You are here: Application Interface > Tools menu > Options > Export

Options: Export tab

Use the Export tab to configure SharePoint and SQL export options at application level.

Interface description

Option Description    
SharePoint   Server URL Enter the URL of the SharePoint server or site, for example: http://server, or https://company.sharepoint.com if you use SharePoint Online. This step is compulsory.

Note: Versions of SharePoint older than 2010 are no longer supported.
SharePoint Online Select this check box if your SharePoint libraries are hosted in the Cloud.
  • Certificate-based authentication

Use the Promodag Reports Application, see How to configure access to SharePoint Online.

 
  • User-based authentication
 Enter the credentials of a valid SharePoint user to connect to SharePoint Online. The user should have sufficient permissions to add items in existing lists and document libraries.
Default document library

Use the drop-down list to select a default document library for all SharePoint exports. The path of the library will be displayed in the 'Library path' field. Enter the path to a subfolder if required.

This step is optional and the library and subfolder can be chosen in the Output tab of the report, or if using the File > Export Report option.
Check connection Click this link to test the connection to the SharePoint server.
SQL database
  • The current Promodag Reports database
 Select this radio button to systematically select the currentPromodag Reports database.
  • Another database
 Select this radio button to select a specific SQL database. It does not necessarily have to be a Promodag Reports database.
  • Server name: Name of the SQL server.
  • Database name: Name of the SQL database.

Note: the drop-down list contains all detected compatible databases found on the selected SQL server.
  • Authentication: You can either authenticate usingWindows authentication, or SQL Server authentication.

    Note: if you do not which method to use, ask your database administrator.

    • Windows authentication: The current account and password are used to connect to the SQL server.
    • SQL Server authentication: You must specify a login and a password to connect to the SQL server.
Check connection Click this link to test the connection to the SQL server.
Check configuration Click this link to test your configuration in one click.
of