SSIS Components for Microsoft Teams

Build 23.0.8839

Establishing a Connection

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 Teams 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 Teams 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 Teams Source or CData Microsoft Teams Destination:

  1. Right-click your CData Microsoft Teams 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.

Connecting to Microsoft Teams

Microsoft Teams supports the following authentication methods:

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.

Desktop Applications

CData provides an embedded OAuth application that simplifies authentication at the desktop.

Before you connect, set the following variables:

  • InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken. CData provides an embedded OAuth application that simplifies authentication at the desktop; that is, in situations where the user is using a local server not connected to the internet.

    You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Microsoft Teams console. For further information, see Creating a Custom OAuth Application.

  • Custom Azure AD 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 defined when you registered your custom OAuth application.

When you connect, the component opens the Microsoft Teams's OAuth endpoint in your default browser. Log in and grant permissions to the application. The component 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. These values persist across connections.

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

Headless Machines

If you need to log in to a resource that resides 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 in Obtain and Exchange a Verifier Code, below.
  • Install the component on another machine and transfer the OAuth authentication values after you authenticate through the usual browser-based flow.

After you execute either of these options, configure the driver to automatically refresh the access token on the headless machine.

Obtaining and Exchanging a Verifier Code

To obtain a verifier code, you must authenticate at the OAuth authorization URL from a machine with an internet browser, and obtain the OAuthVerifier connection property.

  1. Choose one of these options:

    • If you are using the Embedded OAuth Application, click Microsoft Teams OAuth endpoint to open the endpoint in your browser.
    • If you are using a custom OAuth application, set the following 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.
      After the Authorization URL is established, call the GetOAuthAuthorizationURL stored procedure with the appropriate CallbackURL. 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. Later you will set this in the OAuthVerifier connection property.
Next, exchange the OAuth verifier code for OAuth refresh and access tokens.

To obtain the OAuth authentication values, set these properties:

  • InitiateOAuth: REFRESH.
  • OAuthVerifier: The verifier code.
  • OAuthSettingsLocation: The location of the file where the driver saves the OAuth token values that persist across connections.
  • Custom applications only:
    • OAuthClientId: (custom applications only) Set this to the client Id in your custom OAuth application settings.
    • OAuthClientSecret: (custom applications only) Set this to the client secret in the custom OAuth application settings.

After the OAuth settings file is generated, re-set 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.

Transferring OAuth Settings

Prior to connecting on 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 in "Desktop Applications" above.

After completing 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.

On the headless machine, set the following connection properties to connect to data:

  • 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 a Custom OAuth Application.

Managed Service Identity (MSI)

If you are running Microsoft Teams 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.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 23.0.8839