Prerequisites Checklist for MS Excel and Azure AD Integration
Before starting the implementation, ensure you have the following:
Item | Details |
Multi-Factor Authentication (MFA) | Disable MFA for users interacting with MS Excel services. |
Azure App Registration | - Register an Azure AD application. - Configure API permissions specific to MS Excel services, including permissions for accessing Excel sheets. |
Client ID | Obtain the Client ID (Application ID) of the registered Azure AD application for authentication and API access. |
Permissions Verification | Confirm that the Azure AD application has the required permissions to access MS Excel. |
Limitations
Limitation | Details |
Cell Range | The maximum allowed cell range is 100 rows and 10 columns (A1). |
User File Access | The user must have access to the file in order to retrieve data. |
These limitations are important to keep in mind when setting up the integration to ensure smooth functionality and compliance with access policies.
Azure App Registration and MS Excel Connector Integration Guide
Step 1: Log in to Azure Portal
1. Navigate to Azure Portal (https://portal.azure.com).
2. Sign in using an account that has the required permissions.
Step 2: Register a New Application
1. Search for App Registrations:
- In the Azure portal, use the search bar to locate App registrations.
3. Fill Out the Registration Form:
- Name: Enter a descriptive name for your application.
- Supported Account Types: Select the option that best suits your needs (e.g., "Accounts in this organizational directory only").
- Redirect URI (optional): Specify a URI if necessary (this can be updated later).
4. Register the Application:
- Click Register to complete the process.
Step 3: Configure API Permissions
1. Access the Application Overview:
- View the newly created application under the Overview section.
2. Add API Permissions:
- Click on API permissions in the left-hand menu.
- Click + Add a permission.
3. Request API Permissions:
- In the Request API permissions pane, select Microsoft API > Microsoft Graph.
- Choose Delegated Permissions and select the required permissions (Files.Read.All and Sites.Read.All).
Search for Files:
In the search box, type Files and select Files.Read.All from the results.
Add Permissions
Search for Sites:
In the search box, type sites and select Sites.Read.Allfrom the results.
Add Permissions
4. Grant Admin Consent:
- Click Grant admin consent to apply the permissions.
And
Step 4: Configure Authentication
1. Go to Authentication Settings:
- In the left-hand menu, click on Authentication.
Step 5: Retrieve Application (Client) ID
1. Go to the Overview section.
2. Copy the Application (Client) ID. This will be needed for the MS Excel integration.
Step 6: Prepare Required Details
Ensure you have the following details ready for the MS Excel connector integration:
- Login: ***************
- Password: **************
- Client ID: ***********************
- File URL: The URL of the Excel file.
-Cell Range: Optional
-Is Header(CheckBox): Optional
Step 7: Log in to Qlmanager and Set Up MS Excel Connector
1. Log in to Qlmanager:
- Sign in using your credentials.
2. Create a New Template:
- Open Data Feed Manager.
3. Create a New Feed:
- Click + New Feed and select MS Excel from the dropdown.
Some common error and their details:
S.No | Connector Name | Condition | Error Message |
1 | MS EXCEL | If Sheet Name is wrong | Workbook or worksheet not found |
2 | MS EXCEL | If User Name (Login) is wrong | Unsupported User Type 'Unknown |
3 | MS EXCEL | If password is wrong | Error validating credentials due to invalid username or password |
4 | MS EXCEL | If Client Id is wrong | Application with identifier 'client id' was not found in the directory 'Organization Name' |
5 | MS EXCEL | If File url is wrong | Response status code does not indicate success: 404 (Not Found). |
6 | MS EXCEL | If cell range value is higher than 100 | Please do not enter a row value higher than 100. |
7 | MS EXCEL | If call range value is wrong | Please enter the appropriate Cell Range. |
8 | MS EXCEL | If MFA is enable | Due to a configuration change made by your administrator, or because you moved to a new location, you must use multi-factor authenticatio... |
9 | MS EXCEL | If you make too many requests in a short time, you may be throttled. | 429 Too Many Requests |
10 | MS EXCEL | If user do not have access of file | Response status code does not indicate success: 403 (Forbidden). |
11 | MS EXCEL | If any required field is missing | Value does not exists for property: property name |