Connect to Microsoft Planner Data from HeidiSQL

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with CData Connect Cloud, HediSQL reach extends to include access to live Microsoft Planner data. This article demonstrates how to connect to Microsoft Planner using Connect Cloud and query Microsoft Planner data in HeidiSQL.

CData Connect Cloud provides a pure SQL Server 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 Cloud 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 HeidiSQL

Connectivity to Microsoft Planner from HeidiSQL is made possible through CData Connect Cloud. To work with Microsoft Planner data from HeidiSQL, we start by creating and configuring a Microsoft Planner connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Microsoft Planner" from the Add Connection panel
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.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Microsoft Planner Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Microsoft Planner from HeidiSQL using Connect Cloud

To establish a connection from HeidiSQL to the CData Connect Cloud Virtual SQL Server API, follow these steps.

Create a new HeidiSQL Session

1. In the Session Manager, select New in the bottom-left
2. Give the new session a descriptive name, e.g. Connect-Cloud-Microsoft Planner

Configure a SQL Server Connection to Connect Cloud

1. In the session settings, set the Network type to Microsoft SQL Server (TCP/IP)
2. The Library DLL should automatically update to MSOLEDBSQL
3. Set the Hostname/IP to tds.cdata.com
4. Set the User to your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected]
5. Set the Password to your PAT created in Connect Cloud in the previous section.
6. Set the Port to 14333

Query Microsoft Planner from HeidiSQL

1. In the database listing on the left, find your connection to Microsoft Planner configured earlier.
2. Expand this connection to view individual tables or data objects present within Microsoft Planner.
3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables

Get CData Connect Cloud

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect Cloud today!