On the Credential Fields page, if you are using Windows credentials, leave the default credential fields. In the Target Application Type drop-down list, select Group. In the Contact E-mail box, type the email address for a contact for this target application. In the Display Name box, type a friendly name or short description. In the Target Application ID box, type a unique identifier for this target application (for example,ExcelOnlineDataAccess). On the the SharePoint Central Administration website home page, in the Application Management section, click Manage service applications.Ĭlick the Secure Store Service service application. Use the following procedure to create a Secure Store target application. Instead, Excel Online uses the credentials on their behalf to refresh data in data-connected workbooks that specify this target application. The users that you list in the target application do not have direct access to the stored credentials. We recommend that you use an Active Directory group for ease of administration. You can list users individually, or you can use an Active Directory group. When you create the target application, you have to specify which users will be authorized to use the credentials stored in Secure Store. This target application can then be specified in an ODC file and will be used by Excel Online when it refreshes data in the workbook. You must create a target application in Secure Store that contains the credentials that you created for data access. Now that you have created a data access account and granted it access to a data source, the next step is to create a Secure Store target application. Select the Map check box for the database that you want to provide access to, and then, in the Database role membership for: section, select the db_datareader check box. In the Select a page section, click User Mapping. In the Login name box, type the name of the Active Directory account that you created for data access. Right-click Logins, and then click New Login. In SQL Server Management Studio, connect to the database engine. To create a SQL Server logon for the data access account If you are using a data source other than SQL Server, see the instructions for your data source to create a logon with data read permissions for the data access account.)įollow these steps to create a SQL Server logon and grant Read access to the database. (in this article, we use the example of accessing a SQL Server database through an Active Directory account. This account will be stored in Secure Store.Īfter you have created the account, the next step is to grant that account read access to the required data. This can be an Active Directory account, a SQL Server logon, or other set of credentials as required by your data source. You must have an account that can be granted access to the data source to which you want to connect your Excel workbook. Using Excel Online with an ODC file consists of the following steps:Ĭonfigure an Excel workbook to use the published ODC file as a data connection To use an ODC file, you must also configure server-to-server authentication between Office Online Server and SharePoint Server. This allows you to share a single ODC file among multiple workbooks and also allows you to centrally manage your data connections.īefore you can use Excel Online with an ODC file, you must have installed Office Online Server and configured it to work with SharePoint Server. This article describes how to do this.īy using an ODC file for your data connection, you separate your Excel workbooks from the data connection information. You can use an Office Data Connection (ODC) file that specifies a Secure Store target application. ![]() (This is known as an embedded connection.) For more information, see Configure Excel Online data refresh by using embedded data connections in Office Online Server. ![]() You can specify a Secure Store target application in a workbook. Summary: Configure Excel Online data refresh by using Secure Store and an external Office Data Connection (ODC) file.Įxcel Online provides two methods of using Secure Store Service to refresh the external data source in a workbook:
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