How to connect MICROSOFT planner with SharePoint

 

This "how-to-connect" documentation will explain the initial configuration of an example connection from Microsoft Planner to a SharePoint Online List in Office 365. We will be synchronizing data stored in Microsoft Planner.

 

 

This guide presupposes that you have installed the Layer2 Cloud Connector and that you are familiar with its basic functionality. The Layer2 Cloud Connector User Documentation will provide you with all necessary information.

 

Contents

1. Getting required information for Microsoft Planner

2. Configuring the Layer2 Cloud Connector

2.1 Creating a new connection

2.2 Configuring the Data Entity Source

2.3 Configuring the Data Entity Target

2.4 Running your connection

3. Hints and known issues

3.1 Connection direction

 

1. Getting required information for Microsoft Planner

Open the planner you want to synchronize data from and go to its website:

 

Microsoft Planner Settings

 

 

Note down the planId from the URL of the website:

 

 

Microsoft Planner Url

 

 

2. Configuring the Layer2 Cloud Connector

2.1. Creating a new connection

Create a new connection by using the Create New Connection option in the Actions pane (right-hand side). The new connection will appear at the bottom of the Connection Manager List (left-hand side). Click on your newly created connection to open the connection configuration settings.

 

Choose a meaningful name for your connection and replace the current "New Connection" Connection Title with it.

 

 

Connections to Microsoft Planner are read-only connections. We will choose Left to Right as Synchronization Direction.

 

Layer2 Cloud Connector Connection Configuration

 

2.2. Configuring the Data Entity Source

We will now set up our Data Entities. Go to the data entity “Source” to open the configuration settings.

 

Choose a Source Title. It is recommended to give your entities meaningful names.

 

Select the JSON MsPlanner (Layer2) provider from the data provider list. You can search for MsPlanner by typing into the selection box.

 

 

Layer2 Cloud Connector Entity 1 Configuration

 

For the Connection String, we need the information mentioned in step 1. You can copy the below connection string and adjust it to match your gathered information. Use the Verify Connection String option to evaluate if the provided connection string is valid.

 

 

Uri=https://graph.microsoft.com/v1.0/planner/plans/<yourPlanId>/tasks;InitiateOAuth=REFRESH;

OAuthVersion=2.0;

AuthScheme=OAuth;

OAuthSettingsLocation=C:\graph.txt;CustomHeaders=Accept: application/json;

 

 

 

  • "<yourPlanId>" this fragment must be set to the copied planId from step 1
  • "OAuthSettingsLocation=C:\graph.txt;" this property defines where the OAuth information is stored.

 

 

 

Click on “Refresh Authentication Token” sign in and confirm the consent dialog, if required.

 

The Select Statement text box is used to define specific data queries. We will be gathering all tasks from our plan if nothing. You can copy the below select statement and adjust it to match your needs. Save your changes by using the right-hand pane option Save Changes.

 

SELECT * FROM plan

 

 

If you want to get only tasks of a specific bucket, the select statement would for example look like this, where XXX is the bucketId:

 

 

 

SELECT * from plan where bucketid='XXX'

 

 

 

 

Specify a primary key, in case of tasks this is just id.

 

Layer2 Cloud Connector Entity 1 Connectionstring

 

 

To check if all necessary columns are received, you can use the Preview Data option on the right-hand pane, which will provide you with a pop-up window showing your sample data from your Microsoft Planner plan.

 

Layer2 Cloud Connector Data Preview

 

 

 

Save your changes by using the right-hand pane option Save Changes.

 

2.3. Configuring the Data Entity Target

We are going to send the data to a custom SharePoint Online list. It's required that you set up this list prior to the next steps. Your list should contain matching columns according to your source entity.

 

 

Use the left-hand pane to switch to the data entity "Data Entity 2". We will be using the Layer2 SharePoint Provider for this setup.

 

For more information about the SharePoint provider visit:

https://www.layer2solutions.com/support/cloud-connector-faqs/layer2-csom-sharepoint-ado-net-provider.

 

 

You can copy the below Connection String which contains the minimum of required properties to connect to your custom SharePoint Online list.

 

URL=https://your_custom_sharepoint_list_url/AllItems.aspx;Authentication=Microsoft_Modern

 

  • "URL=https://your_custom_sharepoint_url/AllItems.aspx;" this property defines the URL of your custom list that will be addressed.
  • "Authentication=Microsoft_Modern" this property will determine the authentication method used.

 

Click on “Refresh Authentication Token” sign in and confirm the consent dialog, if required.

Save your changes by using the right-hand pane option Save Changes.

 

Layer2 Cloud Connector Entity 2 Configuration

 

Note: The task list in this sample is not the standard SharePoint Task list, but a custom list.

 

 

In the next step, we will configure our mapping settings. Click on the Mappings option on the left-hand pane. If your fields from SharePoint are named identical to the fields from your source system, the Enable Auto Mapping option will match those columns. Disabling this option allows you to match your columns as needed. We enabled auto-mapping in our setup. Save your changes by using the right-hand pane option Save Changes.

 

Layer2 Cloud Connector Mapping

 

 

2.4. Running your connection

To run your connection switch back to the main connection configuration node and use the Run Now Button located on the bottom of the setup page. The Run Synchronization Toolbox will also display the synchronization process. 

 

Layer2 Cloud Connector Connection Start Synchronization


 

This will be the result in our SharePoint Online list after our initial successful synchronization:

 

Layer2 Cloud Connector Connection Destination SharePoint List

 

 

3. Hints and known issues

 

While it is possible to have multiple connection to Microsoft Planner, which the same accounts, you currently cannot have multiple connections using different accounts.

 

 

 

To get information, which types of data can be read from Microsoft Planner, please refer to the documentation: https://docs.microsoft.com/de-de/graph/api/plannerplan-get?view=graph-rest-1.0&tabs=http

 

 

For example if you want to list all buckets, please refer to the appropriate section in the documentation (“List buckets”) and check how the URL must be built. In this example, the documentation shows the following HTTP request:

 

Microsoft Planner Url info

 

 

This means that the URL in the connection string must be modified as follows:

 

 

Uri=https://graph.microsoft.com/v1.0/planner/plans/<yourPlanId>/buckets;InitiateOAuth=REFRESH;OAuthVersion=2.0;AuthScheme=OAuth;OAuthSettingsLocation=C:\graph.txt;CustomHeaders=Accept: application/json;

 

 

3.1. Connection direction

As far as tested, this connection supports uni-directional only.

 

 

 

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