Stream Dynamics 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 Dynamics CRM, Kafka can work with live Dynamics CRM data. This article describes how to connect, access and stream Dynamics CRM data into Apache Kafka Topics and to start Confluent Control Center to help users secure, manage, and monitor the Dynamics 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 Dynamics CRM data. When you issue complex SQL queries to Dynamics CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics 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 Dynamics CRM data using native data types.

Getting Started

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Prerequisites

Before connecting the CData JDBC Driver for streaming Dynamics 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 Dynamics CRM data

1. Download CData JDBC Driver for Dynamics 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 Dynamics CRM

      		mkdir DynamicsCRM
      		

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

      		mv DynamicsCRMJDBCDriver.zip DynamicsCRM/
      		

   3. Unzip the CData DynamicsCRMJDBCDriver contents into this new directory

      		unzip DynamicsCRMJDBCDriver.zip
      		

3. Open the Dynamics 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 Dynamics CRM into the lib folder of Kafka Connect JDBC. Check the Kafka Connect JDBC folder contents to confirm that the cdata.jdbc.dynamicscrm.jar file is successfully copied into the lib folder

   cp -r /path/to/CData JDBC Driver for Dynamics 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 Dynamics CRM JDBC driver license using the given command, followed by your Name and Email ID

   	java -jar cdata.jdbc.dynamicscrm.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 Dynamics 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_dynamicscrm_01", 
   		"config": { 
   			"connector.class": "io.confluent.connect.jdbc.JdbcSourceConnector", 
   			"connection.url": "jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;",
   		"topic.prefix": "dynamicscrm-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 Dynamics 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 Dynamics CRM. 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.

     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.

     👁 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 "dynamicscrm-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 Dynamics 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 Dynamics CRM and start streaming Dynamics CRM data into Apache Kafka. Reach out to our Support Team if you have any questions.