SharePoint destination#
This guide explains how to load data into Microsoft SharePoint for storage and further use.
Prerequisites#
Before you complete the procedure in this guide, perform all of the following actions:
- Create a datastream whose data you want to load into SharePoint. For more information on creating a datastream, see Collecting data in Adverity. 
- Log in to your Microsoft account to authorize Adverity to access your SharePoint environment. 
Procedure#
To load data from a datastream into SharePoint, follow these steps:
- Add SharePoint as a destination to the workspace which contains the datastream or to one of its parent workspaces. 
- Assign the SharePoint destination to the datastream. - You can assign as many destinations to a datastream as you want. - Some destinations require specific Data Mapping. If these Data Mapping requirements conflict, the destinations cannot be assigned to the same datastream. 
- Enable data loading into the destination from the datastream. 
Adding SharePoint as a destination#
To add SharePoint as a destination to a workspace, follow these steps:
- Go to the Destinations page. 
- Click + Create destination. 
- Search for and click SharePoint. 
- Choose how to authorize Adverity to access SharePoint: - To use your own Microsoft account, click Access SharePoint using your credentials. 
- To ask someone else to use their account, click Access SharePoint using someone else’s credentials. - If you choose this option, the person you ask to create the authorization will need to log in and complete the authorization steps. 
 
- Click Next. 
- Log in to your Microsoft account. 
- In the Configuration page, fill in the following fields: - Site ID
- Enter the unique identifier of your SharePoint site. 
- Subsite
- If applicable, enter the subsite within the main site where files will be stored. 
- Drive ID
- Provide the Drive ID for the SharePoint library or folder where files will be saved. 
- File format
- Select the file format for exported data. 
- Output format
- Select the output structure of the exported file. 
- File name template
- Use this setting to customize file names. Supported placeholders include: - {app_label} 
- {checksum_crc32} 
- {datasource_label} 
- {datastream_id} 
- {datastream_type} 
- {extension} 
- {extract_id} 
- {id} 
- {meta[*]} 
- {name} 
- {scheduled_day} 
- {scheduled_month} 
- {scheduled_year} 
- {upload_day} 
- {upload_hour} 
- {upload_minute} 
- {upload_month} 
- {upload_second} 
- {upload_year} 
 - For more information on metadata and placeholders, see Using placeholders. - Note - Whitespaces in file names and paths are not supported. 
- Encyption method
- Choose the encryption method to secure exported files. 
- Data Mapping
- Choose from the following options: - Disabled - Do not apply Data Mapping. 
- Enabled (with metadata) - Apply Data Mapping and include metadata columns (timestamps and filename). 
- Enabled (without metadata) - Apply Data Mapping without adding metadata columns. 
 
- Force string type
- Select this checkbox to force all exported fields to be converted to the String data type. 
- Format column names
- Select this checkbox to replace spaces and special characters in column names with underscores and prefix columns starting with numbers with “n”. 
- Convert column names to lowercase
- Select this checkbox to convert all column names to lowercase. 
- String Line Breaks
- Select how to handle line breaks in exported data: - Surround string with quotation marks 
- Remove line breaks by escaping them 
- Replace line breaks with spaces 
 
 
- Click Create. 
Assigning SharePoint as a destination#
To assign the SharePoint destination to a datastream, follow these steps:
- Go to the Datastreams page. 
- In the Load section, click + Add destination. 
- Select the SharePoint checkbox in the list. 
- Click Save. 
- For the automatically enabled destinations, in the pop-up window, click Yes, load data if you want to automatically load previously collected data into the new destination. - The following data extracts will be loaded: - All data extracts with the status collected if no other destinations are enabled for the datastream 
- All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or other external destinations 
 - Alternatively, click Skip to continue configuring settings or manually reload data extracts. For more information, see Re-loading a data extract. 
Configuring settings for loading data into SharePoint#
To configure the settings for loading data into SharePoint, follow these steps:
- Go to the Datastreams page. 
- In the Load section, find the SharePoint destination in the list, and click - Actions on the right. 
- Fill in the following fields: - Filename (to define folder, use “/”)
- Use this setting to set custom file names. Supported placeholders include: - {app_label} 
- {checksum_crc32} 
- {datasource_label} 
- {datastream_id} 
- {datastream_type} 
- {extension} 
- {extract_id} 
- {id} 
- {meta[*]} 
- {name} 
- {scheduled_day} 
- {scheduled_month} 
- {scheduled_year} 
- {upload_day} 
- {upload_hour} 
- {upload_minute} 
- {upload_month} 
- {upload_second} 
- {upload_year} 
 - For more information on metadata and placeholders, see Using placeholders. - Note - Whitespaces in file names and paths are not supported. 
 
- Click Save. 
Enabling data loading into SharePoint destination#
To enable data loading into the SharePoint destination from the datastream, follow these steps:
- Go to the Datastreams page. 
- In the list in the Load section, find the SharePoint destination, and enable the toggle. 
- In the pop-up window, click Yes, load data if you want to automatically load previously collected data into the newly enabled destination. - The following data extracts will be loaded: - All data extracts with the status collected if no other destinations are enabled for the datastream 
- All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations 
 - Alternatively, click Skip to only load data extracts collected from this point forward or reload extracts manually.