Excel Add-In for CSV

Build 26.0.9770

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.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating a Custom OAuth Application for information about creating custom applications and reasons for doing so.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

  • OAuthClientId (custom applications only): Set this to the client Id assigned when you registered your app.
  • OAuthClientSecret (custom applications only): Set this to the client secret assigned when you registered your app.
  • CallbackURL (custom application only): Set this to the redirect URI defined when you registered your app. For example: http://localhost:33333
When you connect, the add-in opens the Microsoft identity platform's OAuth endpoint in your default browser. Log in and grant permissions to the application. The add-in refreshes the access token automatically when it expires.

Azure Service Principal

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 application 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.

For Azure Service Principal authentication, set AuthScheme to AzureServicePrincipal.

Creating an AzureAD App and an Azure Service Principal

If you will authenticate using an Azure Service Principal, you must first create and register an Azure AD application with an Azure AD tenant, as described in Creating an Entra ID (Azure AD) Application.

In the Azure portal, navigate to App registrations > API permissions. 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.

Assigning a role to the application

To access resources in your subscription, you must assign an appropriate role to the custom Azure AD application. Do the following:

  1. Use the search bar to locate the Subscriptions service.
  2. Open the Subscriptions page.
  3. Select the subscription to which to assign the application.
  4. Open Access control (IAM) and select Add > Add role assignment. The Add role assignment page opens.
  5. Assign your custom Azure AD application the Owner role.

Setting the connection properties

The connection properties you set to connect with your custom Azure AD application will vary, depending on whether you want to authenticate using a Client Secret or a Certificate.

After you connect, authentication with client credentials takes place automatically like any other connection, except that no window opens to prompt the user. Because there is no user context, there is no need for a browser popup. Connections take place and are handled internally.

Client Secret Connection Properties

Certificate Connection Properties

Azure MSI

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

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Build 26.0.9770