Stream Act CRM Data into Apache Kafka Topics

Apache Kafka is an open-source stream processing platform that is primarily used for building real-time data pipelines and event-driven applications. When paired with the CData JDBC Driver for Act CRM, Kafka can work with live Act CRM data. This article describes how to connect, access and stream Act CRM data into Apache Kafka Topics and to start Confluent Control Center to help users secure, manage, and monitor the Act CRM data received using Kafka infrastructure in the Confluent Platform.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Act CRM data. When you issue complex SQL queries to Act CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Act CRM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Act CRM data using native data types.

Prerequisites

Before connecting the CData JDBC Driver for streaming Act CRM data in Apache Kafka Topics, install and configure the following in the client Linux-based system.

1. Confluent Platform for Apache Kafka
2. Confluent Hub CLI Installation
3. Self-Managed Kafka JDBC Source Connector for Confluent Platform

Define a New JDBC Connection to Act CRM data

1. Download CData JDBC Driver for Act CRM on a Linux-based system
2. Follow the given instructions to create a new directory extract all the driver contents into it:
   1. Create a new directory named Act CRM

      		mkdir ActCRM
      		

   2. Move the downloaded driver file (.zip) into this new directory

      		mv ActCRMJDBCDriver.zip ActCRM/
      		

   3. Unzip the CData ActCRMJDBCDriver contents into this new directory

      		unzip ActCRMJDBCDriver.zip
      		

3. Open the Act CRM directory and navigate to the lib folder

   ls
   cd lib/
   

4. Copy the contents of the lib folder of the CData JDBC Driver for Act CRM into the lib folder of Kafka Connect JDBC. Check the Kafka Connect JDBC folder contents to confirm that the cdata.jdbc.actcrm.jar file is successfully copied into the lib folder

   cp -r /path/to/CData JDBC Driver for Act CRM/lib/* /usr/share/confluent-hub-components/confluentinc-kafka-connect-jdbc/lib/
   cd /usr/share/confluent-hub-components/confluentinc-kafka-connect-jdbc/lib/
   

5. Install the CData Act CRM JDBC driver license using the given command, followed by your Name and Email ID

   	java -jar cdata.jdbc.actcrm.jar -l
   	

6. Enter the product key or "TRIAL" (In the scenarios of license expiry, please contact our CData Support team)
7. Start the Confluent local services using the command:

   	confluent local services start
   	

   This starts all the Confluent Services like Zookeeper, Kafka, Schema Registry, Kafka REST, Kafka CONNECT, ksqlDB and Control Center. You are now ready to use the CData JDBC driver for Act CRM to stream messages using Kafka Connect Driver into Kafka Topics on ksqlDB.

   👁 Start the Confluent local services
   
8. Create the Kafka topics manually using a POST HTTP API Request:

    curl --location 'server_address:8083/connectors' 
   	--header 'Content-Type: application/json'
   	--data '{ 
   		"name": "jdbc_source_cdata_actcrm_01", 
   		"config": { 
   			"connector.class": "io.confluent.connect.jdbc.JdbcSourceConnector", 
   			"connection.url": "jdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;",
   		"topic.prefix": "actcrm-01-", 
   		"mode": "bulk" 
   		} 
   	}'
   

   Let us understand the fields used in the HTTP POST body (shown above):

   • connector.class: Specifies the Java class of the Kafka Connect connector to be used.
   • connection.url: The JDBC connection URL to connect with Act CRM data.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the CData JDBC Driver for Act CRM. Either double-click the JAR file or execute the jar file from the command-line.

     		java -jar cdata.jdbc.actcrm.jar
     		

     Fill in the connection properties and copy the connection string to the clipboard.

     The and properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

     • Connecting to Act! Premium

       In addition to the authentication values, the to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

       Additionally, you must specify the you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

     • Connecting to Act! Premium Cloud

       To connect to your Act! Premium Cloud account, you also need to specify the property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

     Note that retrieving ActCRM metadata can be expensive. It is advised that you set the property to store the metadata locally.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     
   • topic.prefix: A prefix that will be added to the Kafka topics created by the connector. It's set to "actcrm-01-".
   • mode: Specifies the mode in which the connector operates. In this case, it's set to "bulk", which suggests that the connector is configured to perform bulk data transfer.

   This request adds all the tables/contents from Act CRM as Kafka Topics.

   Note: The IP Address (server) to POST the request (shown above) is the Linux Network IP Address.

9. Run ksqlDB and list the topics. Use the commands:

   ksql
   list topics;
   

   👁 List the Kafka Topics (BigCommerce is shown)
   
10. To view the data inside the topics, type the SQL Statement:

    PRINT topic FROM BEGINNING;
    

Connecting with the Confluent Control Center

To access the Confluent Control Center user interface, ensure to run the "confluent local services" as described in the above section and type http://<server address>:9021/clusters/ on your local browser.

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Act CRM and start streaming Act CRM data into Apache Kafka. Reach out to our Support Team if you have any questions.