Establish Connectivity to Microsoft SharePoint Server 2019

This article details how to establish connectivity to Microsoft SharePoint Server 2019.

Find instructions on how to connect to MS SharePoint Online in this article.

1. Add New Data Source

Access Admin > Connection & Storage > Data Sources

  1. [+New Data Source]
  2. Choose "SharePoint on premise" from Other drop-down list
  3. [Next Step]

2. Specify Required Parameters

  1. Input a descriptive phrase in Data Source Name
  2. Select the required Auth Type
    • Password: input the SharePoint Server credentials in the corresponding fields
    • Identity Profile: select the required Identity Profile
    • Kerberos: input the SharePoint Server credentials in the corresponding fields.
      • NOTE: Kerberos Auth requires adding an RDP. The RDP service must be run in the same Windows domain as SharePoint Server and by the same user whose credentials are used in the Data Source.
  3. Input the SharePoint Server or Server and a Site separated by slash "/"
  4. Provide the SharePoint Server credentials

Optionally, toggle on:

3. Define Optional Parameters

Name Description
Include sheets Set "true" to include both Excel files and their sheets as individual objects upon collection. 
2 List filter Specify List name(s) to filter and collect objects by Lists. Use the pipe "|" as a delimiter.

4. Proceed with Advanced Configuration

Advanced Configuration settings can be set to default values unless Data Source requires more precise tuning. For more details on how to proceed, refer to Advanced Data Source Configuration.

Click [Test Connection] in the upper right corner