How to connect to Microsoft Planner Data from IntelliJ

The CData JDBC Driver for Microsoft Planner enables you to access Microsoft Planner as a JDBC data source, providing integration with rapid development tools in IDEs. This article shows how to use the data source configuration wizard to connect to Microsoft Planner data in IntelliJ.

Create a JBDC Data Source for Microsoft Planner

Follow the steps below to add the driver JAR and define connection properties required to connect to Microsoft Planner data.

1. In the Data Sources window, right-click and then click Add Data Source -> DB Data Source.

2. In the Data Source Properties dialog that appears, the following properties are required:

   • JDBC Driver Files: Click the button next to this menu to add the JDBC Driver file cdata.jdbc.microsoftplanner.jar, located in the installation directory.
   • JDBC Driver Class: In this menu, select cdata.jdbc.microsoftplanner.MicrosoftPlannerDriver from the list.

   • Database URL: Enter the connection URL in the JDBC URL property. The URL must start with jdbc:microsoftplanner: and includes connection properties separated with semicolons.

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Microsoft Planner JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.microsoftplanner.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

     A typical JDBC URL is the following:

     jdbc:microsoftplanner:OAuthClientId=MyApplicationId;OAuthClientSecret=MySecretKey;CallbackURL=http://localhost:33333;InitiateOAuth=GETANDREFRESH;

Edit and Save Microsoft Planner Data

To discover schema information, right-click the data source you just created and click Refresh Tables. To query a table, right-click it and then click Open Tables Editor. You can also modify records in the Table Editor.