Informatica Cloud Connector for SharePoint 2010/2013 User Guide

Transcription

1 Informatica Cloud Connector for SharePoint 2010/2013 User Guide

2 Contents 1. Introduction 3 2. SharePoint Plugin 4 3. Objects / Operation Matrix 4 4. Filter fields 4 5. SharePoint Configuration: 6 6. Data Synchronization Task 7 7. Debugging Configuration Creating DS Task Running DS Task 8 8. Increasing Agent Memory 8 9. SharePoint Plugin Limitations/Known issues/observations 8

3 1. Introduction Informatica Cloud Connector SDKs are off-cycle, off-release add-ins that provide connectivity to SaaS and on-premise applications not supported natively in Informatica Cloud. Connector SDKs can be enabled anytime for your cloud Organization Id, and are designed to address common use cases including getting data in to, and out of, the supported application. Connector SDKs do not require any separate software installation on the Informatica Cloud Secure Agent machine. The Connector SDK uses an internal Java application to communicate with the Secure Agent. Once you have enabled the Connector SDK software for your org Id, you will create a connection in Informatica Cloud to access the SharePoint Connector.

4 2. SharePoint Plugin The plug-in enables the user to perform the CRUD operations on the SharePoint objects. The plug-in can easily be integrated with the Informatica Cloud. The plug-in supports the Equals, NotEquals,, operator for retrieving data from SharePoint objects using relevant filters. The plug-in supports the AND conjunction between filters. 3. Objects / Operation Matrix The supported objects and operations for the SharePoint Connector are listed in the table, below: Objects DSS DSS Select (Task Insert Update Upsert Delete Data Source Target Source) Preview Lists X X X X NA NA NA X X Document Library X X X NA NA NA NA X X LookUp 4. Filter fields The plug-in supports filtering on columns listed below: Object Filter Column Data Type Operators Allowed values List ContentTypeID String Equals,NotEquals, Title String Equals,NotEquals, Modified DateTime Equals, NotEquals, Created DateTime Equals, NotEquals, CreatedById Integer Equals, NotEquals, ModifiedById Integer Equals, NotEquals, Any string Any string Any Date value Any Date value

5 ContentType String Equals, Not Equals Any string Version Integer Equals, NotEquals, Path String Equals,NotEquals, Any string ID Integer Equals, NotEquals, Boolean Equals 0/1 (other than 1 it is considered to be false) Double Equals, NotEquals, Any Double Value NOTE : 1) The above are the default columns for the LIST. Columns can be added and removed as per the requirement and their data types should fall in the above mentioned DataType category. 2) The values of date filters in the data synchronization task are assumed to be in GMT. 3) LastRunTime is not supported, only LastRunDate will be supported. Document Libraries ContentTypeID String Equals,NotEquals, Title String Equals,NotEquals, Name String Equals,NotEquals, ID Integer Equals, NotEquals, Modified DateTime Equals, NotEquals, Created DateTime Equals, NotEquals, CreatedById Integer Equals, NotEquals, ModifiedById Integer Equals, NotEquals, Any String Any string Any string Any Date value Any Date value

6 IsCurrentVersion Boolean Equals 0,1 (other than 1 it is considered to be false) Double Equals, NotEquals, Any Double Value ContentType String Equals, Not Equals Any string Version Integer Equals, NotEquals, Path String Equals,NotEquals, Any string NOTE : 1) The above are the default columns for the Document Library. Columns can be added and removed as per the requirement and their data types should fall in the above mentioned DataType category. 2) The values of date filters in the data synchronization task are assumed to be in GMT. 3) LastRunTime is not supported, only LastRunDate will be supported. 5. SharePoint Configuration: To create a SharePoint connection, follow the steps listed below: 1. Click Configuration Tab > Connections > New. 2. On the New Connection page, enter the information listed in the table below. 3. To test the connection, click Test. 4. To save the connection, click Save. Connection Property Connection Name Type Secure Agent User Name Password SharePoint URL Attachment File Path Description Name of the connection. Type of connection, select SharePoint. Secure Agent where you have installed the SharePoint connector. SharePoint username SharePoint password SharePoint URL(Eg: Site/_vti_bin/Data.svc) Specify the Path for downloading the files Enable Logging True/False

7 For example, you may configure the connection as follows: 6. Data Synchronization Task Steps to Create Multiple Object Relationship: 1. Create a new DS task by Query task operation 2. In source select the connection as SharePoint and the source type as single 3. Click the Next button, then it will go to the Target Tab

8 4. Create the target Object 5. Provide the filter if required. 6. Field Mapping: map the source and target fields. 7. Debugging Follow below steps to debugg the connector to identify the root cause of the issue been face: 7.1 Configuration Log and Exception messages thrown during the configuration is captured in the log files. The log files will be available in below location. The log file name is name of the connector appended with the time stamp. Eg. C:\Program Files\Informatica Cloud Secure Agent\main\tomcat\log\<connectorname><date & time stamp> 7.2 Creating DS Task While creating a Data Synchronization task null error message will be thrown when a connector with invalid configuration is selected. The exception details will be available in the above mentioned locaiton. 7.3 Running DS Task When a DS task failed the exception and log details will be captured under the Session Log. To run the application in debug mode required special permission from the administrator. 8. Increasing Agent Memory

9 Steps to increase the memory size to overcome out of memory issues: Step 1: Go to Configuration > Secure Agents >and edit the agent installed with the chatter connector. Step 2: Under system configuration detail select DTM as type and set JVM Option 1 as - Xmx512m Step 3: Under system configuration detail select Tomcat JRE as type and set INFA_memory as - Xms256m -Xmx512m Step 4: Click Ok button to save the changes. 9. SharePoint Plugin Limitations/Known issues/observations Limitations 1) The DocumentLibrary object supports attachments upto 50Mb only. Observations

10 1) Sharepoint plugin user should know whether the object selected in the DSS Task is a List or a Document Library.