How to Work with Dynamics CRM Data in AWS Glue Jobs Using JDBC

AWS Glue is an ETL service from Amazon that allows you to easily prepare and load your data for storage and analytics. Using the PySpark module along with AWS Glue, you can create jobs that work with data over JDBC connectivity, loading the data directly into AWS data stores. In this article, we walk through uploading the CData JDBC Driver for Dynamics CRM into an Amazon S3 bucket and creating and running an AWS Glue job to extract Dynamics CRM data and store it in S3 as a CSV file.

Getting Started

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Upload the CData JDBC Driver for Dynamics CRM to an Amazon S3 Bucket

In order to work with the CData JDBC Driver for Dynamics CRM in AWS Glue, you will need to store it (and any relevant license files) in an Amazon S3 bucket.

1. Open the Amazon S3 Console.
2. Select an existing bucket (or create a new one).
3. Click Upload
4. Select the JAR file (cdata.jdbc.dynamicscrm.jar) found in the lib directory in the installation location for the driver.

Configure the Amazon Glue Job

1. Navigate to ETL -> Jobs from the AWS Glue Console.
2. Click Add Job to create a new Glue job.
3. Fill in the Job properties:
   • Name: Fill in a name for the job, for example: DynamicsCRMGlueJob.
   • IAM Role: Select (or create) an IAM role that has the AWSGlueServiceRole and AmazonS3FullAccess permissions policies. The latter policy is necessary to access both the JDBC Driver and the output destination in Amazon S3.
   • Type: Select "Spark".
   • Glue Version: Select "Spark 2.4, Python 3 (Glue Version 1.0)".
   • This job runs: Select "A new script to be authored by you".
     Populate the script properties:
   • Script file name: A name for the script file, for example: GlueDynamicsCRMJDBC
   • S3 path where the script is stored: Fill in or browse to an S3 bucket.
   • Temporary directory: Fill in or browse to an S3 bucket.
   • Expand Security configuration, script libraries and job parameters (optional). For Dependent jars path, fill in or browse to the S3 bucket where you uploaded the JAR file. Be sure to include the name of the JAR file itself in the path, i.e.: s3://mybucket/cdata.jdbc.dynamicscrm.jar
4. Click Next. Here you will have the option to add connection to other AWS endpoints. So, if your Destination is Redshift, MySQL, etc, you can create and use connections to those data sources.
5. Click "Save job and edit script" to create the job.
6. In the editor that opens, write a python script for the job. You can use the sample script (see below) as an example.

Sample Glue Script

To connect to Dynamics CRM using the CData JDBC driver, you will need to create a JDBC URL, populating the necessary connection properties. Additionally, you will need to set the property in the JDBC URL (unless you are using a Beta driver). You can view the licensing file included in the installation for information on how to set this property.

The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

Built-in Connection String Designer

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

java -jar cdata.jdbc.dynamicscrm.jar

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

To host the JDBC driver in Amazon S3, you will need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Below is a sample script that uses the CData JDBC driver with the PySpark and AWSGlue modules to extract Dynamics CRM data and write it to an S3 bucket in CSV format. Make any necessary changes to the script to suit your needs and save the job.

import sys
from awsglue.transforms import *
from awsglue.utils import getResolvedOptions
from pyspark.context import SparkContext
from awsglue.context import GlueContext
from awsglue.dynamicframe import DynamicFrame
from awsglue.job import Job

args = getResolvedOptions(sys.argv, ['JOB_NAME'])

sparkContext = SparkContext()
glueContext = GlueContext(sparkContext)
sparkSession = glueContext.spark_session

##Use the CData JDBC driver to read Dynamics CRM data from the Account table into a DataFrame
##Note the populated JDBC URL and driver class name
source_df = sparkSession.read.format("jdbc").option("url","jdbc:dynamicscrm:RTK=5246...;User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;").option("dbtable","Account").option("driver","cdata.jdbc.dynamicscrm.DynamicsCRMDriver").load()

glueJob = Job(glueContext)
glueJob.init(args['JOB_NAME'], args)

##Convert DataFrames to AWS Glue's DynamicFrames Object
dynamic_dframe = DynamicFrame.fromDF(source_df, glueContext, "dynamic_df")

##Write the DynamicFrame as a file in CSV format to a folder in an S3 bucket. 
##It is possible to write to any Amazon data store (SQL Server, Redshift, etc) by using any previously defined connections.
retDatasink4 = glueContext.write_dynamic_frame.from_options(frame = dynamic_dframe, connection_type = "s3", connection_options = {"path": "s3://mybucket/outfiles"}, format = "csv", transformation_ctx = "datasink4")

glueJob.commit()

Run the Glue Job

With the script written, we are ready to run the Glue job. Click Run Job and wait for the extract/load to complete. You can view the status of the job from the Jobs page in the AWS Glue Console. Once the Job has succeeded, you will have a CSV file in your S3 bucket with data from the Dynamics CRM Account table.

Using the CData JDBC Driver for Dynamics CRM in AWS Glue, you can easily create ETL jobs for Dynamics CRM data, whether writing the data to an S3 bucket or loading it into any other AWS data store.