Create Informatica Mappings From/To a JDBC Data Source for SharePoint Excel Services

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC Driver for SharePoint Excel Services, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse SharePoint Excel Services data in Informatica PowerCenter.

Deploy the Driver

To deploy the driver to the Informatica PowerCenter server, copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, to the following folder: Informatica-installation-directory\services\shared\jars\thirdparty.

To work with SharePoint Excel Services data in the Developer tool, you will need to copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, into the following folders:

• Informatica-installation-directory\client\externaljdbcjars
• Informatica-installation-directory\externaljdbcjars

Create the JDBC Connection

Follow the steps below to connect from Informatica Developer:

1. In the Connection Explorer pane, right-click your domain and click Create a Connection.
2. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select JDBC.
3. In the JDBC Driver Class Name property, enter:

   cdata.jdbc.excelservices.ExcelServicesDriver

4. In the Connection String property, enter the JDBC URL, using the connection properties for SharePoint Excel Services.

   The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the SharePoint Excel Services JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.excelservices.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   A typical connection string is below:

   jdbc:excelservices:URL=https://myorg.sharepoint.com;[email protected];Password=password;File=Book1.xlsx;

Browse SharePoint Excel Services Tables

After you have added the driver JAR to the classpath and created a JDBC connection, you can now access SharePoint Excel Services entities in Informatica. Follow the steps below to connect to SharePoint Excel Services and browse SharePoint Excel Services tables:

1. Connect to your repository.
2. In the Connection Explorer, right-click the connection and click Connect.
3. Clear the Show Default Schema Only option. 👁 The driver models SharePoint Excel Services entities as relational tables. (Salesforce is shown.)
   

You can now browse SharePoint Excel Services tables in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create SharePoint Excel Services Data Objects

Follow the steps below to add SharePoint Excel Services tables to your project:

1. Select tables in SharePoint Excel Services, then right-click a table in SharePoint Excel Services, and click Add to Project.
2. In the resulting dialog, select the option to create a data object for each resource.
3. In the Select Location dialog, select your project.

   Create a Mapping

   Follow the steps below to add the SharePoint Excel Services source to a mapping:

   1. In the Object Explorer, right-click your project and then click New -> Mapping.
   2. Expand the node for the SharePoint Excel Services connection and then drag the data object for the table onto the editor.
   3. In the dialog that appears, select the Read option.
   👁 The source SharePoint Excel Services table in the mapping. (Salesforce is shown.)
   

   Follow the steps below to map SharePoint Excel Services columns to a flat file:

   1. In the Object Explorer, right-click your project and then click New -> Data Object.
   2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
   3. In the properties for the SharePoint Excel Services object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
   4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
   5. Click and drag to connect columns.

   To transfer SharePoint Excel Services data, right-click in the workspace and then click Run Mapping.

   👁 The completed mapping. (Salesforce is shown.)