In an external database, the administrator may also want to create specific tables, views, queries, and so on to limit the results to just what is needed and to help improve performance.Ĭonfigure SharePoint services and accounts An administrator must activate Business Data Connectivity Services and Secure Store Service.Ĭonfigure Secure Store Services An administrator must do the following: determine the best access mode for the external data source, create a target application, and set the credentials for the target application.Ĭonfigure Business Data Connectivity Services An administrator must ensure that the user who creates the external content type has permission to the Business Data Connectivity metadata store and that appropriate users have access to the external content type that the external list is based on.Ĭreate an external content type A user must define an external content type which contains information about connections, access, methods of operation, columns, filters, and other metadata used to retrieve the data from the external data source. Prepare the external data source An administrator may need to create an account and provide permissions to the data source to ensure that the right people have access to the data and that the data does not end up in the wrong hands. To access external data, you or an administrator must do the following: Also, if you experience problems trying to work with external data, this information can help you identify the issue. The following information can help you plan your next steps. Working with external data requires several pre-requisite tasks to enable secure access to the data. What do you want to do?Ĭreate external data columns in a list or libraryĬreate a Word template to display external data in content controls
For example, you may want to create a standard customer contract in a document library that contains a customer name, company name, and telephone number stored in a Line-of-Business (LOB) database, such as SAP or Dynamics CRM.įor more information, see Find content about external data and Set a file template for a document or form library. Want to make it easy and efficient to enter accurate, up-to-date data in a business document? You can use data from an external source in the body of a Microsoft Word 2013 document by using a combination of Microsoft SharePoint external data columns and Word content controls.
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