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Microsoft OneDrive

The OneDrive connector lets you connect to Microsoft OneDrive cloud storage in Designer. OneDrive is available as a data source in the Input Data and Output Data tools.

Upgrade to the New OneDrive Connector

If your workflow uses the standalone OneDrive Input or OneDrive Output tools, those are now deprecated. Instead, use connector version 2.2.0 or later with the Input Data and Output Data tools. Use the workflow migration utility to update existing workflows.

Requirements

Requirement

Details

Designer

Designer 2026.1 or later.

Designer 2025.2 Patch 3 or later.

Designer 2025.1 Patch 5 or later.

Connector Version

Microsoft OneDrive version 2.2.0 or later. Available from Designer Add-Ons.

Azure Permissions

See 设置 Microsoft Azure API 应用程序.

DCM

You must enable DCM in Designer. Go to Options >Advanced Settings > DCM to enable it.

Network Access

Outbound access to OneDrive Online and Microsoft OAuth endpoints.

Install the Connector

Install the latest version of OneDrive connector directly from Designer using Add-Ons. This is the recommended installation method that allows you to browse, install, and update connectors without leaving Designer or visiting the Alteryx Marketplace.

To install the connector...

  1. In Designer, go to Add-Ons > Manage Marketplace Add-Ons. You will see a list of available connectors.

  2. Select Microsoft OneDrive Connector and select Install. Designer downloads and installs the package. Designer might require a restart to complete the installation.

  3. After installation and setup are complete, the OneDrive connector is available from the Input Data and Output Data tools.

Set Up a Connection

To connect to Microsoft OneDrive...

  1. Drag the Input Data or Output Data tool to the canvas, and select Connect to Data.

  2. In the Connector Setup, select Create or Browse a Data Connection.

    If you've created a Microsoft OneDrive connection before, you can select the connection from the Recents tab.

  3. Select + New. From the list of technologies, select Microsoft OneDrive.

  4. Enter the Connection Name and Data Source Name.

  5. In the Credentials section, select your authentication method, and enter the credentials. For more information, see Authentication Methods.

  6. Select Save. You can also test the connection before saving.

  7. Select Connect. Microsoft OneDrive may request authentication.

  8. Select the read or write configuration in the Options window. To know more about the options, see Read Data from OneDrive or Write Data to OneDrive.

  9. Select Confirm to create a connection to the file. You can continue building your workflow.

Workflow Migration

If your existing workflows use the deprecated OneDrive Input or OneDrive Output tools, you need to migrate them to use the new connector. Use the workflow migration utility to update existing workflows.

The utility previews all the changes and replaces deprecated tool instances with the new connector versions without breaking the workflows.

Authentication Methods

Microsoft OneDrive supports three authentication methods. Use the table below to choose the right one for your use case.

Method

Details

Azure AD-private (Built-In App)

  • Use this to set up a personal, ad hoc connection with your own Microsoft credentials.

  • Email and password are tied to your personal Microsoft credentials.

  • This can be used for SDK.

  • Not recommended for scheduling workflows.

  • DCM is optional.

Azure AD-private (Custom App)

  • Use this when your team shares a custom-registered Azure app.

  • This can be used for SDK.

  • For instructions on the set up, see Microsoft Azure API app setup.

  • DCM is optional.

Service Principal (Application)

  • Use this to schedule or automate workflows without tying authentication to a specific user.

  • Leverages the capabilities of custom API applications with a service principal.

  • For instructions on the setup, see Microsoft Azure API app setup.

  • DCM is required.

Limitations

The Microsoft OneDrive connector currently has the following limitations:

  • Microsoft's underlying Recent and Shared with Me Graph APIs are deprecated and do not return data. This is a platform-level limitation independent of this connector.

  • Partitioning is not supported.

  • Reading data with wildcards or from multiple files or folders is not supported, but it can be achieved using macros.

  • The output action Append is not supported. Use Read > Union > Overwrite to replicate append behavior.

  • When creating a new file, if a file with the same name already exists at the destination, the action will not overwrite it. Instead, it will append a timestamp suffix to the new file's name, retaining both files.

  • Reading multi-sheet XLSX files or selecting a sheet by name or index is not supported.

  • Path scoping is limited to My Files. Recent and Shared with Me are not browsable/ accessible through OneDrive.

版本

描述

v3.1.1

  • Improved the Authority URL field with a pre-filled default value and inline help text, reducing the need to consult external documentation.

  • Fixed an issue where selecting an unsupported file format in the OneDrive Input connector would show irrelevant configuration options.

  • Fixed an issue where Test Connection failed in DCM when using the Built-in App authentication type.

  • Improved error handling for OneDrive In and Out operations.

v3.1.0

  • Compatible with Designer 2021.4.2 Patch 4, 2022.1 Patch 2 and later.

  • Ability to connect to OneDrive using Microsoft's secure OAuth 2.0 login.

  • Authenticate with a Service Principal for automated, unattended workflows.

  • Store your login once via DCM and reuse it across workflows on both Designer and Server.

  • Run unattended jobs on Server with automatic token refresh, no manual re-authentication needed.

  • Quickly filter to Personal Files, Shared with Me, or Recent Files.

  • Pick files by browsing, typing a path manually, or simply pasting a shared OneDrive link.

  • Paste a URL and the connector automatically identifies and loads the file's details.

  • Choose a specific sheet by name or number, define a custom cell range, or pull just the list of sheet names.

  • Bring in details like file name, path, size, last modified date, and file type alongside your data.

  • Retrieve just the file/folder structure without downloading full file contents.

  • Read .csv, .xlsx, and .yxdb files directly from OneDrive.

v2.3.0

  • 与 Designer 2021.4.2 补丁 4、2022.1 补丁 2 及更高版本兼容。

  • 仅与 AMP Engine 兼容。

  • 在 Alteryx Server 中运行此连接器需要 DCM。

  • 已优化身份验证选项窗口。

  • 当您在本地下载 XLSX 文件时,OneDrive 输入的输出现在包含工作表名称。您可以在您工作流的其他工具中使用这些工作表名称。

  • 修复了 OneDrive 输出在设置为覆盖 XLSX 文件中特定工作表时也会修改其他工作表的问题。

  • 修复了 OneDrive 工具的身份验证无法正常进行的问题。(TPM-3833)

  • 修复了 OneDrive 输入无法正确读取某些数据类型的问题。 (TPM-3751, TPM-3722, TPM-3721)

  • 修复了如果数据包含固定精度十进制或 Null 值,OneDrive 输出写入错误文件的问题。(TPM-3720)

  • 修复了 OneDrive 输出错误转换 CSV 文件中 Null 值的问题。(TPM-3719)

  • 修复了服务主体身份验证在 OneDrive 输出中不起作用的问题。(TPM-3580)

  • 修复了以下问题:尽管用户设置为排除“选择工作表”选项的字段,但 OneDrive 输出仍将该字段包含在输出中。(TPM-3393)

  • 修复了 OneDrive 输出无法正确追加数据的问题。(TPM-2564)

  • 修复了 OneDrive 输出的“中止”选项并不适用于所有数据类型的问题。(TPM-2563)

  • 修复了 OneDrive 工具的编码问题。(TPM-1984)

  • 修复了 OneDrive 输出更改标题格式的问题。(TPM-1375)

  • 修复了 OneDrive 输出的“追加”选项覆盖文档的格式和公式的问题。(TPM-1179)

  • 修复了 OneDrive 输入无法读取包含日期时间数据的 YXDB 文件的问题。(TPM-1100)

  • 修复了当工作流包含字节和 Int16 数据类型的数据时 OneDrive 输出失败的问题。(TPM-209)

v2.2.0

  • 与 Designer 2021.4.2 补丁 4、2022.1 补丁 2 及更高版本兼容。

  • 仅与 AMP Engine 兼容。

  • 增加了对 DCM 的支持。

    • 在 Alteryx Server 中运行此连接器需要 DCM。

  • FIPS 功能。

  • 增加了只覆盖一张工作表的选项。

  • 更改了将工作表名字段从写入数据中排除的行为。增加了保留工作表名字段的选项。

  • 现在会针对 Windows 证书存储执行 SSL/TLS 验证。

v2.1.0

  • 使用用户的浏览器而不是 Designer 中的嵌入式 CEF 进行身份验证,以符合现代安全策略。

v2.0.2

  • 修复了以下问题:在启用“提供身份验证信息”时工具配置丢失。

v2.0.1

  • 修复了以下问题:在 Designer 2021.3.2.54175 中进行身份验证时出现空白屏幕。请注意,您还需要更新到 Designer 21.3.3.63061 或更高版本。

v2.0.0

  • 具有使用自定义 Azure 应用程序的选项的内置多租户 Azure 应用程序(包括单租户应用程序或服务主体)。

  • 支持读取和写入 XLSX、CSV 和 YXDB 文件格式。

  • 支持代理。

  • 与 Alteryx Designer 2021.2.2 版及更高版本兼容。

  • 需要 OneDrive 365。

v1.0.2

  • 更新“代码页”选项。

  • 区分具有相同语言的编码(例如“语言”->“语言(特定代码)”)并按字母顺序排列编码。

  • 允许用户通过输出工具指定 CSV 文件的编码。

  • 提升了数据转换处理能力,当字段缺少值时,不抛出警告,而不是报错。

  • 修复了偶尔不遵从默认值设置的问题。

  • 已禁用生产日志记录,以防止 Designer 的不同安装/配置出现权限问题,并支持计划的工作流功能。

v1.0.1

  • 修复了无法成功安装软件包的问题。

v1.0.0

  • OneDrive 输入和 OneDrive 输出的初始版本。

用于连接的 Alteryx 工具

启用 AMP Engine

确保已为包含 2.2.0 及更高版本 OneDrive 工具的工作流启用 AMP Engine

自定义 Microsoft Azure API 应用程序设置

要为此工具设置自定义 API 应用程序,请参阅我们的指南