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URL: https://www.cdata.com/kb/tech/sharepoint-cloud-snaplogic.rst

⇱ Integrate with SharePoint Data in SnapLogic

Integrate with SharePoint Data in SnapLogic

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and integrate with live SharePoint data in SnapLogic.

SnapLogic's iPaaS platform helps organizations automate application, data and cloud integrations. When paired with CData Connect AI, SnapLogic gets access to live SharePoint data. This article demonstrates how to connect to SharePoint using Connect AI and integrate with SharePoint data in SnapLogic.

CData Connect AI provides a pure SQL Server interface for SharePoint, allowing you to query data from SharePoint without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to SharePoint, leveraging server-side processing to return the requested SharePoint data quickly.

About SharePoint Data Integration

Accessing and integrating live data from SharePoint has never been easier with CData. Customers rely on CData connectivity to:

  • Access data from a wide range of SharePoint versions, including Windows SharePoint Services 3.0, Microsoft Office SharePoint Server 2007 and above, and SharePoint Online.
  • Access all of SharePoint thanks to support for Hidden and Lookup columns.
  • Recursively scan folders to create a relational model of all SharePoint data.
  • Use SQL stored procedures to upload and download documents and attachments.

Most customers rely on CData solutions to integrate SharePoint data into their database or data warehouse, while others integrate their SharePoint data with preferred data tools, like Power BI, Tableau, or Excel.

For more information on how customers are solving problems with CData's SharePoint solutions, refer to our blog: Drivers in Focus: Collaboration Tools.


Getting Started


Configure SharePoint Connectivity for SnapLogic

Connectivity to SharePoint from SnapLogic is made possible through CData Connect AI. To work with SharePoint data from SnapLogic, we start by creating and configuring a SharePoint connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "SharePoint" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to SharePoint.

    Set the URL property to the base SharePoint site or to a sub-site. This allows you to query any lists and other SharePoint entities defined for the site or sub-site.

    The User and Password properties, under the Authentication section, must be set to valid SharePoint user credentials when using SharePoint On-Premise.

    If you are connecting to SharePoint Online, set the SharePointEdition to SHAREPOINTONLINE along with the User and Password connection string properties. For more details on connecting to SharePoint Online, see the "Getting Started" chapter of the help documentation

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add SharePoint Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to SharePoint data from SnapLogic.

Connect to SharePoint from SnapLogic using Connect AI

To establish a connection from SnapLogic to CData Connect AI, you will need to download the CData Connect AI JDBC Driver.

  1. Open the Integrations page of CData Connect AI.
  2. Search for and select JDBC.
  3. Download and run the setup file.
  4. When the installation is complete, the JAR file can be found in the installation directory (inside the lib folder).

After copying the JDBC CData Connect AI JAR file, you will need to paste it into the SnapLogic installation location and configure the connection to Connect AI.

  1. Log into SnapLogic.
  2. Click the Managers tab.
  3. Select a folder from the Project Spaces to add the JDBC JAR file to. 👁 Selecting the hosting folder for the JAR file.
  4. Click the Files tab. 👁 Navigating to the 'Files' tab.
  5. Click the button in the top right to upload the CData Connect AI JDBC JAR file. It appears as a file once uploaded. 👁 Adding the JDBC Driver JAR
  6. Click the Designer tab.
  7. Click JDBC to expand the options for "snaps."
  8. Click and drag a Generic JDBC - Select "snap" onto the designer. 👁 Using a 'Select' snap.
  9. Click Add Account > Continue.
  10. Enter the JDBC connection properties.
    • JDBC driver: add the CData Connect AI JAR file
    • JDBC driver Class: enter cdata.jdbc.connect.ConnectDriver
    • JDBC Url: enter a JDBC connection string for the JDBC driver. For example: jdbc:connect:AuthScheme=Basic;User={username};Password={PAT};
    • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password: enter the PAT you generated previously.
    👁 Configuring the connection to CData Connect AI.
  11. Click Validate. If the connection succeeds, the "snap" is ready to use.
  12. Click Apply.

You can now create reports with the connected data.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from SnapLogic, try CData Connect AI today!