Create SharePoint Connections
Toad allows you to connect to SharePoint via OData service to view and query SharePoint lists as tables. Toad supports SharePoint 2010 and 2013. You can also create a connection to SharePoint Online.
After creating a connection, see About SharePoint Data Sources for more information.
Note: This feature is available in the Toad Data Point Professional Edition only.
To create a SharePoint connection
- Click
on the Connections toolbar (ALT+F+N).
- Select SharePoint from the Group list.
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Enter the connection information in the Create New Connection dialog. Review the following for additional information:
URL Enter the full URL address to the SharePoint OData service endpoint for the SharePoint site to which you want to connect.
The URL address should have the following format:
http://<servername>/_vti_bin/listdata.svc
Authentication Select the type of authentication to use for this connection. Toad offers two options:
- Basic Authentication
- Active Directory Universal with MFA
The required login fields will be enabled or disabled according to the authentication type that is chosen.
Username For SharePoint—Enter your Windows user name to use when connecting to this SharePoint site.
For SharePoint Online—Enter the user name to use when connecting to this instance of SharePoint Online.
Password Enter the password to use when connecting.
Tip: After connecting, you can set a master password to further secure your connection in Tools | Options| Environment | Security.
SharePoint Online Select this option if creating a connection to a SharePoint Online instance. Category (Optional) Select an existing category or create a new one. Note: In NoSQL and Business Intelligence connections, Toad automatically saves the password in the connections.xml file as obfuscated text, as well as in Toad. To add additional password security, use Toad's Master Password feature.
- Click Connect to connect immediately while saving the connection information. Optionally, click Save to save the connection without connecting.
- Upon creating an initial connection, Toad automatically maps the data source objects. This process runs in the background, and until it is finished, you may experience a delay when attempting to access these objects.
Tips:
- Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory link in Help | About.
- You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options | Database | Data Services.
SharePoint Connections with Multi-factor Authentication
To create this type of connection to SharePoint, Active Directory Universal with MFA needs to be selected from the Authentication field dropdown.
The next step is to enter a user name which has been configured for multi-factor authentication and click on Connect.
Toad Authentication Window will appear allowing you to select either Windows Authentication or AzureADTrust for the type of credentials which will be used for the connection.
The step that follows will enable you to select a user from the list or add another one by clicking on Use another account.
After that, you will be prompted to enter your credentials and depending on the type of authentication that the account has been configured with, you will undergo an additional authentication step, such as the one in the image below.
After completing the final authentication step, a successful connection to SharePoint will be made.
Limitations of SharePoint connections with Multi-factor Authentication
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Publishing Snapshots, Views, Automation scripts, and Workbooks to Toad Intelligence Central cannot be performed when using Active Directory Universal with MFA type of authentication.
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Setting a default SharePoint connection in Tools|Options|Environment is currently available only for Basic Authentication