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Microsoft Excel Connection Details

Introduction

Connector Version

This documentation is based on version 21.0.8662 of the connector.

Get Started

Excel Version Support

The connector supports the Office Open XML spreadsheets used by Excel 2007 and later.

View Remote Excel Metadata

The Jitterbit Connector for Excel is designed for streaming Excel only.

This streamed file content does not include all of the metadata associated with remotely stored Excel files, such as file and folder name.

If access to both the file metadata and the actual file content is needed, then the Jitterbit Connector for Excel must be used in tandem with the associated file system driver(s) for the service the Excel files are remotely stored in.

The following file system drivers are available:

  • AmazonS3
  • Box
  • Dropbox
  • FTP
  • Google Cloud Storage
  • IBM Cloud Object Storage
  • OneDrive
  • SFTP

See the relevant file system driver's documentation for a configuration guide for connecting to stored Excel file metadata.

Establish a Connection

Connect to Excel Data Sources

The Jitterbit Connector for Excel allows connecting to local and remote Excel resources. Set the URI property to the Excel resource location, in addition to any other properties necessary to connect to your data source.

Service Provider URI Formats InitiateOAuth OAuthClientId OAuthClientSecret OAuthAccessToken OAuthAccessTokenSecret User Password AuthScheme AzureStorageAccount AzureAccessKey AWSAccessKey AWSSecretKey AWSRegion AccessKey SecretKey Region OracleNamespace ProjectId
Local Single File Path (one table)
file://localPath/file.xlsx
Directory Path (one table per file)
file://localPath
HTTP or HTTPS http://remoteStream
https://remoteStream
OPTIONAL OPTIONAL OPTIONAL
Amazon S3 Single File Path (one table)
s3://remotePath/file.xlsx
Directory Path (one table per file)
s3://remotePath
REQUIRED (your AccessKey) REQUIRED (your SecretKey) OPTIONAL
Azure Blob Storage azureblob://mycontainer/myblob/ REQUIRED OPTIONAL OPTIONAL OPTIONAL REQUIRED (for OAuth) REQUIRED REQUIRED (your AccessKey)
Azure Data Lake Store Gen1 adl://remotePath
adl://Account.azuredatalakestore.net@remotePath
REQUIRED OPTIONAL OPTIONAL OPTIONAL REQUIRED REQUIRED
Azure Data Lake Store Gen2 abfs://myfilesystem/remotePath REQUIRED REQUIRED (your AccessKey)
Azure Data Lake Store Gen2 with SSL abfss://myfilesystem/remotePath REQUIRED OPTIONAL OPTIONAL OPTIONAL REQUIRED (for OAuth) REQUIRED REQUIRED (your AccessKey)
Google Drive Single File Path (one table)
gdrive://remotePath/file.xlsx
Directory Path (one table per file)
gdrive://remotePath
REQUIRED OPTIONAL OPTIONAL OPTIONAL OPTIONAL REQUIRED
OneDrive Single File Path (one table)
onedrive://remotePath/file.xlsx
Directory Path (one table per file)
onedrive://remotePath
REQUIRED OPTIONAL OPTIONAL OPTIONAL OPTIONAL REQUIRED
Box Single File Path (one table)
box://remotePath/file.xlsx
Directory Path (one table per file)
box://remotePath
REQUIRED OPTIONAL OPTIONAL OPTIONAL OPTIONAL REQUIRED
Dropbox Single File Path (one table)
dropbox://remotePath/file.xlsx
Directory Path (one table per file)
dropbox://remotePath
REQUIRED OPTIONAL OPTIONAL OPTIONAL OPTIONAL REQUIRED
SharePoint Online SOAP Single File Path (one table)
sp://remotePath/file.xlsx
Directory Path (one table per file)
sp://remotePath
REQUIRED REQUIRED
SharePoint Online REST Single File Path (one table)
sprest://remotePath/file.xlsx
Directory Path (one table per file)
sprest://remotePath
REQUIRED OPTIONAL OPTIONAL OPTIONAL REQUIRED
FTP or FTPS Single File Path (one table)
ftp://server:port/remotePath/file.xlsx
Directory Path (one table per file)
ftp://server:port/remotePath
REQUIRED REQUIRED
SFTP Single File Path (one table)
sftp://server:port/remotePath/file.xlsx
Directory Path (one table per file)
sftp://server:port/remotePath
OPTIONAL OPTIONAL
Wasabi Single File Path (one table)
wasabi://bucket1/remotePath/file.xlsx
Directory Path (one table per file)
wasabi://bucket1/remotePath
REQUIRED (your AccessKey) REQUIRED (your SecretKey) OPTIONAL
Google Cloud Storage Single File Path (one table)
gs://bucket/remotePath/file.xlsx
Directory Path (one table per file)
gs://bucket/remotePath
REQUIRED OPTIONAL OPTIONAL OPTIONAL OPTIONAL REQUIRED REQUIRED
Oracle Cloud Storage Single File Path (one table)
os://bucket/remotePath/file.xlsx
Directory Path (one table per file)
os://bucket/remotePath
REQUIRED (your AccessKey) REQUIRED (your SecretKey) OPTIONAL REQUIRED
Azure File Single File Path (one table)
azurefile://fileShare/remotePath/file.xlsx
Directory Path (one table per file)
azurefile://fileShare/remotePath
REQUIRED OPTIONAL
IBM Object Storage Source Single File Path (one table)
ibmobjectstorage://bucket1/remotePath/file.xlsx
Directory Path (one table per file)
ibmobjectstorage://bucket1/remotePath
REQUIRED OPTIONAL REQUIRED REQUIRED (your AccessKey) REQUIRED (your SecretKey) REQUIRED
Hadoop Distributed File System Single File Path (one table)
webhdfs://host:port/remotePath/file.xlsx
Directory Path (one table per file)
webhdfs://host:port/remotePath
Secure Hadoop Distributed File System Single File Path (one table)
webhdfss://host:port/remotePath/file.xlsx
Directory Path (one table per file)
webhdfss://host:port/remotePath

Connect to Cloud Files

While the connector is capable of pulling data from Excel files hosted on a variety of cloud data stores, INSERT, UPDATE, and DELETE are not supported outside of local files in this connector.

If you need INSERT/UPDATE/DELETE cloud files, you can download the corresponding connector for that cloud host (supported via stored procedures), make changes with the local file's corresponding connector, then upload the file using the cloud source's stored procedures.

As an example, if you wanted to update a CSV file stored on SharePoint, you could use the SharePoint connector's DownloadDocument procedure to download the CSV file, update the local CSV file with the CSV connector, then use the SharePoint connector's UploadDocument procedure to upload the changed file to SharePoint.

Connect to a Workbook

The URI, under the Connection section, must be set to a valid Excel File (including the file path). The connector supports the Office Open XML format used by Excel 2007 and later.

Query a Workbook

You can then execute SELECT, INSERT, UPDATE, and DELETE statements to spreadsheets and ranges in the workbook. See Excel Operations for details on querying spreadsheet data as tables.

Connect to Amazon S3

Set the URI to an Excel file in a bucket. Additionally, set the following properties to authenticate:

  • AWSAccessKey: Set this to an Amazon Web Services Access Key (a username).
  • AWSSecretKey: Set this to an Amazon Web Services Secret Key.

For example:

URI=s3://bucket1/folder1/file.xlsx; AWSAccessKey=token1; AWSSecretKey=secret1; AWSRegion=OHIO;

Optionally, specify AWSRegion in addition.

Note

It is also possible to connect to S3-compatible services by specifying its base StorageBaseURL.

For example, if the StorageBaseURL conn prp is set to http://s3.%region%.myservice.com and Region is region-1, then we will generate request URLs like https://s3.region-1.myservice.com/bucket/... (or like https://bucket.s3.region-1.myservice.com/..., if the UseVirtualHosting property is true).

Connect to Oracle Cloud Object Storage

Set the URI to an Excel file in a bucket. Additionally, set the following properties to authenticate:

  • AccessKey: Set this to an Oracle cloud Access Key.
  • SecretKey: Set this to an Oracle cloud Secret Key.
  • OracleNamespace: Set this to an Oracle cloud namespace.

For example:

URI=os://bucket/remotePath/; AccessKey=token1; SecretKey=secret1; OracleNamespace=myNamespace; Region=us-ashburn-1;

Optionally, specify Region in addition.

Connect to Wasabi

Set the URI to an Excel file in a bucket. Additionally, set the following properties to authenticate:

  • AccessKey: Set this to a Wasabi Access Key (a username)
  • SecretKey: Set this to a Wasabi Secret Key.

Optionally, specify Region in addition.

For example:

URI=wasabi://bucket1/folder1/file.xlsx; AccessKey=token1; SecretKey=secret1; Region=OHIO;
Connect to Azure Blob Storage

Set the URI to the name of your container and the name of the blob. Additionally, set the following properties to authenticate:

  • AzureStorageAccount: Set this to the account associated with the Azure blob.
  • AzureAccessKey: Set this to the access key associated with the Azure blob.

For example:

URI=azureblob://mycontainer/myblob/; AzureStorageAccount=myAccount; AzureAccessKey=myKey;

You can also use the OAuth authentication to connect with Azure Blob Storage. For example:

URI=azureblob://mycontainer/myblob/; AzureStorageAccount=myAccount; AuthScheme=AzureAD; InitiateOAuth=GETANDREFRESH;

If you are connecting from an Azure VM with permissions for Azure Blob storage, you can simply use the AzureMSI AuthScheme For example:

URI=azureblob://mycontainer/myblob/; AzureStorageAccount=myAccount; AuthScheme=AzureMSI;

If you would like to authenticate with a service principal instead of a client secret, it is also possible to authenticate with a client certificate.

  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: Set this to the tenant you wish to connect to.
  • OAuthGrantType: Set this to CLIENT.
  • OAuthClientId: Set this to the Client ID in your app settings.
  • OAuthJWTCert: Set this to the JWT Certificate store.
  • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

For example:

AuthScheme=AzureServicePrincipal;InitiateOAuth=GETANDREFRESH;OAuthClientId=MyClientId;;AzureTenant=MyAzureTenant;OAuthJWTCert=MyOAuthJWTCert;OAuthJWTCertType=PFXFile
Connect to Azure Data Lake Store Gen 2

Set the URI to the name of the file system, the name of the folder which contacts your Excel files, and the name of an Excel file. Additionally, set the following properties to authenticate:

  • AzureStorageAccount: Set this to the account associated with the Azure data lake store.
  • AzureAccessKey: Set this to the access key associated with the Azure data lake store.

For example:

URI=abfs://myfilesystem/folder1/file.xlsx; AzureStorageAccount=myAccount; AzureAccessKey=myKey;
URI=abfss://myfilesystem/folder1/file.xlsx; AzureStorageAccount=myAccount; AzureAccessKey=myKey;

You can also use the OAuth authentication to Connect with Azure Data Lake Store Gen 2. For example:

URI=abfss://myfilesystem/folder1; AzureStorageAccount=myAccount; AuthScheme=AzureAD; InitiateOAuth=GETANDREFRESH;

If you are connecting from an Azure VM with permissions to connect to Azure Data Lake Store Gen 2, you can simply set AuthScheme to AzureMSI. For example:

URI=abfss://myfilesystem/folder1; AzureStorageAccount=myAccount; AuthScheme=AzureMSI;

If you would like to authenticate with a service principal instead of a client secret, it is also possible to authenticate with a client certificate.

  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: Set this to the tenant you wish to connect to.
  • OAuthGrantType: Set this to CLIENT.
  • OAuthClientId: Set this to the Client ID in your app settings.
  • OAuthJWTCert: Set this to the JWT Certificate store.
  • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

For example:

AuthScheme=AzureServicePrincipal;InitiateOAuth=GETANDREFRESH;OAuthClientId=MyClientId;;AzureTenant=MyAzureTenant;OAuthJWTCert=MyOAuthJWTCert;OAuthJWTCertType=PFXFile
Connect to Azure File Storage

Set the URI to the name of your azure file share and the name of the resource. Additionally, set the following properties to authenticate:

  • AzureStorageAccount (Required): Set this to the account associated with the Azure file.
  • AzureAccessKey: Set this to the access key associated with the Azure file.
  • AzureSharedAccessSignature: Set this to the shared access signature associated with the Azure file.

For example:

URI=azurefile://fileShare/remotePath/file.xlsx; AzureStorageAccount=myAccount; AzureAccessKey=myAccessKey;
URI=azurefile://fileShare/remotePath/file.xlsx; AzureStorageAccount=myAccount; AzureSharedAccessSignature=mySharedSignature;
Connect to Box

Set the URI to the path to a Excel file. To authenticate to Box, use the OAuth authentication standard. See Connecting to Box for an authentication guide.

For example:

URI=box://folder1/file.xlsx; InitiateOAuth=GETANDREFRESH; OAuthClientId=oauthclientid1; OAuthClientSecret=oauthcliensecret1; CallbackUrl=http://localhost:12345;
Connect to Dropbox

Set the URI to the path to a Excel file. To authenticate to Dropbox, use the OAuth authentication standard. See Connecting to Dropbox for an authentication guide. You can authenticate with a user account or a service account. In the user account flow, you do not need to set any connection properties for your user credentials, as shown in the connection string below:

URI=dropbox://folder1/file.xlsx; InitiateOAuth=GETANDREFRESH; OAuthClientId=oauthclientid1; OAuthClientSecret=oauthcliensecret1; CallbackUrl=http://localhost:12345;
Connect to Google Drive

Set the URI to the path to the name of the file system, the name of the folder which contacts your Excel files, and the name of an Excel file. To access shared files, set SharedWithMe as the name of the folder which contains your Excel files. For example URI=gdrive://SharedWithMe/remotePath. To authenticate to Google APIs, use the OAuth authentication standard.

You can authorize the connector to connect to Google APIs on behalf of individual users or on behalf of a domain. See Connecting to Google Drive for a guide.

For example:

URI=gdrive://folder1/file.xlsx;InitiateOAuth=GETANDREFRESH;
Connect to IBM Object Storage Source

Set the URI to an Excel file in a bucket. Additionally, set the following properties to authenticate:

  • AccessKey: Set this to an IBM Access Key (a username).
  • SecretKey: Set this to an IBM Secret Key.

For example:

URI=ibmobjectstorage://bucket1/folder1; AccessKey=token1; SecretKey=secret1; Region=eu-gb;

Optionally, specify Region in addition.

You can also authenticate to your IBM Object Storage instance using OAuth AuthScheme:

  • AuthScheme: Set this to OAuth.
  • ApiKey: Set this to your IBM API Key.
  • Region: Set this property to your IBM instance region.

For example:

URI=ibmobjectstorage://bucket1/folder1; ApiKey=key1; Region=eu-gb; AuthScheme=OAuth; InitiateOAuth=GETANDREFRESH;
Connect to HDFS

There are two authentication methods available for connecting to HDFS data source, Anonymous Authentication and Negotiate (Kerberos) Authentication.

Anonymous Authentication

In some situations, you can connect to HDFS without any authentication connection properties. To do so, set the AuthScheme property to None (default).

Authenticate using Kerberos

When authentication credentials are required, you can use Kerberos for authentication. See Using Kerberos for details on how to authenticate with Kerberos.

Connect to SharePoint Online SOAP

Set the URI to a document library containing Excel files. To authenticate, set User and Password and StorageBaseURL.

For example:

URI=sp://Documents/folder1; User=user1; Password=password1; StorageBaseURL=https://subdomain.sharepoint.com;

Note that this connection method may not work if the StorageBaseURL ends with "-my.sharepoint.com". You should use the onedrive:// scheme when connecting to these sites because they do not support the components that of SharePoint that the connector needs to download files.

Connect to SharePoint Online REST

Set the URI to a document library containing Excel files. StorageBaseURL is optional. If not provided, the driver will work with the root drive. To authenticate, use the OAuth authentication standard.

For example:

URI=sp://Documents/folder1; InitiateOAuth=GETANDREFRESH; StorageBaseURL=https://subdomain.sharepoint.com;

Note that this connection method may not work if the StorageBaseURL ends with "-my.sharepoint.com". You should use the onedrive:// scheme when connecting to these sites because they do not support the components that of SharePoint that the connector needs to download files.

Connect to FTP

Set the URI to the address of the server followed by the path to the Excel file. To authenticate, set User and Password.

For example:

URI=ftps://localhost:990/folder1/file.xlsx; User=user1; Password=password1;
Connect to Google Cloud Storage

Set the URI to the path to the name of the file system, the name of the folder which contains your Excel files, and the name of a Excel file. To authenticate to Google APIs, provide a ProjectId.

For example:

URI=gs://bucket/remotePath/; ProjectId=PROJECT_ID;

Connect to Google Drive

The connector facilitates the following OAuth authentication flows:

  • The user consent flow enables individual users to connect to their own data.
  • The service account flow enables access to domain-wide data.

Use a User Account to Connect to Google

This OAuth flow requires the authenticating user to interact with Google using the browser. The connector facilitates this in various ways as described below.

Authenticate to Google

After setting InitiateOAuth to GETANDREFRESH, you are ready to connect. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken connection property. When you connect the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process:

  1. Extracts the access token from the callback URL and authenticates requests.
  2. Refreshes the access token when it expires.
  3. Saves OAuth values to be persisted across connections. This file can be configured in OAuthSettingsLocation.

Use a Service Account to Connect to Domain-Wide Data

You can use a service account in this OAuth flow to access Google APIs on behalf of users in a domain. A domain administrator can delegate domain-wide access to the service account.

To complete the service account flow, generate a private key in the Google APIs Console. In the service account flow, the connector exchanges a JSON Web token (JWT) for the OAuthAccessToken. The private key is required to sign the JWT. The OAuthAccessToken authenticates that the connector has the same permissions granted to the service account.

Generate a Private Key

Follow the steps below to generate a private key and obtain the credentials for your application:

  1. Log into the Google API Console.
  2. Click Create Project or select an existing project.
  3. In the API Manager, click Credentials -> Create Credentials -> Service Account Key. In the Service Account menu, select New Service Account or select an existing service account. In the Key Type section, select the P12 key type.
  4. Click Create to download the key pair. The private key's password is displayed: Set this in OAuthJWTCertPassword.
  5. In the Service Account Keys section on the Credentials page, click Manage Service Accounts and set OAuthJWTIssuer to the email address displayed in service account Id.
  6. Click Library -> Google Drive API -> Enable API.
  7. If using Domain Wide Delegation, you'll need to add the following scopes to the service account client ID in the Google Admin console. In the Admin Console, go to Security -> API controls -> Domain wide delegation -> Manage Domain Wide Delegation. Add the service account's ID and enter the following scopes: https://www.googleapis.com/auth/drive, https://www.googleapis.com/auth/devstorage.read_write
Authenticate with a Service Account

After setting the following connection properties, you are ready to connect:

  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken connection property.
  • OAuthJWTCertType: Set this to "PFXFILE".
  • OAuthJWTCertPassword: Set this to the password of the .p12 file.
  • OAuthJWTCertSubject: Set this to "*" to pick the first certificate in the certificate store.
  • OAuthJWTIssuer: Set this to the email address of the service account.
  • OAuthJWTCert: Set this to the path to the .p12 file.
  • OAuthJWTSubject: Set this to the email address of the user for whom the application is requesting delegate access.

When you connect the connector completes the OAuth flow for a service account:

  1. Creates and signs the JWT with the claim set required by the connector.
  2. Exchanges the JWT for the access token.
  3. Submits the JWT for a new access token when the token expires.

Connect to Box

Use the OAuth authentication standard to connect to Excel. You can connect with your user account or you can use a service account. The connector facilitates these OAuth flows as described below.

Authenticate with a User Account

The user account flow requires the authenticating user to interact with Excel via the browser.

You can connect without setting any connection properties for your user credentials. After setting InitiateOAuth to GETANDREFRESH, you are ready to connect. When you connect, the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process.

  1. Extracts the access token from the callback URL and authenticates requests.
  2. Obtains a new access token when the old one expires.
  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

Note: The connector is already registered with Excel as an OAuth application and will automatically use its embedded OAuth credentials to connect.

Authenticate with a Service Account

Service accounts have silent authentication, without user authentication in the browser. You need to create an OAuth application in this flow. You can then connect to Excel data that the service account has permission to access.

After setting the following connection properties, you are ready to connect:

  • InitiateOAuth: Set this to GETANDREFRESH.
  • OAuthClientId: Set this to the Client ID in your app settings.
  • OAuthClientSecret: Set this to the Client Secret in your app settings.
  • OAuthJWTCertType: Set this to "PEMKEY_FILE".
  • OAuthJWTCert: Set this to the path to the .pem file you generated.
  • OAuthJWTCertPassword: Set this to the password of the .pem file.
  • OAuthJWTCertSubject: Set this to "*" to pick the first certificate in the certificate store.
  • OAuthJWTSubjectType: Set this to "enterprise" or "user" depending on the type of token you want to request. You also need to set the Application Access value in your app settings to the corresponding subject type. The default value of this connection property is "enterprise".
  • OAuthJWTSubject: Set this to your enterprise ID if your subject type is set to "enterprise" or your app user ID if your subject type is set to "user".
  • OAuthJWTPublicKeyId: Set this to the ID of your public key in your app settings.

When you connect the connector completes the OAuth flow for a service account.

  1. Creates and signs the JWT with the claim set required by the connector.
  2. Exchanges the JWT for the access token.
  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
  4. Submits the JWT for a new access token when the token expires.

Connect to Dropbox

OAuth requires the authenticating user to interact with Excel using the browser. The connector facilitates this in various ways as described below.

You can connect without setting any connection properties for your user credentials. After setting InitiateOAuth to GETANDREFRESH, you are ready to connect. When you connect, the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process.

  1. Extracts the access token from the callback URL and authenticates requests.
  2. Obtains a new access token when the old one expires.
  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

Note: The connector is already registered with Excel as an OAuth application and will automatically use its embedded OAuth credentials to connect. If you want to use your own custom OAuth app, see Creating a Custom OAuth App.

SSO connections

Authenticate with SSO

Service Provider Okta OneLogin ADFS AzureAD
Amazon S3 Y Y Y
Azure Blob Storage
Azure Data Lake Store Gen1
Azure Data Lake Store Gen2
Azure Data Lake Store Gen2 with SSL
Google Drive
OneDrive
Box
Dropbox
SharePoint Online SOAP Y Y Y
SharePoint Online REST
Wasabi
Google Cloud Storage
Oracle Cloud Storage
Azure File

AzureAD

Azure AD Configuration

The main theme behind this configuration is the OAuth 2.0 On-Behalf-Of flow. It requires two Azure AD applications:

  1. An application used for the single sign-on process to a specific service provider.

    • Amazon S3: Please follow this link for detailed instructions on how to create this application. Make sure you test the connection and you are able to login to the AWS console from Azure AD.

      Save the step "Assign the Azure AD test user" until after provisioning so that you can select the AWS roles when assigning the user.

  2. A "connector" application with user_impersonation permission on the SSO application you created in the previous step.

    Go to Azure Active Directory --> App registrations and register a new application. After you register this application, you need to allow it to make API calls to the SSO application. Go to the API permissions section of the app you registered and click the "Add a permission" box. Select the API of your SSO application by specifying the API name or Application ID and add the user_impersonation permission.

Driver Common Properties

The following SSOProperties are needed to authenticate to Azure Active Directory and must be specified for every service provider.

  • Resource: The application ID URI of the SSO application, listed in the Overview section of the app registration.
  • Tenant: The ID of the Azure AD tenant where the applications are registered. You can find this value using the instructions found here.

We will retrieve the SSO SAML response from an OAuth 2.0 On-Behalf-Of flow so the following OAuth connection properties must be specified:

  • OAuthClientId: The application ID of the connector application, listed in the Overview section of the app registration.
  • OAuthClientSecret: The client secret value of the connector application. Azure AD displays this when you create a new client secret (Certificates & secrets section).

Amazon S3

In addition to the common properties, the following properties must be specified when connecting to Amazon S3 service provider:

  • AuthScheme: Set the AuthScheme to AzureAD.
  • AWSRoleARN: The ARN of the IAM role. Find this on the Summary page of the IAM role.
  • AWSPrincipalARN: The ARN of the identity provider. Find this on the identity provider's summary page.

The following is an example connection string:

AuthScheme=AzureAD;InitiateOAuth=GETANDREFRESH;OAuthClientId=d593a1d-ad89-4457-872d-8d7443aaa655;OauthClientSecret=g9-oy5D_rl9YEKfN-45~3Wm8FgVa2F;SSOProperties='Tenant=94be7-edb4-4fda-ab12-95bfc22b232f;Resource=https://signin.aws.amazon.com/saml;';AWSRoleARN=arn:aws:iam:2153385180:role/AWS_AzureAD;AWSPrincipalARN=arn:aws:iam:215515180:saml-provider/AzureAD;

OneLogin

OneLogin Configuration

You must create an application used for the single sign-on proccess to a specific provider.

  • Sharepoint SOAP: Please follow this link for detailed instructions on how to create this application. Make sure you test the connection and you are able to login to Office 365 from OneLogin. Make sure you have enabled WS-TRUST in your application otherwise the driver will not be able to connect.

Sharepoint SOAP

The following properties must be specified when connecting to Sharepoint SOAP service provider:

  • AuthScheme: Set the AuthScheme to OneLogin.
  • User: The username of the OneLogin account.
  • Password: The password of the OneLogin account.
  • SSOProperties:
    • Domain (optional): It may be required to be set if the domain configured on the SSO domain is different than the domain of the User.

The following is an example connection string:

AuthScheme='OneLogin';User=test;Password=test;SSOProperties='Domain=test.cdata;';

Okta

Okta Configuration

You must create an application used for the single sign-on proccess to a specific provider.

  • Sharepoint SOAP: Please follow this link for detailed instructions on how to create this application and configure SSO. Make sure you test the connection and you are able to login to Office 365 from Okta. Make sure you have configured SSO using WS-Federation in your application otherwise the driver will not be able to connect.
  • Amazon S3: Please follow this link for detailed instructions on how to create this application and configure SSO. Make sure you test the connection and you are able to login to AWS from Okta. Make sure you have configured SSO with SAML 2.0 in your application otherwise the driver will not be able to connect. Ensure that the assigned AWS role in the OKTA app has access to the S3 bucket you want to connect.

Sharepoint SOAP

The following properties must be specified when connecting to Sharepoint SOAP service provider:

  • AuthScheme: Set the AuthScheme to Okta.
  • User: The username of the Okta account.
  • Password: The password of the Okta account.
  • SSOProperties:
    • Domain (optional): It may be required to be set if the domain configured on the SSO domain is different than the domain of the User.

The following is an example connection string:

AuthScheme='Okta';User=test;Password=test;SSOProperties='Domain=test.cdata;';

Amazon S3

The following properties must be specified when connecting to Amazon S3 service provider:

  • AuthScheme: Set the AuthScheme to Okta.
  • User: The username of the Okta account.
  • Password: The password of the Okta account.
  • SSOLoginURL: Set this to the embedded URL of your AWS OKTA SSO app.
  • AWSRoleARN (optional): The ARN of the IAM role. Find this on the Summary page of the IAM role.
  • AWSPrincipalARN (optional): The ARN of the identity provider. Find this on the identity provider's summary page.
  • SSOProperties:
    • APIToken (optional): Set this to the API Token that the customer created from the Okta org. It should be used when authenticating a user via a trusted application or proxy that overrides OKTA client request context.

The following is an example connection string:

AuthScheme=Okta;User=OktaUser;Password=OktaPassword;SSOLoginURL='https://{subdomain}.okta.com/home/amazon_aws/0oan2hZLgQiy5d6/272';

ADFS

ADFS Configuration

You must create an application used for the single sign-on proccess to a specific provider.

  • Sharepoint SOAP: Please follow this link for detailed instructions on how to set up ADFS for Office 365 for Single Sign-On. Make sure you test the connection and you are able to login to Office 365 from ADFS.
  • Amazon S3: Please follow this link for detailed instructions on how to set up ADFS for AWS Single Sign-On. Make sure you test the connection and you are able to login to AWS from ADFS.

Sharepoint SOAP

The following properties must be specified when connecting to Sharepoint SOAP service provider:

  • AuthScheme: Set the AuthScheme to ADFS.
  • User: The username of the ADFS account.
  • Password: The password of the ADFS account.
  • SSOProperties:
    • Domain (optional): It may be required to be set if the domain configured on the SSO domain is different than the domain of the User.

The following is an example connection string:

AuthScheme='ADFS';User=test;Password=test;SSOProperties='Domain=test.cdata;';

Amazon S3

The following properties must be specified when connecting to Sharepoint SOAP service provider:

  • AuthScheme: Set the AuthScheme to ADFS.
  • SSOLoginURL: Set this to the URL of your ADFS instance.
  • User: The username of the ADFS account.
  • Password: The password of the ADFS account.
  • AWSRoleARN (optional): The ARN of the IAM role. Find this on the Summary page of the IAM role.
  • AWSPrincipalARN (optional): The ARN of the identity provider. Find this on the identity provider's summary page.

The following is an example connection string:

AuthScheme=ADFS;User=username;Password=password;SSOLoginURL='https://sts.company.com';

ADFS Integrated

The ADFS Integrated flow indicates you are connecting with the currently logged in Windows user credentials. To use the ADFS Integrated flow, simply do not specify the User and Password, but otherwise follow the same steps in the ADFS guide above.

Fine-Tuning Data Access

Advanced Data Modeling Settings

Use the following properties to control the tables the connector discovers, return values, and other aspects of data access.

Schema Discovery
  • Orientation: Model tables that match the orientation of your spreadsheet: Set this to Horizontal or Vertical.

  • DefineTables: Explicitly specify the ranges you want to access as tables, using the standard Excel range format: [Table Name]=[Sheet Name]![Range]. Specify multiple tables in a semicolon-separated list:

      DefineTables="Table1=Sheet1!A1:N25,Table2=Sheet2!C3:M53"
    

    Note that the connector automatically detects the named ranges in a sheet and reports them as tables. You can also specify a range in the FROM clause:

     SELECT * FROM Excel_Sheet#A5:F* 
    
Column Discovery
  • Header: Detect column names from the first row if true. Otherwise, the pseudo column names A, B, C, etc. will be used.
  • TypeDetectionScheme: Determines how the connector detects the data types of columns.
  • RowScanDepth: When using the row-scan type detection scheme, set this property to the number of rows to scan to determine column data types.

Advanced Excel Integration

Formulas
  • AllowFormula: Whether to insert or update the formula result or the formula expression.
  • Recalculate: Recalculate formulas when the data is changed.
  • IgnoreCalcError: Ignore errors that occurred when formulas are calculated.
  • HasCrossSheetReferences: Recalculate formulas across all worksheets when the data is changed; the connector will follow cross sheet references, but there is a performance cost.
Miscellaneous
  • EmptyValueMode: Configure how to handle cells that are empty. An empty cell is a cell that contains an empty string (e.g., =""). You can return an empty cell as an empty string or a null string (default: return an empty string.)
  • NullValueMode: Configure how to handle cells that have not been set. An unset cell is different from an empty cell. Unset cells contain a null string. You can return an unset cell as an empty string or a null string (default: return NULL).
  • BufferChanges: Indicates whether to hold changes to the data in memory until the connection is closed.

Use Kerberos

This section shows how to use the connector to authenticate to Excel using Kerberos.

Authenticate with Kerberos

To authenticate to Excel using Kerberos, set the following properties:

  • AuthScheme: Set this to NEGOTIATE.
  • KerberosKDC: Set this to the host name or IP Address of your Kerberos KDC machine.
  • KerberosRealm: Set this to the realm of the Excel Kerberos principal. This will be the value after the '@' symbol (for instance, EXAMPLE.COM) of the principal value (for instance, ServiceName/MyHost@EXAMPLE.COM).
  • KerberosSPN: Set this to the service and host of the Excel Kerberos Principal. This will be the value prior to the '@' symbol (for instance, ServiceName/MyHost) of the principal value (for instance, ServiceName/MyHost@EXAMPLE.COM).

Retrieve the Kerberos Ticket

You can use one of the following options to retrieve the required Kerberos ticket.

MIT Kerberos Credential Cache File

This option enables you to use the MIT Kerberos Ticket Manager or kinit command to get tickets. Note that you won't need to set the User or Password connection properties with this option.

  1. Ensure that you have an environment variable created called KRB5CCNAME.
  2. Set the KRB5CCNAME environment variable to a path pointing to your credential cache file (for instance, C:\krb_cache\krb5cc_0 or /tmp/krb5cc_0). This file will be created when generating your ticket with MIT Kerberos Ticket Manager.
  3. To obtain a ticket, open the MIT Kerberos Ticket Manager application, click Get Ticket, enter your principal name and password, then click OK. If successful, ticket information will appear in Kerberos Ticket Manager and will now be stored in the credential cache file.
  4. Now that the credential cache file has been created, the connector will use the cache file to obtain the kerberos ticket to connect to Excel.

As an alternative to setting the KRB5CCNAME environment variable, you can directly set the file path using the KerberosTicketCache property. When set, the connector will use the specified cache file to obtain the kerberos ticket to connect to Excel.

Keytab File

If the KRB5CCNAME environment variable has not been set, you can retrieve a Kerberos ticket using a Keytab File. To do this, set the User property to the desired username and set the KerberosKeytabFile property to a file path pointing to the keytab file associated with the user.

User and Password

If both the KRB5CCNAME environment variable and the _KerberosKeytabFile_ property have not been set, you can retrieve a ticket using a User and Password combination. To do this, set the User and Password properties to the user/password combo that you use to authenticate with Excel.

Cross-Realm Authentication

More complex Kerberos environments may require cross-realm authentication where multiple realms and KDC servers are used (e.g. where one realm/KDC is used for user authentication and another realm/KDC used for obtaining the service ticket).

In such an environment, the KerberosRealm and KerberosKDC properties can be set to the values required for user authentication. The KerberosServiceRealm and KerberosServiceKDC properties can be set to the values required to obtain the service ticket.

Important Notes

Configuration Files and Their Paths

  • All references to adding configuration files and their paths refer to files and locations on the Harmony Agent where the connector is installed. These paths are to be adjusted as appropriate depending on the agent and the operating system. If multiple agents are used in an agent group, identical files will be required on each agent.

Excel Operations

The Jitterbit Connector for Excel allows you to manipulate Excel files in a variety of ways. The connector supports reading data vertically and horizontally as well as from user-defined ranges and named ranges. Refer to Selecting Data and Modifying Data for examples of different ways of querying and modifying spreadsheet data.

Select Data

Excel worksheets can be organized in different ways. The connector offers settings to select data based on various organizational methods.

With Header Cells

If a spreadsheet has column headers the connector can use them to represent the column names of the worksheet table. To use header cells set the Header property to True. Then you can query like so:

SELECT RowId, Name, Item, Quantity, Amount FROM Sheet1 WHERE Amount > '50'

The query above assumes that the first row of the spreadsheet has the column names RowId, Name, Quantity, and Amount. The spreadsheet may have more columns than were selected and they can be in any order.

Without Header Cells

If a spreadsheet does not have header columns, or if you would like to ignore the header columns, you can set the Header property to false. In this case each column is represented by the column name in Excel; i.e., A, B, C, ...

SELECT A, B, C, D FROM Sheet1 WHERE D > '50'

Orientation

If a spreadsheet is laid out horizontally (i.e., the column names are arranged vertically in the first column) then you can set the Orientation property to Horizontal to read each column as a row in the table. The Orientation property can be used in conjunction with the Header connection property, and the range syntax described below.

If header columns are not set and the orientation is horizontal, the column names will be R1, R2, R3, ...

SELECT R1, R2, R3 FROM Sheet1 WHERE R2 > '50'

Range

You can use the range feature to select data from a specific portion of the spreadsheet; for example, if you have a sparse spreadsheet that is not top-left aligned or if the data of interest is somewhere in the middle of the sheet. The range is specified as part of the table name. For example the following command will select the range of cells between A1 and E5:

SELECT * FROM Excel_Sheet#A1:E5

In case the sheet name contains a quote, if you want to select only a range, the correct Excel syntax involves using an extra quote as an escape character and enclosing the full sheet name with quotes. For example the following command will select the range of cells between A1 and E5 for the sheet named Excel'Sheet:

SELECT * FROM ['Excel''Sheet'#A1:E5]

You can also use wildcards (*) in the ending cell for the range. Ranges similar to '#A5:F*', '#A5:*20', and '#A5:**' are supported. For example the following command will select the range of cells between A5 and column F, up to the last row in the spreadsheet:

SELECT * FROM Excel_Sheet#A5:F*

Named Range

If a spreadsheet has named range defined in it, then you can query this range as if it were a table. You can issue the following query to select data from the named range SALES.

SELECT * FROM SALES

Modify Data

The Jitterbit Connector for Excel supports INSERT, UPDATE, and DELETE; more details are below.

Update and Delete

Updates and deletes require you to uniquely identify a single row by specifying the RowId column.

See Using Formulas to insert formulas.

Insert

You can insert new rows anywhere in the sheet, including inserting to named ranges.

Add a Row

You can add new rows to your spreadsheet using the INSERT statement. If the Header property is set to True, then you can insert based on the column headers. If the Header property is false, then you must use the cell names (A, B, C, etc.) to insert a row. When you insert a row, it is appended to the end of the sheet. This new row will be assigned a RowId based on where it is on the Excel sheet.

It is also possible to insert a row at the end of a range of cells. To do so, simply use the range in the table name while inserting a row.

INSERT INTO Sheet1#C1:D5 (A, B) VALUES ('Brian', '30')

The code above will add Brian and 30 to the end of the range; i.e., the cells C6 and D6.

Insert a Row

Sometimes you might want to insert a row in the middle of an Excel sheet. The connector supports this using the INSERT command with the RowId, which identifies the row number. If the RowId is specified with the INSERT query, the connector will add the row at the specified row number. All rows at and below the specified row number will be moved down one row, and their RowId will be incremented by one. For example:

INSERT INTO Sheet1 (RowId, A, B) VALUES (5, 'Brian', '30')

The code above will insert the values Brian and 30 to the cells A5 and B5. The existing data in row 5 and below will be moved down one row.

Add a Row to a Named Range

It is also possible to insert a row at the end of the named range. To do so, simply insert a row without the RowId to the table named after the range. The code below will append a new row to the end of the named range SALES. The definition of the named range will be expanded to include the row that was just inserted.

INSERT INTO SALES (Year, Category, Total) VALUES (1997, 'Beverage', 30000)

Use Formulas

Excel formulas are recalculated when the spreadsheet is opened. The connector includes a formula engine that can natively calculate most of the commonly used Excel formulas. The connector stores the state of a previous calculation in the spreadsheet and uses it to make efficient choices of when recalculation is necessary.

Recalculate Formulas

The Recalculate property allows you to control if formulas should be calculated. You should set Recalculate to True when you intend to read data from a spreadsheet that has formulas and you know that formula results might not be up to date. Once a value has been calculated for a cell, it is also updated into the spreadsheet. This can help avoid recalculations.

Calculating formula cells can add to the processing time. If a spreadsheet has not been modified since the last recalculation, you may choose to omit the calculation and simply read the previously calculated value in the formula cell. To skip recalculation, set Recalculate to False. You may also want to omit formula calculation when you are opening a spreadsheet just to insert or update cells and not reading anything from it.

Insert Formulas

The connector allows you to insert formulas into cells. If the AllowFormula connection string property is set to true, then anything you insert beginning with an equals sign ('=') will be treated as a formula. For example, the following will insert a formula into the B column that will sum cells B1:B5:

INSERT INTO Excel_Sheet (A, B) VALUES ('Bill', '=SUM(B1:B5)')

Advanced Features

This section details a selection of advanced features of the Excel connector.

User Defined Views

The connector allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.

SSL Configuration

Use SSL Configuration to adjust how connector handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.

Proxy

To configure the connector using Private Agent proxy settings, select the Use Proxy Settings checkbox on the connection configuration screen.

User Defined Views

The Jitterbit Connector for Excel allows you to define a virtual table whose contents are decided by a pre-configured query. These are called User Defined Views, which are useful in situations where you cannot directly control the query being issued to the driver, e.g. when using the driver from Jitterbit. The User Defined Views can be used to define predicates that are always applied. If you specify additional predicates in the query to the view, they are combined with the query already defined as part of the view.

There are two ways to create user defined views:

  • Create a JSON-formatted configuration file defining the views you want.
  • DDL statements.

Define Views Using a Configuration File

User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The connector automatically detects the views specified in this file.

You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the connector.

This User Defined View configuration file is formatted as follows:

  • Each root element defines the name of a view.
  • Each root element contains a child element, called query, which contains the custom SQL query for the view.

For example:

{
    "MyView": {
        "query": "SELECT * FROM Sheet WHERE MyColumn = 'value'"
    },
    "MyView2": {
        "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
    }
}

Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:

"UserDefinedViews", "C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json"

Schema for User Defined Views

User Defined Views are exposed in the UserViews schema by default. This is done to avoid the view's name clashing with an actual entity in the data model. You can change the name of the schema used for UserViews by setting the UserViewsSchemaName property.

Work with User Defined Views

For example, a SQL statement with a User Defined View called UserViews.RCustomers only lists customers in Raleigh:

SELECT * FROM Customers WHERE City = 'Raleigh';

An example of a query to the driver:

SELECT * FROM UserViews.RCustomers WHERE Status = 'Active';

Resulting in the effective query to the source:

SELECT * FROM Customers WHERE City = 'Raleigh' AND Status = 'Active';

That is a very simple example of a query to a User Defined View that is effectively a combination of the view query and the view definition. It is possible to compose these queries in much more complex patterns. All SQL operations are allowed in both queries and are combined when appropriate.

SSL Configuration

Customize the SSL Configuration

By default, the connector attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.

To specify another certificate, see the SSLServerCert property for the available formats to do so.

Client SSL Certificates

The Excel connector also supports setting client certificates. Set the following to connect using a client certificate.

  • SSLClientCert: The name of the certificate store for the client certificate.
  • SSLClientCertType: The type of key store containing the TLS/SSL client certificate.
  • SSLClientCertPassword: The password for the TLS/SSL client certificate.
  • SSLClientCertSubject: The subject of the TLS/SSL client certificate.

Data Model

The Jitterbit Connector for Excel models Excel workbooks as relational databases. Spreadsheets and ranges comprise the tables.

Executing SQL to Spreadsheets

Excel Operations shows various ways to work with spreadsheet data.

Advanced Data Modeling

You can fine-tune the data model to match your workbook's organization. The connector supports reading data that is oriented vertically or horizontally, as well as sparse spreadsheets organized in user-defined ranges and named ranges.

See Fine-Tuning Data Access to configure the connection string to control the tables the connector discovers, return values, and other aspects of data access.

Stored Procedures

In addition to working with the data in the spreadsheet, you can use the available stored procedures to change the metadata of an Excel file.

Stored Procedures

Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the retrieval of the data is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return back a dataset that contains the collection of tuples that constitute the response.

Jitterbit Connector for Excel Stored Procedures

Name Description
CreateWorksheet Creates a new worksheet in an Excel workbook. If the workbook does not exist, the workbook will also be created.
GetOAuthAccessToken Obtains the OAuth access token to be used for authentication with storage sources using OAuth.
GetOAuthAuthorizationURL Obtains the OAuth authorization URL used for authentication with storage sources using OAuth.
RefreshOAuthAccessToken Exchanges a refresh token for a new access token.

CreateWorksheet

Creates a new worksheet in an Excel workbook. If the workbook does not exist, the workbook will also be created.

Input
Name Type Description
File String The path to the Excel workbook.
Sheet String The name of the Excel worksheet to create inside the workbook. The default value is sheet1.
Columnnames String Comma-separated list of column names to add to the new spreadsheet. Column names cannot contain white space.
Result Set Columns
Name Type Description
File String The name of Excel workbook that has been updated.
Sheet String The name of the Excel worksheet created inside the workbook. May be different from the sheet specified if the name conflicts with an existing sheet.

GetOAuthAccessToken

Obtains the OAuth access token to be used for authentication with storage sources using OAuth.

Input
Name Type Description
Other_Options String Other options to control behavior of OAuth.
Cert String Path for a personal certificate .pfx file. Only available for OAuth 1.0.
Cert_Password String Personal certificate password. Only available for OAuth 1.0.
AuthToken String The request token returned by GetOAuthAuthorizationUrl. Available only for OAuth 1.0.
AuthKey String The request secret key returned by GetOAuthAuthorizationUrl. Available only for OAuth 1.0.
AuthSecret String This field is deprecated. Please use AuthKey going forward.
Sign_Method String The signature method used to calculate the signature for OAuth 1.0. The allowed values are HMAC-SHA1, PLAINTEXT. The default value is HMAC-SHA1.
GrantType String Authorization grant type. Only available for OAuth 2.0. The allowed values are CODE, PASSWORD, CLIENT, REFRESH. The default value is CODE.
Post_Data String The post data to submit, if any.
AuthMode String The type of authentication mode to use. The allowed values are APP, WEB. The default value is WEB.
Verifier String The verifier code returned by the data source after permission for the app to connect has been granted. WEB AuthMode only.
Scope String The scope of access to the APIs. By default, access to all APIs used by this data provider will be specified.
CallbackURL String This field determines where the response is sent.
Prompt String This field indicates the prompt to present the user. It accepts one of the following values: NONE, CONSENT, SELECT ACCOUNT. The default is SELECT_ACCOUNT, so a given user will be prompted to select the account to connect to. If it is set to CONSENT, the user will see a consent page every time, even if they have previously given consent to the application for a given set of scopes. Lastly, if it is set to NONE, no authentication or consent screens will be displayed to the user. The default value is SELECT_ACCOUNT.
AccessType String This field indicates if your application needs to access a Google API when the user is not present at the browser. This parameter defaults to ONLINE. If your application needs to refresh access tokens when the user is not present at the browser, then use OFFLINE. This will result in your application obtaining a refresh token the first time your application exchanges an authorization code for a user.
State String This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to Google authorization server and back. Uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery.
Result Set Columns
Name Type Description
OAuthAccessToken String The authentication token returned from Google. This can be used in subsequent calls to other operations for this particular service.
OAuthAccessTokenSecret String The OAuth access token secret.
OAuthRefreshToken String A token that may be used to obtain a new access token.
ExpiresIn String The remaining lifetime on the access token.
\* String Other outputs that may be returned by the data source.

GetOAuthAuthorizationURL

Obtains the OAuth authorization URL used for authentication with storage sources using OAuth.

Input
Name Type Description
Cert String Path for a personal certificate .pfx file. Only available for OAuth 1.0.
Cert_Password String Personal certificate password. Only available for OAuth 1.0.
Sign_Method String The signature method used to calculate the signature for OAuth 1.0. The allowed values are HMAC-SHA1, PLAINTEXT. The default value is HMAC-SHA1.
Scope String The scope of access to the APIs. By default, access to all APIs used by this data provider will be specified.
CallbackURL String The URL the user will be redirected to after authorizing your application.
Prompt String This field indicates the prompt to present the user. It accepts one of the following values: NONE, CONSENT, SELECT ACCOUNT. The default is SELECT_ACCOUNT, so a given user will be prompted to select the account to connect to. If it is set to CONSENT, the user will see a consent page every time, even if they have previously given consent to the application for a given set of scopes. Lastly, if it is set to NONE, no authentication or consent screens will be displayed to the user. The default value is SELECT_ACCOUNT.
AccessType String This field indicates if your application needs to access a Google API when the user is not present at the browser. This parameter defaults to ONLINE. If your application needs to refresh access tokens when the user is not present at the browser, then use OFFLINE. This will result in your application obtaining a refresh token the first time your application exchanges an authorization code for a user.
State String This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the Google authorization server and back. Possible uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery.
Other_Options String Other options to control the behavior of OAuth.
Result Set Columns
Name Type Description
AuthToken String The authorization token, passed into the GetOAuthAccessToken stored procedure.
AuthSecret String This field is deprecated. Please use AuthKey going forward.
URL String The URL to complete user authentication.

RefreshOAuthAccessToken

Exchanges a refresh token for a new access token.

Input
Name Type Description
OAuthRefreshToken String The refresh token returned from the original authorization code exchange.
Result Set Columns
Name Type Description
OAuthAccessToken String The authentication token returned from the data source. This can be used in subsequent calls to other operations for this particular service.
OAuthRefreshToken String The authentication token returned from the data source. This can be used in subsequent calls to other operations for this particular service.
ExpiresIn String The remaining lifetime on the access token.

System Tables

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for Excel:

Data Source Tables

The following tables return information about how to connect to and query the data source:

  • sys_connection_props: Returns information on the available connection properties.
  • sys_sqlinfo: Describes the SELECT queries that the connector can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries:

  • sys_identity: Returns information about batch operations or single updates.

sys_catalogs

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs
Columns
Name Type Description
CatalogName String The database name.

sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

SELECT * FROM sys_schemas
Columns
Name Type Description
CatalogName String The database name.
SchemaName String The schema name.

sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

SELECT * FROM sys_tables
Columns
Name Type Description
CatalogName String The database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view.
TableType String The table type (table or view).
Description String A description of the table or view.
IsUpdateable Boolean Whether the table can be updated.

sys_tablecolumns

Describes the columns of the available tables and views.

The following query returns the columns and data types for the Sheet table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Sheet'
Columns
Name Type Description
CatalogName String The name of the database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view containing the column.
ColumnName String The column name.
DataTypeName String The data type name.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
Length Int32 The storage size of the column.
DisplaySize Int32 The designated column's normal maximum width in characters.
NumericPrecision Int32 The maximum number of digits in numeric data. The column length in characters for character and date-time data.
NumericScale Int32 The column scale or number of digits to the right of the decimal point.
IsNullable Boolean Whether the column can contain null.
Description String A brief description of the column.
Ordinal Int32 The sequence number of the column.
IsAutoIncrement String Whether the column value is assigned in fixed increments.
IsGeneratedColumn String Whether the column is generated.
IsHidden Boolean Whether the column is hidden.
IsArray Boolean Whether the column is an array.

sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

SELECT * FROM sys_procedures
Columns
Name Type Description
CatalogName String The database containing the stored procedure.
SchemaName String The schema containing the stored procedure.
ProcedureName String The name of the stored procedure.
Description String A description of the stored procedure.
ProcedureType String The type of the procedure, such as PROCEDURE or FUNCTION.

sys_procedureparameters

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the CreateWorksheet stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName='CreateWorksheet' AND Direction=1 OR Direction=2
Columns
Name Type Description
CatalogName String The name of the database containing the stored procedure.
SchemaName String The name of the schema containing the stored procedure.
ProcedureName String The name of the stored procedure containing the parameter.
ColumnName String The name of the stored procedure parameter.
Direction Int32 An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters.
DataTypeName String The name of the data type.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
Length Int32 The number of characters allowed for character data. The number of digits allowed for numeric data.
NumericPrecision Int32 The maximum precision for numeric data. The column length in characters for character and date-time data.
NumericScale Int32 The number of digits to the right of the decimal point in numeric data.
IsNullable Boolean Whether the parameter can contain null.
IsRequired Boolean Whether the parameter is required for execution of the procedure.
IsArray Boolean Whether the parameter is an array.
Description String The description of the parameter.
Ordinal Int32 The index of the parameter.

sys_keycolumns

Describes the primary and foreign keys.

The following query retrieves the primary key for the Sheet table:

SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Sheet'
Columns
Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
IsKey Boolean Whether the column is a primary key in the table referenced in the TableName field.
IsForeignKey Boolean Whether the column is a foreign key referenced in the TableName field.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.

sys_foreignkeys

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
Columns
Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.
ForeignKeyType String Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key.

sys_indexes

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

SELECT * FROM sys_indexes WHERE IsPrimary='false'
Columns
Name Type Description
CatalogName String The name of the database containing the index.
SchemaName String The name of the schema containing the index.
TableName String The name of the table containing the index.
IndexName String The index name.
ColumnName String The name of the column associated with the index.
IsUnique Boolean True if the index is unique. False otherwise.
IsPrimary Boolean True if the index is a primary key. False otherwise.
Type Int16 An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3).
SortOrder String The sort order: A for ascending or D for descending.
OrdinalPosition Int16 The sequence number of the column in the index.

sys_connection_props

Returns information on the available connection properties and those set in the connection string.

When querying this table, the config connection string should be used:

jdbc:cdata:excel:config:

This connection string enables you to query this table without a valid connection.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''
Columns
Name Type Description
Name String The name of the connection property.
ShortDescription String A brief description.
Type String The data type of the connection property.
Default String The default value if one is not explicitly set.
Values String A comma-separated list of possible values. A validation error is thrown if another value is specified.
Value String The value you set or a preconfigured default.
Required Boolean Whether the property is required to connect.
Category String The category of the connection property.
IsSessionProperty String Whether the property is a session property, used to save information about the current connection.
Sensitivity String The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms.
PropertyName String A camel-cased truncated form of the connection property name.
Ordinal Int32 The index of the parameter.
CatOrdinal Int32 The index of the parameter category.
Hierarchy String Shows dependent properties associated that need to be set alongside this one.
Visible Boolean Informs whether the property is visible in the connection UI.
ETC String Various miscellaneous information about the property.

sys_sqlinfo

Describes the SELECT query processing that the connector can offload to the data source.

Collaborative Query Processing

When working with data sources that do not support SQL-92, you can query the sys_sqlinfo view to determine the query capabilities of the underlying APIs, expressed in SQL syntax. The connector offloads as much of the SELECT statement processing as possible to the server and then processes the rest of the query in memory.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. The following result set indicates the SELECT functionality that the connector can offload to the data source or process client side. Your data source may support additional SQL syntax. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

Name Description Possible Values
AGGREGATE_FUNCTIONS Supported aggregation functions. AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNT Whether COUNT function is supported. YES, NO
IDENTIFIER_QUOTE_OPEN_CHAR The opening character used to escape an identifier. [
IDENTIFIER_QUOTE_CLOSE_CHAR The closing character used to escape an identifier. ]
SUPPORTED_OPERATORS A list of supported SQL operators. =, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BY Whether GROUP BY is supported, and, if so, the degree of support. NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
STRING_FUNCTIONS Supported string functions. LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE
NUMERIC_FUNCTIONS Supported numeric functions. ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE
TIMEDATE_FUNCTIONS Supported date/time functions. NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT
REPLICATION_SKIP_TABLES Indicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNS A string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication.
IDENTIFIER_PATTERN String value indicating what string is valid for an identifier.
SUPPORT_TRANSACTION Indicates if the provider supports transactions such as commit and rollback. YES, NO
DIALECT Indicates the SQL dialect to use.
KEY_PROPERTIES Indicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMAS Indicates if multiple schemas may exist for the provider. YES, NO
SUPPORTS_MULTIPLE_CATALOGS Indicates if multiple catalogs may exist for the provider. YES, NO
DATASYNCVERSION The Data Sync version needed to access this driver. Standard, Starter, Professional, Enterprise
DATASYNCCATEGORY The Data Sync category of this driver. Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQL Whether enhanced SQL functionality beyond what is offered by the API is supported. TRUE, FALSE
SUPPORTS_BATCH_OPERATIONS Whether batch operations are supported. YES, NO
SQL_CAP All supported SQL capabilities for this driver. SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX
PREFERRED_CACHE_OPTIONS A string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERY Indicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side. YES, NO
PSEUDO_COLUMNS A string array indicating the available pseudo columns.
MERGE_ALWAYS If the value is true, The Merge Mode is forcibly executed in Data Sync. TRUE, FALSE
REPLICATION_MIN_DATE_QUERY A select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTION Allows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATE Allows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERY A select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTION Allows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATE A list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTID Indicates whether the CheckCache statement should be done against the parent key column. TRUE, FALSE
CREATE_SCHEMA_PROCEDURES Indicates stored procedures that can be used for generating schema files.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name='SUPPORTED_OPERATORS'

Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns
Name Type Description
NAME String A component of SQL syntax, or a capability that can be processed on the server.
VALUE String Detail on the supported SQL or SQL syntax.

sys_identity

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

SELECT * FROM sys_identity
Columns
Name Type Description
Id String The database-generated ID returned from a data modification operation.
Batch String An identifier for the batch. 1 for a single operation.
Operation String The result of the operation in the batch: INSERTED, UPDATED, or DELETED.
Message String SUCCESS or an error message if the update in the batch failed.

Advanced Configurations Properties

The advanced configurations properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure. Click the links for further details.

Authentication

Property Description
AuthScheme The type of authentication to use when connecting to remote services.
User The Excel user account used to authenticate.
Password The password used to authenticate the user.
SharePointEdition The edition of SharePoint being used. Set either SharePointOnline or SharePointOnPremise.

Connection

Property Description
URI The Uniform Resource Identifier (URI) for the Excel resource location.
DefineTables Map Excel ranges to table names.
Header Indicates whether the first row should be used as a column header.
Orientation Indicates whether the data in Excel is laid out horizontally or vertically.
ExcelFile The location of an Excel file.
BufferChanges Indicates whether to hold changes to the data in memory until the connection is closed.
Region The hosting region for your S3-like Web Services.
ProjectId The ID of the project where your Google Cloud Storage instance resides.
OracleNamespace The Oracle Cloud Object Storage namespace to use.
StorageBaseURL The URL of a cloud storage service provider.
UseVirtualHosting If true (default), buckets will be referenced in the request using the hosted-style request: http://yourbucket.s3.amazonaws.com/yourobject. If set to false, the bean will use the path-style request: http://s3.amazonaws.com/yourbucket/yourobject. Note that this property will be set to false, in case of an S3 based custom service when the CustomURL is specified.

AWS Authentication

Property Description
AWSAccessKey Your AWS account access key. This value is accessible from your AWS security credentials page.
AWSSecretKey Your AWS account secret key. This value is accessible from your AWS security credentials page.
AWSRoleARN The Amazon Resource Name of the role to use when authenticating.
AWSPrincipalARN The ARN of the SAML Identity provider in your AWS account.
AWSRegion The hosting region for your Amazon Web Services.
AWSSessionToken Your AWS session token.
MFASerialNumber The serial number of the MFA device if one is being used.
MFAToken The temporary token available from your MFA device.

Azure Authentication

Property Description
AzureStorageAccount The name of your Azure storage account.
AzureAccessKey The storage key associated with your Excel account.
AzureSharedAccessSignature A shared access key signature that may be used for authentication.
AzureTenant The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.
AzureEnvironment The Azure Environment to use when establishing a connection.

SSO

Property Description
SSOLoginURL The identity provider's login URL.
SSOProperties Additional properties required to connect to the identity provider in a semicolon-separated list.

Data

Property Description
AllowFormula Whether or not to treat values starting with an equals (=) sign as formulas during inserts and updates.
EmptyValueMode Indicates whether to read the empty values as empty or as null.
NullValues A comma separated list which will be replaced with nulls if there are found in the CSV file.
IgnoreCalcError Indicates whether to ignore errors that occurred during the calculation.
NullValueMode Indicates whether to read empty cells as null or as empty.
HasCrossSheetReferences Indicates how cross sheet references are handled.
Recalculate Indicates whether to recalculate all formulas when data is read.
ShowEmptyRows Indicates whether or not the empty rows should be pushed.
TypeDetectionScheme Determines how the provider detects the data types of columns.
EnableOleDbCompatibility Indicates whether to read the data with the same behavior as the Microsoft OleDB driver.
UseFastInsert Indicates whether to use the fastInsert when executing Insert Statement.
SkipTop Skips the number of rows specified starting from the top.
IncludeCustomerNames Indicates whether or not the defined names should be pushed.

OAuth

Property Description
InitiateOAuth Set this property to initiate the process to obtain or refresh the OAuth access token when you connect.
OAuthVersion The version of OAuth being used.
OAuthClientId The client ID assigned when you register your application with an OAuth authorization server.
OAuthClientSecret The client secret assigned when you register your application with an OAuth authorization server.
OAuthAccessToken The access token for connecting using OAuth.
OAuthAccessTokenSecret The OAuth access token secret for connecting using OAuth.
CallbackURL The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.
OAuthGrantType The grant type for the OAuth flow.
OAuthPasswordGrantMode How to pass Client ID and Secret with OAuthGrantType is set to Password.
OAuthIncludeCallbackURL Whether to include the callback URL in an access token request.
OAuthAuthorizationURL The authorization URL for the OAuth service.
OAuthAccessTokenURL The URL to retrieve the OAuth access token from.
OAuthRefreshTokenURL The URL to refresh the OAuth token from.
OAuthRequestTokenURL The URL the service provides to retrieve request tokens from. This is required in OAuth 1.0.
OAuthVerifier The verifier code returned from the OAuth authorization URL.
AuthToken The authentication token used to request and obtain the OAuth Access Token.
AuthKey The authentication secret used to request and obtain the OAuth Access Token.
OAuthParams A comma-separated list of other parameters to submit in the request for the OAuth access token in the format paramname=value.
OAuthRefreshToken The OAuth refresh token for the corresponding OAuth access token.
OAuthExpiresIn The lifetime in seconds of the OAuth AccessToken.
OAuthTokenTimestamp The Unix epoch timestamp in milliseconds when the current Access Token was created.

JWT OAuth

Property Description
OAuthJWTCert The JWT Certificate store.
OAuthJWTCertType The type of key store containing the JWT Certificate.
OAuthJWTCertPassword The password for the OAuth JWT certificate.
OAuthJWTCertSubject The subject of the OAuth JWT certificate.
OAuthJWTIssuer The issuer of the Java Web Token.
OAuthJWTSubject The user subject for which the application is requesting delegated access.

Kerberos

Property Description
KerberosKDC The Kerberos Key Distribution Center (KDC) service used to authenticate the user.
KerberosRealm The Kerberos Realm used to authenticate the user with.
KerberosSPN The service principal name (SPN) for the Kerberos Domain Controller.
KerberosKeytabFile The Keytab file containing your pairs of Kerberos principals and encrypted keys.
KerberosServiceRealm The Kerberos realm of the service.
KerberosServiceKDC The Kerberos KDC of the service.
KerberosTicketCache The full file path to an MIT Kerberos credential cache file.

SSL

Property Description
SSLClientCert The TLS/SSL client certificate store for SSL Client Authentication (2-way SSL).
SSLClientCertType The type of key store containing the TLS/SSL client certificate.
SSLClientCertPassword The password for the TLS/SSL client certificate.
SSLClientCertSubject The subject of the TLS/SSL client certificate.
SSLMode The authentication mechanism to be used when connecting to the FTP or FTPS server.
SSLServerCert The certificate to be accepted from the server when connecting using TLS/SSL.

SSH

Property Description
SSHAuthMode The authentication method to be used to log on to an SFTP server.
SSHClientCert A certificate to be used for authenticating the user.
SSHClientCertPassword The password of the SSHClientCert certificate if it has one.
SSHClientCertType The type of SSHClientCert certificate.

Schema

Property Description
Location A path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemas This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA, SchemaB, SchemaC.
Tables This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA, TableB, TableC.
Views Restricts the views reported to a subset of the available tables. For example, Views=ViewA, ViewB, ViewC.

Miscellaneous

Property Description
Charset Specifies the session character set for encoding and decoding character data transferred to and from the Excel file. The default value is UTF-8.
ClientCulture This property can be used to specify the format of data (e.g., currency values) that is accepted by the client application. This property can be used when the client application does not support the machine's culture settings. For example, Microsoft Access requires 'en-US'.
Culture This setting can be used to specify culture settings that determine how the provider interprets certain data types that are passed into the provider. For example, setting Culture='de-DE' will output German formats even on an American machine.
CustomHeaders Other headers as determined by the user (optional).
CustomUrlParams The custom query string to be included in the request.
IncludeDropboxTeamResources Indicates if you want to include Dropbox team files and folders.
MaxRows Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
Other These hidden properties are used only in specific use cases.
PseudoColumns This property indicates whether or not to include pseudo columns as columns to the table.
RowScanDepth The maximum number of rows to scan to look for the columns available in a table.
Timeout The value in seconds until the timeout error is thrown, canceling the operation.

Authentication

This section provides a complete list of authentication properties you can configure.

Property Description
AuthScheme The type of authentication to use when connecting to remote services.
User The Excel user account used to authenticate.
Password The password used to authenticate the user.
SharePointEdition The edition of SharePoint being used. Set either SharePointOnline or SharePointOnPremise.

AuthScheme

The type of authentication to use when connecting to remote services.

Possible Values

None, Basic, Auto, Digest, NTLM, Negotiate, OAuth, OAuthJWT, SFTP, FTP, SSLCertificate, AwsRootKeys, AwsIAMRoles, AwsEC2Roles, AwsMFA, AwsTempCredentials, AwsCredentialsFile, AzureAD, AzureServicePrincipal, AzureMSI, OKTA, ADFS, OneLogin, PingFederate, HMAC

Data Type

string

Default Value

None

Remarks
General

The following options are generally available to all connections:

  • None: Uses no authentication.
  • Basic: Uses Basic authentication with User and Password.
  • Auto: Determines the right type of authentication to use based on the service. Local files and HTTP will use None.
HTTP

The following options are available when URI refers to a web service:

  • Digest: Uses HTTP Digest authentication with User and Password.
  • NTLM: Uses NTLM authentication with User and Password set to your Windows credentials.
  • Negotiate: Negotiates with the server to determine an authentication scheme. Typically used with Kerberos, which requires KerberosKDC, KerberosRealm and KerberosSPN.
  • OAuth: Uses either OAuth1 or OAuth2, with the specific flow being determined by the OAuthGrantType. OAuthVersion must be set to determine what version of OAuth is used.
  • SSL: Uses SSL client certificates to authenticate. Requires that URI be set to an HTTPS URL and that SSLClientCert and SSLClientCertType be set.
AWS

The following options are also available when URI points to an Amazon service:

  • AwsRootKeys: Set this to use the root user access key and secret. Useful for quickly testing, but production use cases are encouraged to use something with narrowed permissions.
  • AwsIAMRoles: Set to use IAM Roles for the connection.
  • AwsEC2Roles: Set this to automatically use IAM Roles assigned to the EC2 machine the Jitterbit Connector for Excel is currently running on.
  • AwsMFA: Set to use multi factor authentication.
  • OKTA: Set to use a single sign on connection with OKTA as the identify provider.
  • ADFS: Set to use a single sign on connection with ADFS as the identify provider.
  • AzureAD: Set to use a single sign on connection with AzureAD as the identify provider.
  • AwsTempCredentials: Set this to leverage temporary security credentials alongside a session token to connect.
  • AwsCredentialsFile: Set to use a credential file for authentication.
Azure

The following options are also available when URI points to an Azure service:

  • AzureAD: Set this to perform Azure Active Directory OAuth authentication.
  • AzureServicePrincipal: Set this to authenticate as an Azure Service Principal.
  • AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.
SharePoint

The following options are also available when URI points to a SharePoint SOAP service:

  • OKTA: Set to use a single sign on connection with OKTA as the identify provider.
  • ADFS: Set to use a single sign on connection with ADFS as the identify provider.
  • OneLogin: Set to use a single sign on connection with OneLogin as the identify provider.
  • PingFederate: Set to use a single sign on connection with PingFederate as the identify provider.
IBM Cloud Object Storage

The following options are also available when URI points to a IBM Cloud Object Storage service:

  • OAuth: Uses either OAuth with the specific flow being determined by the InitiateOAuth. ApiKey must be set to successfully complete this flow.
  • HMAC: Uses AccessKey and SecretKey to authenticate to the IBM Cloud Object Storage service.

User

The Excel user account used to authenticate.

Data Type

string

Default Value

""

Remarks

Together with Password, this field is used to authenticate against the Excel server.

Password

The password used to authenticate the user.

Data Type

string

Default Value

""

Remarks

The User and Password are together used to authenticate with the server.

SharePointEdition

The edition of SharePoint being used. Set either SharePointOnline or SharePointOnPremise.

Possible Values

SharePointOnline, SharePointOnPremise

Data Type

string

Default Value

SharePointOnline

Remarks

The edition of SharePoint being used. Set either SharePointOnline or SharePointOnPremise.

Connection

This section provides a complete list of connection properties you can configure.

Property Description
URI The Uniform Resource Identifier (URI) for the Excel resource location.
DefineTables Map Excel ranges to table names.
Header Indicates whether the first row should be used as a column header.
Orientation Indicates whether the data in Excel is laid out horizontally or vertically.
ExcelFile The location of an Excel file.
BufferChanges Indicates whether to hold changes to the data in memory until the connection is closed.
Region The hosting region for your S3-like Web Services.
ProjectId The ID of the project where your Google Cloud Storage instance resides.
OracleNamespace The Oracle Cloud Object Storage namespace to use.
StorageBaseURL The URL of a cloud storage service provider.
UseVirtualHosting If true (default), buckets will be referenced in the request using the hosted-style request: http://yourbucket.s3.amazonaws.com/yourobject. If set to false, the bean will use the path-style request: http://s3.amazonaws.com/yourbucket/yourobject. Note that this property will be set to false, in case of an S3 based custom service when the CustomURL is specified.

URI

The Uniform Resource Identifier (URI) for the Excel resource location.

Data Type

string

Default Value

""

Remarks

Set the URI property to specify a path to a file or stream.

Below are examples of the URI formats for the available data sources:

Service Provider URI Formats
Local localPath/file.xlsx
file://localPath/file.xlsx
HTTP or HTTPS http://remoteStream
https://remoteStream
Amazon S3 s3://remotePath/file.xlsx
Google Drive gdrive://remotePath/file.xlsx
Box box://remotePath/file.xlsx
FTP or FTPS ftp://server:port/remotePath/file.xlsx
ftps://server:port/remotepath/file.xlsx
SFTP sftp://server:port/remotePath/file.xlsx
Sharepoint sp://https://server/remotePath/file.xlsx
Example Connection Strings and Queries

Below are example connection strings to Excel files or streams.

Service Provider URI Formats Connection example Query example (if file.xlsx contains sheet1 or streamname1 is a Excel stream)
Local localPath
file://localPath/file.xlsx
URI=C:/folder1/file.xlsx SELECT * FROM sheet1
HTTP or HTTPS http://remoteStream
https://remoteStream
URI=http://www.host1.com/streamname1; SELECT * FROM streamedtable
Amazon S3 s3://bucket1/folder1/file.xlsx URI=s3://bucket1/folder1/file.xlsx; AWSAccessKey=token1; AWSSecretKey=secret1; AWSRegion=OHIO; SELECT * FROM sheet1
Google Drive gdrive://remotePath/file.xlsx URI=gdrive://folder1/file.xlsx;InitiateOAuth=GETANDREFRESH; SELECT * FROM sheet1
Box box://remotePath/file.xlsx URI=box://folder1/file.xlsx; InitiateOAuth=GETANDREFRESH; OAuthClientId=oauthclientid1; OAuthClientSecret=oauthcliensecret1; CallbackUrl=http://localhost:12345; SELECT * FROM sheet1
FTP or FTPS ftp://server:port/remotePath/file.xlsx
ftps://server:port/remotepath/file.xlsx
URI=ftps://localhost:990/folder1/file.xlsx; User=user1; Password=password1; SELECT * FROM sheet1
SFTP sftp://server:port/remotePath/file.xlsx URI=sftp://127.0.0.1:22/remotePath/file.xlsx; User=user1; Password=password1; SELECT * FROM sheet1
Sharepoint sp://https://server/remotePath/file.xlsx URI=sp://https://domain.sharepoint.com/Documents/file.xlsx; User=user1; Password=password1; SELECT * FROM sheet1

DefineTables

Map Excel ranges to table names.

Data Type

string

Default Value

""

Remarks

You can use this property to explicitly define ranges within an Excel Spreadsheet that will appear as tables; the connector automatically detects tables for spreadsheets and named ranges.

Mapping Table Names to Ranges

The DefineTables value is a comma-separated list of name-value pairs in the form [Table Name]=[Sheet Name]![Range]. Table Name is the name of the table you want to use for the data and will be used when issuing queries. Sheet Name is the name of the sheet within the Excel Spreadsheet and Range is the range of cells that contain the data for the table.

Here is an example DefineTables value: DefineTables="Table1=Sheet1!A1:N25,Table2=Sheet2!C3:M53"

Header

Indicates whether the first row should be used as a column header.

Data Type

string

Default Value

true

Remarks

If true, the first row will be used as a column header. Otherwise, the pseudo column names A, B, C, etc. will be used.

If you want to exclude any sheets from this rule you can set: Header=True, Sheet1= False (means headers are true for all sheets except Sheet1)

Orientation

Indicates whether the data in Excel is laid out horizontally or vertically.

Possible Values

Horizontal, Vertical

Data Type

string

Default Value

Vertical

Remarks

By default, the connector models vertically oriented spreadsheet data -- rows arranged vertically below a header row.

Set this to "Horizontal" if the rows are arranged left to right. The first column contains the column names and subsequent columns become rows.

The Header property is used in conjunction with the Orientation property. When Header is set to false and Orientation is set to Columns, column names are reported as R1, R2, R3, etc.

If you want to exclude any sheets from this rule you can set: Orientation=Horizontal, Sheet1=vertical (means orientation is set to horizontal for all sheets except Sheet1)

ExcelFile

The location of an Excel file.

Data Type

string

Default Value

""

Remarks

This property is deprecated and is replaced with URI.

A path that points to an Excel file. The file must exist. The connector implements support for Office Open XML spreadsheets used by Excel 2007 and later.

BufferChanges

Indicates whether to hold changes to the data in memory until the connection is closed.

Data Type

bool

Default Value

true

Remarks

Indicates whether to hold changes to the data in memory until the connection is closed. Setting this to false will write the changes immediately but there will be a performance hit when issuing lots of requests as the file must be opened and closed repeatedly.

Region

The hosting region for your S3-like Web Services.

Data Type

string

Default Value

""

Remarks

The hosting region for your S3-like Web Services.

Oracle Cloud Object Storage Regions
Value Region
Commercial Cloud Regions
ap-hyderabad-1 India South (Hyderabad)
ap-melbourne-1 Australia Southeast (Melbourne)
ap-mumbai-1 India West (Mumbai)
ap-osaka-1 Japan Central (Osaka)
ap-seoul-1 South Korea Central (Seoul)
ap-sydney-1 Australia East (Sydney)
ap-tokyo-1 Japan East (Tokyo)
ca-montreal-1 Canada Southeast (Montreal)
ca-toronto-1 Canada Southeast (Toronto)
eu-amsterdam-1 Netherlands Northwest (Amsterdam)
eu-frankfurt-1 Germany Central (Frankfurt)
eu-zurich-1 Switzerland North (Zurich)
me-jeddah-1 Saudi Arabia West (Jeddah)
sa-saopaulo-1 Brazil East (Sao Paulo)
uk-london-1 UK South (London)
us-ashburn-1 (default) US East (Ashburn, VA)
us-phoenix-1 US West (Phoenix, AZ)
US Gov FedRAMP High Regions
us-langley-1 US Gov East (Ashburn, VA)
us-luke-1 US Gov West (Phoenix, AZ)
US Gov DISA IL5 Regions
us-gov-ashburn-1 US DoD East (Ashburn, VA)
us-gov-chicago-1 US DoD North (Chicago, IL)
us-gov-phoenix-1 US DoD West (Phoenix, AZ)
Wasabi Regions
Value Region
eu-central-1 Europe (Amsterdam)
us-east-1 (Default) US East (Ashburn, VA)
us-east-2 US East (Manassas, VA)
us-west-1 US West (Hillsboro, OR)

ProjectId

The ID of the project where your Google Cloud Storage instance resides.

Data Type

string

Default Value

""

Remarks

The ID of the project where your Google Cloud Storage instance resides. You can find this value by going to Google Cloud Console and clicking the project name at the top left screen. The ProjectId is displayed on the ID column of the matching project.

OracleNamespace

The Oracle Cloud Object Storage namespace to use.

Data Type

string

Default Value

""

Remarks

The Oracle Cloud Object Storage namespace to use. This setting must be set to the Oracle Cloud Object Storage namespace associated with the Oracle Cloud account before any requests can be made. Refer to the Understanding Object Storage Namespaces page of the Oracle Cloud documentation for instructions on how to find your account's Object Storage namespace.

StorageBaseURL

The URL of a cloud storage service provider.

Data Type

string

Default Value

""

Remarks

This connection property is used to specify:

  • The URL of a custom S3 service

  • The URL required for the Sharepoint SOAP/REST cloud storage service provider.

    If the domain for this option ends in -my (for example, https://bigcorp-my.sharepoint.com) then you may need to use the onedrive:// scheme instead of the sp:// or sprest:// scheme.

UseVirtualHosting

If true (default), buckets will be referenced in the request using the hosted-style request: http://yourbucket.s3.amazonaws.com/yourobject. If set to false, the bean will use the path-style request: http://s3.amazonaws.com/yourbucket/yourobject. Note that this property will be set to false, in case of an S3 based custom service when the CustomURL is specified.

Data Type

bool

Default Value

true

Remarks

If true (default), buckets will be referenced in the request using the hosted-style request: http://yourbucket.s3.amazonaws.com/yourobject. If set to false, the bean will use the path-style request: http://s3.amazonaws.com/yourbucket/yourobject. Note that this property will be set to false, in case of an S3 based custom service when the CustomURL is specified.

AWS Authentication

This section provides a complete list of AWS authentication properties you can configure.

Property Description
AWSAccessKey Your AWS account access key. This value is accessible from your AWS security credentials page.
AWSSecretKey Your AWS account secret key. This value is accessible from your AWS security credentials page.
AWSRoleARN The Amazon Resource Name of the role to use when authenticating.
AWSPrincipalARN The ARN of the SAML Identity provider in your AWS account.
AWSRegion The hosting region for your Amazon Web Services.
AWSSessionToken Your AWS session token.
MFASerialNumber The serial number of the MFA device if one is being used.
MFAToken The temporary token available from your MFA device.

AWSAccessKey

Your AWS account access key. This value is accessible from your AWS security credentials page.

Data Type

string

Default Value

""

Remarks

Your AWS account access key. This value is accessible from your AWS security credentials page:

  1. Sign into the AWS Management console with the credentials for your root account.
  2. Select your account name or number and select My Security Credentials in the menu that is displayed.
  3. Click Continue to Security Credentials and expand the Access Keys section to manage or create root account access keys.

AWSSecretKey

Your AWS account secret key. This value is accessible from your AWS security credentials page.

Data Type

string

Default Value

""

Remarks

Your AWS account secret key. This value is accessible from your AWS security credentials page:

  1. Sign into the AWS Management console with the credentials for your root account.
  2. Select your account name or number and select My Security Credentials in the menu that is displayed.
  3. Click Continue to Security Credentials and expand the Access Keys section to manage or create root account access keys.

AWSRoleARN

The Amazon Resource Name of the role to use when authenticating.

Data Type

string

Default Value

""

Remarks

When authenticating outside of AWS, it is common to use a Role for authentication instead of your direct AWS account credentials. Entering the AWSRoleARN will cause the Jitterbit Connector for Excel to perform a role based authentication instead of using the AWSAccessKey and AWSSecretKey directly. The AWSAccessKey and AWSSecretKey must still be specified to perform this authentication. You cannot use the credentials of an AWS root user when setting RoleARN. The AWSAccessKey and AWSSecretKey must be those of an IAM user.

AWSPrincipalARN

The ARN of the SAML Identity provider in your AWS account.

Data Type

string

Default Value

""

Remarks

The ARN of the SAML Identity provider in your AWS account.

AWSRegion

The hosting region for your Amazon Web Services.

Possible Values

OHIO, NORTHERNVIRGINIA, NORTHERNCALIFORNIA, OREGON, CAPETOWN, HONGKONG, MUMBAI, OSAKA, SEOUL, SINGAPORE, SYDNEY, TOKYO, CENTRAL, BEIJING, NINGXIA, FRANKFURT, IRELAND, LONDON, MILAN, PARIS, STOCKHOLM, BAHRAIN, SAOPAULO, GOVCLOUDEAST, GOVCLOUDWEST

Data Type

string

Default Value

NORTHERNVIRGINIA

Remarks

The hosting region for your Amazon Web Services. Available values are OHIO, NORTHERNVIRGINIA, NORTHERNCALIFORNIA, OREGON, CAPETOWN, HONGKONG, MUMBAI, OSAKA, SEOUL, SINGAPORE, SYDNEY, TOKYO, CENTRAL, BEIJING, NINGXIA, FRANKFURT, IRELAND, LONDON, MILAN, PARIS, STOCKHOLM, BAHRAIN, SAOPAULO, GOVCLOUDEAST, and GOVCLOUDWEST.

AWSSessionToken

Your AWS session token.

Data Type

string

Default Value

""

Remarks

Your AWS session token. This value can be retrieved in different ways. See this link for more info.

MFASerialNumber

The serial number of the MFA device if one is being used.

Data Type

string

Default Value

""

Remarks

You can find the device for an IAM user by going to the AWS Management Console and viewing the user's security credentials. For virtual devices, this is actually an Amazon Resource Name (such as arn:aws:iam:123456789012:mfa/user).

MFAToken

The temporary token available from your MFA device.

Data Type

string

Default Value

""

Remarks

If MFA is required, this value will be used along with the MFASerialNumber to retrieve temporary credentials to login. The temporary credentials available from AWS will only last up to 1 hour by default (see TemporaryTokenDuration). Once the time is up, the connection must be updated to specify a new MFA token so that new credentials may be obtained. %AWSpSecurityToken; %AWSpTemporaryTokenDuration;

Azure Authentication

This section provides a complete list of Azure authentication properties you can configure.

Property Description
AzureStorageAccount The name of your Azure storage account.
AzureAccessKey The storage key associated with your Excel account.
AzureSharedAccessSignature A shared access key signature that may be used for authentication.
AzureTenant The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.
AzureEnvironment The Azure Environment to use when establishing a connection.

AzureStorageAccount

The name of your Azure storage account.

Data Type

string

Default Value

""

Remarks

The name of your Azure storage account.

AzureAccessKey

The storage key associated with your Excel account.

Data Type

string

Default Value

""

Remarks

The storage key associated with your Excel account. You can retrieve it as follows:

  1. Sign into the azure portal with the credentials for your root account. (https://portal.azure.com/)
  2. Click on storage accounts and select the storage account you want to use.
  3. Under settings, click Access keys.
  4. Your storage account name and key will be displayed on that page.

AzureSharedAccessSignature

A shared access key signature that may be used for authentication.

Data Type

string

Default Value

""

Remarks

A shared access signature. You can create one by following these steps:

  1. Sign into the azure portal with the credentials for your root account. (https://portal.azure.com/)
  2. Click on storage accounts and select the storage account you want to use.
  3. Under settings, click Shared Access Signature.
  4. Set the permissions and when the token will expire
  5. Click Generate SAS can copy the token.

AzureTenant

The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.

Data Type

string

Default Value

""

Remarks

The Microsoft Online tenant being used to access data. For instance, contoso.onmicrosoft.com. Alternatively, specify the tenant Id. This value is the directory ID in the Azure Portal > Azure Active Directory > Properties.

Typically it is not necessary to specify the Tenant. This can be automatically determined by Microsoft when using the OAuthGrantType set to CODE (default). However, it may fail in the case that the user belongs to multiple tenants. For instance, if an Admin of domain A invites a user of domain B to be a guest user. The user will now belong to both tenants. It is a good practice to specify the Tenant, although in general things should normally work without having to specify it.

The AzureTenant is required when setting OAuthGrantType to CLIENT. When using client credentials, there is no user context. The credentials are taken from the context of the app itself. While Microsoft still allows client credentials to be obtained without specifying which Tenant, it has a much lower probability of picking the specific tenant you want to work with. For this reason, we require AzureTenant to be explicitly stated for all client credentials connections to ensure you get credentials that are applicable for the domain you intend to connect to.

AzureEnvironment

The Azure Environment to use when establishing a connection.

Possible Values

GLOBAL, CHINA, GERMANY, USGOVT, USGOVTDOD

Data Type

string

Default Value

GLOBAL

Remarks

In most cases, leaving the environment set to global will work. However, if your Azure Account has been added to a different environment, the AzureEnvironment may be used to specify which environment. The available values are GLOBAL, CHINA, GERMANY, USGOVT, and USGOVTDOD.

SSO

This section provides a complete list of SSO properties you can configure.

Property Description
SSOLoginURL The identity provider's login URL.
SSOProperties Additional properties required to connect to the identity provider in a semicolon-separated list.

SSOLoginURL

The identity provider's login URL.

Data Type

string

Default Value

""

Remarks

The identity provider's login URL.

SSOProperties

Additional properties required to connect to the identity provider in a semicolon-separated list.

Data Type

string

Default Value

""

Remarks

Additional properties required to connect to the identity provider in a semicolon-separated list. is used in conjunction with the SSOLoginURL.

SSO configuration is discussed further in .

Data

This section provides a complete list of the Data properties you can configure.

Property Description
AllowFormula Whether or not to treat values starting with an equals (=) sign as formulas during inserts and updates.
EmptyValueMode Indicates whether to read the empty values as empty or as null.
NullValues A comma separated list which will be replaced with nulls if there are found in the CSV file.
IgnoreCalcError Indicates whether to ignore errors that occurred during the calculation.
NullValueMode Indicates whether to read empty cells as null or as empty.
HasCrossSheetReferences Indicates how cross sheet references are handled.
Recalculate Indicates whether to recalculate all formulas when data is read.
ShowEmptyRows Indicates whether or not the empty rows should be pushed.
TypeDetectionScheme Determines how the provider detects the data types of columns.
EnableOleDbCompatibility Indicates whether to read the data with the same behavior as the Microsoft OleDB driver.
UseFastInsert Indicates whether to use the fastInsert when executing Insert Statement.
SkipTop Skips the number of rows specified starting from the top.
IncludeCustomerNames Indicates whether or not the defined names should be pushed.

AllowFormula

Whether or not to treat values starting with an equals (=) sign as formulas during inserts and updates.

Data Type

bool

Default Value

true

Remarks

Set this value to true to treat values beginning with an equals (=) sign as formulas on inserts and updates. Set the value to false to treat all values used in inserts and updates as strings.

EmptyValueMode

Indicates whether to read the empty values as empty or as null.

Possible Values

ReadAsEmpty, ReadAsNull

Data Type

string

Default Value

ReadAsEmpty

Remarks

Possible values are ReadAsEmpty and ReadAsNull. An empty value is a cell which contains an empty string (e.g., =""), which is different from a cell that has not been set and thus contains a null string.

NullValues

A comma separated list which will be replaced with nulls if there are found in the CSV file.

Data Type

string

Default Value

""

Remarks

A comma separated list which will be replaced with nulls if there are found in the CSV file. Example: "NaN,\N,N/A". If any of the specified values is found in a CSV row, it will be pushed as null.

IgnoreCalcError

Indicates whether to ignore errors that occurred during the calculation.

Data Type

bool

Default Value

false

Remarks

IgnoreCalcError defaults to false. If IgnoreCalcError is set to true, the provider will ignore any errors that occur due to formula calculation. If this happens, the formula result may be unreliable, but other data will be accurate.

NullValueMode

Indicates whether to read empty cells as null or as empty.

Possible Values

ReadAsNull, ReadAsEmpty

Data Type

string

Default Value

ReadAsNull

Remarks

NullValueMode controls how empty Excel cells are modelled. An empty cell is a cell that has not been set and thus contains a null string. If NullValueMode is set to ReadAsNull, NULL is reported for an empty cell; if NullValueMode is set to ReadAsEmpty, an empty string is reported for an empty cell.

HasCrossSheetReferences

Indicates how cross sheet references are handled.

Data Type

bool

Default Value

false

Remarks

HasCrossSheetReferences controls how cross sheet references are handled. If there are cross sheet references, changes to one sheet may cause some other formulas in other sheets to be recalculated. If HasCrossSheetReferences is set to true, all sheets in the workbook will be loaded into memory and the cross sheet references would be handled. However, setting the property to true may slow down performance because all sheets will be read from the Excel file.

This value should be set to true if you plan on making updates to the sheet. When this option is disabled the connector generates larger files because it cannot reuse shared data across multiple sheets. However, disabling this option allows the connector to reuse data across multiple sheets and generate smaller files.

Recalculate

Indicates whether to recalculate all formulas when data is read.

Data Type

bool

Default Value

true

Remarks

When cells in an Excel sheet are modified, the formula cells change their value. If Recalculate is set to true, the provider will detect changed cells and recalculate the formulas. These new results are then updated back to the Excel sheet so that a recalculation is not necessary.

ShowEmptyRows

Indicates whether or not the empty rows should be pushed.

Data Type

bool

Default Value

false

Remarks

If true, the empty rows will be pushed at the output.

TypeDetectionScheme

Determines how the provider detects the data types of columns.

Possible Values

None, RowScan, ColumnFormat, ColumnStyle

Data Type

string

Default Value

ColumnFormat

Remarks
Property Description
None Setting TypeDetectionScheme to None will return all columns as string type.
RowScan Setting TypeDetectionScheme to RowScan will scan rows to heuristically determine the data type. The RowScanDepth determines the number of rows to be scanned.
ColumnFormat Setting TypeDetectionScheme to ColumnFormat will report the data type based on the cell format (Number, Currency, Date, etc.) of the column.
ColumnStyle Setting TypeDetectionScheme to ColumnStyle will scan rows to heuristically determine the data type. The RowScanDepth determines the number of rows to be scanned.This will retrieve more specific data types (date / time instead of just timestamp), but is more likely to cause values to be truncated due to values in the cells not completely following the style.

EnableOleDbCompatibility

Indicates whether to read the data with the same behavior as the Microsoft OleDB driver.

Data Type

bool

Default Value

false

Remarks

Indicates whether to read the data with the same behavior as the Microsoft OleDB driver.For example, the Microsoft OleDB driver would report the the newline as '\n' instead of '\r\n'.

UseFastInsert

Indicates whether to use the fastInsert when executing Insert Statement.

Data Type

bool

Default Value

false

Remarks

The FastInsert has better performance than the common insert.However, the FastInsert didn't support the Insert statement with the specified ROWID and would save the insert data into the file after executing Insert Statement.

SkipTop

Skips the number of rows specified starting from the top.

Data Type

int

Default Value

0

Remarks

Skips the number of rows specified starting from the top.

IncludeCustomerNames

Indicates whether or not the defined names should be pushed.

Data Type

bool

Default Value

true

Remarks

If true, the defined names will be pushed.

OAuth

This section provides a complete list of OAuth properties you can configure.

Property Description
InitiateOAuth Set this property to initiate the process to obtain or refresh the OAuth access token when you connect.
OAuthVersion The version of OAuth being used.
OAuthClientId The client ID assigned when you register your application with an OAuth authorization server.
OAuthClientSecret The client secret assigned when you register your application with an OAuth authorization server.
OAuthAccessToken The access token for connecting using OAuth.
OAuthAccessTokenSecret The OAuth access token secret for connecting using OAuth.
CallbackURL The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.
OAuthGrantType The grant type for the OAuth flow.
OAuthPasswordGrantMode How to pass Client ID and Secret with OAuthGrantType is set to Password.
OAuthIncludeCallbackURL Whether to include the callback URL in an access token request.
OAuthAuthorizationURL The authorization URL for the OAuth service.
OAuthAccessTokenURL The URL to retrieve the OAuth access token from.
OAuthRefreshTokenURL The URL to refresh the OAuth token from.
OAuthRequestTokenURL The URL the service provides to retrieve request tokens from. This is required in OAuth 1.0.
OAuthVerifier The verifier code returned from the OAuth authorization URL.
AuthToken The authentication token used to request and obtain the OAuth Access Token.
AuthKey The authentication secret used to request and obtain the OAuth Access Token.
OAuthParams A comma-separated list of other parameters to submit in the request for the OAuth access token in the format paramname=value.
OAuthRefreshToken The OAuth refresh token for the corresponding OAuth access token.
OAuthExpiresIn The lifetime in seconds of the OAuth AccessToken.
OAuthTokenTimestamp The Unix epoch timestamp in milliseconds when the current Access Token was created.

InitiateOAuth

Set this property to initiate the process to obtain or refresh the OAuth access token when you connect.

Possible Values

OFF, GETANDREFRESH, REFRESH

Data Type

string

Default Value

OFF

Remarks

The following options are available:

  1. OFF: Indicates that the OAuth flow will be handled entirely by the user. An OAuthAccessToken will be required to authenticate.
  2. GETANDREFRESH: Indicates that the entire OAuth Flow will be handled by the connector. If no token currently exists, it will be obtained by prompting the user via the browser. If a token exists, it will be refreshed when applicable.
  3. REFRESH: Indicates that the connector will only handle refreshing the OAuthAccessToken. The user will never be prompted by the connector to authenticate via the browser. The user must handle obtaining the OAuthAccessToken and OAuthRefreshToken initially.

OAuthVersion

The version of OAuth being used.

Possible Values

Disabled, 1.0, 2.0

Data Type

string

Default Value

Disabled

Remarks

The version of OAuth being used. The following options are available: Disabled,1.0,2.0

OAuthClientId

The client ID assigned when you register your application with an OAuth authorization server.

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.

OAuthClientSecret

The client secret assigned when you register your application with an OAuth authorization server.

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.

OAuthAccessToken

The access token for connecting using OAuth.

Data Type

string

Default Value

""

Remarks

The OAuthAccessToken property is used to connect using OAuth. The OAuthAccessToken is retrieved from the OAuth server as part of the authentication process. It has a server-dependent timeout and can be reused between requests.

The access token is used in place of your user name and password. The access token protects your credentials by keeping them on the server.

OAuthSettingsLocation

The location of the settings file where OAuth values are saved when InitiateOAuth is set to GETANDREFRESH or REFRESH. Alternatively, you can hold this location in memory by specifying a value starting with 'memory://'.

Data Type

string

Default Value

%APPDATA%\CData\Acumatica Data Provider\OAuthSettings.txt

Remarks

When InitiateOAuth is set to GETANDREFRESH or REFRESH, the driver saves OAuth values to avoid requiring the user to manually enter OAuth connection properties and to allow the credentials to be shared across connections or processes.

Instead of specifying a file path, you can use memory storage. Memory locations are specified by using a value starting with 'memory://' followed by a unique identifier for that set of credentials (for example, memory://user1). The identifier can be anything you choose but should be unique to the user. Unlike file-based storage, where credentials persist across connections, memory storage loads the credentials into static memory, and the credentials are shared between connections using the same identifier for the life of the process. To persist credentials outside the current process, you must manually store the credentials prior to closing the connection. This enables you to set them in the connection when the process is started again. You can retrieve OAuth property values with a query to the sys_connection_props system table. If there are multiple connections using the same credentials, the properties are read from the previously closed connection.

The default location is "%APPDATA%\CData\Acumatica Data Provider\OAuthSettings.txt" with %APPDATA% set to the user's configuration directory. The default values are

  • Windows: "register://%DSN"
  • Unix: "%AppData%..."

where DSN is the name of the current DSN used in the open connection.

The following table lists the value of %APPDATA% by OS:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Linux ~/.config

OAuthAccessTokenSecret

The OAuth access token secret for connecting using OAuth.

Data Type

string

Default Value

""

Remarks

The OAuthAccessTokenSecret property is used to connect and authenticate using OAuth. The OAuthAccessTokenSecret is retrieved from the OAuth server as part of the authentication process. It is used with the OAuthAccessToken and can be used for multiple requests until it times out.

CallbackURL

The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.

Data Type

string

Default Value

""

Remarks

During the authentication process, the OAuth authorization server redirects the user to this URL. This value must match the callback URL you specify in your app settings.

OAuthGrantType

The grant type for the OAuth flow.

Possible Values

CODE, CLIENT, PASSWORD

Data Type

string

Default Value

CLIENT

Remarks

The grant type for the OAuth flow. The following options are available: CODE,CLIENT,PASSWORD

OAuthPasswordGrantMode

How to pass Client ID and Secret with OAuthGrantType is set to Password.

Possible Values

Post, Basic

Data Type

string

Default Value

Post

Remarks

The OAuth RFC specifies two methods of passing the OAuthClientId and OAuthClientSecret when using the Password OAuthGrantType. The most commonly used is to pass them via post data to the service. However, some services may require that you pass them via the Authorize header as to be used in BASIC authorization. Change this property to Basic to submit the parameters as part of the Authorize header instead of the post data.

OAuthIncludeCallbackURL

Whether to include the callback URL in an access token request.

Data Type

bool

Default Value

true

Remarks

This defaults to true since standards-compliant OAuth services will ignore the redirect_uri parameter for grant types like CLIENT or PASSWORD that do not require it.

This option should only be enabled for OAuth services that report errors when redirect_uri is included.

OAuthAuthorizationURL

The authorization URL for the OAuth service.

Data Type

string

Default Value

""

Remarks

The authorization URL for the OAuth service. At this URL, the user logs into the server and grants permissions to the application. In OAuth 1.0, if permissions are granted, the request token is authorized.

OAuthAccessTokenURL

The URL to retrieve the OAuth access token from.

Data Type

string

Default Value

""

Remarks

The URL to retrieve the OAuth access token from. In OAuth 1.0, the authorized request token is exchanged for the access token at this URL.

OAuthRefreshTokenURL

The URL to refresh the OAuth token from.

Data Type

string

Default Value

""

Remarks

The URL to refresh the OAuth token from. In OAuth 2.0, this URL is where the refresh token is exchanged for a new access token when the old access token expires.

OAuthRequestTokenURL

The URL the service provides to retrieve request tokens from. This is required in OAuth 1.0.

Data Type

string

Default Value

""

Remarks

The URL the service provides to retrieve request tokens from. This is required in OAuth 1.0. In OAuth 1.0, this is the URL where the app makes a request for the request token.

OAuthVerifier

The verifier code returned from the OAuth authorization URL.

Data Type

string

Default Value

""

Remarks

The verifier code returned from the OAuth authorization URL. This can be used on systems where a browser cannot be launched such as headless systems.

Authentication on Headless Machines

See to obtain the OAuthVerifier value.

Set OAuthSettingsLocation along with OAuthVerifier. When you connect, the connector exchanges the OAuthVerifier for the OAuth authentication tokens and saves them, encrypted, to the specified file. Set InitiateOAuth to GETANDREFRESH automate the exchange.

Once the OAuth settings file has been generated, you can remove OAuthVerifier from the connection properties and connect with OAuthSettingsLocation set.

To automatically refresh the OAuth token values, set OAuthSettingsLocation and additionally set InitiateOAuth to REFRESH.

AuthToken

The authentication token used to request and obtain the OAuth Access Token.

Data Type

string

Default Value

""

Remarks

This property is required only when performing headless authentication in OAuth 1.0. It can be obtained from the GetOAuthAuthorizationUrl stored procedure.

It can be supplied alongside the AuthKey in the GetOAuthAccessToken stored procedure to obtain the OAuthAccessToken.

AuthKey

The authentication secret used to request and obtain the OAuth Access Token.

Data Type

string

Default Value

""

Remarks

This property is required only when performing headless authentication in OAuth 1.0. It can be obtained from the GetOAuthAuthorizationUrl stored procedure.

It can be supplied alongside the AuthToken in the GetOAuthAccessToken stored procedure to obtain the OAuthAccessToken.

OAuthParams

A comma-separated list of other parameters to submit in the request for the OAuth access token in the format paramname=value.

Data Type

string

Default Value

""

Remarks

A comma-separated list of other parameters to submit in the request for the OAuth access token in the format paramname=value.

OAuthRefreshToken

The OAuth refresh token for the corresponding OAuth access token.

Data Type

string

Default Value

""

Remarks

The OAuthRefreshToken property is used to refresh the OAuthAccessToken when using OAuth authentication.

OAuthExpiresIn

The lifetime in seconds of the OAuth AccessToken.

Data Type

string

Default Value

""

Remarks

Pair with OAuthTokenTimestamp to determine when the AccessToken will expire.

OAuthTokenTimestamp

The Unix epoch timestamp in milliseconds when the current Access Token was created.

Data Type

string

Default Value

""

Remarks

Pair with OAuthExpiresIn to determine when the AccessToken will expire.

JWT OAuth

This section provides a complete list of JWT OAuth properties you can configure.

Property Description
OAuthJWTCert The JWT Certificate store.
OAuthJWTCertType The type of key store containing the JWT Certificate.
OAuthJWTCertPassword The password for the OAuth JWT certificate.
OAuthJWTCertSubject The subject of the OAuth JWT certificate.
OAuthJWTIssuer The issuer of the Java Web Token.
OAuthJWTSubject The user subject for which the application is requesting delegated access.

OAuthJWTCert

The JWT Certificate store.

Data Type

string

Default Value

""

Remarks

The name of the certificate store for the client certificate.

The OAuthJWTCertType field specifies the type of the certificate store specified by OAuthJWTCert. If the store is password protected, specify the password in OAuthJWTCertPassword.

OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject

field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, a search for a certificate is initiated. Please refer to the OAuthJWTCertSubject field for details.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

Property Description
MY A certificate store holding personal certificates with their associated private keys.
CA Certifying authority certificates.
ROOT Root certificates.
SPC Software publisher certificates.

In Java, the certificate store normally is a file containing certificates and optional private keys.

When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

OAuthJWTCertType

The type of key store containing the JWT Certificate.

Possible Values

USER, MACHINE, PFXFILE, PFXBLOB, JKSFILE, JKSBLOB, PEMKEY_FILE, PEMKEY_BLOB, PUBLIC_KEY_FILE, PUBLIC_KEY_BLOB, SSHPUBLIC_KEY_FILE, SSHPUBLIC_KEY_BLOB, P7BFILE, PPKFILE, XMLFILE, XMLBLOB, GOOGLEJSON, GOOGLEJSONBLOB

Data Type

string

Default Value

USER

Remarks

This property can take one of the following values:

Property Description
USER For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: This store type is not available in Java.
MACHINE For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java.
PFXFILE The certificate store is the name of a PFX (PKCS12) file containing certificates.
PFXBLOB The certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILE The certificate store is the name of a Java key store (JKS) file containing certificates. Note: this store type is only available in Java.
JKSBLOB The certificate store is a string (base-64-encoded) representing a certificate store in Java key store (JKS) format. Note: this store type is only available in Java.
PEMKEY_FILE The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOB The certificate store is a string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILE The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOB The certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILE The certificate store is the name of a file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOB The certificate store is a string (base-64-encoded) that contains an SSH-style public key.
P7BFILE The certificate store is the name of a PKCS7 file containing certificates.
PPKFILE The certificate store is the name of a file that contains a PPK (PuTTY Private Key).
XMLFILE The certificate store is the name of a file that contains a certificate in XML format.
XMLBLOB The certificate store is a string that contains a certificate in XML format.
GOOGLEJSON The certificate store is the name of a JSON file containing the service account information. Only valid when connecting to a Google service.
GOOGLEJSONBLOB The certificate store is a string that contains the service account JSON. Only valid when connecting to a Google service.

OAuthJWTCertPassword

The password for the OAuth JWT certificate.

Data Type

string

Default Value

""

Remarks

If the certificate store is of a type that requires a password, this property is used to specify that password in order to open the certificate store.

This is not required when using the GOOGLEJSON OAuthJWTCertType. Google JSON keys are not encrypted.

OAuthJWTCertSubject

The subject of the OAuth JWT certificate.

Data Type

string

Default Value

*

Remarks

When loading a certificate the subject is used to locate the certificate in the store.

If an exact match is not found, the store is searched for subjects containing the value of the property.

If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks the first certificate in the certificate store.

The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, E=support@jitterbit.com". Common fields and their meanings are displayed below.

Field Meaning
CN Common Name. This is commonly a host name like www.server.com.
O Organization
OU Organizational Unit
L Locality
S State
C Country
E Email Address

If a field value contains a comma it must be quoted.

OAuthJWTIssuer

The issuer of the Java Web Token.

Data Type

string

Default Value

""

Remarks

The issuer of the Java Web Token. This is typically either the Client ID or Email Address of the OAuth Application.

This is not required when using the GOOGLEJSON OAuthJWTCertType. Google JSON keys contain a copy of the issuer account.

OAuthJWTSubject

The user subject for which the application is requesting delegated access.

Data Type

string

Default Value

""

Remarks

The user subject for which the application is requesting delegated access. Typically, the user account name or email address.

Kerberos

This section provides a complete list of Kerberos properties you can configure.

Property Description
KerberosKDC The Kerberos Key Distribution Center (KDC) service used to authenticate the user.
KerberosRealm The Kerberos Realm used to authenticate the user with.
KerberosSPN The service principal name (SPN) for the Kerberos Domain Controller.
KerberosKeytabFile The Keytab file containing your pairs of Kerberos principals and encrypted keys.
KerberosServiceRealm The Kerberos realm of the service.
KerberosServiceKDC The Kerberos KDC of the service.
KerberosTicketCache The full file path to an MIT Kerberos credential cache file.

KerberosKDC

The Kerberos Key Distribution Center (KDC) service used to authenticate the user.

Data Type

string

Default Value

""

Remarks

The Kerberos properties are used when using SPNEGO or Windows Authentication. The connector will request session tickets and temporary session keys from the Kerberos KDC service. The Kerberos KDC service is conventionally colocated with the domain controller.

If Kerberos KDC is not specified, the connector will attempt to detect these properties automatically from the following locations:

  • KRB5 Config File (krb5.ini/krb5.conf): If the KRB5_CONFIG environment variable is set and the file exists, the connector will obtain the KDC from the specified file. Otherwise it will attempt to read from the default MIT location based on the OS: C:\ProgramData\MIT\Kerberos5\krb5.ini (Windows) or /etc/krb5.conf (Linux)
  • Java System Properties: Using the system properties java.security.krb5.realm and java.security.krb5.kdc.
  • Domain Name and Host: The connector will infer the Kerberos Realm and Kerberos KDC from the configured domain name and host as a last resort.

Note

Windows authentication is supported in JRE 1.6 and above only.

KerberosRealm

The Kerberos Realm used to authenticate the user with.

Data Type

string

Default Value

""

Remarks

The Kerberos properties are used when using SPNEGO or Windows Authentication. The Kerberos Realm is used to authenticate the user with the Kerberos Key Distribution Service (KDC). The Kerberos Realm can be configured by an administrator to be any string, but conventionally it is based on the domain name.

If Kerberos Realm is not specified the connector will attempt to detect these properties automatically from the following locations:

  • KRB5 Config File (krb5.ini/krb5.conf): If the KRB5_CONFIG environment variable is set and the file exists, the connector will obtain the default realm from the specified file. Otherwise it will attempt to read from the default MIT location based on the OS: C:\ProgramData\MIT\Kerberos5\krb5.ini (Windows) or /etc/krb5.conf (Linux)
  • Java System Properties: Using the system properties java.security.krb5.realm and java.security.krb5.kdc.
  • Domain Name and Host: The connector will infer the Kerberos Realm and Kerberos KDC from the user-configured domain name and host as a last resort. This might work in some Windows environments.

Note

Kerberos-based authentication is supported in JRE 1.6 and above only.

KerberosSPN

The service principal name (SPN) for the Kerberos Domain Controller.

Data Type

string

Default Value

""

Remarks

If the SPN on the Kerberos Domain Controller is not the same as the URL that you are authenticating to, use this property to set the SPN.

KerberosKeytabFile

The Keytab file containing your pairs of Kerberos principals and encrypted keys.

Data Type

string

Default Value

""

Remarks

The Keytab file containing your pairs of Kerberos principals and encrypted keys.

The Keytab file containing your pairs of Kerberos principals and encrypted keys.

KerberosServiceRealm

The Kerberos realm of the service.

Data Type

string

Default Value

""

Remarks

The KerberosServiceRealm is the specify the service Kerberos realm when using cross-realm Kerberos authentication.

In most cases, a single realm and KDC machine are used to perform the Kerberos authentication and this property is not required.

This property is available for complex setups where a different realm and KDC machine are used to obtain an authentication ticket (AS request) and a service ticket (TGS request).

KerberosServiceKDC

The Kerberos KDC of the service.

Data Type

string

Default Value

""

Remarks

The KerberosServiceKDC is used to specify the service Kerberos KDC when using cross-realm Kerberos authentication.

In most cases, a single realm and KDC machine are used to perform the Kerberos authentication and this property is not required.

This property is available for complex setups where a different realm and KDC machine are used to obtain an authentication ticket (AS request) and a service ticket (TGS request).

KerberosTicketCache

The full file path to an MIT Kerberos credential cache file.

Data Type

string

Default Value

""

Remarks

This property can be set if you wish to use a credential cache file that was created using the MIT Kerberos Ticket Manager or kinit command.

SSL

This section provides a complete list of SSL properties you can configure.

Property Description
SSLClientCert The TLS/SSL client certificate store for SSL Client Authentication (2-way SSL).
SSLClientCertType The type of key store containing the TLS/SSL client certificate.
SSLClientCertPassword The password for the TLS/SSL client certificate.
SSLClientCertSubject The subject of the TLS/SSL client certificate.
SSLMode The authentication mechanism to be used when connecting to the FTP or FTPS server.
SSLServerCert The certificate to be accepted from the server when connecting using TLS/SSL.

SSLClientCert

The TLS/SSL client certificate store for SSL Client Authentication (2-way SSL).

Data Type

string

Default Value

""

Remarks

The name of the certificate store for the client certificate.

The SSLClientCertType field specifies the type of the certificate store specified by SSLClientCert. If the store is password protected, specify the password in SSLClientCertPassword.

SSLClientCert is used in conjunction with the SSLClientCertSubject field in order to specify client certificates. If SSLClientCert has a value, and SSLClientCertSubject is set, a search for a certificate is initiated. See SSLClientCertSubject for more information.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

Property Description
MY A certificate store holding personal certificates with their associated private keys.
CA Certifying authority certificates.
ROOT Root certificates.
SPC Software publisher certificates.

In Java, the certificate store normally is a file containing certificates and optional private keys.

When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (for example, PKCS12 certificate store).

SSLClientCertType

The type of key store containing the TLS/SSL client certificate.

Possible Values

USER, MACHINE, PFXFILE, PFXBLOB, JKSFILE, JKSBLOB, PEMKEY_FILE, PEMKEY_BLOB, PUBLIC_KEY_FILE, PUBLIC_KEY_BLOB, SSHPUBLIC_KEY_FILE, SSHPUBLIC_KEY_BLOB, P7BFILE, PPKFILE, XMLFILE, XMLBLOB

Data Type

string

Default Value

USER

Remarks

This property can take one of the following values:

Property Description
USER - default For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note that this store type is not available in Java.
MACHINE For Windows, this specifies that the certificate store is a machine store. Note that this store type is not available in Java.
PFXFILE The certificate store is the name of a PFX (PKCS12) file containing certificates.
PFXBLOB The certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILE The certificate store is the name of a Java key store (JKS) file containing certificates. Note that this store type is only available in Java.
JKSBLOB The certificate store is a string (base-64-encoded) representing a certificate store in JKS format. Note that this store type is only available in Java.
PEMKEY_FILE The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOB The certificate store is a string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILE The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOB The certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILE The certificate store is the name of a file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOB The certificate store is a string (base-64-encoded) that contains an SSH-style public key.
P7BFILE The certificate store is the name of a PKCS7 file containing certificates.
PPKFILE The certificate store is the name of a file that contains a PuTTY Private Key (PPK).
XMLFILE The certificate store is the name of a file that contains a certificate in XML format.
XMLBLOB The certificate store is a string that contains a certificate in XML format.

SSLClientCertPassword

The password for the TLS/SSL client certificate.

Data Type

string

Default Value

""

Remarks

If the certificate store is of a type that requires a password, this property is used to specify that password to open the certificate store.

SSLClientCertSubject

The subject of the TLS/SSL client certificate.

Data Type

string

Default Value

*

Remarks

When loading a certificate the subject is used to locate the certificate in the store.

If an exact match is not found, the store is searched for subjects containing the value of the property. If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks the first certificate in the certificate store.

The certificate subject is a comma separated list of distinguished name fields and values. For example, "CN=www.server.com, OU=test, C=US, E=support@company.com". The common fields and their meanings are shown below.

Field Meaning
CN Common Name. This is commonly a host name like www.server.com.
O Organization
OU Organizational Unit
L Locality
S State
C Country
E Email Address

If a field value contains a comma, it must be quoted.

SSLMode

The authentication mechanism to be used when connecting to the FTP or FTPS server.

Possible Values

AUTOMATIC, NONE, IMPLICIT, EXPLICIT

Data Type

string

Default Value

AUTOMATIC

Remarks

If SSLMode is set to NONE, default plaintext authentication is used to log in to the server. If SSLMode is set to IMPLICIT, the SSL negotiation will start immediately after the connection is established. If SSLMode is set to EXPLICIT, the connector will first connect in plaintext, and then explicitly start SSL negotiation through a protocol command such as STARTTLS. If SSLMode is set to AUTOMATIC, if the remote port is set to the standard plaintext port of the protocol (where applicable), the component will behave the same as if SSLMode is set to EXPLICIT. In all other cases, SSL negotiation will be IMPLICIT.

  • AUTOMATIC
  • NONE
  • IMPLICIT
  • EXPLICIT

SSLServerCert

The certificate to be accepted from the server when connecting using TLS/SSL.

Data Type

string

Default Value

""

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:

Description Example
A full PEM Certificate (example shortened for brevity) -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate C:\cert.cer
The public key (example shortened for brevity) -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space or colon separated) ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space or colon separated) 34a929226ae0819f2ec14b4a3d904f801cbb150d

If not specified, any certificate trusted by the machine is accepted.

Certificates are validated as trusted by the machine based on the System's trust store. The trust store used is the 'javax.net.ssl.trustStore' value specified for the system. If no value is specified for this property, Java's default trust store is used (for example, JAVA_HOME\lib\security\cacerts).

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

SSH

This section provides a complete list of SSH properties you can configure.

Property Description
SSHAuthMode The authentication method to be used to log on to an SFTP server.
SSHClientCert A certificate to be used for authenticating the user.
SSHClientCertPassword The password of the SSHClientCert certificate if it has one.
SSHClientCertType The type of SSHClientCert certificate.

SSHAuthMode

The authentication method to be used to log on to an SFTP server.

Possible Values

None, Password, Public_Key

Data Type

string

Default Value

Password

Remarks
  • None: No authentication will be performed. The current User value is ignored, and the connection will be logged in as anonymous.
  • Password: The connector will use the values of User and Password to authenticate the user.
  • Public_Key: The connector will use the values of User and SSHClientCert to authenticate the user. SSHClientCert must have a private key available for this authentication method to succeed.

SSHClientCert

A certificate to be used for authenticating the user.

Data Type

string

Default Value

""

Remarks

In order to use public key authentication, SSHClientCert must contain a certificate with a valid private key. The certificate's public key value is sent to the server along with a signature produced using the private key. The server will first check to see if the public key values match what is known for the user and then will attempt to use those values to verify the signature.

The SSHClientCertType field specifies the type of the certificate store specified by SSHClientCert. If the store is password protected, specify the password in SSHClientCertPassword.

SSHClientCert is used in conjunction with the SSHClientCertSubject

field in order to specify client certificates. If SSHClientCert has a value, and SSHClientCertSubject is set, a search for a certificate is initiated. Please refer to the SSHClientCertSubject field for details.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

Property Description
MY A certificate store holding personal certificates with their associated private keys.
CA Certifying authority certificates.
ROOT Root certificates.
SPC Software publisher certificates.

In Java, the certificate store normally is a file containing certificates and optional private keys.

When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

SSHClientCertPassword

The password of the SSHClientCert certificate if it has one.

Data Type

string

Default Value

""

Remarks

This property is only used when authenticating to SFTP servers with SSHAuthMode set to PublicKey and SSHClientCert set to a private key.

SSHClientCertType

The type of SSHClientCert certificate.

Possible Values

USER, MACHINE, PFXFILE, PFXBLOB, JKSFILE, JKSBLOB, PEMKEY_FILE, PEMKEY_BLOB, PUBLIC_KEY_FILE, PUBLIC_KEY_BLOB, SSHPUBLIC_KEY_BLOB, P7BFILE, P7BBLOB, SSHPUBLIC_KEY_FILE, PPKFILE, PPKBLOB, XMLFILE, XMLBLOB

Data Type

string

Default Value

PUBLIC_KEY_FILE

Remarks

The type of SSHClientCert certificate. This property can take one of the following values:

Property Description
USER For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: this store type is not available in Java.
MACHINE For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java.
PFXFILE The certificate store is the name of a PFX (PKCS12) file containing certificates.
PFXBLOB The certificate store is a string (binary or base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILE The certificate store is the name of a Java Key Store (JKS) file containing certificates. Note: this store type is only available in Java.
JKSBLOB The certificate store is a string (binary or base-64-encoded) representing a certificate store in Java Key Store (JKS) format. Note: this store type is only available in Java.
PEMKEY_FILE The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOB The certificate store is a string (binary or base-64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILE The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOB The certificate store is a string (binary or base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_BLOB The certificate store is a string (binary or base-64-encoded) that contains an SSH-style public key.
P7BFILE The certificate store is the name of a PKCS7 file containing certificates.
P7BBLOB The certificate store is a string (binary) representing a certificate store in PKCS7 format.
SSHPUBLIC_KEY_FILE The certificate store is the name of a file that contains an SSH-style public key.
PPKFILE The certificate store is the name of a file that contains a PPK (PuTTY Private Key).
PPKBLOB The certificate store is a string (binary) that contains a PPK (PuTTY Private Key).
XMLFILE The certificate store is the name of a file that contains a certificate in XML format.
XMLBLOB The certificate store is a string that contains a certificate in XML format.

Schema

This section provides a complete list of schema properties you can configure.

Property Description
Location A path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemas This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA, SchemaB, SchemaC.
Tables This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA, TableB, TableC.
Views Restricts the views reported to a subset of the available tables. For example, Views=ViewA, ViewB, ViewC.

Location

A path to the directory that contains the schema files defining tables, views, and stored procedures.

Data Type

string

Default Value

%APPDATA%\Excel Data Provider\Schema

Remarks

The path to a directory which contains the schema files for the connector (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is "%APPDATA%\Excel Data Provider\Schema" with %APPDATA% being set to the user's configuration directory:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Mac ~/Library/Application Support
Linux ~/.config

BrowsableSchemas

This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

Data Type

string

Default Value

""

Remarks

Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.

Tables

This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.

Data Type

string

Default Value

""

Remarks

Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the connector.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

Views

Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Data Type

string

Default Value

""

Remarks

Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the connector.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

Miscellaneous

This section provides a complete list of miscellaneous properties you can configure.

Property Description
Charset Specifies the session character set for encoding and decoding character data transferred to and from the Excel file. The default value is UTF-8.
ClientCulture This property can be used to specify the format of data (e.g., currency values) that is accepted by the client application. This property can be used when the client application does not support the machine's culture settings. For example, Microsoft Access requires 'en-US'.
Culture This setting can be used to specify culture settings that determine how the provider interprets certain data types that are passed into the provider. For example, setting Culture='de-DE' will output German formats even on an American machine.
CustomHeaders Other headers as determined by the user (optional).
CustomUrlParams The custom query string to be included in the request.
IncludeDropboxTeamResources Indicates if you want to include Dropbox team files and folders.
MaxRows Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
Other These hidden properties are used only in specific use cases.
PseudoColumns This property indicates whether or not to include pseudo columns as columns to the table.
RowScanDepth The maximum number of rows to scan to look for the columns available in a table.
Timeout The value in seconds until the timeout error is thrown, canceling the operation.

Charset

Specifies the session character set for encoding and decoding character data transferred to and from the Excel file. The default value is UTF-8.

Data Type

string

Default Value

UTF-8

Remarks

Specifies the session character set for encoding and decoding character data transferred to and from the Excel file. The default value is UTF-8.

ClientCulture

This property can be used to specify the format of data (e.g., currency values) that is accepted by the client application. This property can be used when the client application does not support the machine's culture settings. For example, Microsoft Access requires 'en-US'.

Data Type

string

Default Value

""

Remarks

This option affects the format of connector output. To specify the format that defines how input should be interpreted, use the Culture option. By default the connector uses the current locale settings of the machine to interpret input and format output.

Culture

This setting can be used to specify culture settings that determine how the provider interprets certain data types that are passed into the provider. For example, setting Culture='de-DE' will output German formats even on an American machine.

Data Type

string

Default Value

""

Remarks

This property affects the connector input. To interpret values in a different cultural format, use the Client Culture property. By default the connector uses the current locale settings of the machine to interpret input and format output.

CustomHeaders

Other headers as determined by the user (optional).

Data Type

string

Default Value

""

Remarks

This property can be set to a string of headers to be appended to the HTTP request headers created from other properties, like ContentType, From, and so on.

The headers must be of the format "header: value" as described in the HTTP specifications. Header lines should be separated by the carriage return and line feed (CRLF) characters.

Use this property with caution. If this property contains invalid headers, HTTP requests may fail.

This property is useful for fine-tuning the functionality of the connector to integrate with specialized or nonstandard APIs.

CustomUrlParams

The custom query string to be included in the request.

Data Type

string

Default Value

""

Remarks

The CustomUrlParams allow you to specify custom query string parameters that are included with the HTTP request. The parameters must be encoded as a query string in the form field1=value1&field2=value2&field3=value3. The values in the query string must be URL encoded.

IncludeDropboxTeamResources

Indicates if you want to include Dropbox team files and folders.

Data Type

bool

Default Value

false

Remarks

In order to access Dropbox team folders and files, please set this connection property to True.

MaxRows

Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.

Data Type

int

Default Value

-1

Remarks

Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.

Other

These hidden properties are used only in specific use cases.

Data Type

string

Default Value

""

Remarks

The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.

Specify multiple properties in a semicolon-separated list.

Integration and Formatting
Property Description
DefaultColumnSize Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT Determines whether to convert date-time values to GMT, instead of the local time of the machine.
RecordToFile=filename Records the underlying socket data transfer to the specified file.

PseudoColumns

This property indicates whether or not to include pseudo columns as columns to the table.

Data Type

string

Default Value

""

Remarks

This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".

RowScanDepth

The maximum number of rows to scan to look for the columns available in a table.

Data Type

int

Default Value

15

Remarks

The columns in a table must be determined by scanning table rows. This value determines the maximum number of rows that will be scanned.

Setting a high value may decrease performance. Setting a low value may prevent the data type from being determined properly, especially when there is null data.

Timeout

The value in seconds until the timeout error is thrown, canceling the operation.

Data Type

int

Default Value

60

Remarks

If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.

If Timeout expires and the operation is not yet complete, the connector throws an exception.