Query Microsoft Planner Data in DataGrip

DataGrip is a database IDE that allows SQL developers to query, create, and manage databases. When paired with the CData JDBC Driver for Microsoft Planner, DataGrip can work with live Microsoft Planner data. This article shows how to establish a connection to Microsoft Planner data in DataGrip and use the table editor to load Microsoft Planner data.

Create a New Driver Definition for Microsoft Planner

The steps below describe how to create a new Data Source in DataGrip for Microsoft Planner.

1. In DataGrip, click File -> New > Project and name the project
2. In the Database Explorer, click the plus icon () and select Driver.
3. In the Driver tab:
   • Set Name to a user-friendly name (e.g. "CData Microsoft Planner Driver")
   • Set Driver Files to the appropriate JAR file. To add the file, click the plus (), select "Add Files," navigate to the "lib" folder in the driver's installation directory and select the JAR file (e.g. cdata.jdbc.microsoftplanner.jar).
   • Set Class to cdata.jdbc.microsoftplanner.MicrosoftPlanner.jar
   Additionally, in the advanced tab you can change driver properties and some other settings like VM Options, VM environment, VM home path, DBMS, etc
   • For most cases, change the DBMS type to "Unknown" in Expert options to avoid native SQL Server queries (Transact-SQL), which might result in an invalid function error
4. Click "Apply" then "OK" to save the Connection

Configure a Connection to Microsoft Planner

1. Once the connection is saved, click the plus (), then "Data Source" then "CData Microsoft Planner Driver" to create a new Microsoft Planner Data Source.
2. In the new window, configure the connection to Microsoft Planner with a JDBC URL.

   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.

   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.
3. Set URL to the connection string, e.g., jdbc:microsoftplanner:OAuthClientId=MyApplicationId;OAuthClientSecret=MySecretKey;CallbackURL=http://localhost:33333;InitiateOAuth=GETANDREFRESH
4. Click "Apply" and "OK" to save the connection string

At this point, you will see the data source in the Data Explorer.

Execute SQL Queries Against Microsoft Planner

To browse through the Microsoft Planner entities (available as tables) accessible through the JDBC Driver, expand the Data Source.

To execute queries, right click on any table and select "New" -> "Query Console."

In the Console, write the SQL query you wish to execute. For example: SELECT TaskId, startDateTime FROM Tasks WHERE TaskId = 'BCrvyMoiLEafem-3RxIESmUAHbLK'

Download a free, 30-day trial of the CData JDBC Driver for Microsoft Planner and start working with your live Microsoft Planner data in DataGrip. Reach out to our Support Team if you have any questions.