Informatica Cloud Connector for SharePoint 2010/2013 User Guide

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Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA

Informatica Cloud Connector for

SharePoint 2010/2013

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1. Introduction

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2. SharePoint Plugin

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3. Objects / Operation Matrix

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4. Filter fields

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5. SharePoint Configuration:

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6. Data Synchronization Task

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7. Debugging

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7.1 Configuration

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7.2 Creating DS Task

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7.3 Running DS Task

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8. Increasing Agent Memory

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1. Introduction

Informatica Cloud Connector SDKs are off-cycle, off-release “add-ins” that provide connectivity to SaaS and on-premise applications not supported natively in Informatica Cloud. Connector SDKs can be enabled anytime for your cloud Organization Id, and are designed to address common use cases – including getting data in to, and out of, the supported application.

Connector SDKs do not require any separate software installation on the Informatica Cloud Secure Agent machine. The Connector SDK uses an internal Java application to communicate with the Secure Agent.

Once you have enabled the Connector SDK software for your org Id, you will create a connection in Informatica Cloud to access the SharePoint Connector.

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2. SharePoint Plugin

 The plug-in enables the user to perform the CRUD operations on the SharePoint objects.

 The plug-in can easily be integrated with the Informatica Cloud.

 The plug-in supports the Equals, NotEquals, LessThan,LessThanEquals, GreaterThan, GreaterThanEquals, Startswith operator for retrieving data from SharePoint objects using relevant filters.

 The plug-in supports the AND conjunction between filters.

3. Objects / Operation Matrix

The supported objects and operations for the SharePoint Connector are listed in the table, below:

Objects DSS Source DSS Target Select (Task Source)

Insert Update Upsert Delete Data Preview

LookUp

Lists X X X X NA NA NA X X

Document Library X X X NA NA NA NA X X

4. Filter fields

The plug-in supports filtering on columns listed below:

Object Filter Column Data Type Operators Allowed values

List ContentTypeID String Equals,NotEquals,

Startswith

Any string

Title String Equals,NotEquals,

Startswith

Any string

Modified DateTime Equals, NotEquals,

LessThan,LessThanEqu als, GreaterThan, GreaterThanEquals

Any Date value

Created DateTime Equals, NotEquals,

Any Date value

CreatedById Integer Equals, NotEquals,

Any Integer

ModifiedById Integer Equals, NotEquals,

LessThan,LessThanEqu

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Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA als, GreaterThan, GreaterThanEquals

ContentType String Equals, Not Equals Any string

Version Integer Equals, NotEquals,

Any Integer

Path String Equals,NotEquals,

Startswith

Any string

ID Integer Equals, NotEquals,

Any Integer

Boolean Equals 0/1 (other than 1 it is considered to be false) Double Equals, NotEquals,

Any Double Value

NOTE : 1) The above are the default columns for the LIST. Columns can be added and removed as per the requirement and their data types should fall in the above mentioned DataType category. 2) The values of date filters in the data synchronization task are assumed to be in GMT.

3) “LastRunTime” is not supported, only “LastRunDate” will be supported.

Document Libraries

ContentTypeID String Equals,NotEquals,

Startswith

Any String

Title String Equals,NotEquals,

Startswith

Any string

Name String Equals,NotEquals,

Startswith

Any string

ID Integer Equals, NotEquals,

Any Integer

Modified DateTime Equals, NotEquals,

Any Date value

Created DateTime Equals, NotEquals,

Any Date value

CreatedById Integer Equals, NotEquals,

Any Integer

ModifiedById Integer Equals, NotEquals,

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IsCurrentVersion Boolean Equals 0,1 (other than 1 it is

considered to be false) Double Equals, NotEquals,

Any Double Value

ContentType String Equals, Not Equals Any string

Version Integer Equals, NotEquals,

Any Integer

Path String Equals,NotEquals,

Startswith

Any string

NOTE : 1) The above are the default columns for the Document Library. Columns can be added and removed as per the requirement and their data types should fall in the above mentioned DataType category.

2) The values of date filters in the data synchronization task are assumed to be in GMT. 3) “LastRunTime” is not supported, only “LastRunDate” will be supported.

5. SharePoint Configuration:

To create a SharePoint connection, follow the steps listed below: 1. Click Configuration Tab > Connections > New.

2. On the New Connection page, enter the information listed in the table below. 3. To test the connection, click Test.

4. To save the connection , click Save. Connection Property Description

Connection Name Name of the connection.

Type Type of connection, select SharePoint.

Secure Agent Secure Agent where you have installed the SharePoint connector.

User Name SharePoint username

Password SharePoint password

SharePoint URL SharePoint URL(Eg: https://infasharepoint.cognizant.com/ Site/_vti_bin/Data.svc) Attachment File Path Specify the Path for downloading the files

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Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA For example, you may configure the connection as follows:

6. Data Synchronization Task

Steps to Create Multiple Object Relationship:

1. Create a new DS task by ‘Query’ task operation

2. In source select the connection as SharePoint and the source type as single 3. Click the Next button, then it will go to the Target Tab

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Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA 4. Create the target Object

5. Provide the filter if required.

6. Field Mapping: map the source and target fields.

7. Debugging

Follow below steps to debugg the connector to identify the root cause of the issue been face:

7.1 Configuration

Log and Exception messages thrown during the configuration is captured in the log files. The log files will be available in below location. The log file name is name of the connector appended with the time stamp.

Eg. C:\Program Files\Informatica Cloud Secure Agent\main\tomcat\log\<connectorname><date & time stamp>

7.2 Creating DS Task

While creating a Data Synchronization task “null” error message will be thrown when a connector with invalid configuration is selected. The exception details will be available in the above mentioned locaiton.

7.3 Running DS Task

When a DS task failed the exception and log details will be captured under the “Session Log”. To run the application in debug mode required special permission from the administrator.

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Informatica Worldwide Headquarters, 100 Cardinal Way, Redwood City, California 94063, USA Steps to increase the memory size to overcome out of memory issues:

Step 1: Go to Configuration > Secure Agents >and edit the agent installed with the chatter connector.

Step 2: Under system configuration detail select DTM as type and set JVM Option 1 as “-Xmx512m”

Step 3: Under system configuration detail select Tomcat JRE as type and set INFA_memory as “-Xms256m -Xmx512m”

Step 4: Click “Ok” button to save the changes.

9. SharePoint Plugin Limitations/Known issues/Observations

Limitations

1) The DocumentLibrary object supports attachments upto 50Mb only.

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1) Sharepoint plugin user should know whether the object selected in the DSS Task is a List or a Document Library.

Informatica Cloud Connector for SharePoint 2010/2013 User Guide