SharePoint Online Connector - Using Stored Procs
T-SQL is a programming language used for managing and querying data in Microsoft SQL Server databases. We provides tools for data integration, automation, and connectivity.
If you want to use T-SQL with ZappySys, you can use our Connector, which allows you to connect to SQL Server databases and execute T-SQL queries from SharePoint Online.
Create Data Source in ZappySys Data Gateway based on API Driver
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Download and install ZappySys ODBC PowerPack.
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Search for gateway in start menu and Open ZappySys Data Gateway:
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Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
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Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.
SharePointOnlineDSN
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When the Configuration window appears give your data source a name if you haven't done that already, then select "SharePoint Online" from the list of Popular Connectors. If "SharePoint Online" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:
SharePointOnlineDSNSharePoint Online -
Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.
OAuth App must be created in Microsoft Azure AD. These settings typically found here https://docs.microsoft.com/en-us/graph/auth-register-app-v2. [API Help..]
Steps to get SharePoint Online Credentials
Firstly, login into Azure Portal and there create an OAuth application:
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Login to Azure Portal:
- Navigate to the Azure Portal and log in using your credentials.
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Access Azure Active Directory:
- In the left-hand menu, click on Azure Active Directory.
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Register a New Application:
- Go to App registrations and click on New registration.
- Application Name: Enter a name for your application.
- Supported Account Types: Choose the account types your app will support. For example, select Accounts in this organizational directory only if you need access to data in your organization only.
- Redirect URI:
- Set the type to Web.
- In the textbox enter https://login.microsoftonline.com/common/oauth2/nativeclient as the Redirect URI or any other valid redirect URL, e.g., https://zappysys.com/oauth.
- Use this Redirect URI in the Redirect URL grid row.
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Save Client ID:
- After registering the app, copy the Application (client) ID and paste it into the Client ID field in the API Connection Manager configuration.
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Set Authorization & Token URLs:
- Click on the Endpoints link in the App registration overview.
- Authorization URL: Copy the OAuth 2.0 authorization endpoint (v2) URL (e.g.,
https://login.microsoftonline.com/{your-tenant-id}/oauth2/v2.0/authorize
) and paste it into the Authorization URL field in the configuration grid. - Token URL: Copy the OAuth 2.0 token endpoint (v2) URL (e.g.,
https://login.microsoftonline.com/{your-tenant-id}/oauth2/v2.0/token
) and paste it into the Token URL field.
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Create a Client Secret:
- In the Certificates & secrets tab, click New client secret.
- Set an expiration period for the secret.
- Copy the generated client secret and paste it into the Client Secret field in the API Connection Manager configuration.
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Configure API Permissions:
- Go to the API Permissions section.
- Click on Add a permission, select Microsoft Graph, and choose Delegated Permissions.
- Add the required permissions:
- offline_access
- Files.Read
- Files.Read.All
- Files.ReadWrite
- Files.ReadWrite.All
- openid
- profile
- Sites.Read.All
- Sites.ReadWrite.All
- User.Read
- Grant Admin Consent for the permissions that require it.
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Generate Tokens:
- Use the Generate Token feature in the API Connection Manager to generate authentication tokens.
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Use a Generic Account for Automation:
NOTE: If you are planning to use your current data connection/token for automated processes, we recommend that you use a generic account for token generation when the login box appears (e.g. sales_automation@mycompany.com instead of bob_smith@mycompany.com). When you use a personal account which is tied to a specific employee profile and that employee leaves the company, the token may become invalid and any automated processes using that token will fail. Another potentially unwanted effect of using a personal token is incorrect logging; the API calls (e.g. Read, Edit, Delete, Upload) made with that token will record the specific user as performing the calls instead of an automated process.
- That's it!
Fill in all required parameters and set optional parameters if needed:
SharePointOnlineDSNSharePoint OnlineUser Credentials [OAuth]https://graph.microsoft.com/v1.0Required Parameters Authorization URL Fill in the parameter... Token URL Fill in the parameter... Client ID Fill in the parameter... Scope Fill in the parameter... SiteId (select after pressing 'Generate Token') Fill in the parameter... Optional Parameters Client Secret Fill in the parameter... ReturnUrl Fill in the parameter... Login Prompt Option Fill in the parameter... RetryMode Fill in the parameter... RetryStatusCodeList Fill in the parameter... RetryCountMax Fill in the parameter... RetryMultiplyWaitTime Fill in the parameter... Search Option For Non-Indexed Fields (Default=Blank - Search Only Indexed) Fill in the parameter... Extra Headers (e.g. Header1:AAA||Header2:BBB) Fill in the parameter... OAuth App must be created in Microsoft Azure AD. These settings typically found here https://docs.microsoft.com/en-us/graph/auth-v2-service [API Help..]
Steps to get SharePoint Online Credentials
Firstly, login into Azure Portal and there create an OAuth application:
Step-1: Create OAuth App
- Go to Azure Portal and login there.
- Then go to Azure Active Directory.
- On the left side click menu item App registrations
- Then proceed with clicking New registration.
- Enter a name for your application.
- Select one of Accounts in this organizational directory only as supported account type to access data in your company.
- In Redirect URI section leave option selected at Web.
- Copy Application (client) ID and paste it into API Connection Manager configuration grid in Client ID row.
- Then click on Endpoints link and copy second, Token, URL to Token URL field in configuration grid. Usually they look similar to these:
https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/token https://login.microsoftonline.com/common/oauth2/v2.0/token
- Close "Endpoints" and create a Client Secret by clicking Certificates & secrets.
- Proceed by clicking New client secret and setting expiration period. Copy the client secret and paste it into configuration grid in Client Secret row.
- Go to API Permissions section and add Microsoft Graph permissions for SharePoint and Drive, e.g. Sites.Selected, Sites.Read.All, Sites.ReadWrite.All, Files.Read.All, Files.ReadWrite.All.
- Finally, Grant admin consent for your domain for your permissions.
Step-2: Register OAuth App in SharePoint Admin Portal
- After we create OAuth App we need to add grant SharePoint access to that App using Admin Portal. Make sure you have admin permission to acces Portal. For detailed steps you may refer to this link. Here are basic steps you can follow.
- Log in to SharePoint Admin Portal and access below URL
(Replace YOURCOMPANY)
https://YOURCOMPANY-admin.sharepoint.com/_layouts/15/appprincipals.aspx?Scope=Web
- Enter App Id and other information
- Enter XML snippet which describes which permission you want to grant. Here is an example permission (App with FullControl / Read / Write)
<AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="FullControl" /> </AppPermissionRequests>
- Click Add to grant the permission. That's it!
https://YOURCOMPANY-admin.sharepoint.com/_layouts/15/appprincipals.aspx?Scope=Web
Fill in all required parameters and set optional parameters if needed:
SharePointOnlineDSNSharePoint OnlineApplication Credentials [OAuth]https://graph.microsoft.com/v1.0Required Parameters Token URL Fill in the parameter... Client ID Fill in the parameter... Client Secret Fill in the parameter... SiteId Fill in the parameter... Optional Parameters Scope Fill in the parameter... RetryMode Fill in the parameter... RetryStatusCodeList Fill in the parameter... RetryCountMax Fill in the parameter... RetryMultiplyWaitTime Fill in the parameter... Search Option For Non-Indexed Fields (Default=Blank - Search Only Indexed) Fill in the parameter... Extra Headers (e.g. Header1:AAA||Header2:BBB) Fill in the parameter... -
Login to Azure Portal:
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Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
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Click OK to finish creating the data source.
Read data in SQL Server from the ZappySys Data Gateway
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To read the data in SQL Server the first thing you have to do is create a Linked Server. Go to SQL Server Management Studio and configure it in a similar way:
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Then click on Security option and configure username we created in ZappySys Data Gateway in one of the previous steps:
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Optional: Under the Server Options, Enable RPC and RPC Out and Disable Promotion of Distributed Transactions(MSDTC).
You need to enable RPC Out if you plan to use
EXEC(...) AT [MY_LINKED_SERVER_NAME]
rather than OPENQUERY.
If don't enabled it, you will encounter theServer 'MY_LINKED_SERVER_NAME' is not configured for RPC
error.Query Example:
EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]
If you plan to use
'INSERT INTO...EXEC(....) AT [MY_LINKED_SERVER_NAME]'
in that case you need to Disable Promotion of Distributed Transactions(MSDTC).
If don't disabled it, you will encounter theThe operation could not be performed because OLE DB provider "SQLNCLI11" for linked server "MY_LINKED_SERVER_NAME" was unable to begin a distributed transaction.
error.Query Example:
Insert Into dbo.Products EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]
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Finally, open a new query and execute a query we saved in one of the previous steps:
SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Products');
Create Linked Server using Code
In previous section you saw how to create a Linked Server from UI. You can do similar action by code too (see below). Run below script after changing necessary parameters. Assuming your Data Source name on ZappySys Data Gateway UI is 'SharePointOnlineDSN'
USE [master]
GO
--///////////////////////////////////////////////////////////////////////////////////////
--Run below code in SSMS to create Linked Server and use ZappySys Drivers in SQL Server
--///////////////////////////////////////////////////////////////////////////////////////
//Replace YOUR_GATEWAY_USER, YOUR_GATEWAY_PASSWORD
//Replace localhost with IP/Machine name if ZappySys Gateway Running on different machine other than SQL Server
//Replace Port 5000 if you configured gateway on a different port
--1. Configure your gateway service as per this article https://zappysys.com/links?id=10036
--2. Make sure you have SQL Server Installed. You can download FREE SQL Server Express Edition from here if you dont want to buy Paid version https://www.microsoft.com/en-us/sql-server/sql-server-editions-express
--Uncomment below if you like to drop linked server if it already exists
--EXEC master.dbo.sp_dropserver @server=N'LS_SharePointOnlineDSN', @droplogins='droplogins'
--3. Create new linked server
EXEC master.dbo.sp_addlinkedserver
@server = N'LS_SharePointOnlineDSN' --Linked server name (this will be used in OPENQUERY sql
, @srvproduct=N''
---- For MSSQL 2012,2014,2016 and 2019 use below (SQL Server Native Client 11.0)---
, @provider=N'SQLNCLI11'
---- For MSSQL 2022 or higher use below (Microsoft OLE DB Driver for SQL Server)---
--, @provider=N'MSOLEDBSQL'
, @datasrc=N'localhost,5000' --//Machine / Port where Gateway service is running
, @provstr=N'Network Library=DBMSSOCN;'
, @catalog=N'SharePointOnlineDSN' --Data source name you gave on Gateway service settings
--4. Attach gateway login with linked server
EXEC master.dbo.sp_addlinkedsrvlogin
@rmtsrvname=N'LS_SharePointOnlineDSN' --linked server name
, @useself=N'False'
, @locallogin=NULL
, @rmtuser=N'YOUR_GATEWAY_USER' --enter your Gateway user name
, @rmtpassword='YOUR_GATEWAY_PASSWORD' --enter your Gateway user's password
GO
--5. Enable RPC OUT (This is Optional - Only needed if you plan to use EXEC(...) AT YourLinkedServerName rather than OPENQUERY
EXEC sp_serveroption 'LS_SharePointOnlineDSN', 'rpc', true;
EXEC sp_serveroption 'LS_SharePointOnlineDSN', 'rpc out', true;
--Disable MSDTC - Below needed to support INSERT INTO from EXEC AT statement
EXEC sp_serveroption 'LS_SharePointOnlineDSN', 'remote proc transaction promotion', false;
--Increase query timeout if query is going to take longer than 10 mins (Default timeout is 600 seconds)
--EXEC sp_serveroption 'LS_SharePointOnlineDSN', 'query timeout', 1200;
GO
Create Custom Stored Procedure in ZappySys Driver
You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.
Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
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Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
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Enter the desired Procedure name and click on OK:
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Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
CREATE PROCEDURE [usp_get_orders] @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>' AS SELECT * FROM Orders where OrderDate >= '<@fromdate>';
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That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
Exec usp_get_orders '1996-01-01';
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Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')
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Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.