Configure OAuth Authentication (hosted)

You must configure OAuth authentication so that the connector can authenticate with the Dynamics repository. Use this procedure if your Dynamics instance is hosted by Microsoft.

To configure OAuth authentication

  1. Open the folder where you installed the connector.
  2. Open the file oauth_tool.cfg in a text editor.
  3. In the [Default] section, specify any SSL or proxy settings necessary to connect to the Dynamics repository:

    SSLMethod The version of SSL/TLS to use.
    ProxyHost The host name or IP address of the proxy server that the connector must use.
    ProxyPort The port of the proxy server that the connector must use.

    For example:

    SSLMethod=SSLV23
    ProxyHost=10.0.0.1
    ProxyPort=8080
  4. In the [OAuthTool365] section, set the following parameters:

    AppKey The client ID or application key that was provided when you set up an application to represent the connector.

    Do not modify the other parameters in this section.

  5. Open a command-line window and run oauth_tool.exe oauth_tool.cfg OAuthTool365.

    Your default web browser opens to the Dynamics web site. The web page asks you to authorize the connector to access Dynamics.

  6. Authorize the application by entering the credentials of the account that you want to ingest data from. The user account that you use should be entered in the Username parameter when you configure the connector.

    Dynamics provides the OAuth tool with the OAuth refresh token.

    The OAuth tool creates a file named oauth.cfg, which contains the parameters that the connector requires to authenticate with Dynamics.

  7. Ensure the parameters set by the OAuth tool in the file oauth.cfg are included in the connector configuration file.

    You can merge these parameters into the connector configuration file using the following syntax:

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

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

    The OAuth tool also prints the parameters it has set to the command-line window, so you can set them directly in the connector configuration file if you prefer.

  8. You can now configure a task to retrieve data from Dynamics. See Configure the Connector.