Connect to Dynamics 365 Data in DigitalSuite Studio through RunMyProcess DSEC

The CData JDBC Driver for Dynamics 365 implements JDBC Standards and enables a applications ranging from BI to IDE to connect with Dynamics 365. In this article, we describe how to connect to Dynamics 365 data from Arkobi Digital RunMyProcess's DSEC and connect to Dynamics 365 in RunMyProcess.

Getting Started

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Setting up EnterpriseConnect Agent

Configure the EnterpriseConnect Agent following the EnterpriseConnect page in the RunMyProcess documentation.

Setting up JDBC Adapter

The JDBC Adapter section describes the steps to connect to RDBMS through JDBC. Follow the steps and open the JDBC.config file.

1. Create a JSON entry for the CData JDBC Driver for Dynamics 365, e.g.

   Dynamics365 = {
    "sqlDriver" : "...",
    "sqlSource" : "...",
    "sqlDriverPath" : "..."
   }
   

2. Set the "sqlDriver" field to the Class name for the CData JDBC Driver, e.g.
   cdata.jdbc.dynamics365.Dynamics365Driver
3. Set the "sqlSource" field to a JDBC URL for connecting to Dynamics 365, e.g.
   jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH;

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics 365 JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.dynamics365.jar
   

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

   Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

   For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

   OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   
4. Set the "sqlDriverPath" field to the name of the CData JDBC Driver JAR file, e.g.
   cdata.jdbc.dynamics365.jar

Sample JDBC.config File

#DBAgent Configuration
Dynamics365 = {"sqlDriver" : "cdata.jdbc.dynamics365.Dynamics365Driver", "sqlSource" = "jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH;","sqlDriverPath" = "cdata.jdbc.dynamics365.jar" }

Put the JDBC driver JAR file (cdata.jdbc.dynamics365.jar) into the same directory as unified-adapter-[version].jar.

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Note: Make sure to put the CData license file (cdata.jdbc.dynamics365.lic) into the same directory. Since the license is generated based on the unique identifier of the machine where the product in installed, you will need an offline activation if you want to put the file on another machine.

Starting DigitalSuite EnterpriseConnect Agent

In Windows, start RunMyProcess DigitalSuite EnterpriseConnect Agent in Windows services. To start the application through command line, see Starting the EnterpriseConnect Agent in the RunMyProcess documents.

Starting the JDBC Adapter

Start the JDBC Adapter from runAdapter.bat. Once the Adapter is running, you can access the application through the agent address (e.g. 127.0.0.1:8080). Below is an example executing the command in Windows.

... > java -Djava.util.logging.config.file=./log.properties -cp lib/* org.runmyprocess.sec2.AdapterHandler :
2021-06-09 14:37:58|INFO|correlationId=|Searching for config file...
2021-06-09 14:37:58|INFO|correlationId=|Adapter Handler started with [JDBC] configuration
2021-06-09 14:37:59|INFO|correlationId=|agent address: 127.0.0.1:8080
2021-06-09 14:38:00.251:INFO::ConnectionThread: Logging initialized @1820ms to org.eclipse.jetty.util.log.StdErrLog
2021-06-09 14:38:00|INFO|correlationId=|onConnect() websocket connection between Agent and Adapter established

Once the DigitalSuite EnterpriseConnect Agent and JDBC Adapter are running, access http://localhost:(specified-port-number)/ through your browser to open the page shown below.

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Check the availability of the JDBC Adapter using tools such as Postman or cURL. Here, we use Postman to send the HTTP POST request.

Configure the RequestHeader as follows:

Content-Type application/json

Configure the RequestBody as follows:

{
	"protocol":"JDBC",
	"data":{
		"DBType":"Dynamics365",
		"sqlUsername":"",
		"sqlPassword":"",
		"sqlStatement":"SELECT * FROM GoalHeadings"
	}
}

If the JDBC.config file contains credential information, sqlUsername and sqlPassword can be left empty. If you are not sure of the table name, you can retrieve the list of tables using the request SELECT * FROM sys_tables

The request is successful if the Status is 200 and the Body contains Dynamics 365 data in JSON format.

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Connect to Dynamics 365 through DSEC Agent in DigitalSuite Studio

Create a DigitalSuite Studio project and then create a Provider in the project.

• URL: The URL for accessing JDBC Agent (e.g. http:localhost:8080/)
• Authentication Scheme: Login/password
• Login: The value from agent.user in the application.properties file
• Password: agent.password in the application.properties file
• Secured: Checked
• Use DigitalSuite EnterpriseConnect: Checked
• With domain: The value from agent.domain in application.properties file

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Next, create a Connector in the Provider.

• Connector URL: Leave this empty
• Architecture: REST/XML-RPC
• Method: POST
• Result format: JSON
• Accept media type: application/json
• Character set: Automatic
• Content: Same as the Request body used in the JDBC Adapter
• Content type: application/json

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The JSON data we used as the Request body in JDBC Adapter:

{
	"protocol":"JDBC",
	"data":{
		"DBType":"Dynamics365",
		"sqlUsername":"",
		"sqlPassword":"",
		"sqlStatement":"SELECT * FROM GoalHeadings"
	}
}

Open Launch Test to perform the test. The test is successful if Dynamics 365 data is shown in Result on the right pane.

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Now you can use Dynamics 365 data in RunMyProcess DigitalSuite Studio through DSEC.

For the detailed information on supported SQL commands, refer to the SQL Compliance section in our help documentation. For information on tables, refer to the Data Model section.