Acquiring Azure credentials

Matillion ETL supports OAuth authentication across several Microsoft third-party services, all of which share the same initial steps to access and generate credentials. This topic covers the process of acquiring those credentials. You will then need to refer to the individual OAuth topics listed below to complete the process and use the configured OAuth entry in Matillion ETL.

Acquire credentials

1. Log in to the Microsoft Azure Portal. On the Microsoft Azure dashboard, click App registrations on the Azure services menu. If App registrations is not visible, click More services, on the right of the menu for a longer list of options.
2. On the App registrations page, click + New registration.
3. On the Register an application page, provide details for the following fields:
   • Name: A name for the app.
   • Supported account types: Select Accounts in any organizational directory (Any Azure AD directory - Multitenant).
   • Redirect URI: Select Web in the drop-down field and paste the Callback URL copied from the Manage OAuth window in Matillion ETL earlier. Note that although the page states this field is optional, you must complete it.
4. Click Register.
5. Your browser will redirect to the Overview page on the app's newly created dashboard. From here, copy the credentials to the right of Application (client) ID and Directory (tenant) ID, as they will be required later in authorizing for use in Matillion ETL.
   • When copying the credentials, some browsers may add a space to the end of the string. This will cause the credentials to fail.
6. On the menu on the left, click Authentication. Scroll down to the Implicit grant and hybrid flows section, and select the checkbox next to ID tokens (used for implicit and hybrid flows), then click Save.
7. Click Certificates & secrets on the menu on the left, and on the Certificates & secrets page, click + New client secret.
8. The Add a client secret page will appear to the right. Provide details for the following fields:
9. Description: Provide a description of the client secret.
10. Expires: Use the Expires dropdown to select when the client secret should expire, then click Add.
11. You will automatically be returned to the Certificates and secrets page, where the new client secret will appear in the list in the Client secrets tab. Copy the client secret Value, as it will be required in authorizing for use in Matillion ETL.
    • Make sure to copy the client secret right away as it may appear only once.
    • Additionally, when copying the client secret, some browsers may add a space to the end of the string. This will cause the credentials to fail.
12. Click API permissions on the menu on the left, then click + Add a permission to open the Request API permissions panel on the right of the screen.
13. Continue the process for your specific OAuth:
    • Bing Ads
    • Dynamics 365
    • Dynamics 365 Business Central
    • Dynamics 365 Sales
    • Dynamics CRM
    • Microsoft Exchange
    • SharePoint