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Office 365

Office 365

Setup Guide

Follow these steps to connect Office 365 to your CData Connect account:

  1. Open the Connections page of the CData Connect 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 into your Office 365 account and provide the requested permissions (if applicable).

  3. At the top of the CData Connect Add Office 365 Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

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 Add Office 365 Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect and Office 365, see this information page.