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URL: https://www.cdata.com/kb/tech/sharepoint-sync-access.rst

⇱ Automated Continuous SharePoint Replication to Microsoft Access

Automated Continuous SharePoint Replication to Microsoft Access

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Sync for automated, continuous, customizable SharePoint replication to Microsoft Access.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live SharePoint data into your Microsoft Access instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

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 Microsoft Access as a Replication Destination

Using CData Sync, you can replicate SharePoint data to Microsoft Access. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select Microsoft Access as a destination. 👁 Configure a Destination connection to Microsoft Access.
  3. Enter the necessary connection properties. To connect to Microsoft Access, set the following:
    • Data Source: The path to the Access database. The application must have read/write permissions to the database.
    • Provider: The OLEDB Provider. For MS Office 2007 and above, use Microsoft.ACE.OLEDB.12.0.

    Windows Edition

    Connecting to Access as a destination requires the Microsoft Access Database Engine, which can be downloaded from here.

    Be sure to download the correct bitness of the driver as 64bit MS Office only works with the 64bit driver. If using 32bit MS Office, you will need to host DataSync in IIS and enable 32-bit applications. This can be set in the "Advanced Settings" for you Application Pool. Refer to Configuration in IIS for more information on hosting DataSync in IIS.

  4. Click Test Connection to ensure that the connection is configured properly. 👁 Configure a Destination connection.
  5. Click Save Changes.

Configure the SharePoint Connection

You can configure a connection to SharePoint from the Connections tab. To add a connection to your SharePoint account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (SharePoint).
  3. Configure the connection properties.

    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 Source connection (Salesforce is shown).
  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

👁 Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication. 👁 Configure a replication Transform.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your SharePoint data to Microsoft Access.