Configure a Connection Profile

From the CData ribbon, click Get Data and select From MarkLogic connection/s to launch the CData Query window. To setup a new connection, you will have to click the New MarkLogic Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to MarkLogic

Picking an API

The CData Excel Add-In for MarkLogic offers access to both the REST and ODBC APIs for MarkLogic. Please see Picking the right API for a discussion on which API is right for your use case.

Connection Details

Regardless of which API you are connecting to, you will need to include the following connection details:

• Server - The server being connected to.
• Database - (Optional) The specific database to connect to.
• Port - (Optional) The specific port to use if the default port for the selected API is not being used default.

Create an ODBC Server

If connecting to the ODBC API, please follow the guide in MarkLogic's official website on how to create an ODBC Server, https://docs.marklogic.com/guide/admin/odbc.

Authenticating to MarkLogic

To authenticate to MarkLogic, specify the following connection properties:

• User - The user to authenticate as.
• Password - The password of the user.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to MarkLogic you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with MarkLogic data, such as using the available CData Excel Functions.