SharePoint Server Plugin

This Dataiku DSS plugin provides a read / write connector to interact with documents stored on SharePoint Server.

Licence

This plugin is distributed under the Apache License version 2.0

Installation

It is recommended to use v1.0.2 of the plugin for DSS 11 and below, and v1.0.3 for DSS 12 and above. In any case, do not use python higher than 3.6 with DSS 11 for the code env creation.

How to set up

• In DSS, go to Plugins > Installed > SharePoint > Settings > SharePoint 2016 login. There, fill in the details of the SharePoint instance you are trying to sync with DSS.

Say a typical URL for files you want to give access to is https://sharepoint.dataiku.com/sites/rnd/plugins/Shared%20Documents/safe/list.xlsx

• Host is the scheme and the host name of your SharePoint server, here https://sharepoint.dataiku.com
• Site path is the path to the SharePoint site or subsite you want to give access to. In this example it would be sites/rnd/plugins
• Root directory is the path to the highest level directory you want your DSS users to have access to. In the current example, Shared Documents/safe will let the user browse any files and folders in the sub-directory safe. Default value for Root directory is Shared Documents, but it can also be left blank, in which case the user can access all the document libraries of the rnd/plugins site.

How to use

• In your DSS project flow, select Dataset > SharePoint
• Click Shared Documents or Lists, according to the data source you are trying to sync DSS to.
• Pick the authentication type and the preset, and browse to the document or folder you want to use as dataset. If the source is a list, you will have know its name beforehand.

Export data back to SharePoint

1. On your SharePoint server, create a destination directory
2. On your DSS project flow, create a SharePoint folder by pressing Dataset > Folder and selecting the SharePoint Server Shared Documents plugin as Store into parameter
3. You will get a red error box at this stage. You need to go to the Settings tab and set the correct type of authentication and connection. Once this is done, type "/" in the path window and press then Browse. Navigate to the destination directory created on step 1 and press ok.
4. In your DSS flow, pick the dataset you want to export back to SharePoint, and select the Export to folder recipe. In the Export Recipe window, click on Use existing and pick the folder you created in steps 2-3. You can change the file format to you liking.
5. Save and Run, and your dataset will be exported to the SharePoint directory.