How to import Microsoft Dataverse Data into Apache Solr

The Apache Solr platform is a popular, blazing-fast, open source enterprise search solution built on Apache Lucene.

Apache Solr is equipped with the Data Import Handler (DIH), which can import data from databases and, XML, CSV, and JSON files. When paired with the CData JDBC Driver for Microsoft Dataverse, you can easily import Microsoft Dataverse data to Apache Solr. In this article, we show step-by-step how to use CData JDBC Driver in Apache Solr Data Import Handler and import Microsoft Dataverse data for use in enterprise search.

Getting Started

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Create an Apache Solr Core and a Schema for Importing Microsoft Dataverse

1. Run Apache Solr and create a Core.

   > solr create -c CDataCore

   For this article, Solr is running as a standalone instance in the local environment and you can access the core at this URL: http://localhost:8983/solr/#/CDataCore/core-overview
2. Create a schema consisting of "field" objects to represent the columns of the Microsoft Dataverse data to be imported and a unique key for the entity. LastModifiedDate, if it exists in Microsoft Dataverse, is used for incremental updates. If it does not exist, you cannot do the deltaquery in the later section. Save the schema in the managed-schema file created by Apache Solr.

	CDSUniqueKey
	
	
	
	
	
	
	
	 
	

👁 Define schema in Solr for Microsoft Dataverse data.

3. Install the CData Microsoft Dataverse JDBC Driver. Copy the JAR and license file (cdata.cds.jar and cdata.jdbc.cds.lic) to the Solr directory.
   
   • CData JDBC JAR file: C:\Program Files\CData\CData JDBC Driver for Microsoft Dataverse ####\lib
   • Apache Solr: solr-8.5.2\server\lib

Now we are ready to use Microsoft Dataverse data in Solr.

Define an Import of Microsoft Dataverse to Apache Solr

In this section, we walk through configuring the Data Import Handler.

1. Modify the Config file of the created Core. Add the JAR file reference and add the DIH RequestHander definition.

   	
   
   	<lib dir="${solr.install.dir:../../../..}/dist/" regex="solr-dataimporthandler-.*\.jar" />
   
   	<requestHandler name="/dataimport" class="org.apache.solr.handler.dataimport.DataImportHandler">
   		<lst name="defaults">
   			<str name="config">solr-data-config.xml</str>
   		</lst>
   	</requestHandler>

2. Next, create a solr-data-config.xml at the same level. In this article, we retrieve a table from Microsoft Dataverse, but you can use a custom SQL query to request data as well. The Driver Class and a sample JDBC Connection string are in the sample code below.

   	
   	<dataConfig>
   		<dataSource driver="cdata.jdbc.cds.CDSDriver" url="jdbc:cds:OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH;">
   		</dataSource> 
   		<document> 
   			<entity name="Accounts" 
   				query="SELECT Id,CDSColumn1,CDSColumn2,CDSColumn3,CDSColumn4,CDSColumn5,CDSColumn6,CDSColumn7,LastModifiedDate FROM Accounts"
   				deltaQuery="SELECT Id FROM Accounts where LastModifiedDate >= '${dataimporter.last_index_time}'"
   				deltaImportQuery="SELECT Id,CDSColumn1,CDSColumn2,CDSColumn3,CDSColumn4,CDSColumn5,CDSColumn6,CDSColumn7,LastModifiedDate FROM Accounts where Id=${dataimporter.delta.Id}">
   				<field column="Id" name="Id" ></field>
   				<field column="CDSColumn1" name="CDSColumn1" ></field>
   				<field column="CDSColumn2" name="CDSColumn2" ></field>
   				<field column="CDSColumn3" name="CDSColumn3" ></field>
   				<field column="CDSColumn4" name="CDSColumn4" ></field>
   				<field column="CDSColumn5" name="CDSColumn5" ></field>
   				<field column="CDSColumn6" name="CDSColumn6" ></field>
   				<field column="CDSColumn7" name="CDSColumn7" ></field>
   				<field column="LastModifiedDate" name="LastModifiedDate" ></field> 
   			</entity>
   		</document>
   	</dataConfig>

3. In the query section, set the SQL query that select the data from Microsoft Dataverse. deltaQuery and deltaImportquery define the ID and the conditions when using incremental updates from the second import of the same entity.
4. After all settings are done, restart Solr.

   	> solr stop -all
   	> solr start
   	

Run a DataImport of Microsoft Dataverse Data.

1. Execute DataImport from the URL below:
   http://localhost:8983/solr/#/CDataCore/dataimport//dataimport 👁 Load Microsoft Dataverse data to Solr using Data Import.
   
2. Select the "full-import" Command, choose the table from Entity, and click "Execute." 👁 Execute full import in Solr.
   
3. Check the result of the import from the Query. 👁 Check the full import result of Microsoft Dataverse.
   
4. Try an incremental update using deltaQuery. Modify some data in the original Microsoft Dataverse data set. Select the "delta-import" command this time from DataImport window and click "Execute." 👁 Execute Delta import in Solr.
   
5. Check the result of the incremental update. 👁 Check the delta import result of Microsoft Dataverse.
   

Using the CData JDBC Driver for Microsoft Dataverse you are able to create an automated import of Microsoft Dataverse data into Apache Solr. Download a free, 30 day trial of any of the hundreds of CData JDBC Drivers and get started today.