sharepoint excel service adapter guide

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TIBCO Data Virtualization®

SharePoint Excel Service Adapter GuideVersion 8.5.0Last Updated: June 28, 2021

Contents | 1

Contents

TDV SharePoint Excel Services Adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Deploying the Adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Connecting to SharePoint Excel Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Basic Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Advanced Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Connection String Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Advanced Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

SQL Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29SELECT Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30EXECUTE Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Data Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37OData API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39REST API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Data Type Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

TIBCO Product Documentation and Support Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

How to Access TIBCO Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41How to Contact TIBCO Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42How to Join TIBCO Community . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Legal and Third-Party Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

TIBCO® Data Virtualization

2 | Contents


|3

TDV SharePoint Excel Services Adapter

Requirements and Restrictions

The SQL Compliance section shows the SQL syntax supported by the adapter and points out any limitations.

Getting Started

Deploying the Adapter

For instructions on deploying the adapter, refer to the Installation Guide, section Installing the Advanced Adapters.

Connecting to SharePoint Excel Services

Basic Tab shows how to authenticate to SharePoint Excel Services and configure any necessary connection properties. Additional adapter capabilities can be configured using the available Connection properties on the Advanced tab. The Advanced Settings section shows how to set up more advanced configurations and troubleshoot connection errors.

Basic Tab

This section provides the details for connecting to SharePoint Online and SharePoint On Premises.

Connecting to a Workbook

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

Library: The Shared Documents library is used by default. You can use this property to specify another document library in your organization; for example, if you want to connect to OneDrive for Business, set this property to "Documents".

Folder: You can use this property to specify a path to a subfolder in a library. The path is relative to the library name specified in Library.


4 | Basic Tab

Connecting to Spreadsheet Data as Tables

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

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

OData

The OData API allows access to only Excel table objects, which you create by clicking Insert -> Table in Excel. This is the default API.

REST

The REST API enables access to tables defined from Excel table objects, ranges, and spreadsheets. Set UseRESTAPI to true to connect to spreadsheets or ranges as tables; otherwise, the adapter may not return any tables.

By default, the adapter detects column names from the first row; set Header to disable this.

With DefineTables additionally set, you can define tables based on ranges, using the Excel range syntax.

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

Connecting to SharePoint Online

Set SharePointEdition to "SharePoint Online" and set the User and Password for an Azure Active Directory account.

Set the Url to a site collection to query workbooks in all nested subsites. Set the Url to a site to query workbooks in that site only.

URL Example URL

Site https://teams.contoso.com/teamA or https://teamA.contoso.com

Site Collection https://teams.contoso.com


Advanced Tab |5

Connecting to SharePoint On Premises

Set SharePointEdition to "SharePoint OnPremise" and set the Url to your server's name or IP address. Additionally, set SharePointVersion and the authentication values.

To authenticate to SharePoint OnPremise, set AuthScheme to the authentication type and set User and Password, if necessary. Note: When connecting to SharePoint On-Premises 2010, you must set UseRESTAPI to true.

Note: This section provides the details for connecting to SharePoint Online and SharePoint On Premises.

• Windows (NTLM): This is the most common authentication type. As such, the adapter is preconfigured to use NTLM as the default; simply set the Windows User and Password to connect.

• Kerberos and Kerberos Delegation: To authenticate with Kerberos, set AuthScheme to NEGOTIATE. If needed, provide the User and Password properties. To use Kerberos Delegation, set AuthScheme to KERBEROSDELEGATION. KerberosKDC, KerberosSPN, and KerberosRealm enable control over the components of Kerberos authentication.

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

Advanced Tab

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

Connection String Options

The following is the full list of the options you can configure in the connection string for this provider.

Auth Scheme The scheme used for authentication. Accepted entries are NTLM, BASIC, DIGEST, FORMS, NONE, NEGOTIATE, and KERBEROSDELEGATION.

Define Tables Define the tables within a spreadsheet.


6 | Advanced Tab

File The name of the Excel file to which to connect.

Firewall Password

A password used to authenticate to a proxy-based firewall.

Firewall Port The TCP port for a proxy-based firewall.

Firewall Server

The name or IP address of a proxy-based firewall.

Firewall Type The protocol used by a proxy-based firewall.

Firewall User The user name to use to authenticate with a proxy-based firewall.

Folder The folder containing the workbook specified by the File property.

Header Indicates whether the first row should be used as a column header when using the REST API.

Ignore Calc Error

Indicates whether to ignore errors that occurred during the calculation.

Library The Document Library to which to connect.

Location A path to the directory that contains the schema files defining tables, views, and stored procedures.

Log Modules Core modules to be included in the log file.

Max Rows Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.

Other The other parameters necessary to connect to a data source, such as username and password, when applicable.

Password The password of the SharePoint Online account used to authenticate to the SharePoint Online server.

Proxy Auth Scheme

The authentication type to use to authenticate to the ProxyServer proxy.

Proxy Auto Detect

This indicates whether to use the system proxy settings or not. Set ProxyAutoDetect to FALSE to use custom proxy settings. This takes precedence over other proxy settings.

Proxy Exceptions

A semicolon separated list of hosts or IPs that will be exempt from connecting through the ProxyServer .


Advanced Tab |7

Auth Scheme

The scheme used for authentication. Accepted entries are NTLM, BASIC, DIGEST, FORMS, NONE, NEGOTIATE, and KERBEROSDELEGATION.

Proxy Password

A password to be used to authenticate to the ProxyServer proxy.

Proxy Port The TCP port the ProxyServer proxy is running on.

Proxy Server The hostname or IP address of a proxy to route HTTP traffic through.

Proxy SSL Type

The SSL type to use when connecting to the ProxyServer proxy.

Proxy User A user name to be used to authenticate to the ProxyServer proxy.

Row Scan Depth

The maximum number of rows to scan to look for columns available in the table. If TypeDetectionScheme is set to RowScan, this property will also control how many rows to scan in order to determine data type.

Share Point Edition

The edition of SharePoint being used. Set either SharePoint Online or SharePoint On-Premise.

Share Point Version

The version of the SharePoint server to which you are connecting.

SSL Server Cert

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

SSO Domain The domain of the user when using Single Sign On (SSO).

STSURL The URL of the security token service (STS) when using Single Sign On (SSO).

Timeout The value in seconds until the timeout error is thrown, canceling the operation.

Type Detection Scheme

Determines how to determine the data type of columns.

URL The base URL for a site or site collection.

User The username of the SharePoint Online account used to authenticate to the server.

Use RESTAPI Whether or not the REST API is used for retrieving data.

Use SSO Whether or not to use Single Sign On (SSO) to authenticate to SharePoint Online.


8 | Advanced Tab

Data Type

string

Default Value

"NTLM"

Remarks

Together with Password and User, this field is used to authenticate against the server. NTLM is the default option. Use the following options to select your authentication scheme:

NTLM: Set this to use your Windows credentials for authentication.

BASIC: Set this to use HTTP Basic authentication.

DIGEST: Set this to HTTP Digest authentication.

FORMS: Set this to use Forms authentication.

NEGOTIATE: If

AuthScheme is set to NEGOTIATE, the adapter will negotiate an authentication mechanism with the server. Set AuthScheme to NEGOTIATE if you want to use Kerberos authentication.

KERBEROSDELEGATION: Set this to use delegation through the Kerberos protocol. Set the User and Password of the account you want to impersonate.

Define Tables

Define the tables within a spreadsheet.

Data Type

string

Default Value

""


Advanced Tab |9

Remarks

This property is used to define the ranges within a spreadsheet that will appear as tables, when using the REST API. The value is a comma-separated list of name-value pairs in the form [Table Name]=[Sheet Name]![Range]. Table Name is the name of the table you want to use for the data and will be used when issuing queries. Sheet Name is the name of the sheet within the spreadsheet and Range is the range of cells that contain the data for the table.

Here is an example DefineTables value: DefineTables="DefinedTable1=Sheet1!A1:N25,DefinedTable2=Sheet2!C3:M53"

Note: If the name of a defined table is the same as one returned by default (e.g. same name as a worksheet), the defined table will replace the default table.

File

The name of the Excel file to which to connect.

Data Type

string

Default Value

""

Remarks

The name of Excel file to which to connect (including the extension). The file must exist.

Firewall Password

A password used to authenticate to a proxy-based firewall.

Data Type

string

Default Value

""


10 | Advanced Tab

Remarks

This property is passed to the proxy specified by FirewallServer and FirewallPort, following the authentication method specified by FirewallType.

Firewall Port

The TCP port for a proxy-based firewall.

Data Type

string

Default Value

""

Remarks

This specifies the TCP port for a proxy allowing traversal of a firewall. Use FirewallServer to specify the name or IP address. Specify the protocol with FirewallType.

Firewall Server

The name or IP address of a proxy-based firewall.

Data Type

string

Default Value

""

Remarks

This property specifies the IP address, DNS name, or host name of a proxy allowing traversal of a firewall. The protocol is specified by FirewallType: Use FirewallServer with this property to connect through SOCKS or do tunneling. Use ProxyServer to connect to an HTTP proxy.

Note that the adapter uses the system proxy by default. To use a different proxy, set ProxyAutoDetect to false.


Advanced Tab |11

Firewall Type

The protocol used by a proxy-based firewall.

Data Type

string

Default Value

"NONE"

Remarks

This property specifies the protocol that the adapter will use to tunnel traffic through the FirewallServer proxy. Note that by default the adapter connects to the system proxy; to disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

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

Firewall User

The user name to use to authenticate with a proxy-based firewall.

Type Default Port

Description

TUNNEL

80 When this is set, the adapter opens a connection to SharePoint Excel Services and traffic flows back and forth through the proxy.

SOCKS4 1080 When this is set, the adapter sends data through the SOCKS 4 proxy specified by FirewallServer and FirewallPort and passes the FirewallUser value to the proxy, which determines if the connection request should be granted.

SOCKS5 1080 When this is set, the adapter sends data through the SOCKS 5 proxy specified by FirewallServer and FirewallPort. If your proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.


12 | Advanced Tab

Data Type

string

Default Value

""

Remarks

The FirewallUser and FirewallPassword properties are used to authenticate against the proxy specified in FirewallServer and FirewallPort, following the authentication method specified in FirewallType.

Folder

The folder containing the workbook specified by the File property.

Data Type

string

Default Value

""

Remarks

The full, hierarchical path of the subfolder in a Library where the File can be found. For example if the File is located in a folder called "SubFolder" within the folder called "BaseFolder", the property will be set to "/BaseFolder/SubFolder/".

Header

Indicates whether the first row should be used as a column header when using the REST API.

Data Type

bool

Default Value

true


Advanced Tab |13

Remarks

If true, the first row will be used as a column header. Otherwise, the pseudo column names A, B, C, etc. will be used.

Note: This property is only used when UseRESTAPI is 'True'.

Ignore Calc Error

Indicates whether to ignore errors that occurred during the calculation.

Data Type

bool

Default Value

true

Remarks

IgnoreCalcError defaults to false. If IgnoreCalcError is set to true, the provider will ignore any errors that occur due to formula calculation. If this happens, the formula result may be unreliable, but other data will be accurate.

Library

The Document Library to which to connect.

Data Type

string

Default Value

""

Remarks

This property indicates the name of the Document Library containing the Excel file. If no library is specified, the "Shared Documents" library will be used.

If you wish to connect to OneDrive for Business, set this property to "Documents".


14 | Advanced Tab

Location

A path to the directory that contains the schema files defining tables, views, and stored procedures.

Data Type

string

Default Value

""

Remarks

The path to a directory which contains the schema files for the adapter (.rsd files for tables and views, .rsb files for stored procedures). The Location property is only needed if you would like to customize definitions (e.g., change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

The schema files are deployed alongside the adapter assemblies. You must also ensure that Location points to the folder that contains the schema files. The folder location can be a relative path from the location of the executable.

Log Modules

Core modules to be included in the log file.

Data Type

string

Default Value

""

Remarks

Only the modules specified (separated by ';') will be included in the log file. By default all modules are included.

Max Rows

Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.


Advanced Tab |15

Data Type

string

Default Value

"-1"

Remarks

Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.

Other

The other parameters necessary to connect to a data source, such as username and password, when applicable.

Data Type

string

Default Value

""

Remarks

The Other property is a semicolon-separated list of name-value pairs used in connection parameters specific to a data source.

Integration and Formatting

DefaultColumnSize Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.

ConvertDateTimeToGMT Whether to convert date-time values to GMT, instead of the local time of the machine.

RecordToFile=filename Records the underlying socket data transfer to the specified file.


16 | Advanced Tab

Password

The password of the SharePoint Online account used to authenticate to the SharePoint Online server.

Data Type

string

Default Value

""

Remarks

Together with User, this field is used to authenticate against the SharePoint Online server;.

Proxy Auth Scheme

The authentication type to use to authenticate to the ProxyServer proxy.

Data Type

string

Default Value

"BASIC"

Remarks

This value specifies the authentication type to use to authenticate to the HTTP proxy specified by ProxyServer and ProxyPort.

Note that the adapter will use the system proxy settings by default, without further configuration needed; if you want to connect to another proxy, you will need to set ProxyAutoDetect to false, in addition to ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.

The authentication type can be one of the following:

BASIC: The adapter performs HTTP BASIC authentication.

DIGEST: The adapter performs HTTP DIGEST authentication.


Advanced Tab |17

NEGOTIATE: The adapter retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.

PROPRIETARY: The adapter does not generate an NTLM or Kerberos token. You must supply this token in the Authorization header of the HTTP request.

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

Proxy Auto Detect

This indicates whether to use the system proxy settings or not. Set ProxyAutoDetect to FALSE to use custom proxy settings. This takes precedence over other proxy settings.

Data Type

bool

Default Value

true

Remarks

By default, the adapter uses the system HTTP proxy. Set this to false if you want to connect to another proxy.

To connect to an HTTP proxy, see Proxy Server.

For other proxies, such as SOCKS or tunneling, see Firewall Type.

Proxy Exceptions

A semicolon separated list of hosts or IPs that will be exempt from connecting through the ProxyServer .

Data Type

string

Default Value

""


18 | Advanced Tab

Remarks

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

Note that the adapter will use the system proxy settings by default, without further configuration needed; if you want to explicitly configure proxy exceptions for this connection, you will need to set ProxyAutoDetect to false, and configure ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.

Proxy Password

A password to be used to authenticate to the ProxyServer proxy.

Data Type

string

Default Value

""

Remarks

This property is used to authenticate to an HTTP proxy server that supports NTLM (Windows), Kerberos, or HTTP authentication. To specify the HTTP proxy, you can set ProxyServer and ProxyPort. To specify the authentication type, set ProxyAuthScheme.

If you are using HTTP authentication, additionally set ProxyUser and ProxyPassword to HTTP proxy.

If you are using NTLM authentication, set ProxyUser and ProxyPassword to your Windows password. You may also need these to complete Kerberos authentication.

For SOCKS 5 authentication or tunneling, see Firewall Type.

By default, the adapter uses the system proxy. If you want to connect to another proxy, set ProxyAutoDetect to false.

Proxy Port

The TCP port the ProxyServer proxy is running on.


Advanced Tab |19

Data Type

string

Default Value

"80"

Remarks

The port the HTTP proxy is running on that you want to redirect HTTP traffic through. Specify the HTTP proxy in ProxyServer. For other proxy types, see Firewall Type.

Proxy Server

The hostname or IP address of a proxy to route HTTP traffic through.

Data Type

string

Default Value

""

Remarks

The hostname or IP address of a proxy to route HTTP traffic through. The adapter can use the HTTP, Windows (NTLM), or Kerberos authentication types to authenticate to an HTTP proxy.

If you need to connect through a SOCKS proxy or tunnel the connection, see Firewall Type.

By default, the adapter uses the system proxy. If you need to use another proxy, set ProxyAutoDetect to false.

Proxy SSL Type

The SSL type to use when connecting to the ProxyServer proxy.

Data Type

string


20 | Advanced Tab

Default Value

"AUTO"

Remarks

This property determines when to use SSL for the connection to an HTTP proxy specified by ProxyServer. This value can be AUTO, ALWAYS, NEVER, or TUNNEL. The applicable values are the following:

Proxy User

A user name to be used to authenticate to the ProxyServer proxy.

Data Type

string

Default Value

""

Remarks

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

You can select one of the available authentication types in ProxyAuthScheme. If you are using HTTP authentication, set this to the username of a user recognized by the HTTP proxy. If you are using Windows or Kerberos authentication, set this property to a username in one of the following formats:

AUTO Default setting. If the URL is an HTTPS URL, the adapter will use the TUNNEL option. If the URL is an HTTP URL, the component will use the NEVER option.

ALWAYS

The connection is always SSL enabled.

NEVER The connection is not SSL enabled.

TUNNEL The connection is through a tunneling proxy: The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.


Advanced Tab |21

user@domaindomain\user

Row Scan Depth

The maximum number of rows to scan to look for columns available in the table. If TypeDetectionScheme is set to RowScan, this property will also control how many rows to scan in order to determine data type.

Data Type

string

Default Value

"50"

Remarks

Since Excel Services is schemaless, the columns in a table must be determined by scanning table rows. This value determines the maximum number of rows that will be scanned.

Share Point Edition


Data Type

string

Default Value

"SharePoint Online"

Remarks


Share Point Version

The version of the SharePoint server to which you are connecting.


22 | Advanced Tab

Data Type

string

Default Value

"SharePoint 2013"

Remarks

Accepted entries are SharePoint 2013 and SharePoint 2010.

SSL Server Cert

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

Data Type

string

Default Value

""

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 will be rejected.

This property can take the 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-----


Advanced Tab |23

If not specified, any certificate trusted by the machine will be accepted. Use '*' to signify to accept all certificates (not recommended for security concerns).

SSO Domain

The domain of the user when using Single Sign On (SSO).

Data Type

string

Default Value

""

Remarks

This property is only applicable when using Single Sign On (UseSSO is set to true) and if the domain of the User (e.g. [email protected]) is different than the domain configured within the SSO service (e.g. [email protected]).

This property may be required when using OneLogin or OKTA SSO services.

STSURL

The URL of the security token service (STS) when using Single Sign On (SSO).

Data Type

string

Default Value

""

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


24 | Advanced Tab

Remarks

This property only needs to be set when using Single Sign On with a local Active Directory Federation Services (ADFS).

Timeout

The value in seconds until the timeout error is thrown, canceling the operation.

Data Type

string

Default Value

"60"

Remarks

If the Timeout property is set to 0, operations do not time out: They run until they complete successfully or encounter an error condition.

If Timeout expires and the operation is not yet complete, the adapter throws an exception.

Type Detection Scheme

Determines how to determine the data type of columns.

Data Type

string

Default Value

"RowScan"

Remarks

None Setting TypeDetectionScheme to None will return all columns as the string type.

RowScan

Setting TypeDetectionScheme to RowScan will scan rows to heuristically determine the data type. The RowScanDepth

determines the number of rows to be scanned.


Advanced Tab |25

URL

The base URL for a site or site collection.

Data Type

string

Default Value

""

Remarks

The following are examples of valid URLs:

http://server/SharePoint/

http://server/Sites/mysite/

http://server:90/

The provider will use Url to derive URLs for other calls to the server.

User

The username of the SharePoint Online account used to authenticate to the server.

Data Type

string

Default Value

""

Remarks

Together with Password, this field is used to authenticate to the SharePoint Online server specified in Url.

Use RESTAPI

Whether or not the REST API is used for retrieving data.


26 | Advanced Tab

Data Type

string

Default Value

"False"

Remarks

Whether or not the REST API is used for retrieving data. Enable this option to use the REST API when connecting to SharePoint 2013, SharePoint 2016, and SharePoint Online. In these SharePoint versions, both the REST API and OData API are available.

Use the REST API to access spreadsheets and ranges as tables as well as table objects. The OData API enables access to only table objects.

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

Use SSO

Whether or not to use Single Sign On (SSO) to authenticate to SharePoint Online.

Data Type

bool

Default Value

false

Remarks

When set to true, Single Sign On (SSO) will be used to authenticate to SharePoint Online using the account specified via User and Password. Active Directory Federation Services (ADFS), OneLogin, and OKTA SSO identity providers are supported.

SSODomain may be required to be set if the domain configured on the SSO domain is different than the domain of the User.

If you need to use a local ADFS instance to perform authentication, STSURL must be set to the URL of the local instance.

SSO is only applicable when using SharePoint Online. SSO is not supported for On-Premise versions of SharePoint.


Logging |27

Logging

The adapter uses log4j to generate log files. The settings within the log4j configuration file will be used by the adapter to determine the type of messages to log. The following categories can be specified:

Error: Only error messages will be logged.

Info: Both Error and Info messages will be logged.

Debug: Error, Info, and Debug messages will be logged.

The Other property of the adapter can be used to set Verbosity to specify the amount of detail to be included in the log file, i.e. Verbosity=4;

You can use Verbosity to specify the amount of detail to include in the log within a category. The following verbosity levels are mapped to the log4j categories:

0 = Error

1-2 = Info

3-5 = Debug

For example, if the log4j category is set to DEBUG, the Verbosity option can be set to 3 for the minimum amount of debug information or 5 for the maximum amount of debug information.

Note that the log4j settings override the Verbosity level specified. The adapter will never log at a Verbosity level greater than what is configured in the log4j properties. In addition, if Verbosity is set to a level less than the log4j category configured, Verbosity will default to the minimum value for that particular category. For example, if Verbosity is set to a value less than three and the Debug category is specified, the Verbosity will default to 3.

Here is a breakdown of the Verbosity levels and the information that they log:

1 - Will log the query, the number of rows returned by it, the start of execution and the time taken, and any errors.

2 - Will log everything included in Verbosity 1 and HTTP headers.

3 - Will additionally log the body of the HTTP requests.

4 - Will additionally log transport-level communication with the data source. This includes SSL negotiation.

5 - Will additionally log communication with the data source and additional details that may be helpful in troubleshooting problems. This includes interface commands.


28 | Advanced Settings

Configure Logging for the SharePoint Excel Services Adapter

By default, logging is turned on without debugging. If debugging information is desired, the following line from the TDV Server's log4j.properties file can be uncommented (default location of this file is: C:\Program Files\TIBCO\TDV Server <version>\conf\server). log4j.logger.com.cdata=DEBUG

The TDV Server will need to be restarted after changing the log4j.properties file, which can be accomplished by running the composite.bat script located at C:\Program Files\TIBCO\TDV Server <version>\conf\server. Note reauthenticating to the TDV Studio will be required after restarting the server.

An example of the calls would be: .\composite.bat monitor restart

All logs for the adapter will be written to the "cs_cdata.log" file as specified in the log4j properties.

Note the "log4j.logger.com.cdata=DEBUG" option is not required if the "Debug Output Enabled" option is set to true within the TDV Studio. To accomplish this, navigate to Administrator -> Configuration to display the configuration window. Then expand Server -> Configuration -> Debugging and set the Debug Output Enabled option to True.

Advanced Settings

Fine Tuning Data Access

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

TypeDetectionScheme: You can use this property to enable or disable automatic type detection based on the value specified in RowScanDepth.

RowScanDepth: This property determines the number of rows that will be scanned to determine column data types.

Customizing the SSL Configuration

By default, the adapter attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store. To specify another certificate, see the SSL Server Cert property for the available formats to do so.


SQL Compliance |29

Connecting Through a Firewall or Proxy

To connect through the Windows system proxy, set only the SharePoint authentication properties and the Url. To connect to other proxies, set ProxyAutoDetect to false and in addition set the following.

To authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.

To connect to other proxies, set FirewallType, FirewallServer, and FirewallPort. To tunnel the connection, set FirewallType to TUNNEL. To authenticate to a SOCKS proxy, set FirewallType to SOCKS5. Additionally, specify FirewallUser and FirewallPassword.

Troubleshooting the Connection

To show adapter activity from query execution to HTTP calls, use Logfile and Verbosity. The examples of common connection errors below show how to use these properties to get more context. Contact the support team for help tracing the source of an error or circumventing a performance issue.

Authentication errors: Typically, recording a Logfile at Verbosity 4 is necessary to get full details on an authentication error.

Queries time out: A server that takes too long to respond will exceed the adapter's client-side timeout. Often, setting the Timeout property to a higher value will avoid a connection error. Another option is to disable the timeout by setting the property to 0. Setting Verbosity to 2 will show where the time is being spent.

The certificate presented by the server cannot be validated: This error indicates that the adapter cannot validate the server's certificate through the chain of trust. (If you are using a self-signed certificate, there is only one certificate in the chain).

To resolve this error, you must verify yourself that the certificate can be trusted and specify to the adapter that you trust the certificate. One way you can specify that you trust a certificate is to add the certificate to the trusted system store; another is to set SSLServerCert.

SQL Compliance

The SharePoint Excel Services Adapter supports several operations on data, including querying, deleting, modifying, and inserting.

SELECT Statements

See SELECT Statements for a syntax reference and examples.


30 | SQL Compliance

See Data Model for information on the capabilities of the SharePoint Excel Services API.

EXECUTE Statements

Use EXECUTE or EXEC statements to execute stored procedures. See EXECUTE Statements for a syntax reference and examples.

Names and Quoting

Table and column names are considered identifier names; as such, they are restricted to the following characters: [A-Za-z0-9_:@].

To use a table or column name with characters not listed above, the name must be quoted using double quotes ("name") in any SQL statement.

Strings must be quoted using single quotes (e.g., 'John Doe').

SELECT Statements

A SELECT statement can consist of the following basic clauses.

SELECT

INTO

FROM

JOIN

WHERE

GROUP BY

HAVING

UNION

ORDER BY

LIMIT

SELECT Syntax

The following syntax diagram outlines the syntax supported by the SharePoint Excel Services adapter: SELECT { [ TOP <numeric_literal> ] { * | {


SQL Compliance |31

<expression> [ [ AS ] <column_reference> ] | { <table_name> | <correlation_name> } .* } [ , ... ] } [ INTO csv:// [ filename= ] <file_path> [ ;delimiter=tab ] ] { FROM <table_reference> [ [ AS ] <identifier> ] } [ WHERE <search_condition> ] [ ORDER BY { <column_reference> [ ASC | DESC ] } [ , ... ] ] [ LIMIT <expression> [ { OFFSET | , } <expression> ] ] }

<expression> ::= | <column_reference> | @ <parameter> | ? | COUNT( * | { <expression> } ) | { AVG | MAX | MIN | SUM | COUNT } ( <expression> ) | <literal> | <sql_function>

<search_condition> ::= { <expression> { = | > | < | >= | <= | LIKE | AND | OR } [ <expression> ] } [ { AND | OR } ... ]

Examples

Return all columns: SELECT * FROM Account

Rename a column: SELECT "Name" AS MY_Name FROM Account

Search data: SELECT * FROM Account WHERE Industry = 'Floppy Disks';


32 | SQL Compliance

The SharePoint Excel Services APIs support the following operators in the WHERE clause: =, >, <, >=, <=, LIKE, AND, OR. SELECT * FROM Account WHERE Industry = 'Floppy Disks';

Return the number of items matching the query criteria: SELECT COUNT(*) AS MyCount FROM Account

Sort a result set in ascending order: SELECT Id, Name FROM Account ORDER BY Name ASC

Predicate Functions

CEILING(value)

Returns the value rounded up to the nearest whole number (no decimal component).

expression: The value to round.

CONCAT(string_expr1, string_expr2)

Returns the string that is the concatenation of string_expr1 and string_expr2.

string_expr1: The first string to be concatenated.

string_expr2: The second string to be concatenated.

DAY(datetime_date)

Returns the integer that specifies the day component of the specified date.

datetime_date: The datetime string that specifies the date.

ENDSWITH(string_expression, string_suffix)

Returns true if string_expression ends with string_suffix, otherwise returns false.

string_expression: The string expression to search within.

string_suffix: The string suffix to search for.

FLOOR(value)

Returns the value rounded down to the nearest whole number (no decimal component).

value: The value to round.


SQL Compliance |33

HOUR(datetime_time)

Returns the integer that specifies the hour component of the specified time.

datetime_time: The datetime string that specifies the time.

INDEXOF(string_expression, string_search)

Returns the index location where string_search is contained within string_expression.


string_search: The search value to locate within string_expression.

LENGTH(string_expression)

Returns the number of characters of the specified string expression.

string_expression: The string expression.

MINUTE(datetime_time)

Returns the integer that specifies the minute component of the specified time.


MONTH(datetime_date)

Returns the integer that specifies the month component of the specified date.


REPLACE(string_expression, string_search, string_replace)

Returns the string after replacing any found string_search values with string_replace.

string_expression: The string expression to perform a replace on.

string_search: The string value to find within string_expression.

string_replace: The string value replace and string_search instances found.

ROUND(value)

Returns the value to the nearest whole number (no decimal component).

value: The value to round.


34 | SQL Compliance

SECOND(datetime_time)

Returns the integer that specifies the second component of the specified time.


STARTSWITH(string_expression, string_prefix)

Returns true if string_expression starts with string_prefix, otherwise returns false.


string_prefix: The string prefix to search for.

SUBSTRINGOF(string_expression, string_search)

Returns true if string_expression contains string_expression, otherwise returns false.


string_search: The value to search for.

TOLOWER(string_expression)

Returns the string_expression with the uppercase character data converted to lowercase.

string_expression: The string expression to lowercase.

TOUPPER(string_expression)

Returns the string_expression with the lowercase character data converted to uppercase.

string_expression: The string expression to uppercase.

TRIM(string_expression)

Returns the string_expression with the leading and trailing whitespace removed.

string_expression: The string expression to trim.

YEAR(datetime_date)

Returns the integer that specifies the year component of the specified date.



SQL Compliance |35

SELECT INTO Statements

You can use the SELECT INTO statement to export formatted data to a file.

Data Export with an SQL Query

The following query exports data into a file formatted in comma-separated values (CSV): SELECT Id, Name INTO "csv://Account.txt" FROM "Account" WHERE Industry = 'Floppy Disks'

You can specify other formats in the file URI. The possible delimiters are tab, semicolon, and comma with the default being comma. The following example exports tab-separated values: SELECT Id, Name INTO "csv://Account.txt;delimiter=tab" FROM "Account" WHERE Industry = 'Floppy Disks'

EXECUTE Statements

To execute stored procedures, you can use EXECUTE or EXEC statements. EXEC and EXECUTE assign stored procedure inputs, referenced by name, to values or parameter names.

Stored Procedure Syntax

To execute a stored procedure as an SQL statement, use the following syntax: { EXECUTE | EXEC } <stored_proc_name> { [ @ ] <input_name> = <expression>} [ , ... ]

<expression> ::= | @ <parameter> | ? | <literal>

Example Statements

Reference stored procedure inputs by name: EXECUTE my_proc @second = 2, @first = 1, @third = 3;

Execute a parameterized stored procedure statement: EXECUTE my_proc second = @p1, first = @p2, third = @p3;

Data Model


36 | SQL Compliance

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

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

SpreadsheetsExcel tablesRangesThe following sections provide more details on the available API objects.Dynamic Metadata QueryingThrough dynamic metadata querying, any changes you make in Excel, such as adding an Excel table or spreadsheet or modifying columns, are reflected when you reconnect.

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

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

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

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

Supported APIs by SharePoint VersionThe following table shows which APIs are available for each SharePoint version:

SharePoint VersionAvailable APIsSharePoint OnlineREST or ODataSharePoint On-Premises 2016REST or ODataSharePoint On-Premises 2013REST or ODataSharePoint On-Premises 2010RESTOData APIWhen using the OData protocol, you can access only data defined within Excel tables in the spreadsheet, which you create by clicking Insert -> Table in Excel.


Data Model |37

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

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

Spreadsheets in the workbookExcel table objectsRanges you specify in DefineTablesResolving Name CollisionsWhen one or more tables have the same name, the adapter uses the following precedence in decreasing order to resolve the collision: ranges -> Excel tables -> sheets.

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

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

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

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

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

Data Model

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


38 | Data Model

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

• Spreadsheets

• Excel tables

• Ranges

The following sections provide more details on the available API objects.

Dynamic Metadata Querying

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

Configuring Table Detection

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

Connecting to Excel Tables

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

Connecting to Spreadsheets, Ranges, and Excel Tables

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

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

Supported APIs by SharePoint Version

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

SharePoint Version Available APIs

SharePoint Online REST or OData

SharePoint On-Premises 2016 REST or OData

SharePoint On-Premises 2013 REST or OData

SharePoint On-Premises 2010 REST


Data Model |39

OData API

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

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

REST API

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

• Spreadsheets in the workbook

• Excel table objects

• Ranges you specify in DefineTables

Resolving Name Collisions

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

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

Selecting from Spreadsheets

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

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

Selecting from Excel Tables

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

Selecting from Ranges

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


40 | Data Model

Data Type Mapping

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

SharePoint Excel Services (OData V3)

SharePoint Excel Services (OData V4) CData Schema

Edm.Binary Edm.Binary binary

Edm.Boolean Edm.Boolean bool

Edm.DateTime Edm.DateTimeOffset datetime

Edm.Double Edm.Double double

Edm.Guid Edm.Guid guid

Edm.Int32 Edm.Int32 int

Edm.String Edm.String string

Edm.TimeOfDay Edm.TimeOfDay time


41 | TIBCO Product Documentation and Support Services

TIBCO Product Documentation and Support Services

For information about this product, you can read the documentation, contact TIBCO Support, and join the TIBCO Community.

How to Access TIBCO Documentation

Documentation for TIBCO products is available on the TIBCO Product Documentation website, mainly in HTML and PDF formats.

The TIBCO Product Documentation website is updated frequently and is more current than any other documentation included with the product.

Product-Specific Documentation

The following documentation for this product is available on the TIBCO Data Virtualization page.

• Users

TDV Getting Started Guide

TDV User Guide

TDV Web UI User Guide

TDV Client Interfaces Guide

TDV Tutorial Guide

TDV Northbay Example

• Administration

TDV Installation and Upgrade Guide

TDV Administration Guide

TDV Active Cluster Guide

TDV Security Features Guide

• Data Sources

TDV Adapter Guides

TDV Data Source Toolkit Guide (Formerly Extensibility Guide)

• References

TDV Reference Guide

TDV Application Programming Interface Guide

TIBCO Data Virtualization Documentation and Support Services

https://docs.tibco.com/


https://docs.tibco.com/products/tibco-data-virtualization







42 | TIBCO Product Documentation and Support Services

• Other

TDV Business Directory Guide

TDV Discovery Guide

• TIBCO TDV and Business Directory Release Notes Read the release notes for a list of new and changed features. This document also contains lists of known issues and closed issues for this release.

How to Contact TIBCO Support

Get an overview of TIBCO Support. You can contact TIBCO Support in the following ways:

• For accessing the Support Knowledge Base and getting personalized content about products you are interested in, visit the TIBCO Support website.

• For creating a Support case, you must have a valid maintenance or support contract with TIBCO. You also need a user name and password to log in to TIBCO Support website. If you do not have a user name, you can request one by clicking Register on the website.

How to Join TIBCO Community

TIBCO Community is the official channel for TIBCO customers, partners, and employee subject matter experts to share and access their collective experience. TIBCO Community offers access to Q&A forums, product wikis, and best practices. It also offers access to extensions, adapters, solution accelerators, and tools that extend and enable customers to gain full value from TIBCO products. In addition, users can submit and vote on feature requests from within the TIBCO Ideas Portal. For a free registration, visit TIBCO Community.

TIBCO Data Virtualization Documentation and Support Services

https://www.tibco.com/services/support

https://ideas.tibco.com/portal_session/new

https://support.tibco.com

https://community.tibco.com




https://community.tibco.com


https://ideas.tibco.com/

https://ideas.tibco.com/

TIBCO Data Virtualization Legal and Third-Party Notices

43 | Legal and Third-Party Notices

Legal and Third-Party Notices

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