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Act CRMData のPostgreSQL インターフェース

Act CRM JDBC Driver のRemoting 機能を使用して、データアクセス用のPostgreSQL エントリポイントを作成します。

インターネット上には利用可能な膨大な数のPostgreSQL クライアントがあります。標準のドライバーからBI および分析ツールまで、PostgreSQL はデータアクセスのための人気の高いインタフェースです。 JDBC ドライバーを使用して、標準クライアントから接続できるPostgreSQL エントリポイントを作成することができます。

PostgreSQL データベースとしてAct CRM data にアクセスするには、CData JDBC Driver for Act CRM とJDBC 外部データラッパー(FDW)を使用します。ここでは、FDW をコンパイルしてインストールし、PostgreSQL サーバーからAct CRM data をクエリします。

JDBC データソースにAct CRM Data を設定

To connect to Act CRM as a JDBC data source, you will need the following:

  • Driver JAR path: The JAR is located in the lib subfolder of the installation directory.
  • Driver class: cdata.jdbc.actcrm.ActCRMDriver

  • JDBC URL: The URL must start with "jdbc:actcrm:" and can include any of the connection properties in name-value pairs separated with semicolons.

    The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

    • Connecting to Act! Premium

      In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

      Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

    • Connecting to Act! Premium Cloud

      To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

    Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

    ビルトイン接続文字列デザイナー

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

    java -jar cdata.jdbc.actcrm.jar

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

    A typical JDBC URL is below:

    jdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;

JDBC Foreign Data Wrapper をビルド

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL.The jdbc2_fdw extension is used as an example.

  1. Add a symlink from the shared object for your version of the JRE to /usr/lib/libjvm.so.For example: ln -s /usr/lib/jvm/java-6-openjdk/jre/lib/amd64/server/libjvm.so /usr/lib/libjvm.so
  2. Start the build: make install USE_PGXS=1

Act CRM Data をPostgreSQL データベースとしてクエリ

After you have installed the extension, follow the steps below to start executing queries to Act CRM data:

  1. Log into your database.
  2. Load the extension for the database: CREATE EXTENSION jdbc2_fdw;
  3. Create a server object for Act CRM: CREATE SERVER ActCRM FOREIGN DATA WRAPPER jdbc2_fdw OPTIONS ( drivername 'cdata.jdbc.actcrm.ActCRMDriver', url 'jdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;', querytimeout '15', jarfile '/home/MyUser/CData/CData\ JDBC\ Driver\ for\ Salesforce MyDriverEdition/lib/cdata.jdbc.actcrm.jar');
  4. Create a user mapping for the username and password of a user known to the MySQL daemon. CREATE USER MAPPING for postgres SERVER ActCRM OPTIONS ( username 'admin', password 'test');
  5. Create a foreign table in your local database: postgres=# CREATE FOREIGN TABLE activities ( activities_id text, activities_ActivityDisplayName text, activities_Subject numeric) SERVER ActCRM OPTIONS ( table_name 'activities');
You can now execute read/write commands to Act CRM: postgres=# SELECT * FROM activities;
 
 
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