Microsoft Planner
Microsoft Planner
Setup Guide
Follow these steps to connect Microsoft Planner 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 Microsoft Planner 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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Select the Authentication method, then proceed to the relevant section and follow those instructions.
Authentication Methods
AzureAD
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Click Sign in to connect securely through OAuth. This action opens the Microsoft Planner sign-in page in a new tab.
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Log into your Microsoft Planner account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add Microsoft Planner Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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AzureServicePrincipal
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Enter the following information:
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Azure Tenant—the Microsoft Online tenant being used to access data.
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OAuth Client Id—the Id assigned when you registered your Microsoft Planner account.
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OAuth Client Secret—the client secret for your Microsoft Planner account.
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At the top of the CData Connect Cloud Add Microsoft Planner Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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AzureServicePrincipalCert
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Enter the following information:
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Azure Tenant—the Microsoft Online tenant being used to access data.
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OAuth Client Id—the Id assigned when you registered your Microsoft Planner account.
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OAuth JWL Cert—the contents of the JWT Certificate store. This is a multi-line key with the format shown.
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At the top of the CData Connect Cloud Add Microsoft Planner Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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More Information
For more information about interactions between CData Connect Cloud and Microsoft Planner, see this information page.