Create Informatica Mappings From/To a JDBC Data Source for Dynamics CRM

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC Driver for Dynamics CRM, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Dynamics CRM data in Informatica PowerCenter.

Getting Started

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Deploy the Driver

To deploy the driver to the Informatica PowerCenter server, copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, to the following folder: Informatica-installation-directory\services\shared\jars\thirdparty.

To work with Dynamics CRM data in the Developer tool, you will need to copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, into the following folders:

• Informatica-installation-directory\client\externaljdbcjars
• Informatica-installation-directory\externaljdbcjars

Create the JDBC Connection

Follow the steps below to connect from Informatica Developer:

1. In the Connection Explorer pane, right-click your domain and click Create a Connection.
2. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select JDBC.
3. In the JDBC Driver Class Name property, enter:

   cdata.jdbc.dynamicscrm.DynamicsCRMDriver

4. In the Connection String property, enter the JDBC URL, using the connection properties for Dynamics CRM.

   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.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   A typical connection string is below:

   jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;

Browse Dynamics CRM Tables

After you have added the driver JAR to the classpath and created a JDBC connection, you can now access Dynamics CRM entities in Informatica. Follow the steps below to connect to Dynamics CRM and browse Dynamics CRM tables:

1. Connect to your repository.
2. In the Connection Explorer, right-click the connection and click Connect.
3. Clear the Show Default Schema Only option. 👁 The driver models Dynamics CRM entities as relational tables. (Salesforce is shown.)
   

You can now browse Dynamics CRM tables in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create Dynamics CRM Data Objects

Follow the steps below to add Dynamics CRM tables to your project:

1. Select tables in Dynamics CRM, then right-click a table in Dynamics CRM, and click Add to Project.
2. In the resulting dialog, select the option to create a data object for each resource.
3. In the Select Location dialog, select your project.

   Create a Mapping

   Follow the steps below to add the Dynamics CRM source to a mapping:

   1. In the Object Explorer, right-click your project and then click New -> Mapping.
   2. Expand the node for the Dynamics CRM connection and then drag the data object for the table onto the editor.
   3. In the dialog that appears, select the Read option.
   👁 The source Dynamics CRM table in the mapping. (Salesforce is shown.)
   

   Follow the steps below to map Dynamics CRM columns to a flat file:

   1. In the Object Explorer, right-click your project and then click New -> Data Object.
   2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
   3. In the properties for the Dynamics CRM object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
   4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
   5. Click and drag to connect columns.

   To transfer Dynamics CRM data, right-click in the workspace and then click Run Mapping.

   👁 The completed mapping. (Salesforce is shown.)