Integrate with live Microsoft Planner Data in Jitterbit

Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect AI, Jitterbit gets access to live Microsoft Planner data. This article demonstrates how to connect to Microsoft Planner using Connect AI and integrate with live Microsoft Planner data in Jitterbit.

CData Connect AI provides a pure OData interface for Microsoft Planner, allowing you to query data from Microsoft Planner without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Microsoft Planner, leveraging server-side processing to return the requested Microsoft Planner data quickly.

Configure Microsoft Planner Connectivity for Jitterbit

To work with Microsoft Planner data from Jitterbit, we need to connect to Microsoft Planner from Connect AI, provide user access to the connection, and create a Workspace for the Microsoft Planner data.

Connect to Microsoft Planner from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Microsoft Planner" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Microsoft Planner.

   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.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Microsoft Planner Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Microsoft Planner Endpoints for Jitterbit

After connecting to Microsoft Planner, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
   👁 Adding a new Workspace.
   
2. Click Add to add new assets to the Workspace.
3. Select the Microsoft Planner connection (e.g. MicrosoftPlanner1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
   
4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
   
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Microsoft Planner data from Jitterbit.

Connect to Microsoft Planner from Jitterbit using Connect AI

To establish a connection from Jitterbit to CData Connect AI using the OData protocol, follow these steps.

1. Log into Jitterbit.
2. Create a project in Cloud Studio and provide a workspace environment for it. 👁 Creating a new project in Jitterbit.
   
3. click Sources and enter OData in the search bar.
4. Select the OData connector.
5. Enter the OData connection properties.
• Connection Name: enter a connection name.
• OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
• Authentication: select Basic Auth.
• User Name: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
• Password: enter the PAT you generated on the Settings page.
👁 Configuring connectivity to the Connect AI OData endpoint.

6. Click Test to test the connection, and then click Save Changes.
7. Choose the operation you want to perform and drag it to the workflow in your project. 👁 Selecting the operation for the workflow.
   
8. Double-click the query operation to see all the tables and derived views available in your OData endpoint. 👁 Viewing the available endpoints.
   
9. Select a table and configure the query.

You can now transform and integrate live Microsoft Planner data in Jitterbit.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Jitterbit, try CData Connect AI today!