Enabling SSIS in Visual Studio 2022

If you're using Visual Studio 2022, you will need to install the SQL Server Integration Services Projects extension to use SSIS.

1. Navigate to Extensions > Manage Extensions.
2. In the Manage Extensions window's search box, search for "SQL Server Integration Services Projects 2022" and select the extension in the list.
3. Click Download.
4. Close Visual Studio and run the downloaded Microsoft.DataTools.IntegrationServices.exe installer. Proceed through the installer with default settings.
5. Open Visual Studio. There should now be an "Integration Services Project" project template available.

Adding the Microsoft Office 365 Connection Manager

Create a new connection manager as follows:

1. Create a Visual Studio project with the "Integration Services Project" template.
2. In the project, right-click within the Connection Managers window and select New Connection from the menu.
3. In the Description column, select CData Microsoft Office 365 Connection Manager and click Add...
4. Configure the component as described in the next section.

Alternatively, if you have an existing project and CData Microsoft Office 365 Source or CData Microsoft Office 365 Destination:

1. Right-click your CData Microsoft Office 365 source or destination component in your data flow
2. Select Edit... to open an editor window.
3. Click the New... button next to the Connection manager: dropdown selector to create a connection manager.
4. Configure the component as described in the next section.

Authenticating to Microsoft Office 365

Microsoft Office 365 uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.

Azure AD

Azure AD is Microsoft’s multi-tenant, cloud-based directory and identity management service. It is user-based authentication that requires that you set AuthScheme to AzureAD.

Authentication to Azure AD over a Web application always requires the creation of a custom OAuth application. For details, see Creating an Azure AD Application.

Desktop Applications

CData provides an embedded OAuth application that simplifies connection to Azure AD from a Desktop application.

You can also authenticate from a desktop application using a custom OAuth application. (For further information, see Creating an Azure AD Application.) To authenticate via Azure AD, set these parameters:

• AuthScheme: AzureAD.

• Custom applications only:

  • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
  • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
  • CallbackURL: The redirect URI you defined when you registered your custom OAuth application.

When you connect, the component opens Microsoft Office 365's OAuth endpoint in your default browser. Log in and grant permissions to the application.

The component completes the OAuth process, obtaining an access token from Microsoft Office 365 and using it to request data. The OAuth values are saved in the path specified in OAuthSettingsLocation. These values persist across connections.

When the access token expires, the component refreshes it automatically.

Headless Machines

To configure the driver with a user account on a headless machine, you must authenticate on another device that has an internet browser.

You can do this in either of the following ways:

• Obtain the OAuthVerifier value as described below in Option 1: Obtain and Exchange a Verifier Code.
• Install the component on another machine as described below in Option 2: Transfer OAuth Settings. After you authenticate via the usual browser-based flow, transfer the OAuth authentication values.

Option 1: Obtain and Exchange a Verifier Code

1. Find the authorization endpoint.

   Custom applications only: Set these properties to create the Authorization URL:

   • InitiateOAuth: OFF.
   • OAuthClientId: The client Id assigned when you registered your application.
   • OAuthClientSecret: The client secret assigned when you registered your application.

   Custom and embedded applications: Call the GetOAuthAuthorizationURL stored procedure.

   1. Open the URL returned by the stored procedure in a browser.
   2. Log in and grant permissions to the component. You are redirected to the callback URL, which contains the verifier code.
   3. Save the value of the verifier code. You will use this later to set the OAuthVerifier connection property.

2. Exchange the OAuth verifier code for OAuth refresh and access tokens.

   At the headless machine, set these properties:

   • AuthScheme: AzureAD.
   • InitiateOAuth: REFRESH.
   • OAuthVerifier: The verifier code.
   • OAuthSettingsLocation: The location of the file that holds the OAuth token values that persist across connections.

   • Custom applications only:

     • OAuthClientId: The client Id in your custom OAuth application settings.
     • OAuthClientSecret: The client secret in the custom OAuth application settings.

3. After the OAuth settings file is generated, reset the following properties to connect:

   • InitiateOAuth: REFRESH.
   • OAuthSettingsLocation: The location containing the encrypted OAuth authentication values. Make sure this location grants read and write permissions to the component to enable the automatic refreshing of the access token.

   • Custom applications only:

     • OAuthClientId: The client Id assigned when you registered your application.
     • OAuthClientSecret: The client secret assigned when you registered your application.

Option 2: Transfer OAuth Settings

Before you can connect via a headless machine, you must create and install a connection with the driver on a device that supports an internet browser. Set the connection properties as described above, in Desktop Applications.

After you complete the instructions in Desktop Applications, the resulting authentication values are encrypted and written to the location specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.

Once you have successfully tested the connection, copy the OAuth settings file to your headless machine.

At the headless machine, set these properties:

• AuthScheme: AzureAD.
• InitiateOAuth: REFRESH.
• OAuthSettingsLocation: The location of your OAuth settings file. Make sure this location gives read and write permissions to the component to enable the automatic refreshing of the access token.

• Custom applications only:

  • OAuthClientId: The client Id assigned when you registered your application.
  • OAuthClientSecret: The client secret assigned when you registered your application.

Azure Service Principal

Azure Service Principal is role-based application-based authentication. This means that authentication is done per application, rather than per user. All tasks taken on by the application are executed without a default user context, but based on the assigned roles. The application access to the resources is controlled through the assigned roles' permissions.

For information about how to set up Azure Service Principal authentication, see Creating an Azure AD Application with Service Principal.

Managed Service Identity (MSI)

If you are running Microsoft Office 365 on an Azure VM and want to leverage MSI to connect, set AuthScheme to AzureMSI.

User-Managed Identities

To obtain a token for a managed identity, use the OAuthClientId property to specify the managed identity's "client_id".

When your VM has multiple user-assigned managed identities, you must also specify OAuthClientId.