Extract, Transform, and Load Microsoft Planner Data in Informatica PowerCenter

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Microsoft Planner, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to create a simple Workflow in Informatica PowerCenter to extract Microsoft Planner data and load it into a flat file.

Add Microsoft Planner as an ODBC Data Source

If you have not already, install the driver on the PowerCenter server and client machines. On both machines, specify the 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.

Create an ETL Workflow in PowerCenter

Follow the steps below to create a workflow in PowerCenter to pull Microsoft Planner data and push it into a flat file.

Create a Source Using the ODBC Driver

1. In the powrmart.ini file found in %INFA_HOME%\clients\PowerCenterClient\client\bin, add the following line to the ODBCDLL section:

   CData=PMODBC.DLL

2. In PowerCenter Workflow Manager, add a new ODBC relational connection, set the user name and password properties to the user for the machine on which the ODBC Driver is installed, and set the connect string to the System DSN for the driver (CData MicrosoftPlanner Sys).
3. In PowerCenter Designer, connect to your repository and open your folder.
4. Select the Source Analyzer, click the sources menu, and select Import from Database...
5. In the drop-down menu for ODBC data source, select the DSN you previously configured (CData MicrosoftPlanner Sys).
6. Click connect and select the tables and views to include.
7. Click OK.

Create a Flat File Target Based on the Source

1. Select the Targets Analyzer and drag and drop the previously created source onto the workspace. Using the existing source copies the columns into the target.
2. Right-click the new target, click edit, and change the database type to flat file.

Create a Mapping to Between Microsoft Planner Data and a Flat File

1. Click on the Mapping Designer.
2. Drag the source and target to the workspace (name the new mapping, if prompted).
3. Right-click on the workspace and select Autolink by Name.
4. Drag the columns from the source qualifier to the target definition.
5. Save the folder (Ctrl + S).

Create Workflow Based on the Mapping

With the source, target, and mapping created and saved, you are now ready to create the workflow.

1. Right-click the mapping and select generate workflow to open the Workflow Generation wizard.
2. Create a workflow with a non-reusable session.
3. Ensure that you have properly configured the connection object (to the relational connection we created earlier) and set the prefixes.
4. Configure the Connection as needed.
5. Review the Workflow and click Finish.

With a workflow created, you can open the PowerCenter Workflow Manager to access and start the workflow, quickly transferring Microsoft Planner data into a flat file. With the ODBC Driver for Microsoft Planner, you can configure sources and targets in PowerCenter to integrate Microsoft Planner data into any of the elegant and powerful features in Informatica PowerCenter.