Exchange
Exchange
Setup Guide
Follow these steps to connect Exchange to your CData Connect Cloud account:
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Open the Connections page of the CData Connect Cloud dashboard.
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Click + Add Connection in the upper-right corner.
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Type Exchange into the search field, then click the data source name.
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On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
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Specify the Exchange Schema to connect to. MSGraph is the recommended schema for Exchange.
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Select the Authentication method, then proceed to the relevant section and follow those instructions.
Authentication Methods
OAuth
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Click Sign in to connect securely through OAuth. This action opens the Exchange sign-in page in a new tab.
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Log in to your Exchange account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add Exchange Connection page, click Save & Test.
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If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
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Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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AzureAD
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(Optional) Enter the Azure Tenant Id being used to access data. This value is the directory Id in the Azure Portal > Azure Active Directory > Properties.
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Click Sign in to connect securely through OAuth. This action opens the Exchange sign-in page in a new tab.
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Log in to your Exchange account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add Exchange Connection page, click Save & Test.
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If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
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Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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AzureServicePrincipal
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Enter the OAuth Client Id assigned when you registered your application with an OAuth authorization server.
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Enter the OAuth Client Secret assigned when you registered your application with an OAuth authorization server.
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(Optional) Enter the Azure Tenant Id being used to access data. This value is the directory Id in the Azure Portal > Azure Active Directory > Properties.
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At the top of the CData Connect Cloud Add Exchange Connection page, click Save & Test.
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If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
-
If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
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Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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AzureServicePrincipalCert
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Enter the following information:
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OAuth Client Id—the client Id assigned when you registered your Exchange account for OAuth.
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OAuth JWT Cert—the contents of the public key you generated.
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OAuth JWT Cert Type—the type of key store containing the OAuth JWT certificate.
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Azure Tenant—(optional) the tenant Id used to access data. This value is the directory Id in the Azure Portal > Azure Active Directory > Properties.
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OAuth JWT Cert Subject—(optional) the subject of the OAuth JWT certificate. The default value is the first certificate in the certificate store.
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At the top of the CData Connect Cloud Add Exchange Connection page, click Save & Test.
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If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
-
If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
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Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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More Information
For more information about interactions between CData Connect Cloud and Exchange, see this information page.