Microsoft OneDrive

Type of Support: Read & Write
Connection Type: Alteryx Tool. The latest version is available from the Alteryx Community.

Release Notes

Version Description
v2.2.0
  • Compatible with Designer 2021.4.2 Patch 4, 2022.1 Patch 2 and later.

  • Compatible with AMP engine only.

  • Added support for Designer DCM.

  • FIPS capable.

  • Added option to overwrite only one sheet.

  • Changed the behavior of sheet name field to be excluded from the written data. Added option to keep the sheet name field.

  • SSL/TLS validation is now performed against Windows Certificate Store.

v2.1.0
  • Authentication occurs using user's browser instead of embedded CEF in Designer to comply with modern security policies.

v2.0.2
  • Fixed issue with tool configuration being lost in case of "Provide authentication Information" being enabled

v2.0.1
  • Fixed blank screen issue when authenticating in Designer 2021.3.2.54175. Please note that you also need to update to Designer 21.3.3.63061 or later.

v2.0.0
  • Built-in multitenant Azure App with an option to use custom Azure App (incl. single tenant app or Service Principal).
  • Supports reading and writing XLSX, CSV and YXDB file formats.
  • Proxy support.
  • Compatible with Alteryx Designer version 2021.2.2 and later.
  • Requires OneDrive 365.
v1.0.2
  • Update Code Page options.
  • Distinguish between encodings with same language (e.g., ‘Language’ -> ‘Language (specific code)’) and ordered encodings alphabetically.
  • Allow user to specify encoding for CSV files on output tool.
  • Improved data conversion handling to not throw a warning instead of an error when a field is missing a value.
  • Fix issue where default value settings were occasionally not respected.
  • Disabled production logging to prevent permissions issues for different installations/configurations of Designer and support scheduled workflow functionality.
v1.0.1 Fixed issue preventing packages from being installed successfully.
v1.0.0 Initial release for OneDrive Input and OneDrive Output.

Alteryx Tools Used to Connect

Data Connection Manager

The OneDrive tools support Designer DCM for an easier and a safer storage of your credentials. Create a connection to OneDrive and easily reuse the stored credentials in workflows that include the OneDrive tools. Alteryx Server requires stored credentials to successfully run the published workflows.

Enable AMP Engine

Make sure you have the Alteryx AMP Engine enabled for the workflows which contain the OneDrive tools to leverage the full potential of Designer capabilities.

Custom API Application Setup

For more information on how to build and manage an application using the Microsoft Azure cloud services, refer to the Azure documentation.

  1. Navigate to https://portal.azure.com/#home.
  2. Sign in with your Microsoft Azure Active Directory account.
  3. On the Home screen use Search, or go to the upper left corner menu to open the Azure Active Directory service.
  4. Open App registrations in the left menu.
  5. Select + New registration.
  6. Specify the Name of the app.
  7. Choose desired account type–both Single tenant and Multitenant are allowed.
  8. In the optional Redirect URL:
    • For OneDrive Input and Output version 2.0.2. and earlier: Select Single-page application (SPA) from the dropdown menu and set the 2 URLs:
      • https://cef.alteryx.com/designer/oauthcallback
      • https://login.live.com/oauth20_desktop.srf
    • For OneDrive Input and Output version 2.1.0 and later: Select Web-page application (WPA) from the dropdown menu and set the URL:
      • http://localhost/
  9. Select Register.
    • The Application (client) ID is your Client ID.
    • The Directory (tenant) ID is your Tenant ID.
  10. Go to API permissions to add these Delegated permissions - Microsoft Graph.
    • Files.ReadWrite.All
    • offline_access
    • openid
    • User.Read
    • email
    • profile
  11. To use service principal (app-only authentication) proceed to Certificates & secrets and add New client secret. Copy the Value as it won't be accessible again once you leave the page – this is your Secret ID. In API permissions add these Application permissions - Microsoft Graph.
    • Files.Read.All
    • Files.ReadWrite.All
    • Sites.Read.All

Limitations

Login Expiration

Standard login, Sign in via Internet Browser option, expires after 24 hours so it isn’t suitable for scheduling workflows. For scheduling, select Use Service Principal after selecting Provide authentication information option. Service Principal requires a custom API Application.