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Office 365

Office 365

Setup Guide

Follow these steps to connect Office 365 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 Office 365 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 Office 365 sign-in page in a new tab.

  2. Log in to your Office 365 account and provide the requested permissions (if applicable).

  3. At the top of the CData Connect Cloud Add Office 365 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 your OAuth Client Id. This is in your Azure AD application settings.

  2. (Optional) Enter a OAuthClientSecret. This is in your Azure AD application settings.

  3. (Optional) Set the OAuthJWTCert: to the JWT Certificate . This is a multi-line key.

    You must provide either a OAuth Client Secret OR OAuth JWT Cert to authenticate.

  4. At the top of the CData Connect Cloud Add Office 365 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 Office 365, see this information page.