Connectors → Microsoft SharePoint

About Microsoft SharePoint

Microsoft SharePoint is a web-based collaborative platform that integrates with Microsoft Office. It is used to share and manage content, knowledge, and applications to empower teamwork, quickly find information, and seamlessly collaborate across the organization.

About the Microsoft SharePoint Connector

Incorta retrieves data from SharePoint Lists using the SharePoint REpresentational State Transfer (REST) API.

Note

The SharePoint connector currently supports the retrieval of data only from Sharepoint Lists, which represent a collection of data in a table format. It does not support the retrieval of data from files stored in SharePoint, such as Excel files.

The SharePoint connector supports the following Incorta specific functionality:

Feature Supported
Incremental Loading
Encryption at Ingest
Performance Optimization
Webhook Callbacks

Steps to connect SharePoint and Incorta

To connect SharePoint and Incorta, here are the high level steps, tools, and procedures:

Create an external data source

You can connect to SharePoint with an Administrative account or Non-Administrative account.

Here are the steps to create a external data source with the SharePoint connector:

  • Sign in to the Incorta Direct Data Platform.
  • In the Navigation bar, select Data.
  • In the Action bar, select + NewAdd Data Source.
  • In the Choose a Data Source dialog, in File System, select SharePoint.
  • In the New Data Source dialog, specify the applicable connector properties.
  • To test, select Test Connection.
  • Select Ok to save your changes.

SharePoint connector properties

Here are the properties for the SharePoint connector:

Property Control Description
Data Source Name text box Enter the name of the data source
Username text box Enter the SharePoint account username
Password text box Enter the SharePoint account user password
Login URL text box Enter the URL of the SharePoint login site

Create a schema with the Schema Wizard

Here are the steps to create an SharePoint schema with the Schema Wizard:

  • Sign in to the Incorta Direct Data Platform.
  • In the Navigation bar, select Schema.
  • In the Action bar, select + New → Schema Wizard.
  • In (1) Choose a Source, specify the following:

    • For Enter a name, enter the schema name.
    • For Select a Datasource, select the SharePoint external data source.
    • Optionally create a description.
  • In the Schema Wizard footer, select Next.
  • In (2) Manage Tables, in the Data Panel, first select the name of the Data Source, and then check the Select All checkbox.
  • In the Schema Wizard footer, select Next.
  • In (3) Finalize, in the Schema Wizard footer, select Create Schema.

Create a schema with the Schema Designer

Here are the steps to create an SharePoint schema using the Schema Designer:

  • Sign in to the Incorta Direct Data Platform.
  • In the Navigation bar, select Schema.
  • In the Action bar, select + New → Create Schema.
  • In Name, specify the schema name, and select Save.
  • In Start adding tables to your schema, select SharePoint.
  • In the Data Source dialog, specify the SharePoint table data source properties.
  • Select Add.
  • In the Table Editor, in the Table Summary section, enter the table name.
  • To save your changes, select Done in the Action bar.

SharePoint table data source properties

For a schema table in Incorta, you can define the following SharePoint specific data source properties as follows:

Property Control Description
Type drop down list Default is SharePoint
Data Source drop down list Select the SharePoint external data source
Incremental toggle Enable the incremental load configuration for the schema table
List drop down list Select the SharePoint list you would like to load data from
Callback toggle Enable this option to call back on the source data set
Callback URL text box This property appears when the Callback toggle is enabled. Specify the URL.

View the schema diagram with the Schema Diagram Viewer

Here are the steps to view the schema diagram using the Schema Diagram Viewer:

  • Sign in to the Incorta Direct Data Platform.
  • In the Navigation bar, select Schema.
  • In the list of schemas, select the SharePoint schema.
  • In the Schema Designer, in the Action bar, select Diagram.

Load the schema

Here are the steps to perform a Full Load of the SharePoint schema using the Schema Designer:

  • Sign in to the Incorta Direct Data Platform.
  • In the Navigation bar, select Schema.
  • In the list of schemas, select the SharePoint schema.
  • In the Schema Designer, in the Action bar, select Load → Load Now → Full.
  • To review the load status, in Last Load Status, select the date.

Explore the schema

With the full load of the SharePoint schema complete, you can use the Analyzer to explore the schema, create your first insight, and save the insight to a new dashboard.

To open the Analyzer from the schema, follow these steps:

  • In the Navigation bar, select Schema.
  • In the Schema Manager, in the List view, select the SharePoint schema.
  • In the Schema Designer, in the Action bar, select Explore Data.

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