How to connect to HCL Domino Data from MS Excel on Mac OS X

Microsoft Excel features calculations, graphing tools, pivot tables, and a macro programming language that allows users to work with data in many of the ways that suit their needs, whether on a Windows machine or a Macintosh machine. This article walks through creating a DSN for HCL Domino data in iODBC and accessing HCL Domino data in Microsoft Excel, all on a machine running Mac OS X.

Installing the CData ODBC Drivers on Mac OS X

The CData ODBC Driver for HCL Domino is preconfigured for the iODBC driver manager, as are many other products like Microsoft Excel. This makes the driver easy to use with these tools.

Licensing the Driver

In a terminal run the following commands to license the driver. To activate a trial license, omit the key input.

cd "/Applications/CData ODBC Driver for HCL Domino/bin"
sudo ./install-license <key>

Defining a DSN for iODBC with odbc.ini

You can define ODBC data sources in sections in the odbc.ini file. User data sources can only be accessed by the user account whose home folder the odbc.ini is located in. System data sources can be accessed by all users. You can find the correct odbc.ini in the following paths:

Modifying iODBC's system-wide settings requires elevated permissions; to do so, you can use following to open a text editor from the terminal:

sudo nano /Library/ODBC/odbc.ini

Connecting to Domino

To connect to Domino data, set the following properties:

• URL: The host name or IP of the server hosting the Domino database. Include the port of the server hosting the Domino database. For example: http://sampleserver:1234/
• DatabaseScope: The name of a scope in the Domino Web UI. The driver exposes forms and views for the schema governed by the specified scope. In the Domino Admin UI, select the Scopes menu in the sidebar. Set this property to the name of an existing scope.

Authenticating with Domino

Domino supports authenticating via login credentials or an Azure Active Directory OAuth application:

Login Credentials

To authenticate with login credentials, set the following properties:

• AuthScheme: Set this to "OAuthPassword"
• User: The username of the authenticating Domino user
• Password: The password associated with the authenticating Domino user

The driver uses the login credentials to automatically perform an OAuth token exchange.

AzureAD

This authentication method uses Azure Active Directory as an IdP to obtain a JWT token. You need to create a custom OAuth application in Azure Active Directory and configure it as an IdP. To do so, follow the instructions in the Help documentation. Then set the following properties:

• AuthScheme: Set this to "AzureAD"
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId: The Client ID obtained when setting up the custom OAuth application.
• OAuthClientSecret: The Client secret obtained when setting up the custom OAuth application.
• CallbackURL: The redirect URI defined when you registered your app. For example: https://localhost:33333
• AzureTenant: The Microsoft Online tenant being used to access data. Supply either a value in the form companyname.microsoft.com or the tenant ID.

  The tenant ID is the same as the directory ID shown in the Azure Portal's Azure Active Directory > Properties page.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

In addition to the connection properties required to connect to HCL Domino, the Driver property specifies either a driver definition in the odbcinst.ini file or the path to the driver library. Place your connection properties at the beginning of odbc.ini:

[CData HCL Domino Sources]
Driver = CData ODBC Driver for HCL Domino
Server = https://domino.corp.com
AuthScheme = OAuthPassword
User = my_domino_user
Password = my_domino_password

If you wish to authenticate using OAuth, you will need to add an additional connection property to ensure that the OAuth flow can execute properly:

Other = CheckPromptMode=False

Mac OS validates our drivers separately so you need to copy the license file to the appropriate path as well. After you have configured odbc.ini, run the following command.

sudo cp /Applications/CData ODBC Driver for HCL Domino/lib/CData.ODBC.Domino.lic /Users/<YOUR_USER>/Library/Containers/com.microsoft.Excel/Data/.cdata/

Additionally, in the ODBC Data Sources section, the DSN must be set to a driver defined in the odbcinst.ini file. For example, below is the entry for the DSN created during the driver install:

[ODBC Data Sources]
CData HCL Domino Source = CData ODBC Driver for HCL Domino

Registering a DSN for iODBC with odbcinst.ini

You may need to modify the installed driver definition if you change the path to the driver library. To register an ODBC driver, modify the odbcinst.ini file. With iODBC, drivers can be available to only one user account or drivers can be available system wide. You can find the correct odbcinst.ini in the following paths:

Drivers are defined in sections in the odbcinst.ini file. The section name specifies the name of the driver. In this section, the Driver property specifies the path to the driver library. The driver library is the .dylib file located in the lib subfolder of the installation directory, by default in /Applications/CData ODBC Driver for HCL Domino.

[CData ODBC Driver for HCL Domino]
Driver = /Applications/CData ODBC Driver for HCL Domino/lib/libdomino.odbc.dylib

The ODBC Drivers section must also contain a property with the driver name, set to "Installed".

[ODBC Drivers]
CData ODBC Driver for HCL Domino = Installed

Testing the Connection

You can test your connection using the iODBC administrator.

1. Open a terminal and enter the following command to start the iODBC Administrator with the necessary permissions:

   sudo /Applications/iODBC/iODBC\ Administrator64.app/Contents/MacOS/iODBC\ Administrator64
   

2. On the Users tab, select CData HCL Domino Source.
3. Click the Test button.

Accessing HCL Domino Data from Microsoft Excel

You can use the DSN configured above to access HCL Domino data from Microsoft Excel.

1. Open Microsoft Excel and open a spreadsheet (new or existing).
2. Navigate to the data ribbon, click the drop down next to "Get Data (Power Query)," and select "From Database (Microsoft Query)"
3. Select the User or System DSN that you previously configured and click OK.
4. Build your SQL query in the Microsoft Query wizard:
5. Click Return Data to execute the query and pull data into Excel.

Using the CData ODBC Driver for HCL Domino, you can easily pull your HCL Domino data directly into Excel. Once there, you can leverage all of the powerful features native to Excel to analyze, report, transform your HCL Domino data, and more!