The CData Sync App provides a straightforward way to continuously pipeline your Microsoft Planner data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.
The Microsoft Planner connector can be used from the CData Sync application to pull data from Microsoft Planner and move it to any of the supported destinations.
Create a connection to Microsoft Planner by navigating to the Connections page in the Sync App application and selecting the corresponding icon in the Add Connections panel. If the Microsoft Planner icon is not available, click the Add More icon to download and install the Microsoft Planner connector from the CData site.
Required properties are listed under the Settings tab. The Advanced tab lists connection properties that are not typically required.
Azure AD is a connection type that leverages OAuth to authenticate. OAuth requires the authenticating user to interact with Microsoft Planner using an internet browser. The Sync App facilitates this in several ways as described below. Set your AuthScheme to AzureAD. All AzureAD flows assume that you have done so.
For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.
After setting the following connection properties, you are ready to connect:
When you connect the Sync App opens the OAuth endpoint in your default browser. Log in and grant permissions to the application.
When connecting via a Web application, you need to register a custom OAuth app with Microsoft Planner. See Creating a Custom AzureAD App. You can then use the Sync App to get and manage the OAuth token values. Get an OAuth Access Token
Set one of the following connection properties groups depending on the authentication type to obtain the OAuthAccessToken:
You can then call stored procedures to complete the OAuth exchange:
Call the GetOAuthAuthorizationURL stored procedure. Set the AuthMode input to WEB and set the CallbackURL input to the Redirect URI you specified in your app settings. If necessary, set the Permissions parameter to request custom permissions.
The stored procedure returns the URL to the OAuth endpoint.
To connect to data, set the OAuthAccessToken connection property to the access token returned by the stored procedure. When the access token expires after ExpiresIn seconds, call GetOAuthAccessToken again to obtain a new access token.
Admin consent refers to when the Admin for an Azure Active Directory tenant grants permissions to an application which requires an admin to consent to the use case. The embedded app within the CData Sync App, contains no permissions that require admin consent. Therefore, this information applies only to custom applications.
Admin Consent Permissions
When creating a new AzureAD app in the Azure Portal, you must specify which permissions the app will require. Some permissions may be marked as "Admin Consent Required". For example, all Groups permissions require Admin Consent. If your app requires admin consent, there are a couple of ways this can be done.
The easiest way to grant admin consent is to just have an admin log into portal.azure.com and navigate to the app you have created in App Registrations. Under API Permissions, click Grant Consent for your app to have permissions on the tenant under which it was created.
If your organization has multiple tenants or you need to grant application permissions for other tenants outside your organization, use the GetAdminConsentURL stored procedure to generate the Admin Authorization URL. Unlike the GetOAuthAuthorizationURL, there will be no important information returned from this endpoint. After the OAuth application is successfully authorized, it returns a Boolean indicating that permissions have been granted.
After the administrator has approved the OAuth Application, you can continue to authenticate.
Azure Service Principal is a connection type that goes through OAuth. Set your AuthScheme to AzureServicePrincipal. The authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow, and it does not involve direct user authentication. Instead, credentials are created for just the app itself. All tasks taken by the app are done without a default user context, but based on the assigned roles. The application access to the resources is controlled through the assigned roles' permissions.
Note: You must create a custom application prior to assigning a role. See Creating a Custom AzureAD App for more information.
When authenticating using an Azure Service Principal, you must register an application with an Azure AD tenant. Follow the steps below to create a new service principal that can be used with the role-based access control.
In both methods
Before choosing client secret or certicate authentication, follow these steps then continue to the relevant section below:
Continue with the following:
Authenticating using a Certificate
Continue with the following:
If you are running Microsoft Planner on an Azure VM, you can leverage Managed Service Identity (MSI) credentials to connect:
The MSI credentials are automatically obtained for authentication.
This section details a selection of advanced features of the Microsoft Planner Sync App.
The Sync App allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.
Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.
Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.
The Sync App offloads as much of the SELECT statement processing as possible to Microsoft Planner and then processes the rest of the query in memory (client-side).
See Query Processing for more information.
See Logging for an overview of configuration settings that can be used to refine CData logging. For basic logging, you only need to set two connection properties, but there are numerous features that support more refined logging, where you can select subsets of information to be logged using the LogModules connection property.
By default, the Sync App attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.
To specify another certificate, see the SSLServerCert property for the available formats to do so.
To connect through the Windows system proxy, you do not need to set any additional connection properties. To connect to other proxies, set ProxyAutoDetect to false.
In addition, to authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.
Set the following properties:
This section shows the available API objects and provides more information on executing SQL to Microsoft Planner APIs.
Views describes the available tables. Table are dynamically defined to model Tasks, Plans, Buckets, and more.
Views describes the available views. Views are dynamically defined to model Groups and Users. Views may not be modified, but can be used to supplement queries to the tables.
Stored Procedures are function-like interfaces to Microsoft Planner. Stored procedures allow you to execute operations to Microsoft Planner, including updating task board format and retrieving oauth credentials.
The Sync App models the data in Microsoft Planner into a list of tables that can be queried using standard SQL statements.
Generally, querying Microsoft Planner tables is the same as querying a table in a relational database. Sometimes there are special cases, for example, including a certain column in the WHERE clause might be required to get data for certain columns in the table. This is typically needed for situations where a separate request must be made for each row to get certain columns. These types of situations are clearly documented at the top of the table page linked below.
Name | Description |
Buckets | The Buckets resource provides methods that allow you to manage buckets for the account. |
PlanDetails | The PlanDetails resource provides methods that allow you to manage plan details for the account. |
Plans | The Plans resource provides methods that allow you to manage plans for the account. |
TaskDetails | The TaskDetails resource provides methods that allow you to manage task details for the account. |
Tasks | The Tasks resource provides methods that allow you to manage tasks for the account. |
The Buckets resource provides methods that allow you to manage buckets for the account.
The Sync App will use the Microsoft Planner API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM Buckets WHERE PlanId = 'nETc1IDpYk3r3e317w8TxGmUAGFWC' SELECT * FROM Buckets WHERE BucketId = 'qIguxctMLEGHYhmgSVGSNGUAAZOZ'
Required fields for an insert are: name and planId.
Optional: orderHint.
INSERT INTO Buckets (Name, PlanId) VALUES ('Advertising','xqQg5FS2LkCp935s-FIFm2QAFkHM') INSERT INTO Buckets (Name, PlanId, orderHint) VALUES ('Advertising','xqQg5FS2LkCp935s-FIFm2QAFkHM',' !')
Microsoft Planner allows updates for the name and orderHint columns.
UPDATE Buckets SET Name = 'To do', orderHint=' !' WHERE BucketId='rWpNKGmHukm84GaiDF_ZL2UAOlMj'
Buckets can be deleted by providing BucketId.
DELETE FROM Buckets WHERE BucketId = 'yHiJQjZK0kGVt4flhItk0mUANJwN'
Name | Type | ReadOnly | Description |
name | String | False | |
orderHint | String | False | |
planId | String | False | |
Linkedtasks | String | False | |
BucketId [KEY] | String | False | |
Etag | String | False |
The PlanDetails resource provides methods that allow you to manage plan details for the account.
The Sync App will use the Microsoft Planner API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM PlanDetails WHERE planId='nETc1IDpYkmb1E17w8TxGmUAGFWC'
Insert is not supported for this table.
Microsoft Planner allows updates for the title, bucketId, percentComplete, assigneePriority, conversationThreadId, orderHint, dueDateTime and startDateTime columns.
Update PlanDetails SET categoryDescriptions_category1 = 'Cat#1', categoryDescriptions_category2 = 'Cat#2', categoryDescriptions_category3 = 'Cat#3', categoryDescriptions_category4 = 'Cat#4', categoryDescriptions_category5 = 'Cat#5', categoryDescriptions_category6 = 'Cat#6' WHERE PlanId='nETc1IDpYkmb1E17w8TxGmUAGFWC'
Delete is not supported for this table.
Name | Type | ReadOnly | Description |
categoryDescriptions_category1 | String | False | |
categoryDescriptions_category2 | String | False | |
categoryDescriptions_category3 | String | False | |
categoryDescriptions_category4 | String | False | |
categoryDescriptions_category5 | String | False | |
categoryDescriptions_category6 | String | False | |
PlanId [KEY] | String | False |
The Plans resource provides methods that allow you to manage plans for the account.
The Sync App will use the Microsoft Planner API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
If Scope = NoAdminConsent, List the data related to the groups that the user is a member of.
If Scope = AdminConsent, List all the data related to groups.
For example, the following query is processed server side:
SELECT * FROM Plans WHERE PlanId='nETc1IDpYk3r3e317w8TxGmUAGFWC'
Required fields for an insert are: title and owner.
INSERT INTO Plans(title,owner) VALUES ('Plan#5','acc24236-0d62-4d30-9a7f-98cfbcd3a6e7')
Microsoft Planner allows updates for the title and owner columns.
UPDATE Plans SET title = 'Plan#1' WHERE PlanId='nETc1IDpYkmb1E17c4TxGmUAGFWC'
Name | Type | ReadOnly | Description |
createdBy_application_displayName | String | False | |
createdBy_application_id | String | False | |
createdDateTime | Datetime | False | |
owner | String | False | |
title | String | False | |
Linkedbuckets | String | False | |
Linkeddetails | String | False | |
Linkedtasks | String | False | |
GroupId | String | False | |
PlanId [KEY] | String | False | |
Etag | String | False |
The TaskDetails resource provides methods that allow you to manage task details for the account.
The Sync App will use the Microsoft Planner API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM TaskDetails WHERE TaskId = '7POTl5DUfkOsgzptPrzdzGUAHy1z'
Insert is not supported for this table.
Microsoft Planner allows updates for the title, bucketId, percentComplete, assigneePriority, conversationThreadId, orderHint, dueDateTime and startDateTime columns.
UPDATE TaskDetails SET Description = 'Task description', previewType='reference' WHERE TaskId = '7POTl5DUfkOsgzptPrzdzGUAHy1z'
Delete is not supported for this table.
Name | Type | ReadOnly | Description |
isChecked | Bool | False | |
title | String | False | |
orderHint | String | False | |
checklist_lastModifiedBy_application_displayName | String | False | |
checklist_lastModifiedBy_application_id | String | False | |
lastModifiedDateTime | Datetime | False | |
description | String | False | |
previewType | String | False | |
TaskId [KEY] | String | False | |
CheckListId | String | False |
The Tasks resource provides methods that allow you to manage tasks for the account.
The Sync App will use the Microsoft Planner API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM Tasks WHERE TaskId='BCrvyMoiLEafem-3RxIESmUAHbLK' SELECT * FROM Tasks WHERE PlanId='nETc1IDpYk3r3e317w8TxGmUAGFWC' SELECT * FROM Tasks WHERE UserId='92dfdfc6-f1d4-4965-9f71-30e4da4fa7fe' SELECT * FROM Tasks WHERE BucketId='qIguxctMLEGHYhmgSVGSNGUAAZOZ'
Required fields for an insert are: title and planId.
Optional: bucketId.
INSERT INTO Tasks(title, planId) VALUES ('test44','nETc1IDpYkmb1E17w8TxGmUAGFWC') INSERT INTO Tasks(title, planId, bucketId) VALUES ('test44','nETc1IDpYkmb1E17w8TxGmUAGFWC','ZfzKVriNQ0yzR4IqJp-8FWUADq0Y')
Microsoft Planner allows updates for the title, bucketId, percentComplete, assigneePriority, conversationThreadId, orderHint, dueDateTime and startDateTime columns.
UPDATE Tasks SET assigneePriority='8377555 94446!',bucketId='rWpNKGmHukm84GaiDF_ZL2UAOlMj',conversationThreadId='AAQkADlmMzE1ZGIzLWY3OTctNDcyMy1iYmNlLWNlZmNlZTc5',dueDateTime='2019-09-30T14:49:23',orderHint='343d 454fd!',startDateTime='2019-07-31T14:49:23.269',title='updatedTask', percentComplete = '35' WHERE TaskId='7POTl5DUfkOsgzptPrzdzGUAHy1z'
Tasks can be deleted by providing TaskId.
DELETE FROM Tasks WHERE TaskId='BCrvyMoiLEafem-3RxIESmUAHbLK'
Name | Type | ReadOnly | Description |
activeChecklistItemCount | Int | False | |
assigneePriority | String | False | |
bucketId | String | False | |
checklistItemCount | Int | False | |
completedBy_application_displayName | String | False | |
completedBy_application_id | String | False | |
completedDateTime | Datetime | False | |
conversationThreadId | String | False | |
createdBy_application_displayName | String | False | |
createdBy_application_id | String | False | |
createdDateTime | Datetime | False | |
dueDateTime | Datetime | False | |
hasDescription | Bool | False | |
orderHint | String | False | |
percentComplete | Int | False | |
planId | String | False | |
previewType | String | False | |
referenceCount | Int | False | |
startDateTime | Datetime | False | |
title | String | False | |
LinkedassignedToTaskBoardFormat | String | False | |
LinkedbucketTaskBoardFormat | String | False | |
Linkeddetails | String | False | |
LinkedprogressTaskBoardFormat | String | False | |
TaskId [KEY] | String | False | |
UserId | String | False | |
Etag | String | False |
Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.
Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard.
Dynamic views, such as queries exposed as views, and views for looking up specific combinations of project_team work items are supported.
Name | Description |
Groups | The Groups resource provides methods that allow you to manage groups for the account. |
TaskAssignments | The Tasks resource provides methods that allow you to manage tasks for the account. |
Users | The Users resource provides methods that allow you to manage users for the account. |
The Groups resource provides methods that allow you to manage groups for the account.
The Sync App will use the Microsoft Planner API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
If Scope = NoAdminConsent, List the data related to the groups that the user is a member of.
If Scope = AdminConsent, List all the data related to groups.
For example, the following queries are processed server side:
SELECT * FROM Groups WHERE Id='nETc1IDpYkmb1E17w8TxGmUAGFWC'
Name | Type | Description |
id [KEY] | String | |
Etag | String | |
deletedDateTime | Datetime | |
allowExternalSenders | Bool | |
assignedLicenses | String | |
autoSubscribeNewMembers | Bool | |
classification | String | |
createdDateTime | Datetime | |
description | String | |
displayName | String | |
groupTypes | String | |
hasMembersWithLicenseErrors | Bool | |
isArchived | Bool | |
isSubscribedByMail | Bool | |
licenseProcessingState_state | String | |
String | ||
mailEnabled | Bool | |
mailNickname | String | |
onPremisesLastSyncDateTime | Datetime | |
onPremisesProvisioningErrors | String | |
onPremisesSecurityIdentifier | String | |
onPremisesSyncEnabled | Bool | |
preferredDataLocation | String | |
proxyAddresses | String | |
renewedDateTime | Datetime | |
securityEnabled | Bool | |
unseenCount | Int | |
visibility | String |
The Tasks resource provides methods that allow you to manage tasks for the account.
The Sync App uses the Microsoft Planner API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
If Scope = NoAdminConsent, List the data related to the groups that the user is a member of.
If Scope = AdminConsent, List all the data related to groups.
For example, the following queries are processed server side:
SELECT * FROM TaskAssignments WHERE TaskId='BCrvyMoiLEafem-3RxIESmUAHbLK' SELECT * FROM TaskAssignments WHERE PlanId='nETc1IDpYk3r3e317w8TxGmUAGFWC' SELECT * FROM TaskAssignments WHERE PlanId IN ('nETc1IDpYk3r3e317w8TxGmUAGFWC', 'v8iK3uCb30C5I_ocMGu3SGUAHQLI', 't2eNwoPxpEqhZs38GwT1HWUADwjN') SELECT * FROM TaskAssignments WHERE BucketId='qIguxctMLEGHYhmgSVGSNGUAAZOZ'
Name | Type | Description |
PlanId [KEY] | String | |
BucketId | String | |
TaskId [KEY] | String | |
AssignedToUser | String | |
AssignedByUserId | String | |
AssignedByUserName | String | |
AssignedDateTime | Datetime | |
OrderHint | String |
The Users resource provides methods that allow you to manage users for the account.
The Sync App will use the Microsoft Planner API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM Users WHERE Id='9523f1-aa0-4fe17-a9w7b-6860618adf'
Name | Type | Description |
aboutMe | String | |
accountEnabled | Bool | |
ageGroup | String | |
assignedLicenses | String | |
assignedPlans | String | |
birthday | Datetime | |
businessPhones | String | |
city | String | |
companyName | String | |
consentProvidedForMinor | String | |
country | String | |
department | String | |
deviceEnrollmentLimit | Int | |
displayName | String | |
employeeId | String | |
faxNumber | String | |
givenName | String | |
hireDate | Datetime | |
imAddresses | String | |
interests | String | |
isResourceAccount | Bool | |
jobTitle | String | |
legalAgeGroupClassification | String | |
licenseAssignmentStates | String | |
String | ||
mailboxSettings_automaticRepliesSetting_status | String | |
mailboxSettings_automaticRepliesSetting_externalAudience | String | |
mailboxSettings_automaticRepliesSetting_scheduledStartDateTime_dateTime | String | |
mailboxSettings_automaticRepliesSetting_scheduledStartDateTime_timeZone | String | |
mailboxSettings_automaticRepliesSetting_internalReplyMessage | String | |
mailboxSettings_automaticRepliesSetting_externalReplyMessage | String | |
mailboxSettings_archiveFolder | String | |
mailboxSettings_timeZone | String | |
mailboxSettings_language_locale | String | |
mailboxSettings_language_displayName | String | |
mailboxSettings_workingHours_daysOfWeek | String | |
mailboxSettings_workingHours_startTime | Time | |
mailboxSettings_workingHours_endTime | Time | |
mailboxSettings_workingHours_timeZone_name | String | |
mailNickname | String | |
mobilePhone | String | |
mySite | String | |
officeLocation | String | |
onPremisesDistinguishedName | String | |
onPremisesDomainName | String | |
onPremisesExtensionAttributes_extensionAttribute1 | String | |
onPremisesExtensionAttributes_extensionAttribute2 | String | |
onPremisesExtensionAttributes_extensionAttribute3 | String | |
onPremisesExtensionAttributes_extensionAttribute4 | String | |
onPremisesExtensionAttributes_extensionAttribute5 | String | |
onPremisesExtensionAttributes_extensionAttribute6 | String | |
onPremisesExtensionAttributes_extensionAttribute7 | String | |
onPremisesExtensionAttributes_extensionAttribute8 | String | |
onPremisesExtensionAttributes_extensionAttribute9 | String | |
onPremisesExtensionAttributes_extensionAttribute10 | String | |
onPremisesExtensionAttributes_extensionAttribute11 | String | |
onPremisesExtensionAttributes_extensionAttribute12 | String | |
onPremisesExtensionAttributes_extensionAttribute13 | String | |
onPremisesExtensionAttributes_extensionAttribute14 | String | |
onPremisesExtensionAttributes_extensionAttribute15 | String | |
onPremisesImmutableId | String | |
onPremisesLastSyncDateTime | Datetime | |
onPremisesProvisioningErrors | String | |
onPremisesSamAccountName | String | |
onPremisesSecurityIdentifier | String | |
onPremisesSyncEnabled | Bool | |
onPremisesUserPrincipalName | String | |
otherMails | String | |
passwordPolicies | String | |
passwordProfile_password | String | |
passwordProfile_forceChangePasswordNextSignIn | Bool | |
passwordProfile_forceChangePasswordNextSignInWithMfa | Bool | |
pastProjects | String | |
postalCode | String | |
preferredLanguage | String | |
preferredName | String | |
provisionedPlans | String | |
proxyAddresses | String | |
responsibilities | String | |
schools | String | |
showInAddressList | Bool | |
signInSessionsValidFromDateTime | Datetime | |
skills | String | |
state | String | |
streetAddress | String | |
surname | String | |
usageLocation | String | |
userPrincipalName | String | |
userType | String | |
Id [KEY] | String |
The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.
For more information on establishing a connection, see Establishing a Connection.
Property | Description |
AuthScheme | The type of authentication to use when connecting to Microsoft Planner. |
Property | Description |
AzureTenant | The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used. |
AzureEnvironment | The Azure Environment to use when establishing a connection. |
Property | Description |
OAuthClientId | The client Id assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
OAuthGrantType | The grant type for the OAuth flow. |
Property | Description |
OAuthJWTCert | The JWT Certificate store. |
OAuthJWTCertType | The type of key store containing the JWT Certificate. |
OAuthJWTCertPassword | The password for the OAuth JWT certificate. |
OAuthJWTCertSubject | The subject of the OAuth JWT certificate. |
OAuthJWTIssuer | The issuer of the Java Web Token. |
OAuthJWTSubject | The user subject for which the application is requesting delegated access. |
Property | Description |
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
Property | Description |
FirewallType | The protocol used by a proxy-based firewall. |
FirewallServer | The name or IP address of a proxy-based firewall. |
FirewallPort | The TCP port for a proxy-based firewall. |
FirewallUser | The user name to use to authenticate with a proxy-based firewall. |
FirewallPassword | A password used to authenticate to a proxy-based firewall. |
Property | Description |
ProxyAutoDetect | This indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings. |
ProxyServer | The hostname or IP address of a proxy to route HTTP traffic through. |
ProxyPort | The TCP port the ProxyServer proxy is running on. |
ProxyAuthScheme | The authentication type to use to authenticate to the ProxyServer proxy. |
ProxyUser | A user name to be used to authenticate to the ProxyServer proxy. |
ProxyPassword | A password to be used to authenticate to the ProxyServer proxy. |
ProxySSLType | The SSL type to use when connecting to the ProxyServer proxy. |
ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer . |
Property | Description |
LogModules | Core modules to be included in the log file. |
Property | Description |
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC. |
Property | Description |
Scope | Specify this property to turn on / off the admin consent scopes. |
IncludeLabels | Determines if labels of the task will be shown. |
MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
Other | These hidden properties are used only in specific use cases. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
UserDefinedViews | A filepath pointing to the JSON configuration file containing your custom views. |
This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.
Property | Description |
AuthScheme | The type of authentication to use when connecting to Microsoft Planner. |
The type of authentication to use when connecting to Microsoft Planner.
This section provides a complete list of the Azure Authentication properties you can configure in the connection string for this provider.
Property | Description |
AzureTenant | The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used. |
AzureEnvironment | The Azure Environment to use when establishing a connection. |
The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.
The Microsoft Online tenant being used to access data. For instance, contoso.onmicrosoft.com. Alternatively, specify the tenant Id. This value is the directory Id in the Azure Portal > Azure Active Directory > Properties.
Typically it is not necessary to specify the Tenant. This can be automatically determined by Microsoft when using the OAuthGrantType set to CODE (default). However, it may fail in the case that the user belongs to multiple tenants. For instance, if an Admin of domain A invites a user of domain B to be a guest user. The user will now belong to both tenants. It is a good practice to specify the Tenant, although in general things should normally work without having to specify it.
The AzureTenant is required when setting OAuthGrantType to CLIENT. When using client credentials, there is no user context. The credentials are taken from the context of the app itself. While Microsoft still allows client credentials to be obtained without specifying which Tenant, it has a much lower probability of picking the specific tenant you want to work with. For this reason, we require AzureTenant to be explicitly stated for all client credentials connections to ensure you get credentials that are applicable for the domain you intend to connect to.
The Azure Environment to use when establishing a connection.
In most cases, leaving the environment set to global will work. However, if your Azure Account has been added to a different environment, the AzureEnvironment may be used to specify which environment. The available values are GLOBAL, CHINA, USGOVT, USGOVTDOD.
This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.
Property | Description |
OAuthClientId | The client Id assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
OAuthGrantType | The grant type for the OAuth flow. |
The client Id assigned when you register your application with an OAuth authorization server.
As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.
The client secret assigned when you register your application with an OAuth authorization server.
As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.
The grant type for the OAuth flow.
The grant type for the OAuth flow. The following options are available: CODE, PASSWORD;
This section provides a complete list of the JWT OAuth properties you can configure in the connection string for this provider.
Property | Description |
OAuthJWTCert | The JWT Certificate store. |
OAuthJWTCertType | The type of key store containing the JWT Certificate. |
OAuthJWTCertPassword | The password for the OAuth JWT certificate. |
OAuthJWTCertSubject | The subject of the OAuth JWT certificate. |
OAuthJWTIssuer | The issuer of the Java Web Token. |
OAuthJWTSubject | The user subject for which the application is requesting delegated access. |
The JWT Certificate store.
The name of the certificate store for the client certificate.
The OAuthJWTCertType field specifies the type of the certificate store specified by OAuthJWTCert. If the store is password protected, specify the password in OAuthJWTCertPassword.
OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, a search for a certificate is initiated. Please refer to the OAuthJWTCertSubject field for details.
Designations of certificate stores are platform-dependent.
The following are designations of the most common User and Machine certificate stores in Windows:
MY | A certificate store holding personal certificates with their associated private keys. |
CA | Certifying authority certificates. |
ROOT | Root certificates. |
SPC | Software publisher certificates. |
In Java, the certificate store normally is a file containing certificates and optional private keys.
When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).
The type of key store containing the JWT Certificate.
This property can take one of the following values:
USER | For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: This store type is not available in Java. |
MACHINE | For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java. |
PFXFILE | The certificate store is the name of a PFX (PKCS12) file containing certificates. |
PFXBLOB | The certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format. |
JKSFILE | The certificate store is the name of a Java key store (JKS) file containing certificates. Note: this store type is only available in Java. |
JKSBLOB | The certificate store is a string (base-64-encoded) representing a certificate store in Java key store (JKS) format. Note: this store type is only available in Java. |
PEMKEY_FILE | The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate. |
PEMKEY_BLOB | The certificate store is a string (base64-encoded) that contains a private key and an optional certificate. |
PUBLIC_KEY_FILE | The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate. |
PUBLIC_KEY_BLOB | The certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate. |
SSHPUBLIC_KEY_FILE | The certificate store is the name of a file that contains an SSH-style public key. |
SSHPUBLIC_KEY_BLOB | The certificate store is a string (base-64-encoded) that contains an SSH-style public key. |
P7BFILE | The certificate store is the name of a PKCS7 file containing certificates. |
PPKFILE | The certificate store is the name of a file that contains a PPK (PuTTY Private Key). |
XMLFILE | The certificate store is the name of a file that contains a certificate in XML format. |
XMLBLOB | The certificate store is a string that contains a certificate in XML format. |
The password for the OAuth JWT certificate.
If the certificate store is of a type that requires a password, this property is used to specify that password in order to open the certificate store.
The subject of the OAuth JWT certificate.
When loading a certificate the subject is used to locate the certificate in the store.
If an exact match is not found, the store is searched for subjects containing the value of the property.
If a match is still not found, the property is set to an empty string, and no certificate is selected.
The special value "*" picks the first certificate in the certificate store.
The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, [email protected]". Common fields and their meanings are displayed below.
Field | Meaning |
CN | Common Name. This is commonly a host name like www.server.com. |
O | Organization |
OU | Organizational Unit |
L | Locality |
S | State |
C | Country |
E | Email Address |
If a field value contains a comma it must be quoted.
The issuer of the Java Web Token.
The issuer of the Java Web Token. This is typically either the Client Id or Email Address of the OAuth Application.
The user subject for which the application is requesting delegated access.
The user subject for which the application is requesting delegated access. Typically, the user account name or email address.
This section provides a complete list of the SSL properties you can configure in the connection string for this provider.
Property | Description |
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
The certificate to be accepted from the server when connecting using TLS/SSL.
If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.
This property can take the following forms:
Description | Example |
A full PEM Certificate (example shortened for brevity) | -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE----- |
A path to a local file containing the certificate | C:\cert.cer |
The public key (example shortened for brevity) | -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY----- |
The MD5 Thumbprint (hex values can also be either space or colon separated) | ecadbdda5a1529c58a1e9e09828d70e4 |
The SHA1 Thumbprint (hex values can also be either space or colon separated) | 34a929226ae0819f2ec14b4a3d904f801cbb150d |
If not specified, any certificate trusted by the machine is accepted.
Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.
This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.
Property | Description |
FirewallType | The protocol used by a proxy-based firewall. |
FirewallServer | The name or IP address of a proxy-based firewall. |
FirewallPort | The TCP port for a proxy-based firewall. |
FirewallUser | The user name to use to authenticate with a proxy-based firewall. |
FirewallPassword | A password used to authenticate to a proxy-based firewall. |
The protocol used by a proxy-based firewall.
This property specifies the protocol that the Sync App will use to tunnel traffic through the FirewallServer proxy. Note that by default, the Sync App connects to the system proxy; to disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.
Type | Default Port | Description |
TUNNEL | 80 | When this is set, the Sync App opens a connection to Microsoft Planner and traffic flows back and forth through the proxy. |
SOCKS4 | 1080 | When this is set, the Sync App sends data through the SOCKS 4 proxy specified by FirewallServer and FirewallPort and passes the FirewallUser value to the proxy, which determines if the connection request should be granted. |
SOCKS5 | 1080 | When this is set, the Sync App sends data through the SOCKS 5 proxy specified by FirewallServer and FirewallPort. If your proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes. |
To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.
The name or IP address of a proxy-based firewall.
This property specifies the IP address, DNS name, or host name of a proxy allowing traversal of a firewall. The protocol is specified by FirewallType: Use FirewallServer with this property to connect through SOCKS or do tunneling. Use ProxyServer to connect to an HTTP proxy.
Note that the Sync App uses the system proxy by default. To use a different proxy, set ProxyAutoDetect to false.
The TCP port for a proxy-based firewall.
This specifies the TCP port for a proxy allowing traversal of a firewall. Use FirewallServer to specify the name or IP address. Specify the protocol with FirewallType.
The user name to use to authenticate with a proxy-based firewall.
The FirewallUser and FirewallPassword properties are used to authenticate against the proxy specified in FirewallServer and FirewallPort, following the authentication method specified in FirewallType.
A password used to authenticate to a proxy-based firewall.
This property is passed to the proxy specified by FirewallServer and FirewallPort, following the authentication method specified by FirewallType.
This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.
Property | Description |
ProxyAutoDetect | This indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings. |
ProxyServer | The hostname or IP address of a proxy to route HTTP traffic through. |
ProxyPort | The TCP port the ProxyServer proxy is running on. |
ProxyAuthScheme | The authentication type to use to authenticate to the ProxyServer proxy. |
ProxyUser | A user name to be used to authenticate to the ProxyServer proxy. |
ProxyPassword | A password to be used to authenticate to the ProxyServer proxy. |
ProxySSLType | The SSL type to use when connecting to the ProxyServer proxy. |
ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer . |
This indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.
This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.
To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.
The hostname or IP address of a proxy to route HTTP traffic through.
The hostname or IP address of a proxy to route HTTP traffic through. The Sync App can use the HTTP, Windows (NTLM), or Kerberos authentication types to authenticate to an HTTP proxy.
If you need to connect through a SOCKS proxy or tunnel the connection, see FirewallType.
By default, the Sync App uses the system proxy. If you need to use another proxy, set ProxyAutoDetect to false.
The TCP port the ProxyServer proxy is running on.
The port the HTTP proxy is running on that you want to redirect HTTP traffic through. Specify the HTTP proxy in ProxyServer. For other proxy types, see FirewallType.
The authentication type to use to authenticate to the ProxyServer proxy.
This value specifies the authentication type to use to authenticate to the HTTP proxy specified by ProxyServer and ProxyPort.
Note that the Sync App will use the system proxy settings by default, without further configuration needed; if you want to connect to another proxy, you will need to set ProxyAutoDetect to false, in addition to ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.
The authentication type can be one of the following:
If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.
A user name to be used to authenticate to the ProxyServer proxy.
The ProxyUser and ProxyPassword options are used to connect and authenticate against the HTTP proxy specified in ProxyServer.
You can select one of the available authentication types in ProxyAuthScheme. If you are using HTTP authentication, set this to the user name of a user recognized by the HTTP proxy. If you are using Windows or Kerberos authentication, set this property to a user name in one of the following formats:
user@domain domain\user
A password to be used to authenticate to the ProxyServer proxy.
This property is used to authenticate to an HTTP proxy server that supports NTLM (Windows), Kerberos, or HTTP authentication. To specify the HTTP proxy, you can set ProxyServer and ProxyPort. To specify the authentication type, set ProxyAuthScheme.
If you are using HTTP authentication, additionally set ProxyUser and ProxyPassword to HTTP proxy.
If you are using NTLM authentication, set ProxyUser and ProxyPassword to your Windows password. You may also need these to complete Kerberos authentication.
For SOCKS 5 authentication or tunneling, see FirewallType.
By default, the Sync App uses the system proxy. If you want to connect to another proxy, set ProxyAutoDetect to false.
The SSL type to use when connecting to the ProxyServer proxy.
This property determines when to use SSL for the connection to an HTTP proxy specified by ProxyServer. This value can be AUTO, ALWAYS, NEVER, or TUNNEL. The applicable values are the following:
AUTO | Default setting. If the URL is an HTTPS URL, the Sync App will use the TUNNEL option. If the URL is an HTTP URL, the component will use the NEVER option. |
ALWAYS | The connection is always SSL enabled. |
NEVER | The connection is not SSL enabled. |
TUNNEL | The connection is through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy. |
A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .
The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.
Note that the Sync App uses the system proxy settings by default, without further configuration needed; if you want to explicitly configure proxy exceptions for this connection, you need to set ProxyAutoDetect = false, and configure ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.
This section provides a complete list of the Logging properties you can configure in the connection string for this provider.
Property | Description |
LogModules | Core modules to be included in the log file. |
Core modules to be included in the log file.
Only the modules specified (separated by ';') will be included in the log file. By default all modules are included.
See the Logging page for an overview.
This section provides a complete list of the Schema properties you can configure in the connection string for this provider.
Property | Description |
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC. |
A path to the directory that contains the schema files defining tables, views, and stored procedures.
The path to a directory which contains the schema files for the Sync App (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.
If left unspecified, the default location is "%APPDATA%\\CData\\MicrosoftPlanner Data Provider\\Schema" with %APPDATA% being set to the user's configuration directory:
This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.
This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the Sync App.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.
Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.
Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the Sync App.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.
Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.
Property | Description |
Scope | Specify this property to turn on / off the admin consent scopes. |
IncludeLabels | Determines if labels of the task will be shown. |
MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
Other | These hidden properties are used only in specific use cases. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
UserDefinedViews | A filepath pointing to the JSON configuration file containing your custom views. |
Specify this property to turn on / off the admin consent scopes.
Specify scope to obtain the initial access and refresh token.
Set this property to AdminConsent to enable admin consent scopes in the driver or set to NoAdminConsent to use default scopes which does not require admin consent.
Determines if labels of the task will be shown.
Determines if labels of the task will be shown.
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
These hidden properties are used only in specific use cases.
The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.
Specify multiple properties in a semicolon-separated list.
DefaultColumnSize | Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000. |
ConvertDateTimeToGMT | Determines whether to convert date-time values to GMT, instead of the local time of the machine. |
RecordToFile=filename | Records the underlying socket data transfer to the specified file. |
This property indicates whether or not to include pseudo columns as columns to the table.
This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".
The value in seconds until the timeout error is thrown, canceling the operation.
If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.
If Timeout expires and the operation is not yet complete, the Sync App throws an exception.
A filepath pointing to the JSON configuration file containing your custom views.
User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The Sync App automatically detects the views specified in this file.
You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the Sync App.
This User Defined View configuration file is formatted as follows:
For example:
{ "MyView": { "query": "SELECT * FROM Tasks WHERE MyColumn = 'value'" }, "MyView2": { "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)" } }Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:
"UserDefinedViews", "C:\\Users\\yourusername\\Desktop\\tmp\\UserDefinedViews.json"