Configure the CDATA External Integration for Microsoft Excel

Configure credentials to connect to the CDATA External Integration for Microsoft Excel.

Permission Required

Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

Configure to Connect the Microsoft Excel Server

Before proceeding, ensure that you have the client ID and client secret from your registered Microsoft Excel driver.

Follow these steps to connect to the Microsoft Excel server:

  1. View your CDATA External Integrations. The External Integrations tab displays.

  2. In the Client ID setting, enter the client ID from your registered Microsoft Excel driver. If testing Microsoft Excel to get the client ID, see Add a client ID and client secret.

  3. In the Client Secret setting, enter the client secret from your registered Microsoft Excel driver. If testing Microsoft Excel to get the client secret, see Add a client ID and client secret.

  4. From the Connection Type dropdown, select the service for storing and retrieving Microsoft Excel files such as Amazon S3, Azure Blog Store, Box, Dropbox, Google Cloud Storage, Google Drive, OneDrive, or SharePoint REST.

  5. In the URI setting, enter the Uniform Resource Identifier (URI) for the Microsoft Excel resource location.

  6. Click Authorize. If authorization is successful, the External Integrations page lists Microsoft Excel as authorized.

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