Connectors → Microsoft OneDrive

About OneDrive

OneDrive is Microsoft’s cloud-storage service that allows you to store, share, and collaborate on files and folders from any mobile device, tablet, or computer.

About the OneDrive connector

Note

The Incorta OneDrive connector is available for preview only.

With the OneDrive connector, you can create a data source for a OneDrive file or folder. The OneDrive connector supports the following file extensions:

.csv
.tsv
.tab
.txt
.xlsx

You can access all folders and files that you own and any folders or files that someone shares with you.

The OneDrive connector supports the following Incorta-specific functionality:

Feature	Supported
Chunking
Data Agent
Encryption at Ingest
Incremental Load	✔
Multi-Source	✔
OAuth	✔
Performance Optimized	✔
Remote
Single-Source	✔
Spark Extraction
Webhook Callbacks	✔

Prerequisites

Ensure you configure OneDrive and authorize it via OAuth2.0. For more information, refer to Security → OAuth for OneDrive.
For the first time only, ask the SuperUser to install the connector from the marketplace

Steps to Connect OneDrive and Incorta

To connect your OneDrive and Incorta, here are the high-level steps, tools, and procedures:

Create an external data source
Create a schema with the Schema Wizard
or, Create a schema with the Schema Designer
Load the schema
Explore the schema

Create an external data source

Here are the steps to create an external data source with the OneDrive connector:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Data.
In the Action bar, select + New → Add Data Source.
In the Choose a Data Source dialog, in File System, select OneDrive.
In the New Data Source dialog, specify the applicable connector properties.
To test, select Test Connection.
Select OK to save your changes.

Note

If you select the lowest folder in the tree, you will see No Data in the Select Directory from dialog. You will have access to the files in this folder upon schema creation. However, you will not be able to select the parent folder.

OneDrive connector properties

Here are the properties for the OneDrive connector:

Property	Control	Description
Data Source Name	text box	Enter the name of the data source
Client ID	textbox	Enter your Microsoft OneDrive client ID. For more information, refer to OneDrive documentation.
Client Secret	textbox	Enter your Microsoft OneDrive client secret.
Authorize	button	Select this button to authenticate your Microsoft account and grant Incorta read access to your OneDrive. Choose an account to use to access your OneDrive and select the Allow button. The New Data Source dialog will reappear, and the Authorize button will change to Authorized with the name of the Microsoft account to the right.

Create a schema with the Schema Wizard

Here are the steps to create a OneDrive schema with the Schema Wizard:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the Action bar, select + New → Schema Wizard
In (1) Choose a Source, specify the following:
- For Enter a name, enter the schema name.
- For Select a Datasource, select the OneDrive external data source.
- Optionally create a description.
In the Schema Wizard footer, select Next.
In (2) Manage Tables, in the Data panel, navigate the directory tree as necessary to select your file.
In the Schema Wizard footer, select Next.
In (3) Finalize, in the Schema Wizard footer, select Create Schema.

Create a schema with the Schema Designer

Here are the steps to create a OneDrive schema using the Schema Designer:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the Action bar, select + New → Create Schema.
In Name, specify the schema name, and select Save.
In Start adding tables to your schema, select File System.
In the Data Source dialog, specify the various properties table data source properties.
Select Add.
In the Table Editor, in the Table Summary section, enter the table name.
To save your changes, select Done in the Action bar.

OneDrive table data source properties

You can specify a single file or folder in the Data Source dialog. Both the Schema Designer and Table Editor represent a single file and folder data source as a single-source table. To select a folder in your My Drive, you must enable Union Files.

Note

This release has limited support for Union Files for Excel (.xlsx) Workbook files. The Loader Service only loads Worksheets with the same name as defined in the table data source properties.

Common properties for a file and folder

Here are some of the common properties for both the selection of a file and a folder:

Property	Control	Description
Type	drop-down list	Default is File System
Data Source	drop-down list	Select the OneDrive external data source
File Type	drop-down list	Select the Text (`.csv`, `.tsv`, `.tab`, `.txt`) or Excel (`.xlsx`)
Has Header?	toggle	Select if the first row contains column header values
Callback	toggle	Enables the Callback URL field
Callback URL	text box	This property appears when the Callback toggle is enabled. Specify the URL.

Common file properties

Here are some of the common properties specifically related to selecting a file of either type Text (.csv, .tsv, .tab, .txt) or Excel (.xlsx):

Property	Control	Description
Incremental	toggle	Enable to support incremental loading. For a single file, you must specify both a File and Update file.
File	button	Select a file opens the Add File from dialog. The dialog shows the files from your OneDrive data source. Select a single file and select Add.
Update File	button	With Incremental enabled, Update File is available. Select a file opens the Add File from dialog. The dialog shows the files from your OneDrive data source. Select a single file and select Add.

Note

With Incremental enabled, if a Key column is not defined, new rows will be appended and no existing rows will be updated.

Properties for an Excel Workbook file

Here are the specific properties for an Excel Workbook (.xlsx) file:

Property	Control	Description
Worksheet	drop-down list	Select a given worksheet for the Excel Workbook

Properties for a Text file

Here are the properties specific to a Text (.csv, .tsv, .tab, .txt) file:

Property	Control	Description
Date Format	drop-down list	Select a specific format for date columns. Date formats are Java date format conventions. With `Automatic`, Incorta will determine the format by sampling the first few rows.
Timestamp Format	drop-down list	Select a specific format for timestamp columns. Timestamp formats are Java data and time format conventions. With `Automatic`, Incorta will determine the format by sampling the first few rows.
Character Set	drop-down list	Select a supported character set.
Separator	drop-down list	Available when the selected File Type is `Text`. Specify a separator for columns in the row values. `Comma` and `Tab` are standard delimiters. Other requires that you specify a value such as `:`.
Other	text box	Available when the Separator is `Other`. Enter one or more characters to specify the column separator or delimiter between values in a row.
Enable Chunking	toggle	Enable for large file sizes
Chunk Size (MB)	text box	Enter a value in megabytes (MB) to specify the chunk size

Common folder properties

Folder properties are available when you enable Union Files. It is not possible to select a parent folder.

Here are the properties specifically related to selecting a folder:

Property	Control	Description
Incremental	toggle	Enable to support incremental loading
Union Files	toggle	Enable to select all files within a given folder. When enabled, you will only be able to select a folder from your OneDrive data source.
Directory	button	Select a folder from your OneDrive data source. It is not possible to select a parent folder.
Include	text box	Enter a keyword with a wildcard `*` symbol to include specific named files within the folder
Exclude	text box	Enter a keyword with a wildcard `*` symbol to exclude specific named files within the folder
Include Sub-Directories Files	toggle	Enable to include files from sub-folders
Add Filename as a column	toggle	Enable to add the filename of the file as a column. You will then need to specify a column name.
Filename column	text box	Enter a column name for the filename such as `source_file_name`

Note

With Incremental enabled, if there is not a Key column defined, new rows will be appended and no existing rows will be updated.

Folder properties for Excel Workbook files

Important

This release has limited support for Union Files for Excel Workbook (.xlsx) files. The Loader Service only loads Worksheets with the same name as defined in the table data source properties. For this reason, each Excel Workbook file in the selected folder must have a common Worksheet tab name. You must select this common Worksheet name in the drop-down list.

Here are the properties specifically related to selecting a folder with a file type as Excel Workbook (.xlsx) files:

Property	Control	Description
Worksheet	drop-down list	Select a tab for a worksheet

View the schema diagram with the Schema Diagram Viewer

Here are the steps to view the schema diagram using the Schema Diagram Viewer:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the list of schemas, select the OneDrive schema.
In the Schema Designer, in the Action bar, select Diagram.

Load the schema

Here are the steps to perform a Full Load of the OneDrive schema using the Schema Designer:

Sign in to the Incorta Direct Data Platform.
In the Navigation bar, select Schema.
In the list of schemas, select the OneDrive schema.
In the Schema Designer, in the Action bar, select Load → Full Load.
To review the load status, in Last Load Status, select the date.

Explore the schema

With the full load of the OneDrive schema complete, you can use the Analyzer to explore the schema, create your first insight, and save the insight to a new dashboard.

To open the Analyzer from the schema, follow these steps: