How to Connect to & Open HCL Domino Data in Microsoft Excel

The CData ODBC driver for HCL Domino uses the standard ODBC interface to link HCL Domino data with applications like Microsoft Access and Excel. Follow the steps below to use Microsoft Query to import HCL Domino data into a spreadsheet and provide values to a parameterized query from cells in a spreadsheet.

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Prerequisites

The connector requires the Proton component to be installed. Normally, Proton is distributed as part of the AppDev pack. See the HCL documentation for instructions on acquiring and installing Proton or the AppDev pack.

Once the Proton service is installed and running, you will also need to create a user account and download its Internet certificate. This certificate can be used to set the connector certificate connection properties.

Authenticating to Domino

• Server: The name or IP address of the server running Domino with the Proton service.
• Port: The port number that the Proton service is listening on.
• Database: The name of the database file, including the .nsf extension.
• SSLClientCertType: This must match the format of the certificate file. Typically this will be either PEMKEY_FILE for .pem certificates or PFXFILE for .pfx certificates.
• SSLClientCert: The path to the certificate file.
• SSLServerCert: This can be set to (*) if you trust the server. This is usually the case, but if you want to perform SSL validation, you may provide a certificate or thumbprint instead. See the documentation for SSLServerCert for details.

Additional Server Configuration

The connector supports querying Domino views if any are defined. Before views can be queried by the connector they must be registered with the design catalog.

Please refer to the Catalog Administration section of the AppDev pack documentation for details on how to do this.

You can then work with live HCL Domino data in Excel.

1. In Excel, open the Data tab and choose Get Data -> From Other Sources -> From Microsoft Query.
2. Choose the Domino DSN. Select the option to use Query Wizard to create/edit queries.
3. In the Query Wizard, expand the node for the table you would like to import into your spreadsheet. Select the columns you want to import and click the arrow to add them to your query. Alternatively, select the table name to add all columns for that table.
4. The Filter Data page allows you to specify criteria. For example, you can limit results by setting a date range.
5. If you want to use parameters in your query, select the option to edit the query in Microsoft Query.

6. To set a parameter in the query, you will need to modify the SQL statement directly. To do this, click the SQL button in the Query Editor. If you set filter criteria earlier, you should have a WHERE clause already in the query.

   To use a parameter, use a "?" character as the wildcard character for a field's value in the WHERE clause. For example, if you are importing the ByName, you can set "City=?".

7. Close the SQL dialog when you are finished editing the SQL statement. You will be prompted to enter a parameter value. In the next step, you will select a cell to provide this value. So, leave the box in the dialog blank.

8. Click File -> Return Data to Microsoft Excel. The Import Data dialog is displayed. Enter a cell where results should be imported.

9. Close the Import Data dialog. You will be prompted to enter a parameter value. Click the button next to the parameter box to select a cell. Select the option to automatically refresh the spreadsheet when the value changes.