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Domo Knowledge Base

Microsoft Sharepoint Online REST Connector

Version 5

 

Intro

Microsoft SharePoint Online enables an organization to easily create and manage custom team-focused and project-focused sites for collaboration. You can use Domo's Microsoft SharePoint Online REST Connector to get the data from an organization-wide intranet portal in different aspects based on sites within Domo. To do this, you must first create an app in Microsoft Azure. For more information about the Microsoft Sharepoint Online, visit their website at https://products.office.com/en-us/sharepoint/sharepoint-online-collaboration-software

You create a Microsoft Sharepoint Online connection in the Data Center. This topic discusses the fields and menus that are specific to the Microsoft Sharepoint Online REST connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to Microsoft Sharepoint Online in order to retrieve information, you must have the following:

  • An installed Microsoft Azure app.

  • The client ID and client secret for your Azure app. To generate an app and locate these credentials, see the following section.

Creating an Azure App

To create a Microsoft Azure app, do the following:

  1. Log into https://portal.azure.com

  2. Click on Azure Active Directory.

  3. Click on App registrations

    azure_crm_rest_1.png

  4. Click New application registration.

  5. Fill out the registration form as follows:

    • Name of the application: Sharepoint Online Rest App

    • Application type: Web app/API

    • Sign-on URL - https://www.yourcompanyname.com

  6. Click Create.

  7. Copy the Application ID that appears after the application is created and paste it into the Client ID field in the connector settings in Domo.

  8. Go to Settings > Reply URLs.

  9. Add and save the following URL: https://oauth.domo.com/api/data/vl/o...point/exchange

    sharepoint_online_rest_1.png

  10. Select Keys > Create New Key.

    azure_crm_rest_6.png

  11. SAVE the newly created key, as you will not see it again.

  12. Copy the key and paste it into the Client Secret field in the connector settings in Domo.

  13. Click Required permissions.

  14. Click Add.

  15. Select Office 365 Sharepoint Online.

  16. Check permissions as shown below:

    sharepoint_online_rest_2.png

  17. Click Save.

  18. Click Add.

  19. Select Microsoft Graph.

  20. Check permissions as shown below:

    sharepoint_online_rest_3.png

    sharepoint_online_rest_4.png

    sharepoint_online_rest_5.png

  21. Select Required permissions > Grant permissions.

  22. Select Yes.

    sharepoint_online_rest_6.png

Connecting to Microsoft Sharepoint Online

This section enumerates the options in the Credentials and Details panes in the Microsoft Sharepoint Online REST Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to a Microsoft Dynamics CRM installation via Azure. The following table describes what is needed for each field:  

Field

Description

Client ID

Enter the client ID for your installed Azure web app. For more information about finding this, see "Prerequisites," above.

Client Secret

Enter the client secret that was generated when you created your app. For information about generating a new key, see "Prerequisites," above.

Once you have entered valid credentials, you can use the same account any time you go to create a new Microsoft Sharepoint Online REST DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains menus in which you can select your Sharepoint report and configure various options.

Menu

Description

Report

Select your desired Sharepoint Online report.

Download Item Contents

Returns file content for the requested file.

Files

Returns a list of files.

Get Items

Returns items present in the root drive of the selected site.

Groups

Returns a list of groups.

Group Sites

Returns a list of sites for the selected group.

List

Returns details for the selected list.

List Item Column Values

Returns column values for the selected list item.

List Item Detailed

Returns details for the selected list item.

List Items

Returns items in the selected list.

Roots

Returns a list of sites present at the root.

Site Lists

Returns all lists for the selected site.

Site Subsites

Returns a list of subsites for the selected site.

Group ID

Select the group you want to use.

Site or Subsite?

Select whether you want to pull data from a top-level site or a subsite.

Site ID

Select the site you want to pull data from.

Subsite ID

Select the subsite you want to pull data from.

List ID

Select the list you want to pull data from.

List Item ID

Enter the ID of the list item you want to retrieve information for.

Drive ID

Select the drive you want to pull data from.

File ID

Enter the ID of the file you want to retrieve information for. You can generate a list of files by running the "Files" report.

Relative Path

Enter the relative path of the folder from the selected drive, e.g. /MyFolder/MySubfolder

Expand Fields

Select all of the fields you want to expand.

File Type

Select the file type for the data file you want to retrieve. To show file content as a binary column, select Other.

Sheet Name (Optional)

Enter the name of the sheet you want to retrieve from the specified Excel spreadsheet. Be sure to check sheet names for accidental spaces.

Data Tag (Optional)

Enter the tag where the data is found in your XML text.

Do you require attributes in data?

Select Yes if you require attributes values as part of your data.

Enter fields to exclude (Optional)

Provide a comma-separated list of fields to exclude from your XML data.

Enter Xpath expression

Enter your XPath query using standard XPath syntax as defined by the World Wide Web Consortium. (http://www.w3.org/TR/2014/REC-xpath-30-20140408/)

Header Start Row (Optional)

Enter the header row number. If you do not enter a number, the first row is considered the header row.

Data Start Row (Optional)

Enter the starting data row number. If you do not enter a number, the first row after the header row is considered the starting row.

Footer Rows to Skip (Optional)

If there are one or more rows at the bottom of the file you do not want to import, enter the number of rows to skip.

Does Your JSON Text Require a Line Reader?

Select Yes if your JSON text includes multiple lines to read.

Header Tag (Optional)

Enter the tag for the header in your JSON text.

Data Tag (Optional)

Enter the tag for the data in your JSON text.

Fields to Exclude (Optional)

Provide a comma-separated list of fields to exclude from the JSON import.

Date Format

Select the date format that should be used when converting date columns. For Excel files, cell date format will have higher precedence.

Delimiter

Select the desired delimiter for parsing your CSV file.

Custom Delimiter

Enter the desired custom delimiter character. Enter \t for tab or Unicode characters in \uxxxx form.

Quote Character 

Select the desired quote character for parsing your CSV file.

Custom Quote Character

Enter the desired custom quote character. Enter \t for tab or Unicode characters in \uxxxx form.

Escape Character 

Select the desired escape character for parsing your CSV file.

Custom Escape Character

Enter the desired custom escape character. Enter \t for tab or Unicode characters in \uxxxx form.