Informatica® Cloud Data Integration

...

Microsoft SharePoint
Connector
Informatica Cloud Data Integration Microsoft SharePoint Connector
...
October 2022
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Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Intelligent Cloud Services web site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Intelligent Cloud Services Communities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Intelligent Cloud Services Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Data Integration connector documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Intelligent Cloud Services Trust Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Chapter 1: Introduction to Microsoft SharePoint Connector. . . . . . . . . . . . . . . . . . . 7

Microsoft SharePoint Connector Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Microsoft SharePoint Supported Objects and Task Operations. . . . . . . . . . . . . . . . . . . . . . . . . 8

Chapter 2: Microsoft SharePoint Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Microsoft SharePoint Connections Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Microsoft SharePoint connection properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 3: Synchronization Tasks with Microsoft SharePoint Connector. . . . . 11

Microsoft SharePoint Sources in Synchronization Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Microsoft SharePoint Targets in Synchronization Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Data Filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Synchronization Task Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Chapter 4: Mappings and Mapping Tasks with Microsoft SharePoint

Connector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Microsoft SharePoint Sources in Mappings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Microsoft SharePoint Targets in Mappings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 5: Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Troubleshooting Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Troubleshooting Synchronization Task. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Increasing the Secure Agent Memory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Read Data with HTML Tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Modifying Field Precision. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Chapter 6: Frequently Asked Questions and Answers. . . . . . . . . . . . . . . . . . . . . . . . 23

Frequently Asked Questions and Answers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Table of Contents 3
 Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

4 Table of Contents
Preface
Use Microsoft SharePoint Connector to learn how to read from or write to Microsoft SharePoint by using
Cloud Data Integration. Learn to create a connection, develop and run synchronization tasks, mappings, and
mapping tasks in Cloud Data Integration.

Informatica Resources
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5
 https://marketplace.informatica.com/

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6 Preface
Chapter 1

Introduction to Microsoft
SharePoint Connector
This chapter includes the following topics:

• Microsoft SharePoint Connector Overview, 7

• Microsoft SharePoint Supported Objects and Task Operations, 8

Microsoft SharePoint Connector Overview

You can use Microsoft SharePoint Connector to connect to Microsoft SharePoint from Data Integration.

Use Microsoft SharePoint Connector to read data from or write data to Microsoft SharePoint. You can use
Microsoft SharePoint objects as sources and targets in synchronization tasks, mappings, and mapping tasks.

You can switch mappings to advanced mode to include transformations and functions that enable advanced
functionality.

When you run a task or mapping, the Secure Agent uses the Microsoft SharePoint API to perform the
specified operation and reads data from or writes data to Microsoft SharePoint.

Microsoft SharePoint Connector supports only the default port. You cannot use any other port except the
default port.

Note: Microsoft SharePoint Connector supports only Windows operating system.

7
Microsoft SharePoint Supported Objects and Task
Operations
The following table lists the Microsoft SharePoint objects and task operations that you can include in Data
Integration tasks:

Objects Read Write Query Insert Update Upsert Delete Data Preview Lookup

List Yes Yes Yes Yes Yes Yes Yes Yes Yes

Document Library Yes Yes Yes Yes NA NA Yes Yes Yes

To upsert data using a secondary key, you must map the source key field to the target secondary key field
that you intend to use. If you specify the Secondary Key for Upsert field in the advanced target property, you
must not map the target ID field in the Field Mapping.

To insert data using a secondary key, you must ensure that the secondary key field does not contain null
values.

You must specify the ID to delete data from the list object. You must specify the ID, name, and the path to
delete data from the document library object.

Note: You need to create custom objects using list or document libraries in Microsoft SharePoint application.
Use Microsoft SharePoint Connector to download attachments from the custom list object in Microsoft
SharePoint. The document library object supports attachments up to 10 MB.

When you download an attachment and if another file exists with the same name, the Secure Agent
overwrites the existing file in the target folder. Field Length for any object should not exceed 65 characters.

8 Chapter 1: Introduction to Microsoft SharePoint Connector

Chapter 2

Microsoft SharePoint
Connections
This chapter includes the following topics:

• Microsoft SharePoint Connections Overview, 9

• Microsoft SharePoint connection properties, 9

Microsoft SharePoint Connections Overview

Create a Microsoft SharePoint connection to connect to Microsoft SharePoint and read data from or write
data to Microsoft SharePoint. You can use Microsoft SharePoint connections in synchronization tasks,
mappings, and mapping tasks.

Microsoft SharePoint connection properties

When you create a Microsoft SharePoint connection, you must configure the connection properties.

The following table describes the Microsoft SharePoint connection properties:

Property Description

Connection Name Enter the Microsoft SharePoint connection.

Description Provide a relevant description for the connection.

Type Select the type of connection as Microsoft SharePoint connection.

Runtime
Runtime environment that contains the Secure Agent used to access Microsoft SharePoint.
Environment

Username Enter the Microsoft SharePoint account username.

Password Enter the Microsoft SharePoint account password.

9
 Property Description

SharePoint URL Enter the URI for the data source exposed via OData protocol layer. All requests are
extensions of this URI. For example, https://infasharepoint.abcd.com/ Site/
_vti_bin/Data.svc

UTC Offset Select the UTC time offset to be appended with datetime field. The default value is UTC.
When you use the $LastRuntime variable in a data filter, use the time zone to offset the
$LastRuntime variable.

Attachment File Path Optional. Specify the folder path where you want to download and attach the file to Microsoft
SharePoint.

Batch Size Defines the number of rows to be fetched from Microsoft SharePoint server.

Enable Logging Select the checkbox to enable logging.

10 Chapter 2: Microsoft SharePoint Connections

Chapter 3

Synchronization Tasks with

Microsoft SharePoint Connector
This chapter includes the following topics:

• Microsoft SharePoint Sources in Synchronization Task , 11

• Microsoft SharePoint Targets in Synchronization Task , 12
• Data Filters, 12
• Synchronization Task Example, 13

Microsoft SharePoint Sources in Synchronization

Task
You can configure the Microsoft SharePoint source properties on the Source page of the Synchronization
Task wizard.
The following table describes the Microsoft SharePoint source properties:

Property Description

Connection Name of the Microsoft SharePoint source connection.

Source Type Type of the Microsoft SharePoint source object available.

Source Object Name of the source object.

Display technical names instead of Displays technical names instead of business names.
labels

Display source fields in alphabetical Displays source fields in alphabetical order. By default, fields appear in the
order order returned by the source system.

11
Microsoft SharePoint Targets in Synchronization
Task
You can configure the Microsoft SharePoint target properties on the Target page of the Synchronization Task
wizard.
The following table describes the Microsoft SharePoint target properties:

Property Description

Connection Name of the Microsoft SharePoint target connection.

Target Type Type of the Microsoft SharePoint target object available.

Target Object Name of the target object.

Display source fields in Displays target fields in alphabetical order. By default, fields appear in the order
alphabetical order returned by the target system.

The following table describes the Microsoft SharePoint advanced target properties:

Property Description

Secondary Key for Upsert Specify the name of the secondary key field.
You must enter the same name of the Secondary Key for Upsert field that you specified in
the Microsoft SharePoint application.

Success File Directory This attribute is not applicable for Microsoft SharePoint Connector.

Error File Directory This attribute is not applicable for Microsoft SharePoint Connector.

Data Filters
You can create simple data filters. You can also create a set of data filters for each object included in a
synchronization task.

The following table provides information on the various available filters:

Objects Filters Operators Allowed Values

ContentTypeID
Equals,NotEquals, Startswith Any String
Title

List, Document Libraries Modified Equals, NotEquals, LessThan,LessThanEquals, Any DateTime

GreaterThan, GreaterThanEquals
Created Any DateTime

CreatedById Any Integer

12 Chapter 3: Synchronization Tasks with Microsoft SharePoint Connector

 Objects Filters Operators Allowed Values

ModifiedById Any Integer

ContentType Equals, Not Equals Any String

Version Equals, NotEquals, LessThan,LessThanEquals,

Any Integer
GreaterThan, GreaterThanEquals

Path Equals,NotEquals, Startswith Any String

ID Equals, NotEquals, LessThan,LessThanEquals,

Any Integer
GreaterThan, GreaterThanEquals

Document Libraries IsCurrentVersion Equals 0/1

Name Equals,NotEquals, Startswith Any String

Note:

• You can create custom fields or columns in the Microsoft SharePoint application and assign it in a
synchronization task.
• In boolean data type, zero is considered as false. One and others values are considered as true.
• The above mentioned fields are the default filter fields or columns for Microsoft SharePoint list and
document libraries.
• You can use $LastRunTime and $LastRunDate variables in a data filter.

Synchronization Task Example

You can create a synchronization task to read data from a Microsoft SharePoint source and write data to the
Microsoft SharePoint target.

Perform the following task to create a synchronization task:

Note:

• You need to create a Microsoft SharePoint connection before you configure the synchronization task.
• You can upload attachments to the doc library only when you are using the Sharepoint 2013 version.
• When you upgrade from Sharepoint 2013 and run an existing mapping, you need to refresh the existing
mapping and the fields for the task to run successfully.

1. In Data Integration, click New > Tasks.

2. Select Synchronization Task, and click Create.
The Definition tab appears.

Synchronization Task Example 13

 3. Configure the following fields on the Definition tab:

Field Description

Task Name Name of the synchronization task.

Description Description of the synchronization task.

Maximum length is 255 characters.

Task Operation Select the task operation that you want to perform.

4. Click Next.
The Source tab appears.
5. Specify the source Connection and Source Object to be used for the task.
6. Click Next.
The Target tab appears.
7. Select the target Connection and Target Object required for the task.
8. Click Next.
The Data Filters tab appears.
9. Select the filter object, filter field, and filter operator to create a data filter on the Data Filters page.
10. Click Next.
The Field Mapping tab appears.
11. Click Automatch on the Field Mapping tab to map source fields to target fields accordingly.
When you insert data in the document library object, you must specify the Name, Body, BodyLength, and
ContentType fields.
• When you select Source connection as Salesforce or any database and Target connection as
Microsoft SharePoint, in the field mapping: Edit Body function and then add DEC_BASE64 expression
to map the body. You need to ensure that “BodyLength” is mapped.
• When you select Source connection as Microsoft SharePoint and Target connection as Salesforce or
any database, in the field mapping: Edit Body function and then add ENC_BASE64 expression to map
the body. You need to ensure that “BodyLength” is mapped.
• To add or edit expression in Field Mapping, click fx.
Note:
• If you exceed the maximum path length of 2048 characters for POST and GET requests in the Field
Mapping tab, the following error message appears:
Read operation failed
• You can upload attachments to the doc library only when you are using the Sharepoint 2013 and 2016
versions.
• When you upgrade from Sharepoint 2013 version and run an existing mapping, if the mapping fails
then refresh the mappings and run the mapping again.
12. Click Validate Mapping to validate the mapping.
13. Click Next.
The Schedule tab appears where you can schedule the task for each requirement and save.
14. Configure the advanced source properties on the Schedule tab.

14 Chapter 3: Synchronization Tasks with Microsoft SharePoint Connector

15. Click Save > Finish.
16. Select the synchronization task from the Explore page and click Actions > Run.
In the Monitor, you can monitor the status of the logs after you run the task.

Synchronization Task Example 15

Chapter 4

Mappings and Mapping Tasks

with Microsoft SharePoint
Connector
Use the Data Integration Mapping Designer to create a mapping.In advanced mode, the Mapping Designer
updates the mapping canvas to include transformations and functions that enable advanced functionality.

Microsoft SharePoint Sources in Mappings

To read data from a Microsoft SharePoint source, configure a Microsoft SharePoint object as the Source
transformation in a mapping.

Specify the name and description of the Microsoft SharePoint source. Configure the source properties for the
source object.

The following table describes the Microsoft SharePoint source properties:

Property Description

Connection Microsoft SharePoint source connection.

Source Type Type of the Microsoft SharePoint source object available.

Object Name of the source object for the mapping.

Filter Configure a filter to remove rows at the source.

Microsoft SharePoint Targets in Mappings

To write data from a Microsoft SharePoint target, configure a Microsoft SharePoint object as the Target
transformation in a mapping.

Specify the name and description of the Microsoft SharePoint target. You can configure the target and
advanced properties for the target object.

16
The following table describes the Microsoft SharePoint target properties:

Property Description

Connection Name of the Microsoft SharePoint target connection.

Target Type Type of the Microsoft SharePoint target object available.

Object Name of the target object.

Operation Select the target operation.

The following table describes the Microsoft SharePoint advanced target properties:

Property Description

Secondary Key for Upsert Specify the name of the secondary key field.
You must enter the same name of the Secondary Key for Upsert field that you specified in
the Microsoft SharePoint application.

Success File Directory This attribute is not applicable for Microsoft SharePoint Connector.

Error File Directory This attribute is not applicable for Microsoft SharePoint Connector.

Microsoft SharePoint Targets in Mappings 17

Chapter 5

Troubleshooting
This chapter includes the following topics:

• Troubleshooting Overview, 18
• Troubleshooting Synchronization Task, 18
• Increasing the Secure Agent Memory, 19
• Read Data with HTML Tags, 20
• Modifying Field Precision, 21

Troubleshooting Overview
Use the following sections to troubleshoot errors in Microsoft SharePoint Connector.

Troubleshooting Synchronization Task

When you create a synchronization task that contains an invalid configuration, the Secure Agent displays a
NULL error message. The NULL error message files are saved in a specific location. For example, <Secure
Agent installation directory>\apps\Data_Integration_Server\<latest version of connector>\ICS
\main\tomcat\log.

The session log captures the log and exception details of a failed synchronization task. You require special
permission to run the application in debug mode.

If you exceed the maximum path length of 2048 characters for POST and GET requests in the field mapping,
the following error message appears:
Read operation failed
For more information about the maximum path length limitation for POST and GET requests, see
https://support.microsoft.com/en-us/help/208427/maximum-url-length-is-2-083-characters-in-internet-
explorer

18
Increasing the Secure Agent Memory
To increase performance and avoid runtime environment memory issues, perform the following steps:

1. In Administrator, select Runtime Environments.

2. Select the Secure Agent for which you want to increase memory from the list of available Secure Agents.
3. In the upper-right corner, click Edit.
4. In the System Configuration Details section, select the Type as DTM for the Data Integration Service.
5. Edit JVMOption1 as -Xms4056m and JVMOption2 as -Xmx4056m.
The following image shows the Details page:

6. In the System Configuration Details section, select the Type as TomCatJRE

7. Edit INFA_memory as -Xms256m -Xmx512m.

Increasing the Secure Agent Memory 19

 The following image shows the Agent Details page:

Note: The minimum and maximum values for the Java heap size are given as an example. Specify the
size according to your requirements.
8. Restart the Secure Agent.

Read Data with HTML Tags

When you read data containing HTML tags from the source, the agent reads the data as plain text. If you
want to read data with HTML tags, set the preserveSPHTMLcontent property to true in the pmrdtm.cfg and
tomcat.cfg files.

To set the value of the preserveSPHTMLcontent property, perform the following steps:

1. In Administrator, select Runtime Environments.

The Runtime Environments page appears.
2. Select the Secure Agent for which you want to set the preserveSPHTMLcontent property.
3. In the upper-right corner, click Edit.
4. Select the Service as Data Integration Server in the Custom Configuration Details section.
5. Select the Type as DTM in the Custom Configuration Details section.
6. Add preserveSPHTMLcontent in the Name field.

20 Chapter 5: Troubleshooting
 7. Set the Value as true.
8. Click the add icon to add another custom configuration property.
9. Select the Service as Data Integration Server of the newly added custom configuration property.
10. Select the Type as Tomcat.
11. Add preserveSPHTMLcontent in the Name field.
12. Set the Value as true.
The following image shows the Custom Configuration Details section.

13. Click OK.

14. Restart the Secure Agent.

Modifying Field Precision

The Microsoft SharePoint string fields have a default field length of 255 characters. To increase the default
value, you need to edit SharePointColumns.properties file.

Modify the SharePointColumns.properties file in the following locations:

• <Secure Agent installation directory>\downloads\<latest connector zip package>\package

\plugins\<plugin ID>
• <Secure Agent installation directory>\downloads\<latest connector zip package>\package
\rdtm\javalib\<plugin ID>

Note: It is suggested to modify connection parameters at one file location and then copy the modified file to
other location. The syntax for entering the columns or fields precision in the properties file is as follows:
<ObjectName.Column/Field Name=Column/Field Size >
For example, CTSList.SkillsetDescription=1024

The following figure is a reference SharePointColumns.properties file.

Modifying Field Precision 21

 Note: After you modify the SharePointColumns.properties file, you must restart the Secure Agent and then
refresh the corresponding synchronization task.

22 Chapter 5: Troubleshooting
Chapter 6

Frequently Asked Questions and

Answers
This chapter includes the following topic:

• Frequently Asked Questions and Answers, 23

Frequently Asked Questions and Answers

The following section lists out the frequently asked questions and answers:

Which versions are currently supported by Microsoft SharePoint?

Answer:

Microsoft SharePoint currently supports version 2010, 2013, 2016 and 2019.

What set up should be performed on Microsoft SharePoint to work with Data Integration and Secure Agent?

Answer:

• You do not require any set up on the Microsoft Sharepoint.

• You must access Microsoft Sharepoint Odata REST URL.

Note: For relevant documentation for Microsoft Sharepoint 2013, see http://msdn.microsoft.com/en-
us/library/office/fp142380(v=office.15).aspx

• The Odata REST URL needs to be accessible from the machine where the Secure Agent is installed.

Does Microsoft SharePoint require Windows authentication?

Answer:

• The connector uses HTTP based authentication from the connection screen by default.
• It supports Windows based authentication directly.

23
 • You can start the service by using configured user account of Microsoft SharePoint Windows.

If the Microsoft SharePoint server is configured to use Windows authentication and User identity in
Active Directory Domain Services (AD DS), then you must start the Secure Agent with Windows/AD user
account. The same account which has relevant access to Microsoft SharePoint server.

Perform the following steps to restart the agent:

1. Select Services program.

2. In Services, search for Informatica Cloud Secure Agent.

24 Chapter 6: Frequently Asked Questions and Answers

3. Right click Informatica Cloud Secure Agent and select Properties.

Informatica Cloud Secure Agent Properties page appears.

4. Select Log On tab.
5. Select This account.

Frequently Asked Questions and Answers 25

 6. Specify account name and Password as show in the previous figure.
7. Click OK.
Note: In case of Windows authentication, the username and password entered as connection
parameters, have no impact on the authentication of connection. As these parameters are
mandatory, you can enter dummy values.

Which fields are supported for mapping?

Answer:

• The mapping fields are not listed as Microsoft SharePoint fields are dynamic and customizable.
• All fields such as standard or custom, exposed by the Microsoft SharePoint Odata REST URI are
supported for mapping.

26 Chapter 6: Frequently Asked Questions and Answers

Index

C Microsoft SharePoint target

Synchronization task 12
Cloud Application Integration community Microsoft SharePoint targets
URL 5 mapping 16
Cloud Developer community
URL 5
connections
Microsoft SharePoint 9
R
read data with HTML tags 20

D S
data filters 12
Data Integration community Secure Agent
URL 5 increasing memory 19
status
Informatica Intelligent Cloud Services 6

I Synchronization task
example 13
Informatica Global Customer Support system status 6
contact information 6
Informatica Intelligent Cloud Services
web site 5 T
troubleshooting

M overview 18
Synchronization task 18
maintenance outages 6 trust site
Microsoft SharePoint description 6
connection properties 9
supported objects and task operations 8
Microsoft SharePoint connections
overview 9
U
Microsoft SharePoint Connector upgrade notifications 6
overview 7
Microsoft SharePoint source
Synchronization task 11
Microsoft SharePoint sources
W
mapping 16 web site 5

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