> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arc.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SharePoint Connection Setup

> Connect CData Arc to Microsoft SharePoint for document management and file transfer.

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

## 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

## 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**.

<Note>
  - The login process is only required the first time the connection is created.
  - Connections to SharePoint can be reused across multiple SharePoint connectors.
</Note>

## 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](#oauth)
   * [All other auth schemes](#other-auth-schemes)

3. Select your newly-created connection in the **Connection** drop-down list of the connector configuration pane.

### 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.

### 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.

## Send and Receive Configuration

After you create a connection to SharePoint, see [SharePoint Configuration](./sharepoint-config) for instructions on configuring the connector for sending and receiving files.