specify a path to a file or stream.

NOTE:

  • This connection property requires that you set ConnectionType.
  • If specifying a directory path, it is generally recommended to end the URI with a trailing path separator character, as an example 'folder1/' instead of 'folder1'.

See for more advanced features available for parsing and merging multiple files.

Below are examples of the URI formats for the available data sources:

Service provider URI formats
Local Single File Path One table

localPath

file://localPath

Directory Path (one table per file)

localPath

file://localPath

HTTP or HTTPS http://remoteStream

https://remoteStream

Amazon S3 Single File Path One table

s3://remotePath

Directory Path (one table per file)

s3://remotePath

Azure Blob Storage Single File Path One table

azureblob://mycontainer/myblob/

Directory Path (one table per file)

azureblob://mycontainer/myblob/

OneDrive Single File Path One table

onedrive://remotePath

Directory Path (one table per file)

onedrive://remotePath

Google Cloud Storage Single File Path One table

gs://bucket/remotePath

Directory Path (one table per file)

gs://bucket/remotePath

Google Drive Single File Path One table

gdrive://remotePath

Directory Path (one table per file)

gdrive://remotePath

Box Single File Path One table

box://remotePath

Directory Path (one table per file)

box://remotePath

FTP or FTPS Single File Path One table

ftp://server:port/remotePath

Directory Path (one table per file)

ftp://server:port/remotePath

SFTP Single File Path One table

sftp://server:port/remotePath

Directory Path (one table per file)

sftp://server:port/remotePath

Sharepoint Single File Path One table

sp://https://server/remotePath

Directory Path (one table per file)

sp://https://server/remotePath

Example Connection Strings and Queries

Below are example connection strings to SASXpt files or streams.

Service provider URI formats Connection example
Local Single File Path One table

localPath

file://localPath

Directory Path (one table per file)

localPath

file://localPath

URI=C:\folder1
Amazon S3 Single File Path One table

s3://bucket1/folder1

Directory Path (one table per file)

s3://bucket1/folder1

URI=s3://bucket1/folder1; AWSAccessKey=token1; AWSSecretKey=secret1; AWSRegion=OHIO;
Azure Blob Storage Single File Path One table

azureblob://mycontainer/myblob/

Directory Path (one table per file)

azureblob://mycontainer/myblob/

URI=azureblob://mycontainer/myblob/; AzureStorageAccount=myAccount; AzureAccessKey=myKey;

URI=azureblob://mycontainer/myblob/; AzureStorageAccount=myAccount; AuthScheme=OAuth;

OneDrive Single File Path One table

onedrive://remotePath

Directory Path (one table per file)

onedrive://remotePath

URI=onedrive://folder1; AuthScheme=OAuth;

URI=onedrive://SharedWithMe/folder1; AuthScheme=OAuth;

Google Cloud Storage Single File Path One table

gs://bucket/remotePath

Directory Path (one table per file)

gs://bucket/remotePath

URI=gs://bucket/folder1; AuthScheme=OAuth; ProjectId=test;
Google Drive Single File Path One table

gdrive://remotePath

Directory Path (one table per file)

gdrive://remotePath

URI=gdrive://folder1;
Box Single File Path One table

box://remotePath

Directory Path (one table per file)

box://remotePath

URI=box://folder1; OAuthClientId=oauthclientid1; OAuthClientSecret=oauthcliensecret1; CallbackUrl=http://localhost:12345;
FTP or FTPS Single File Path One table

ftp://server:port/remotePath

Directory Path (one table per file)

ftp://server:port/remotePath

URI=ftps://localhost:990/folder1; User=user1; Password=password1;
SFTP sftp://server:port/remotePath URI=sftp://127.0.0.1:22/remotePath; User=user1; Password=password1;
Sharepoint sp://https://server/remotePath URI=sp://https://domain.sharepoint.com/Documents; User=user1; Password=password1;

SAS Xpt Connector for CData Sync

Region

The hosting region for your S3-like Web Services.

Remarks

The hosting region for your S3-like Web Services.

Oracle Cloud Object Storage Regions

Value Region
Commercial Cloud Regions
ap-hyderabad-1 India South (Hyderabad)
ap-melbourne-1 Australia Southeast (Melbourne)
ap-mumbai-1 India West (Mumbai)
ap-osaka-1 Japan Central (Osaka)
ap-seoul-1 South Korea Central (Seoul)
ap-sydney-1 Australia East (Sydney)
ap-tokyo-1 Japan East (Tokyo)
ca-montreal-1 Canada Southeast (Montreal)
ca-toronto-1 Canada Southeast (Toronto)
eu-amsterdam-1 Netherlands Northwest (Amsterdam)
eu-frankfurt-1 Germany Central (Frankfurt)
eu-zurich-1 Switzerland North (Zurich)
me-jeddah-1 Saudi Arabia West (Jeddah)
sa-saopaulo-1 Brazil East (Sao Paulo)
uk-london-1 UK South (London)
us-ashburn-1 (default) US East (Ashburn, VA)
us-phoenix-1 US West (Phoenix, AZ)
US Gov FedRAMP High Regions
us-langley-1 US Gov East (Ashburn, VA)
us-luke-1 US Gov West (Phoenix, AZ)
US Gov DISA IL5 Regions
us-gov-ashburn-1 US DoD East (Ashburn, VA)
us-gov-chicago-1 US DoD North (Chicago, IL)
us-gov-phoenix-1 US DoD West (Phoenix, AZ)

Wasabi Regions

Value Region
eu-central-1 Europe (Amsterdam)
us-east-1 (Default) US East (Ashburn, VA)
us-east-2 US East (Manassas, VA)
us-west-1 US West (Hillsboro, OR)

SAS Xpt Connector for CData Sync

ProjectId

The Id of the project where your Google Cloud Storage instance resides.

Remarks

The Id of the project where your Google Cloud Storage instance resides. You can find this value by going to Google Cloud Console and clicking the project name at the top left screen. The ProjectId is displayed on the Id column of the matching project.

SAS Xpt Connector for CData Sync

OracleNamespace

The Oracle Cloud Object Storage namespace to use.

Remarks

The Oracle Cloud Object Storage namespace to use. This setting must be set to the Oracle Cloud Object Storage namespace associated with the Oracle Cloud account before any requests can be made. Refer to the Understanding Object Storage Namespaces page of the Oracle Cloud documentation for instructions on how to find your account's Object Storage namespace.

SAS Xpt Connector for CData Sync

StorageBaseURL

The URL of a cloud storage service provider.

Remarks

This connection property is used to specify:

  • The URL of a custom S3 service.
  • The URL required for the SharePoint SOAP/REST cloud storage service provider.

    If the domain for this option ends in -my (for example, https://bigcorp-my.sharepoint.com) then you may need to use the onedrive:// scheme instead of the sp:// or sprest:// scheme.

SAS Xpt Connector for CData Sync

UseVirtualHosting

If true (default), buckets will be referenced in the request using the hosted-style request: http://yourbucket.s3.amazonaws.com/yourobject. If set to false, the bean will use the path-style request: http://s3.amazonaws.com/yourbucket/yourobject. Note that this property will be set to false, in case of an S3 based custom service when the CustomURL is specified.

Remarks

If true (default), buckets will be referenced in the request using the hosted-style request: http://yourbucket.s3.amazonaws.com/yourobject. If set to false, the bean will use the path-style request: http://s3.amazonaws.com/yourbucket/yourobject. Note that this property will be set to false, in case of an S3 based custom service when the CustomURL is specified.

SAS Xpt Connector for CData Sync

UseLakeFormation

When this property is set to true, AWSLakeFormation service will be used to retrieve temporary credentials, which enforce access policies against the user based on the configured IAM role. The service can be used when authenticating through OKTA, ADFS, AzureAD, PingFederate, while providing a SAML assertion.

Remarks

When this property is set to true, AWSLakeFormation service will be used to retrieve temporary credentials, which enforce access policies against the user based on the configured IAM role. The service can be used when authenticating through OKTA, ADFS, AzureAD, PingFederate, while providing a SAML assertion.

SAS Xpt Connector for CData Sync

AWS Authentication

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


PropertyDescription
AWSAccessKeySpecifies your AWS account access key. This value is accessible from your AWS security credentials page.
AWSSecretKeyYour AWS account secret key. This value is accessible from your AWS security credentials page.
AWSRoleARNThe Amazon Resource Name of the role to use when authenticating.
AWSPrincipalARNThe ARN of the SAML Identity provider in your AWS account.
AWSRegionThe hosting region for your Amazon Web Services.
AWSCredentialsFileThe path to the AWS Credentials File to be used for authentication.
AWSCredentialsFileProfileThe name of the profile to be used from the supplied AWSCredentialsFile.
AWSSessionTokenYour AWS session token.
AWSExternalIdA unique identifier that might be required when you assume a role in another account.
MFASerialNumberThe serial number of the MFA device if one is being used.
MFATokenThe temporary token available from your MFA device.
TemporaryTokenDurationThe amount of time (in seconds) a temporary token will last.
AWSWebIdentityTokenThe OAuth 2.0 access token or OpenID Connect ID token that is provided by an identity provider.
ServerSideEncryptionWhen activated, file uploads into Amazon S3 buckets will be server-side encrypted.
SSEContextA BASE64-encoded UTF-8 string holding JSON which represents a string-string (key-value) map.
SSEEnableS3BucketKeysConfiguration to use an S3 Bucket Key at the object level when encrypting data with AWS KMS. Enabling this will reduce the cost of server-side encryption by lowering calls to AWS KMS.
SSEKeyA symmetric encryption KeyManagementService key, that is used to protect the data when using ServerSideEncryption.
SAS Xpt Connector for CData Sync

AWSAccessKey

Specifies your AWS account access key. This value is accessible from your AWS security credentials page.

Remarks

To find your AWS account access key:

  1. Sign into the AWS Management console with the credentials for your root account.
  2. Select your account name or number.
  3. Select My Security Credentials in the menu.
  4. Click Continue to Security Credentials.
  5. To view or manage root account access keys, expand the Access Keys section.

SAS Xpt Connector for CData Sync

AWSSecretKey

Your AWS account secret key. This value is accessible from your AWS security credentials page.

Remarks

Your AWS account secret key. This value is accessible from your AWS security credentials page:

  1. Sign into the AWS Management console with the credentials for your root account.
  2. Select your account name or number and select My Security Credentials in the menu that is displayed.
  3. Click Continue to Security Credentials and expand the Access Keys section to manage or create root account access keys.

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AWSRoleARN

The Amazon Resource Name of the role to use when authenticating.

Remarks

When authenticating outside of AWS, it is common to use a Role for authentication instead of your direct AWS account credentials. Entering the AWSRoleARN will cause the CData Sync App to perform a role based authentication instead of using the AWSAccessKey and AWSSecretKey directly. The AWSAccessKey and AWSSecretKey must still be specified to perform this authentication. You cannot use the credentials of an AWS root user when setting RoleARN. The AWSAccessKey and AWSSecretKey must be those of an IAM user.

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AWSPrincipalARN

The ARN of the SAML Identity provider in your AWS account.

Remarks

The ARN of the SAML Identity provider in your AWS account.

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AWSRegion

The hosting region for your Amazon Web Services.

Remarks

The hosting region for your Amazon Web Services. Available values are OHIO, NORTHERNVIRGINIA, NORTHERNCALIFORNIA, OREGON, CAPETOWN, HONGKONG, HYDERABAD, JAKARTA, MALAYSIA, MELBOURNE, MUMBAI, OSAKA, SEOUL, SINGAPORE, SYDNEY, TOKYO, CENTRAL, CALGARY, BEIJING, NINGXIA, FRANKFURT, IRELAND, LONDON, MILAN, PARIS, SPAIN, STOCKHOLM, ZURICH, TELAVIV, BAHRAIN, UAE, SAOPAULO, GOVCLOUDEAST, GOVCLOUDWEST, ISOLATEDUSEAST, ISOLATEDUSEASTB, ISOLATEDUSWEST, and ISOLATEDEUWEST.

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AWSCredentialsFile

The path to the AWS Credentials File to be used for authentication.

Remarks

The path to the AWS Credentials File to be used for authentication. See https://docs.aws.amazon.com/cli/latest/userguide/cli-configure-files.html for more information.

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AWSCredentialsFileProfile

The name of the profile to be used from the supplied AWSCredentialsFile.

Remarks

The name of the profile to be used from the supplied AWSCredentialsFile. See https://docs.aws.amazon.com/cli/latest/userguide/cli-configure-files.html for more information.

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AWSSessionToken

Your AWS session token.

Remarks

Your AWS session token. This value can be retrieved in different ways. See this link for more info.

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AWSExternalId

A unique identifier that might be required when you assume a role in another account.

Remarks

A unique identifier that might be required when you assume a role in another account.

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MFASerialNumber

The serial number of the MFA device if one is being used.

Remarks

You can find the device for an IAM user by going to the AWS Management Console and viewing the user's security credentials. For virtual devices, this is actually an Amazon Resource Name (such as arn:aws:iam::123456789012:mfa/user).

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MFAToken

The temporary token available from your MFA device.

Remarks

If MFA is required, this value will be used along with the MFASerialNumber to retrieve temporary credentials to login. The temporary credentials available from AWS will only last up to 1 hour by default (see TemporaryTokenDuration). Once the time is up, the connection must be updated to specify a new MFA token so that new credentials may be obtained. %AWSpSecurityToken; %AWSpTemporaryTokenDuration;

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TemporaryTokenDuration

The amount of time (in seconds) a temporary token will last.

Remarks

Temporary tokens are used with both MFA and Role based authentication. Temporary tokens will eventually time out, at which time a new temporary token must be obtained. For situations where MFA is not used, this is not a big deal. The CData Sync App will internally request a new temporary token once the temporary token has expired.

However, for MFA required connection, a new MFAToken must be specified in the connection to retrieve a new temporary token. This is a more intrusive issue since it requires an update to the connection by the user. The maximum and minimum that can be specified will depend largely on the connection being used.

For Role based authentication, the minimum duration is 900 seconds (15 minutes) while the maximum if 3600 (1 hour). Even if MFA is used with role based authentication, 3600 is still the maximum.

For MFA authentication by itself (using an IAM User or root user), the minimum is 900 seconds (15 minutes), the maximum is 129600 (36 hours).

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AWSWebIdentityToken

The OAuth 2.0 access token or OpenID Connect ID token that is provided by an identity provider.

Remarks

The OAuth 2.0 access token or OpenID Connect ID token that is provided by an identity provider. An application can get this token by authenticating a user with a web identity provider. If not specified, the value for this connection property is automatically obtained from the value of the 'AWS_WEB_IDENTITY_TOKEN_FILE' environment variable.

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ServerSideEncryption

When activated, file uploads into Amazon S3 buckets will be server-side encrypted.

Remarks

Server-side encryption is the encryption of data at its destination by the application or service that receives it. Amazon S3 encrypts your data at the object level as it writes it to disks in its data centers and decrypts it for you when you access it. Learn more: https://docs.aws.amazon.com/AmazonS3/latest/userguide/serv-side-encryption.html

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SSEContext

A BASE64-encoded UTF-8 string holding JSON which represents a string-string (key-value) map.

Remarks

Example of what the JSON may look decoded: {"aws:s3:arn": "arn:aws:s3:::_bucket_/_object_"}.

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SSEEnableS3BucketKeys

Configuration to use an S3 Bucket Key at the object level when encrypting data with AWS KMS. Enabling this will reduce the cost of server-side encryption by lowering calls to AWS KMS.

Remarks

Configuration to use an S3 Bucket Key at the object level when encrypting data with AWS KMS. Enabling this will reduce the cost of server-side encryption by lowering calls to AWS KMS.

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SSEKey

A symmetric encryption KeyManagementService key, that is used to protect the data when using ServerSideEncryption.

Remarks

A symmetric encryption KeyManagementService key, that is used to protect the data when using ServerSideEncryption.

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Azure Authentication

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


PropertyDescription
AzureStorageAccountThe name of your Azure storage account.
AzureAccessKeyThe storage key associated with your Azure account.
AzureSharedAccessSignatureA shared access key signature that may be used for authentication.
AzureTenantIdentifies the SAS Xpt tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).
AzureEnvironmentSpecifies the Azure network environment to which you will connect. Must be the same network to which your Azure account was added.
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AzureStorageAccount

The name of your Azure storage account.

Remarks

The name of your Azure storage account.

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AzureAccessKey

The storage key associated with your Azure account.

Remarks

The storage key associated with your SAS Xpt account. You can retrieve it as follows:

  1. Sign into the azure portal with the credentials for your root account. (https://portal.azure.com/)
  2. Click on storage accounts and select the storage account you want to use.
  3. Under settings, click Access keys.
  4. Your storage account name and key will be displayed on that page.

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AzureSharedAccessSignature

A shared access key signature that may be used for authentication.

Remarks

A shared access signature. You can create one by following these steps:

  1. Sign into the azure portal with the credentials for your root account. (https://portal.azure.com/)
  2. Click on storage accounts and select the storage account you want to use.
  3. Under settings, click Shared Access Signature.
  4. Set the permissions and when the token will expire
  5. Click Generate SAS can copy the token.

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AzureTenant

Identifies the SAS Xpt tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).

Remarks

A tenant is a digital representation of your organization, primarily associated with a domain (for example, microsoft.com). The tenant is managed through a Tenant ID (also known as the directory ID), which is specified whenever you assign users permissions to access or manage Azure resources.

To locate the directory ID in the Azure Portal, navigate to Azure Active Directory > Properties.

Specifying AzureTenant is required when AuthScheme = either AzureServicePrincipal or AzureServicePrincipalCert, or if AuthScheme = AzureAD and the user belongs to more than one tenant.

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AzureEnvironment

Specifies the Azure network environment to which you will connect. Must be the same network to which your Azure account was added.

Remarks

Required if your Azure account is part of a different network than the Global network, such as China, USGOVT, or USGOVTDOD.

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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.
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.
SSOExchangeUrlThe URL used for consuming the SAML response and exchanging it for service specific credentials.
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SSOLoginURL

The identity provider's login URL.

Remarks

The identity provider's login URL.

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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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SSOExchangeUrl

The URL used for consuming the SAML response and exchanging it for service specific credentials.

Remarks

The CData Sync App will use the URL specified here to consume a SAML response and exchange it for service specific credentials. The retrieved credentials are the final piece during the SSO connection that are used to communicate with SAS Xpt.

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JWT OAuth

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


PropertyDescription
OAuthJWTCertThe JWT Certificate store.
OAuthJWTCertTypeThe type of key store containing the JWT Certificate.
OAuthJWTCertPasswordThe password for the OAuth JWT certificate used to access a certificate store that requires a password. If the certificate store does not require a password, leave this property blank.
OAuthJWTCertSubjectThe subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.
OAuthJWTSubjectTypeThe SubType for the JWT authentication.
OAuthJWTPublicKeyIdThe Id of the public key for JWT.
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OAuthJWTCert

The JWT Certificate store.

Remarks

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:

MYA certificate store holding personal certificates with their associated private keys.
CACertifying authority certificates.
ROOTRoot certificates.
SPCSoftware 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).

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OAuthJWTCertType

The type of key store containing the JWT Certificate.

Remarks

This property can take one of the following values:

USERFor 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.
MACHINEFor Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java.
PFXFILEThe certificate store is the name of a PFX (PKCS12) file containing certificates.
PFXBLOBThe certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILEThe certificate store is the name of a Java key store (JKS) file containing certificates. Note: this store type is only available in Java.
JKSBLOBThe 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_FILEThe certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOBThe certificate store is a string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILEThe certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOBThe certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILEThe certificate store is the name of a file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOBThe certificate store is a string (base-64-encoded) that contains an SSH-style public key.
P7BFILEThe certificate store is the name of a PKCS7 file containing certificates.
PPKFILEThe certificate store is the name of a file that contains a PPK (PuTTY Private Key).
XMLFILEThe certificate store is the name of a file that contains a certificate in XML format.
XMLBLOBThe certificate store is a string that contains a certificate in XML format.
BCFKSFILEThe certificate store is the name of a file that contains an Bouncy Castle keystore.
BCFKSBLOBThe certificate store is a string (base-64-encoded) that contains a Bouncy Castle keystore.
GOOGLEJSONThe certificate store is the name of a JSON file containing the service account information. Only valid when connecting to a Google service.
GOOGLEJSONBLOBThe certificate store is a string that contains the service account JSON. Only valid when connecting to a Google service.
BOXJSONThe certificate store is the name of a JSON file containing the service account credentials. Only valid when connecting to Box.
BOXJSONBLOBThe certificate store is a string that contains the service account JSON. Only valid when connecting to Box.

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OAuthJWTCertPassword

The password for the OAuth JWT certificate used to access a certificate store that requires a password. If the certificate store does not require a password, leave this property blank.

Remarks

This property specifies the password needed to open the certificate store, but only if the store type requires one. To determine if a password is necessary, refer to the documentation or configuration for your specific certificate store.

This is not required when using the GOOGLEJSON OAuthJWTCertType. Google JSON keys are not encrypted.

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OAuthJWTCertSubject

The subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.

Remarks

The value of this property is used to locate a matching certificate in the store. The search process works as follows:

  • If an exact match for the subject is found, the corresponding certificate is selected.
  • If no exact match is found, the store is searched for certificates whose subjects contain the property value.
  • If no match is found, no certificate is selected.

You can set the value to '*' to automatically select the first certificate in the store. The certificate subject is a comma-separated list of distinguished name fields and values. For example: CN=www.server.com, OU=test, C=US, [email protected]. Common fields include:

FieldMeaning
CNCommon Name. This is commonly a host name like www.server.com.
OOrganization
OUOrganizational Unit
LLocality
SState
CCountry
EEmail Address

If a field value contains a comma, enclose it in quotes. For example: "O=ACME, Inc.".

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OAuthJWTSubjectType

The SubType for the JWT authentication.

Remarks

The SubType for the JWT authentication. Set this to "enterprise" or "user" depending on the type of token being requested.

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OAuthJWTPublicKeyId

The Id of the public key for JWT.

Remarks

The Id of the public key for JWT. Set this to the value of your Public Key Id in your app settings.

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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
KerberosKDCThe Kerberos Key Distribution Center (KDC) service used to authenticate the user.
KerberosRealmThe Kerberos Realm used to authenticate the user.
KerberosSPNThe service principal name (SPN) for the Kerberos Domain Controller.
KerberosUserThe principal name for the Kerberos Domain Controller. Used in the format host/user@realm.
KerberosKeytabFileThe Keytab file containing your pairs of Kerberos principals and encrypted keys.
KerberosServiceRealmThe Kerberos realm of the service.
KerberosServiceKDCThe Kerberos KDC of the service.
KerberosTicketCacheThe full file path to an MIT Kerberos credential cache file.
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KerberosKDC

The Kerberos Key Distribution Center (KDC) service used to authenticate the user.

Remarks

The Kerberos properties are used when using SPNEGO or Windows Authentication. The Sync App will request session tickets and temporary session keys from the Kerberos KDC service. The Kerberos KDC service is conventionally colocated with the domain controller.

If Kerberos KDC 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 KDC 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 configured domain name and host.

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KerberosRealm

The Kerberos Realm used to authenticate the user.

Remarks

The Kerberos properties are used when using SPNEGO or Windows Authentication. The Kerberos Realm is used to authenticate the user with the Kerberos Key Distribution Service (KDC). The Kerberos Realm can be configured by an administrator to be any string, but conventionally it is 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

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.

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KerberosUser

The principal name for the Kerberos Domain Controller. Used in the format host/user@realm.

Remarks

If the user you are using for the database doesn't match the user that is in the Kerberos database, this should be set to the Kerberos principal name.

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KerberosKeytabFile

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

Remarks

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

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KerberosServiceRealm

The Kerberos realm of the service.

Remarks

The KerberosServiceRealm is the specify the service Kerberos realm when using cross-realm Kerberos authentication.

In most cases, a single realm and KDC machine are used to perform the Kerberos authentication and this property is not required.

This 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

The Kerberos KDC of the service.

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 and this property is not required.

This 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

The full file path to an MIT Kerberos credential cache file.

Remarks

This property can be set if you wish to use a credential cache file that was created using the MIT Kerberos Ticket Manager or kinit command.

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OAuth

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


PropertyDescription
OAuthVersionThe version of OAuth being used.
OAuthClientIdSpecifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientSecretSpecifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.
SubjectIdThe user subject for which the application is requesting delegated access.
SubjectTypeThe Subject Type for the Client Credentials authentication.
ScopeSpecifies the scope of the authenticating user's access to the application. Generally specified at the time the custom OAuth application is created (if necessary), so that the authenticating user can obtain the the level of access appropriate to their credentials.
OAuthGrantTypeSpecifies the grant type for the chosen OAuth flow. This value should be the same as the grant_type that was set during OAuth custom application creation.
OAuthPasswordGrantModeSpecifies how the OAuth Client Id and Client Secret should be passed. Supported options: BASIC and POST.
OAuthIncludeCallbackURLWhether to include the callback URL in an access token request.
OAuthAuthorizationURLThe authorization URL for the OAuth service.
OAuthAccessTokenURLThe URL to retrieve the OAuth access token from.
OAuthRefreshTokenURLThe URL to refresh the OAuth token from.
OAuthRequestTokenURLThe URL the service provides to retrieve request tokens from. This is required in OAuth 1.0.
AuthTokenThe authentication token used to request and obtain the OAuth Access Token.
AuthKeyThe authentication secret used to request and obtain the OAuth Access Token.
OAuthParamsA comma-separated list of other parameters to submit in the request for the OAuth access token in the format paramname=value.
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OAuthVersion

The version of OAuth being used.

Remarks

The version of OAuth being used. The following options are available: 1.0,2.0

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OAuthClientId

Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.

Remarks

OAuthClientId is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

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OAuthClientSecret

Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.

Remarks

OAuthClientSecret is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

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SubjectId

The user subject for which the application is requesting delegated access.

Remarks

Id of the user or enterprise, based on the configuration set in SubjectType.

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SubjectType

The Subject Type for the Client Credentials authentication.

Remarks

The Subject Type for the Client Credentials authentication. Set this to "enterprise" or "user" depending on the type of token being requested.

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Scope

Specifies the scope of the authenticating user's access to the application. Generally specified at the time the custom OAuth application is created (if necessary), so that the authenticating user can obtain the the level of access appropriate to their credentials.

Remarks

Scopes are set to define what kind of access the authenticating user will have; for example, read, read and write, restricted access to sensitive information. System administrators can use scopes to selectively enable access by functionality or security clearance.

When InitiateOAuth is set to GETANDREFRESH, you must use this property if you want to change which scopes are requested. When InitiateOAuth is set to either REFRESH or OFF, you can use either this property or the Scope input to change which scopes are requested.

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OAuthGrantType

Specifies the grant type for the chosen OAuth flow. This value should be the same as the grant_type that was set during OAuth custom application creation.

Remarks

In most cases, the default grant type should not be modified. For information about the most common OAuth grant types and the trade-offs between them, see https://oauth.net/2/grant-types/.

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OAuthPasswordGrantMode

Specifies how the OAuth Client Id and Client Secret should be passed. Supported options: BASIC and POST.

Remarks

The OAuth RFC provides two methods of passing the OAuthClientId and OAuthClientSecret. POST passes OAuthClientId and OAuthClientSecret via post data. (Works with OAuthGrantType = PASSWORD, CODE, or CLIENT.) BASIC passes the OAuthClientId and OAuthClientSecret via the Authorize header. (Works with OAuthGrantType = CODE or CLIENT.)

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OAuthIncludeCallbackURL

Whether to include the callback URL in an access token request.

Remarks

This defaults to true since standards-compliant OAuth services will ignore the redirect_uri parameter for grant types like CLIENT or PASSWORD that do not require it.

This option should only be enabled for OAuth services that report errors when redirect_uri is included.

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OAuthAuthorizationURL

The authorization URL for the OAuth service.

Remarks

The authorization URL for the OAuth service. At this URL, the user logs into the server and grants permissions to the application. In OAuth 1.0, if permissions are granted, the request token is authorized.

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OAuthAccessTokenURL

The URL to retrieve the OAuth access token from.

Remarks

The URL to retrieve the OAuth access token from. In OAuth 1.0, the authorized request token is exchanged for the access token at this URL.

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OAuthRefreshTokenURL

The URL to refresh the OAuth token from.

Remarks

The URL to refresh the OAuth token from. In OAuth 2.0, this URL is where the refresh token is exchanged for a new access token when the old access token expires.

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OAuthRequestTokenURL

The URL the service provides to retrieve request tokens from. This is required in OAuth 1.0.

Remarks

The URL the service provides to retrieve request tokens from. This is required in OAuth 1.0. In OAuth 1.0, this is the URL where the app makes a request for the request token.

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AuthToken

The authentication token used to request and obtain the OAuth Access Token.

Remarks

This property is required only when performing headless authentication in OAuth 1.0. It can be obtained from the GetOAuthAuthorizationUrl stored procedure.

It can be supplied alongside the AuthKey in the GetOAuthAccessToken stored procedure to obtain the OAuthAccessToken.

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AuthKey

The authentication secret used to request and obtain the OAuth Access Token.

Remarks

This property is required only when performing headless authentication in OAuth 1.0. It can be obtained from the GetOAuthAuthorizationUrl stored procedure.

It can be supplied alongside the AuthToken in the GetOAuthAccessToken stored procedure to obtain the OAuthAccessToken.

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OAuthParams

A comma-separated list of other parameters to submit in the request for the OAuth access token in the format paramname=value.

Remarks

A comma-separated list of other parameters to submit in the request for the OAuth access token in the format paramname=value.

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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
SSLClientCertSpecifies the TLS/SSL client certificate store for SSL Client Authentication (2-way SSL). This property works in conjunction with other SSL-related properties to establish a secure connection.
SSLClientCertTypeSpecifies the type of key store containing the TLS/SSL client certificate for SSL Client Authentication. Choose from a variety of key store formats depending on your platform and certificate source.
SSLClientCertPasswordSpecifes the password required to access the TLS/SSL client certificate store. Use this property if the selected certificate store type requires a password for access.
SSLClientCertSubjectSpecifes the subject of the TLS/SSL client certificate to locate it in the certificate store. Use a comma-separated list of distinguished name fields, such as CN=www.server.com, C=US. The wildcard * selects the first certificate in the store.
SSLModeThe authentication mechanism to be used when connecting to the FTP or FTPS server.
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
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SSLClientCert

Specifies the TLS/SSL client certificate store for SSL Client Authentication (2-way SSL). This property works in conjunction with other SSL-related properties to establish a secure connection.

Remarks

This property specifies the client certificate store for SSL Client Authentication. Use this property alongside SSLClientCertType, which defines the type of the certificate store, and SSLClientCertPassword, which specifies the password for password-protected stores. When SSLClientCert is set and SSLClientCertSubject is configured, the driver searches for a certificate matching the specified subject.

Certificate store designations vary by platform. On Windows, certificate stores are identified by names such as MY (personal certificates), while in Java, the certificate store is typically a file containing certificates and optional private keys.

The following are designations of the most common User and Machine certificate stores in Windows:

MYA certificate store holding personal certificates with their associated private keys.
CACertifying authority certificates.
ROOTRoot certificates.
SPCSoftware publisher certificates.

For PFXFile types, set this property to the filename. For PFXBlob types, set this property to the binary contents of the file in PKCS12 format.

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SSLClientCertType

Specifies the type of key store containing the TLS/SSL client certificate for SSL Client Authentication. Choose from a variety of key store formats depending on your platform and certificate source.

Remarks

This property determines the format and location of the key store used to provide the client certificate. Supported values include platform-specific and universal key store formats. The available values and their usage are:

USER - defaultFor Windows, this specifies that the certificate store is a certificate store owned by the current user. Note that this store type is not available in Java.
MACHINEFor Windows, this specifies that the certificate store is a machine store. Note that this store type is not available in Java.
PFXFILEThe certificate store is the name of a PFX (PKCS12) file containing certificates.
PFXBLOBThe certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILEThe certificate store is the name of a Java key store (JKS) file containing certificates. Note that this store type is only available in Java.
JKSBLOBThe certificate store is a string (base-64-encoded) representing a certificate store in JKS format. Note that this store type is only available in Java.
PEMKEY_FILEThe certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOBThe certificate store is a string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILEThe certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOBThe certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILEThe certificate store is the name of a file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOBThe certificate store is a string (base-64-encoded) that contains an SSH-style public key.
P7BFILEThe certificate store is the name of a PKCS7 file containing certificates.
PPKFILEThe certificate store is the name of a file that contains a PuTTY Private Key (PPK).
XMLFILEThe certificate store is the name of a file that contains a certificate in XML format.
XMLBLOBThe certificate store is a string that contains a certificate in XML format.
BCFKSFILEThe certificate store is the name of a file that contains an Bouncy Castle keystore.
BCFKSBLOBThe certificate store is a string (base-64-encoded) that contains a Bouncy Castle keystore.

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SSLClientCertPassword

Specifes the password required to access the TLS/SSL client certificate store. Use this property if the selected certificate store type requires a password for access.

Remarks

This property provides the password needed to open a password-protected certificate store. This property is necessary when using certificate stores that require a password for decryption, as is often recommended for PFX or JKS type stores.

If the certificate store type does not require a password, for example USER or MACHINE on Windows, this property can be left blank. Ensure that the password matches the one associated with the specified certificate store to avoid authentication errors.

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SSLClientCertSubject

Specifes the subject of the TLS/SSL client certificate to locate it in the certificate store. Use a comma-separated list of distinguished name fields, such as CN=www.server.com, C=US. The wildcard * selects the first certificate in the store.

Remarks

This property determines which client certificate to load based on its subject. The Sync App searches for a certificate that exactly matches the specified subject. If no exact match is found, the Sync App looks for certificates containing the value of the subject. If no match is found, no certificate is selected.

The subject should follow the standard format of a comma-separated list of distinguished name fields and values. For example, CN=www.server.com, OU=Test, C=US. Common fields include the following:

FieldMeaning
CNCommon Name. This is commonly a host name like www.server.com.
OOrganization
OUOrganizational Unit
LLocality
SState
CCountry
EEmail Address

Note: If any field contains special characters, such as commas, the value must be quoted. For example: CN="Example, Inc.", C=US.

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SSLMode

The authentication mechanism to be used when connecting to the FTP or FTPS server.

Remarks

If SSLMode is set to NONE, default plaintext authentication is used to log in to the server. If SSLMode is set to IMPLICIT, the SSL negotiation will start immediately after the connection is established. If SSLMode is set to EXPLICIT, the Sync App will first connect in plaintext, and then explicitly start SSL negotiation through a protocol command such as STARTTLS. If SSLMode is set to AUTOMATIC, if the remote port is set to the standard plaintext port of the protocol (where applicable), the component will behave the same as if SSLMode is set to EXPLICIT. In all other cases, SSL negotiation will be IMPLICIT.

  • AUTOMATIC
  • NONE
  • IMPLICIT
  • EXPLICIT

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SSLServerCert

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

Remarks

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.

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SSH

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


PropertyDescription
SSHAuthModeThe authentication method used when establishing an SSH Tunnel to the service.
SSHClientCertA certificate to be used for authenticating the SSHUser.
SSHClientCertPasswordThe password of the SSHClientCert key if it has one.
SSHClientCertSubjectThe subject of the SSH client certificate.
SSHClientCertTypeThe type of SSHClientCert private key.
SSHUserThe SSH user.
SSHPasswordThe SSH password.
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SSHAuthMode

The authentication method used when establishing an SSH Tunnel to the service.

Remarks

  • None: No authentication is performed. The current SSHUser value is ignored, and the connection is logged in as anonymous.
  • Password: The Sync App uses the values of SSHUser and SSHPassword to authenticate the user.
  • Public_Key: The Sync App uses the values of SSHUser and SSHClientCert to authenticate the user. SSHClientCert must have a private key available for this authentication method to succeed.

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SSHClientCert

A certificate to be used for authenticating the SSHUser.

Remarks

SSHClientCert must contain a valid private key in order to use public key authentication. A public key is optional, if one is not included then the Sync App generates it from the private key. The Sync App sends the public key to the server and the connection is allowed if the user has authorized the public key.

The SSHClientCertType field specifies the type of the key store specified by SSHClientCert. If the store is password protected, specify the password in SSHClientCertPassword.

Some types of key stores are containers which may include multiple keys. By default the Sync App will select the first key in the store, but you can specify a specific key using SSHClientCertSubject.

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SSHClientCertPassword

The password of the SSHClientCert key if it has one.

Remarks

This property is required for SSH tunneling when using certificate-based authentication. If the SSH certificate is in a password-protected key store, provide the password using this property to access the certificate.

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SSHClientCertSubject

The subject of the SSH client certificate.

Remarks

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.

FieldMeaning
CNCommon Name. This is commonly a host name like www.server.com.
OOrganization
OUOrganizational Unit
LLocality
SState
CCountry
EEmail Address

If a field value contains a comma it must be quoted.

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SSHClientCertType

The type of SSHClientCert private key.

Remarks

This property can take one of the following values:

TypesDescriptionAllowed Blob Values
MACHINE/USER Blob values are not supported.
JKSFILE/JKSBLOB base64-only
PFXFILE/PFXBLOBA PKCS12-format (.pfx) file. Must contain both a certificate and a private key.base64-only
PEMKEY_FILE/PEMKEY_BLOBA PEM-format file. Must contain an RSA, DSA, or OPENSSH private key. Can optionally contain a certificate matching the private key.base64 or plain text. Newlines may be replaced with spaces when providing the blob as text.
PPKFILE/PPKBLOBA PuTTY-format private key created using the puttygen tool.base64-only
XMLFILE/XMLBLOBAn XML key in the format generated by the .NET RSA class: RSA.ToXmlString(true).base64 or plain text.

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SSHUser

The SSH user.

Remarks

The SSH user.

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SSHPassword

The SSH password.

Remarks

The SSH password.

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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 SAS Xpt. Traffic flows back and forth via the proxy at this location.
SOCKS4 1080 The port where the Sync App opens a connection to SAS Xpt. 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 SAS Xpt. 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.
ProxyServerThe hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPortThe TCP port on your specified proxy server (set in the ProxyServer connection property) 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.
ProxyUserThe username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordThe password associated with the user specified in the ProxyUser connection property.
ProxySSLTypeThe SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsA 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. Set to False if you want to manually configure the Sync App to connect to a specific proxy server.

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

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ProxyServer

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

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, which is the default, the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.

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ProxyPort

The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.

Remarks

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

The authentication type can be one of the following:

  • 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: Set this when 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

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 user name of a user registered with the proxy server.
DIGEST The user name 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.

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

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ProxyPassword

The password associated with 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.

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

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ProxySSLType

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

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 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, 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

This property lets you customize the log file content by specifying the logging modules to include. Logging modules categorize logged information into distinct areas, such as query execution, metadata, or SSL communication. Each module is represented by a four-character code, with some requiring a trailing space for three-letter names.

For example, EXEC logs query execution, and INFO logs general provider messages. To include multiple modules, separate their names with semicolons as follows: INFO;EXEC;SSL.

The Verbosity connection property takes precedence over the module-based filtering specified by this property. Only log entries that meet the verbosity level and belong to the specified modules are logged. Leave this property blank to include all available modules in the log file.

For a complete list of available modules and detailed guidance on configuring logging, refer to the Advanced Logging section in Logging.

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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 .
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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\\SASXpt 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

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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.

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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.

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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.

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Miscellaneous

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


PropertyDescription
CharsetSpecifies the session character set for encoding and decoding character data transferred to and from the SAS Xpt file. The default value is UTF-8.
ClientCultureThis property can be used to specify the format of data (e.g., currency values) that is accepted by the client application. This property can be used when the client application does not support the machine's culture settings. For example, Microsoft Access requires 'en-US'.
CultureThis setting can be used to specify culture settings that determine how the provider interprets certain data types that are passed into the provider. For example, setting Culture='de-DE' will output German formats even on an American machine.
DirectoryRetrievalDepthLimit the subfolders recursively scanned when IncludeSubdirectories is enabled.
ExcludeFilesComma-separated list of file extensions to exclude from the set of the files modeled as tables.
FolderIdThe ID of a folder in Google Drive. If set, the resource location specified by the URI is relative to the Folder ID for all operations.
IncludeDropboxTeamResourcesIndicates if you want to include Dropbox team files and folders.
IncludeFilesComma-separated list of file extensions to include into the set of the files modeled as tables.
IncludeItemsFromAllDrivesWhether Google Drive shared drive items should be included in results. If not present or set to false, then shared drive items are not returned.
IncludeSubdirectoriesWhether to read files from nested folders. In the case of a name collision, table names are prefixed by the underscore-separated folder names.
MaxRowsSpecifies the maximum rows returned for queries without aggregation or GROUP BY.
OtherSpecifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
PageSize(Optional) PageSize value.
PathSeparatorDetermines the character which will be used to replace the file separator.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
TemporaryLocalFolderThe path, or URI, to the folder that is used to temporarily download xpt file(s).
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
UserDefinedViewsSpecifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.
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Charset

Specifies the session character set for encoding and decoding character data transferred to and from the SAS Xpt file. The default value is UTF-8.

Remarks

Specifies the session character set for encoding and decoding character data transferred to and from the SAS Xpt file. The default value is UTF-8.

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ClientCulture

This property can be used to specify the format of data (e.g., currency values) that is accepted by the client application. This property can be used when the client application does not support the machine's culture settings. For example, Microsoft Access requires 'en-US'.

Remarks

This option affects the format of Sync App output. To specify the format that defines how input should be interpreted, use the Culture option. By default the Sync App uses the current locale settings of the machine to interpret input and format output.

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Culture

This setting can be used to specify culture settings that determine how the provider interprets certain data types that are passed into the provider. For example, setting Culture='de-DE' will output German formats even on an American machine.

Remarks

This property affects the Sync App input. To interpret values in a different cultural format, use the Client Culture property. By default the Sync App uses the current locale settings of the machine to interpret input and format output.

SAS Xpt Connector for CData Sync

DirectoryRetrievalDepth

Limit the subfolders recursively scanned when IncludeSubdirectories is enabled.

Remarks

When IncludeSubdirectories is enabled, DirectoryRetrievalDepth specifies how many subfolders will be recursively scanned before stopping. -1 specifies that all subfolders are scanned.

SAS Xpt Connector for CData Sync

ExcludeFiles

Comma-separated list of file extensions to exclude from the set of the files modeled as tables.

Remarks

It is also possible to specify datetime filters. We currently support CreatedDate and ModifiedDate. All extension filters are evaluated in disjunction (using OR operator), and then the resulting filter is evaluated in conjunction (using AND operator) with the datetime filters.

Examples:

ExcludeFiles="TXT,CreatedDate<='2020-11-26T07:39:34-05:00'"
ExcludeFiles="TXT,ModifiedDate<=DATETIMEFROMPARTS(2020, 11, 26, 7, 40, 50, 000)"
ExcludeFiles="ModifiedDate>=DATETIMEFROMPARTS(2020, 11, 26, 7, 40, 49, 000),ModifiedDate<=CURRENT_TIMESTAMP()"

SAS Xpt Connector for CData Sync

FolderId

The ID of a folder in Google Drive. If set, the resource location specified by the URI is relative to the Folder ID for all operations.

Remarks

The ID of a folder in Google Drive. If set, the resource location specified by the URI is relative to the Folder ID for all operations.

SAS Xpt Connector for CData Sync

IncludeDropboxTeamResources

Indicates if you want to include Dropbox team files and folders.

Remarks

In order to access Dropbox team folders and files, please set this connection property to True.

SAS Xpt Connector for CData Sync

IncludeFiles

Comma-separated list of file extensions to include into the set of the files modeled as tables.

Remarks

Comma-separated list of file extensions to include into the set of the files modeled as tables. For example, IncludeFiles=xpt,TXT. The default is xpt.

A '*' value can be specified to include all files. A 'NOEXT' value can be specified to include files without an extension.

It is also possible to specify datetime filters. We currently support CreatedDate and ModifiedDate. All extension filters are evaluated in disjunction (using OR operator), and then the resulting filter is evaluated in conjunction (using AND operator) with the datetime filters.

Examples:

IncludeFiles="TXT,CreatedDate<='2020-11-26T07:39:34-05:00'"
IncludeFiles="TXT,ModifiedDate<=DATETIMEFROMPARTS(2020, 11, 26, 7, 40, 50, 000)"
IncludeFiles="ModifiedDate>=DATETIMEFROMPARTS(2020, 11, 26, 7, 40, 49, 000),ModifiedDate<=CURRENT_TIMESTAMP()"

SAS Xpt Connector for CData Sync

IncludeItemsFromAllDrives

Whether Google Drive shared drive items should be included in results. If not present or set to false, then shared drive items are not returned.

Remarks

If this property is set to 'True', files will be retrieved from all drives, including shared drives. The file retrieval can be limited a specific shared drive or a specific folder in that shared drive by setting the start of the URI to the path of the shared drive and optionally any folder within, for example: 'gdrive://SharedDriveA/FolderA/...'. Additionally, the FolderId property can be used to limit the search to an exact subdirectory.

SAS Xpt Connector for CData Sync

IncludeSubdirectories

Whether to read files from nested folders. In the case of a name collision, table names are prefixed by the underscore-separated folder names.

Remarks

Whether to read files from nested folders. Table names are prefixed by each nested folder name separated by underscores. For example,

Root\subfolder1\tableARoot\subfolder1\subfolder2\tableA
subfolder1_tableAsubfolder1_subfolder2_tableA

SAS Xpt Connector for CData Sync

MaxRows

Specifies the maximum rows returned for queries without aggregation or GROUP BY.

Remarks

This property sets an upper limit on the number of rows the Sync App returns for queries that do not include aggregation or GROUP BY clauses. This limit ensures that queries do not return excessively large result sets by default.

When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting. If MaxRows is set to "-1", no row limit is enforced unless a LIMIT clause is explicitly included in the query.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

SAS Xpt Connector for CData Sync

Other

Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.

Remarks

This property allows advanced users to configure hidden properties for specialized scenarios. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. Multiple properties can be defined in 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.

Specify multiple properties in a semicolon-separated list.

Integration and Formatting

DefaultColumnSizeSets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMTDetermines whether to convert date-time values to GMT, instead of the local time of the machine.
RecordToFile=filenameRecords the underlying socket data transfer to the specified file.

SAS Xpt Connector for CData Sync

PageSize

(Optional) PageSize value.

Remarks

The PageSize value is used to specify number of rows to fetch at a time.

SAS Xpt Connector for CData Sync

PathSeparator

Determines the character which will be used to replace the file separator.

Remarks

Determines the character which will be used to replace the file separator. If there is a XPT file located in "Test/Files/Test.xpt" and if this property is set to "_", then the table name for this file would be "Test_Files_Test.xpt".

SAS Xpt Connector for CData Sync

PseudoColumns

Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.

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: "*=*"

SAS Xpt Connector for CData Sync

TemporaryLocalFolder

The path, or URI, to the folder that is used to temporarily download xpt file(s).

Remarks

For instance: LocalFolderPath='C:/User/Download'

SAS Xpt Connector for CData Sync

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.

Remarks

This property controls the maximum time, in seconds, that the Sync App waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the Sync App cancels the operation and throws an exception.

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.

Setting this property to 0 disables the timeout, allowing 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. Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

SAS Xpt Connector for CData Sync

UserDefinedViews

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

Remarks

This property 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 SampleTable_1 WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

You can define multiple views in a single file and specify the filepath using this property. For example: UserDefinedViews=C:\Path\To\UserDefinedViews.json. When you use this property, only the specified views are seen by the Sync App.

Refer to User Defined Views for more information.

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