Connect to Microsoft Planner Data in DBArtisan

The CData ODBC Driver for Microsoft Planner seamlessly integrates Microsoft Planner data into database management tools like DBArtisan by enabling you to access Microsoft Planner data as a database. This article shows how to create an data source for Microsoft Planner in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate Microsoft Planner Data into DBArtisan Projects

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

When you connect the Driver opens the MS Planner OAuth endpoint in your default browser. Log in and grant permissions to the Driver. The Driver then completes the OAuth process.

1. Extracts the access token from the callback URL and authenticates requests.
2. Obtains a new access token when the old one expires.
3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

You can then follow the steps below to register Microsoft Planner data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic ODBC.
3. Enter a name for the data source and select the DSN.
4. Finish the wizard to connect to Microsoft Planner data. Microsoft Planner entities are displayed in the Datasource Explorer.

You can now work with Microsoft Planner data as you work with any other database. See the driver help documentation for more information on the queries supported by the Microsoft Planner API.