[Platform] Data Connection to Microsoft SharePoint List

Application Scenarios

This document introduces how to connect Microsoft SharePoint List database in FineBI.

Driver

You can download the corresponding driver package from the CData official website. After installation, find the cdata.jdbc.sharepoint.jar file in the lib folder.

Upload the driver to FineBI and name it cdata.jdbc.sharepoint.SharePointDriver. For details about uploading, see section "Modifying the Parameter to Allow Uploading" in Driver Management.

Gathering Connection Information

Before connection, gather the following information:

1. Switch to the lib folder at the command prompt and execute java -jar cdata.jdbc.sharepoint.jar to open the connection testing tool.

2. Fill in the required configuration items (according to the actual situation) and click Test Connection.

3. After successful connection testing, copy the URL.

Connection Steps

1. Log in to FineBI as admin, choose System Management > Data Connection > Data Connection Management, and click New Data Connection.

Note:

If you (not the admin) want to configure data connection, you need to be assigned the using permission of Data Connection Management by the admin. For details, see Data Connection Permission.

2. Choose Others > Other JDBC.

3. Select Custom in the Driver setting, select the driver uploaded in section "Driver", enter the URL copied in section "Gathering Connection Information", and select No in the Test Before Connection setting.

4. Click Test Connection, and click Save after successful connection.

SharePoint with AD Authentication

JDBC connection to Microsoft Sharepoint with AD authentication is supported in FineBI.

For details, see Creating a Custom OAuth App.

Adding Data Connection

1. Follow the steps in section "Gathering Connection Information", fill in the corresponding configuration items, and enter the OAuthClientSecret and OAuthClientId configured in section "SharePoint with AD Authentication" into the corresponding positions in the connection testing tool.

2. After successful connection testing, copy the URL and fill it in the Data Connection URL setting. Click Test Connection, and click Save after successful connection.

Adding Tables in the Database to FineReport

For details, see Dataset.