> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Excel Services

export const title_6 = "Excel Services";

export const title_5 = "Excel Services";

export const title_4 = "Excel Services";

export const title_3 = "Excel Services";

export const title_2 = "Excel Services";

export const title_1 = "Excel Services";

export const title_0 = "Excel Services";

## Setup Guide

Follow these steps to connect Excel Services to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Excel Services* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Enter the **URL** for the SharePoint site or site collection the provider connects to, for example, *[http://server/SharePoint/](http://server/SharePoint/)*.
  </Step>

  <Step>
    Enter the **File** name of the Excel file to connect to, including the `.xlsx` extension.
  </Step>

  <Step>
    Select the **Share Point Version** that matches the SharePoint server you are connecting to. Supported values are **SharePoint 2013** and **SharePoint 2010**. The default value is **SharePoint 2013**.
  </Step>

  <Step>
    (Optional) Enter the **Folder** path within the document library where the file specified in the **File** field is located.
  </Step>

  <Step>
    (Optional) Enter the **Library** name of the SharePoint document library that contains the Excel file you want to connect to. The Shared Documents library is used by default.
  </Step>

  <Step>
    (Optional) Set **Use RESTAPI** to specify whether the provider uses the SharePoint REST API instead of the OData API to retrieve data. The default value is **True**.
  </Step>

  <Step>
    Select an **Auth Scheme** and follow the relevant instructions below.
  </Step>
</Steps>

## Authentication Methods

<Tabs>
  <Tab title="NTLM">
    <Steps>
      <Step>
        Enter the **User** name for the account used to authenticate to the SharePoint server.
      </Step>

      <Step>
        Enter the **Password** for that account.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_0} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Basic">
    <Steps>
      <Step>
        Enter the **User** name for the account used to authenticate to the SharePoint server.
      </Step>

      <Step>
        Enter the **Password** for that account.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_1} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Digest">
    <Steps>
      <Step>
        Enter the **User** name for the account used to authenticate to the SharePoint server.
      </Step>

      <Step>
        Enter the **Password** for that account.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_2} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Forms">
    <Steps>
      <Step>
        Enter the **User** name for the account used to authenticate to the SharePoint server.
      </Step>

      <Step>
        Enter the **Password** for that account.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_3} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="None">
    <Steps>
      <Step>No additional settings are required for this authentication method.</Step>

      <Step>
        At the top of the Connect AI **Add {title_4} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Negotiate">
    <Steps>
      <Step>
        Enter the **User** name for the account used to authenticate to the SharePoint server.
      </Step>

      <Step>
        Enter the **Password** for that account.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_5} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="ADFS">
    <Steps>
      <Step>
        Enter the ADFS **User** name used to authenticate.
      </Step>

      <Step>
        Enter the **Password** for that account.
      </Step>

      <Step>
        Enter the **STSURL**, the URL of the security token service (STS) used for single sign-on (SSO) with ADFS.
      </Step>

      <Step>
        Enter the **SSO Login URL** for the identity provider.
      </Step>

      <Step>
        Enter the **SSO Domain** associated with the user account.
      </Step>

      <Step>
        (Optional) Enter the **SSO Properties** required to connect to the identity provider, formatted as a semicolon-separated list (for example, `SSOProperty1=value1;SSOProperty2=value2;`).
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_6} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## More Information

For more information about interactions between Connect AI and Excel Services, see [this information page](https://cdn.cdata.com/help/DTM/cloud/default.htm#default).