Use the CData ODBC Driver for AlloyDB from SharePoint Excel Services

The CData ODBC Driver for AlloyDB can be accessed using the built-in data access tools in Excel. This article demonstrates how to use the CData ODBC Driver for AlloyDB to connect to AlloyDB data from Excel spreadsheets in on-premises editions of SharePoint.

Connect to AlloyDB as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

The following connection properties are usually required in order to connect to AlloyDB.

• Server: The host name or IP of the server hosting the AlloyDB database.
• User: The user which will be used to authenticate with the AlloyDB server.
• Password: The password which will be used to authenticate with the AlloyDB server.

You can also optionally set the following:

• Database: The database to connect to when connecting to the AlloyDB Server. If this is not set, the user's default database will be used.
• Port: The port of the server hosting the AlloyDB database. This property is set to 5432 by default.

Authenticating with Standard Authentication

Standard authentication (using the user/password combination supplied earlier) is the default form of authentication.

No further action is required to leverage Standard Authentication to connect.

Authenticating with pg_hba.conf Auth Schemes

There are additional methods of authentication available which must be enabled in the pg_hba.conf file on the AlloyDB server.

Find instructions about authentication setup on the AlloyDB Server here.

Authenticating with MD5 Authentication

This authentication method must be enabled by setting the auth-method in the pg_hba.conf file to md5.

Authenticating with SASL Authentication

This authentication method must be enabled by setting the auth-method in the pg_hba.conf file to scram-sha-256.

Authenticating with Kerberos

The authentication with Kerberos is initiated by AlloyDB Server when the ∏ is trying to connect to it. You should set up Kerberos on the AlloyDB Server to activate this authentication method. Once you have Kerberos authentication set up on the AlloyDB Server, see the Kerberos section of the help documentation for details on how to authenticate with Kerberos.

Configure Excel Services

Once the ODBC DSN is configured, you can configure Excel Services to use the DSN to connect. To do this, you will need to set up the OLE DB provider as a trusted data source. You will also want to decide if you want to use a Secure Store Service to enable single sign-on functionality with the ODBC driver. If you prefer, you can use the Excel Services Unattended account and skip to step 3 below.

1. First, set up a secure store application to use single sign-on. In SharePoint Central Administration, go to Application Management -> Manage Service Applications. Select your secure store service application or create a new one. Click Manage on the Edit menu to begin editing the application.
2. Create a new target application. You will be able to set the list of users who have access to this application. After the application is created, you will need to set the credentials on the application so that you can use this later for single sign-on.
3. Navigate to Application Management -> Manage Service Applications in SharePoint Central Administration. Select the Excel Services application used by your organization or create one if it does not already exist. Click Manage. If you create a new app, check the option to add the service application's proxy to the farm's default proxy list.
4. Click on Trusted Data Providers and add a new trusted provider. Set 'MSDASQL.1' for the Provider ID and leave the type as 'OLE DB'. Click OK to add this new provider to the list of trusted providers.

Connect to and Import AlloyDB Data in Excel

After you have enabled and secured access to the DSN, you can access the data source from the ribbon in Excel.

1. In an Excel spreadsheet, open the Data tab and click From Other Sources -> From Data Connection Wizard.
2. Select 'Other/Advanced' for the type and on the next screen, select the 'Microsoft OLE DB Provider for ODBC Drivers'. On the Connection tab, select CData AlloyDB Sys, the system DSN. The driver installation automatically creates matching user and system DSNs: The system DSN is needed to connect from SharePoint.
3. Select the table you would like to connect to.
4. On the last step of the wizard, click the 'Authentication Settings' button. Select the 'Use a stored account' and enter the name of the secure store target application you created earlier. Or, if you want to use the Unattended Service Account, select None.
5. After you finish the wizard, the data is imported into the spreadsheet. You can now update and save AlloyDB data directly in SharePoint.