Automated Microsoft Planner Data Replication to Teradata

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Microsoft Planner data into your Teradata instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Teradata as a Replication Destination

Using CData Sync, you can replicate Microsoft Planner data to Teradata. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Teradata as a destination.
3. Enter the necessary connection properties. To connect to Teradata, set the following connection properties:
   • Connection Name: Enter a connection name of your choice.
   • Data Source: Enter either the Teradata server name, the database computer (DBC) username, or the Teradata Director Program Id (TDPID).
   • User: Enter the username that you use to authenticate to your Teradata account.
   • Password: Enter the password that you use to authenticate to your Teradata account.
   • Auth Scheme: Select the authentication scheme. TD2 is the default scheme.
   • Database: Enter the name of your Teradata database.

     Note: If you do not specify a database, CData Sync connects to your default database.

   • Port: Enter the port number for your Teradata server. The default port value is 1025.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Microsoft Planner Connection

You can configure a connection to Microsoft Planner from the Connections tab. To add a connection to your Microsoft Planner account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Microsoft Planner).
3. Configure the connection properties.
   
   

   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.
4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 15 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Microsoft Planner data to Teradata.