Microsoft Planner Connector 23.4

# Retrieve Information from Office Planner

To retrieve information from Microsoft Planner, set up a fetch task using the following procedure. The connector runs fetch tasks automatically, based on the schedule that is configured in the configuration file.

NOTE: Before configuring a fetch task, you must create an application to represent the connector and configure OAuth authentication. Unless you have already completed these steps, for example when the connector was installed, see Configure OAuth Authentication.

To create a new Fetch Task

1. Stop the connector.
2. Open the configuration file in a text editor.

3. In the `[FetchTasks]` section of the configuration file, specify the number of fetch tasks using the `Number` parameter. If you are configuring the first fetch task, type `Number=1`. If one or more fetch tasks have already been configured, increase the value of the `Number` parameter by one (1). Below the `Number` parameter, specify the names of the fetch tasks, starting from zero (0). For example:

       [FetchTasks]
       Number=1
       0=MyTask

4. Below the `[FetchTasks]` section, create a new TaskName section. The name of the section must match the name of the new fetch task. For example:

       [FetchTasks]
       Number=1
       0=MyTask

       [MyTask]

1. In the new section, ensure that you have set the parameters required to authenticate with the repository. The OAuth configuration tool creates a file named `oauth.cfg` that contains these parameters, and you can include them in the connector's configuration file using the following syntax:

       [MyTask] < "oauth.cfg" [OAUTH]

   For more information about including parameters from another file, see Include an External Configuration File

2. Set the following configuration parameters:

   `SSLMethod` | The Microsoft Graph API requires SSL communication, so set the parameter `SSLMethod=NEGOTIATE`.
   `ProxyHost` | (Optional) If you have installed the connector behind a proxy server, specify the host name or IP address of the proxy server to use to access the Planner repository.
   `ProxyPort` | (Optional) If you have installed the connector behind a proxy server, specify the port of the proxy server to use to access the Planner repository.
   `PlanMustHaveRegex` | (Optional) A regular expression to limit the plans that are ingested by the connector. The ID or title of a plan must match the regular expression, otherwise the connector ignores the plan and all of the tasks that it contains.
   `PlanCantHaveRegex` | (Optional) A regular expression to limit the plans that are ingested by the connector. If the ID or title of a plan matches the regular expression, the connector ignores the plan and all of the tasks that it contains.

   For example:

       [MyTask] < "oauth.cfg" [OAUTH]
       SSLMethod=NEGOTIATE
       ProxyHost=proxy.domain.com
       ProxyPort=8080
       PlanMustHaveRegex=IDOL.*

3. Save and close the configuration file.

Copyright 2023 Open Text
Version 23.4 | Last updated September 2023

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Product: IDOL Microsoft Planner Connector 23.4

Topic Title: Retrieve Information from Office Planner