> For the complete documentation index, see [llms.txt](https://docs.novacura.com/marketplace-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.novacura.com/marketplace-documentation/components/explore-components/excel-connector/installation.md).

# Installation

## Flow Properties

Before installing the workflows, it is required to create several **Global** Flow Properties within Novacura Flow Studio.

#### Flow Text Properties

<table><thead><tr><th width="256">Flow Property</th><th width="247.19409704852427">Example Value</th><th>Description</th></tr></thead><tbody><tr><td>ExcelMigration_IFSBaseUrl</td><td>https://ifscloud.ifscloud.com</td><td>Your IFS Cloud environment base URL use for the REST Connector</td></tr></tbody></table>

### Azure Services

#### Microsoft Graph

Create an Azure App Registration for reading and editing Excel files. The App Registration needs the following API permissions to be able to access the Excel documents.&#x20;

| Privileged permissions |
| ---------------------- |
| Files.ReadWrite.All    |
| Sites.ReadWrite.All    |

{% hint style="warning" %}
You will need to add additional permissions if you plan to utilize more functionality against the Graph API in other workflows.
{% endhint %}

Read more in the how-to guides [Create App Registration](https://docs.novacura.com/extensibility-and-integration/products/active-directory/microsoft-graph/how-to-guides/create-app-registration).

* Navigate to the registered Microsoft Graph application's *Authentication* page
* Add **ncflow://authenticate** value to *Mobile and desktop applications' Redirect URIs'* list
* Add **<https://web.novacuraflow.com/>** value to *Mobile and desktop application's ' Redirect URIs'* list

{% hint style="info" %}
The **ncflow://ncflowsuccess** value is needed instead if it is used External App Launcher integration call back.
{% endhint %}

| ![](/files/JyAXudE6hGCX9PlKY42B) |
| -------------------------------- |

The API's used in this connector are documented [here.](https://learn.microsoft.com/en-us/graph/api/worksheet-get?view=graph-rest-1.0\&tabs=http)

Read more in the how-to guides [Create App Registration](https://docs.novacura.com/extensibility-and-integration/products/active-directory/microsoft-graph/how-to-guides/create-app-registration).&#x20;

### Flow Connectors

#### REST Connector

#### IFS Cloud Rest Connector

This REST connector is used to gather object information directly from IFS, It uses this information to build the mapping tables within the app.

Create a new REST Service Connector named "IFS Cloud DataMigration" and import the configuration file "IFS23R1\_Connector.ncrcp". For more information see [Import a REST Configuration](https://docs.novacura.com/extensibility-and-integration/products/studio/connectors/rest-connector/how-to-guides/import-a-rest-configuration).

* Enter Base Address as your IFS Base Url Address. eg: **<https://ifscloud.ifscloud.com>**

{% hint style="info" %}
Follow the IFS Cloud authentication steps documented [here](https://help.novacuraflow.com/connectors/areas/business-systems/ifs-applications/ifs-odata/authentication-in-ifs-cloud).
{% endhint %}

Enter the Client ID, Client secret, and Realm as shown inside the Global Parameters for the REST connector from the Authentication setup above.&#x20;

| <img src="/files/7DMNWzesPKBcmO71mX3W" alt="" data-size="original"> |
| ------------------------------------------------------------------- |

#### Microsoft Graph API

A REST Connector Project must be set up to utilize Microsoft Graph APIs.

Create a new REST Service Connector named "Microsoft Graph REST" and import the configuration file "Excel\_Connector.ncrcp". For more information see [Import a REST Configuration](https://docs.novacura.com/extensibility-and-integration/products/studio/connectors/rest-connector/how-to-guides/import-a-rest-configuration).

* Enter a Base Address **<https://graph.microsoft.com>**
* Set up the parameters for OAuth2 authentication

| <img src="/files/ghm5v4jIGg5gLIXjNdXD" alt="" data-size="original"> |
| ------------------------------------------------------------------- |

<table><thead><tr><th width="213">Parameter</th><th>Value</th><th>Description</th><th data-type="checkbox">Required</th></tr></thead><tbody><tr><td>Enabledb</td><td>Checked<span data-gb-custom-inline data-tag="emoji" data-code="2714">✔️</span></td><td>To enable OAuth2 Authentication in REST connector</td><td>true</td></tr><tr><td>Access Token URLec</td><td><a href="https://login.microsoftonline.com/64a246f0-4e4a-424c-ab19-cdeef059e05e/oauth2/v2.0/token">https://login.microsoftonline.com/<em>{tenant_id}</em>/oauth2/v2.0/token</a></td><td>URL to get token</td><td>true</td></tr><tr><td>Auth URLR</td><td><a href="https://login.microsoftonline.com/{tenant_id}/oauth2/v2.0/authorize">https://login.microsoftonline.com/<em>{tenant_id}</em>/oauth2/v2.0/authorize</a></td><td>URL to authorize</td><td>true</td></tr><tr><td>Client ID</td><td><em>{client_id}</em></td><td>The <strong>Application (client) ID</strong> that the <a href="https://go.microsoft.com/fwlink/?linkid=2083908">Azure portal – App registrations</a> experience assigned to your app.</td><td>true</td></tr><tr><td>Client Secret</td><td><em>{client_secret}</em></td><td>The application secret that you created in the app registration portal for your app. You shouldn't use the application secret in a native app or single page app because client_secrets stored on devices or web pages are not reliable. </td><td>false</td></tr><tr><td>Scope</td><td><a href="https://graph.microsoft.com/.default">https://graph.microsoft.com/.default</a></td><td>For ID tokens, must be updated to include the ID token scopes - <code>openid</code>, and optionally <code>profile</code> and <code>email</code>.</td><td>true</td></tr><tr><td>Extra query parameters</td><td>{"login_hint": "john.smith@example.com", "prompt": "login"}</td><td>To add extra paramters if needed. It has to be in JSON format.</td><td>false</td></tr></tbody></table>

#### IFS OData Connector

If you do not have a connector set up, you can see an example [here](https://docs.novacura.com/extensibility-and-integration/products/studio/connectors/odata-connector).

{% hint style="warning" %}
If you already have an IFS Cloud OData connector setup, you can skip this step and use the existing connector instead.
{% endhint %}

{% hint style="info" %}
For how to add a new projection to the connector click [here](https://docs.novacura.com/extensibility-and-integration/products/erp/ifs-cloud/how-to-guides/add-new-projection-to-the-connector).
{% endhint %}

#### **Mandatory Projections**

<table><thead><tr><th width="473">Projections Used</th></tr></thead><tbody><tr><td>PrepareWorkOrderHandling</td></tr><tr><td>CustomerHandling</td></tr><tr><td>PartHandling</td></tr><tr><td>SupplierHandling</td></tr></tbody></table>

## Installation <a href="#installation" id="installation"></a>

{% hint style="warning" %}
Make sure that you have created all connectors before importing the workflows.
{% endhint %}

### 1. Import Workflows

Import workflows in the file "Excel Connector.wap."

For details see [Import Workflows](https://docs.novacura.com/extensibility-and-integration/products/studio/applications/workflow/how-to-guides/import-workflows)

### 2. Setting Menu Roles

Together with the imported workflows, there will also be a menu. Connect the menu to your roles to make them available for users.

For details see [Setting Menu Roles](https://docs.novacura.com/extensibility-and-integration/products/studio/applications/workflow/how-to-guides/setting-menu-roles)

### 3. Publishing Workflows

Within the Server Contents Window, right-click on the Excel Connector folder and select “*Publish*.” This process can take a few minutes but once complete, a Publish Successful message will be displayed.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.novacura.com/marketplace-documentation/components/explore-components/excel-connector/installation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.