BizTalk Adapter for Dataflex

Build 20.0.7587

Custom Credentials

When to Use a Custom OAuth App

Creating a custom OAuth app is optional as the adapter is already registered with Dataflex and you can connect with its embedded credentials.

You might want to create a custom OAuth app to change the information displayed when users log into Dataflex to grant permissions to the adapter.

Desktop Authentication with a Custom OAuth App

Follow the steps below to authenticate with the credentials for a custom OAuth app. See Creating a Custom OAuth App.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

  • OAuthClientId: Set this to the client Id assigned when you registered your app.
  • OAuthClientSecret: Set this to the client secret assigned when you registered your app.
  • CallbackURL: Set this to the redirect URI defined when you registered your app.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://[organization].crm.dynamics.com.
  • 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 adapter opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The adapter then completes the OAuth process:

  1. Extracts the access token from the callback URL and authenticates requests.
  2. Refreshes the access token when it expires.
  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

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Build 20.0.7587