SharePoint Connection Setup

The SharePoint connector allows you to integrate SharePoint into your data flow by pushing or pulling data from SharePoint.

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Key Capabilities

• Microsoft SharePoint document management integration with multiple authentication schemes (OAuth, ADFS, Azure AD, and NTLM)
• Document library access for file upload and download with overwrite and deletion control
• Optional caching to ensure only new or updated files are downloaded

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Prerequisites

You must first establish a connection to SharePoint through one of two methods:

• Add a SharePoint connector to your flow. Then, on the Settings tab, click Create next to the Connection drop-down list.
• Open the CData Arc Settings page, then open the Connections tab. Click Add, select SharePoint, and click Next.

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Enter Connection Settings

1. Enter the connection information:

   Field	Description
   Name	The static name of the connection. Set this as desired.
   Type	This is always set to SharePoint.
   Auth Scheme	The authentication scheme to use for the connection. Options are ADFS, AzureAD, AzureServicePrincipalCert, AzurePassword, AzureMSI, Basic, Negotiate, None, NTLM, OAuth, OAuthJWT, Okta, OneLogin, PingFederate, and SharePointOAuth.
   URL	The URL to the SharePoint site you are connecting to.

2. Enter the connection information for your chosen authentication scheme:
   • OAuth
   • All other auth schemes
3. Select your newly-created connection in the Connection drop-down list of the connector configuration pane.

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OAuth

1. If needed, click Advanced to open the drop-down menu of advanced connection settings. These should not be needed in most cases.
2. Click Connect.
3. On the new tab that opens, log into your SharePoint account. If prompted, provide access permissions.
4. Return to Arc.
   • If the connection succeeds, click Add Connection.
   • If the connection fails, check your URL and login credentials and try again.

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Other Auth Schemes

1. In the User field, enter the username to use for logging in.
2. In the Password field, enter the password for the user.
3. If needed, click Advanced to open the drop-down menu of advanced connection settings. These should not be needed in most cases.
4. Click Test Connection to ensure that Arc can connect to SharePoint with the provided information.
5. Click Add Connection to finalize the connection.

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Send and Receive Configuration

After you create a connection to SharePoint, see SharePoint Configuration for instructions on configuring the connector for sending and receiving files.