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Microsoft Planner

Microsoft Planner

Setup Guide

Follow these steps to connect Microsoft Planner to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Microsoft Planner into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

AzureAD

  1. Click Sign in to connect securely through OAuth. This action opens the Microsoft Planner sign-in page in a new tab.

  2. Log in to your Microsoft Planner account and provide the requested permissions (if applicable).

  3. At the top of the CData Connect Cloud Add Microsoft Planner Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • 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.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

AzureServicePrincipal

  1. Enter the following information:

    • Azure Tenant—the Microsoft Online tenant being used to access data.

    • OAuth Client Id—the Id assigned when you registered your Microsoft Planner account.

    • OAuth Client Secret—the client secret for your Microsoft Planner account.

  2. At the top of the CData Connect Cloud Add Microsoft Planner Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • 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.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

AzureServicePrincipalCert

  1. Enter the following information:

    • Azure Tenant—the Microsoft Online tenant being used to access data.

    • OAuth Client Id—the Id assigned when you registered your Microsoft Planner account.

    • OAuth JWL Cert—the contents of the JWT Certificate store. This is a multi-line key with the format shown.

  2. At the top of the CData Connect Cloud Add Microsoft Planner Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • 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.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between CData Connect Cloud and Microsoft Planner, see this information page.