Dynamics Connector 23.4

# 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.

Copyright 2023 Open Text
Version 23.4 | Last updated September 2023

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Product: IDOL Dynamics Connector 23.4

Topic Title: Configure OAuth Authentication (hosted)