Working with Office 365 Data Point
Office365 DataPoint is used to configure connectivity to Office 365 web service.
To work with Office 365 Data Point, follow below steps:
Step I: Create a New Data Point
- To open and edit an existing data point, refer Opening Data Point.
- To create a new data point, refer Create New Data Point.
Step II: Provide connection details
1. To connect to Office 365 database, following details need to be provided in the Properties tab.
- Authentication Type: Specifies the type of authentication that is required to connect to the Office 365 web service. By default, the authentication type is set to OAuth 2.0 and is not editable.
- Access Token: After testing the connection, and upon refresh the Access Token is auto generated.
- Batch Size: Specify the number of rows to be processed in memory and loaded at a time. If the value specified is zero then, all rows are extracted at once.
- Time Out: Specify the time out duration in minutes. By default, it is set to 0 which means no specified time out duration.
- Refresh Token: After testing the connection, and upon refresh the Refresh Token is auto generated.
- OAuth Client ID: When the Authentication Type is OAuth 2.0 you must provide Client ID, login in to https://apps.dev.microsoft.com and create the client ID.
- OAuth Client Secret: When the Authentication Type is OAuth 2.0, you must provide Client Secret, login in to https://apps.dev.microsoft.com and create the Client Secret.
- CallbackURL: Secured domain URL of the repo which is used to register in https://apps.dev.microsoft.com.
- Jdbc Options: Specify the options that should be used along with JDBC URL to connect to Office 365.
For example, following details are provided in JDBC Options to connect to Office 365: user=diyotta, password=****, db=TEST_DB.
Note:
- Mandatory field names are suffixed with *. To establish the connection, provide all the mandatory property field values.
- Upon enabling Get Access Token check box, the canvas displays OAuth Client ID, OAuth Client Secret, and Callback URL fields
- Text fields in the Properties tab which are not auto populated can be parameterized using project parameters. To parameterize the fields, refer Working with Project Parameters.
2. Assign Agent: To assign or change the associated agent click Change. The Agent window appears and displays the list of available Agents. From the list, click on required Agent Name.
Note: To search for a specific agent, enter the keyword in the search bar, and the window displays the search result list. Select the required agent and click Ok.
- If Default agent is assigned to the Project then automatically, the Default agent will be associated with the new Data point created.
- If Default agent is not assigned to the Project then, no agent will be assigned automatically and appropriate agent needs to be assigned to the data point.
- When connecting to the Agent server then, the agent installation user should have appropriate privilege to access the path where file will be placed.
- When connecting to the remote server then, the firewall needs to be opened from the Agent server to it and user specified to connect should have appropriate privilege to access the path where file will be placed.
Step III: Test the data point connection
- To validate that the data point is able to connect to the Office 365 data point database using the details provided, refer Test Data Point Connection.
Step IV: Save the data point
- To save the changes made to the data point, refer Saving Data Point.
Note:
- If the changes made to the data point need to be reverted and not saved then, refer Reverting changes in Data Point.
- Once the data point has been created and the changes have been saved then, Close or Unlock the data point so that it is editable by other users. For more information, refer Closing Data Point and Unlocking Data Point.
Step V: Modify the configured Extract properties
To modify the Extract properties, refer Editing Extract Properties in Office365 Data Point.