SSIS Integration Toolkit for SharePoint

The SharePoint Connection Manager is the core component for establishing connections with Microsoft SharePoint's Web Services. It supports two primary service endpoints: REST (preferred for SharePoint Online or On-Premises 2016+) and SOAP (for most SharePoint Online, On-Premises, and Federated Server installations). Depending on the endpoint, it offers various authentication types including Active Directory (On-Premises), OAuth (Office365, SharePoint Online) with Authorization Code or Certificate options, and Federation/Online Federation. You can configure Service URLs, timeout settings, and provide user credentials or use integrated authentication to ensure secure and reliable access for your SSIS integration with SharePoint.

Yes, the SharePoint Connection Manager includes an Advanced Settings page to fine-tune your connection. This includes "Retry on Intermittent Errors" to help recover from temporary service disruptions (with a warning about potential duplicate data in some scenarios), "Multi-Authentication Site" for specific SharePoint environments, and "Ignore Certificate Errors" for handling SSL certificate issues (generally not recommended for production). Additionally, you can configure proxy server settings, including Proxy Mode (No Proxy, Auto-detect, Manual), Proxy Server address, Port, Username, and Password for proxy authentication, providing comprehensive control over your SharePoint integration environment.

The SharePoint Source Component is designed to read and retrieve data from your SharePoint lists and document libraries. After selecting your SharePoint Connection Manager, you can choose the specific SharePoint List or document library, and even apply a Source View to filter items. It supports various "Document Scope" options (Root Level or Recursive, for Files Only or Files and Folders) to control how sub-items are retrieved, ideal for scenarios like file share to SharePoint migration. You can also configure batch size, retrieve only the first page, include hidden fields, and remove ID prefixes from lookup fields. For advanced filtering, a built-in CAML Query builder tool is available to create custom queries, allowing precise data extraction for your initiatives to migrate data to SharePoint.

Yes, the SharePoint Source Component includes a dedicated Attachment Settings page. You can enable the downloading of attachments and documents, specifying the Download Destination as either "Save to File System" (to a designated folder) or "Write to Output Data Column(s)" (to an SSIS output buffer). You can also prefix file names with column data and set the maximum number of files per list item. For document libraries, the component supports downloading versions, allowing you to retrieve the full version history for each document. This functionality is crucial for comprehensive file share to SharePoint Online migration and maintaining data integrity.

The SharePoint Destination Component is highly versatile for writing data to SharePoint. It supports seven distinct action types: Create, Update, Delete, CreateFolder (for folder structures), CheckIn, CheckOut, and Moderate (for content approval). This component is essential for any task involving migrating data to SharePoint or synchronization. Whether you're performing a migration of a Windows file server to SharePoint Online, or synchronizing specific list data, this toolkit provides the necessary capabilities.

The SharePoint Destination Component offers specialized handling for complex data types. It features a "Virtual_LocalRelativePath" field for writing hierarchical data and creating folder structures in document libraries, crucial for effectively migrating file shares to SharePoint. For attachments, it creates dedicated input columns (e.g., KWS_Attachment_#_FileName, KWS_Attachment_#_BinaryContent) to facilitate uploading files. The component also supports writing to Taxonomy Fields (managed metadata) using text values and allows for directly writing to SharePoint Audit Fields (like Created and Modified) by enabling them temporarily. It can automatically remove invalid characters to prevent XML exceptions during data submission.

For robust SharePoint data migration, the Destination Component offers comprehensive error handling with options to "Fail on error," "Redirect rows to error output" (providing ErrorCode, ErrorColumn, and ErrorMessage), or "Ignore error." For performance optimization, it supports multithreaded writing (up to 100 threads, with 20 or lower recommended) to significantly speed up data submission, although note that record order may not be maintained. These features ensure your bulk SharePoint data integration and migration processes are efficient and reliable.

Files and documents are stored in SharePoint libraries and can be linked to case records. This allows organizations to manage, track, and associate stored content with business processes, ensuring that all relevant documents are easily accessible and organized within SharePoint.