Create an SAP BusinessObjects Universe on the CData JDBC Driver for Act CRM

詳細情報をご希望ですか?

無償トライアル:

ダウンロードへ

製品の詳細情報へ:

Act CRM JDBC Driver

Companies、Contact、Groups、Opportunities などのAct CRM データを組み込んだパワフルなJava アプリケーションを短時間・低コストで作成して配布できます。



Provide connectivity to Act CRM data through an SAP BusinessObjects universe.

This article shows how to use the CData JDBC Driver for Act CRM to connect to Act CRM from SAP BusinessObjects Business Intelligence applications. You will use the Information Design Tool to analyze Act CRM data and create a universe on the CData JDBC Driver for Act CRM. You will then connect to the universe from Web Intelligence.

Create the JDBC Connection to Act CRM

Follow the steps below to create a connection to the Act CRM JDBC data source in the Information Design Tool.

  1. Copy the CData JAR and .lic file into the following subfolder in the installation directory for BusinessObjects: dataAccess\connectionServer\jdbc\drivers\jdbc. The CData JAR is located in the lib subfolder of the installation directory.
  2. Right-click your project and click New -> New Relational Connection.
  3. In the wizard that results, click Generic -> Generic JDBC datasource -> JDBC Drivers.
  4. On the next page of the wizard enter the connection details.
  5. On the next page, set the Authentication Mode option to "Use specified username and password". Enter the username, password, and JDBC URL. The JDBC URL begins with jdbc:actcrm: and is followed by a semicolon-separated list of connection properties.

    Authentication セクションのUserPassword プロパティに、有効なAct! ユーザー資格情報を設定する必要があります。認証値に加えて、以下も参照してください。

    • Act! Premium への接続

      認証値に加えて、Act! へのURL も設定が必要です。例:https://eup1-iis-04.eu.hosted.act.com/。

      さらに、接続するActDatabase を指定する必要があります。これは、ご自分のアカウントの[About Act! Premium]メニューのページ右上にある[?]で確認することができます。表示されたウィンドウの[Database Name]を使用します。

    • Act! Premium Cloud への接続

      Act! Premium Cloud アカウントに接続するには、ActCloudName プロパティも指定する必要があります。このプロパティはCloud アカウントのURL アドレスで確認できます。例:https://eup1-iis-04.eu.hosted.act.com/ActCloudName/。

    ActCRM メタデータの取得は高負荷になる可能性があることに注意してください。CacheMetadata プロパティを設定して、メタデータをローカルに格納することをお勧めします。

    A typical JDBC URL is below:

    jdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;
  6. Enter the driver class: cdata.jdbc.actcrm.ActCRMDriver
  7. Finish the wizard with the default values for connection pooling and custom parameters.

Analyze Act CRM Data in the Information Design Tool

You can use the JDBC connection to analyze Act CRM data in the Information Design Tool.

  1. In the Local Projects view, double-click the connection (the .cnx file) to open the Act CRM data source.
  2. On the Show Values tab, you can load table data and enter SQL queries. To view table data, expand the node for the table, right-click the table, and click Show Values. Values will be displayed in the Raw Data tab.
  3. On the Analysis tab, you can then analyze data by dragging and dropping columns onto the axes of a chart.

Publish the Local Connection

To publish the universe to the CMS, you additionally need to publish the connection.

  1. In the Local Projects view, right-click the connection and click Publish Connection to a Repository.
  2. Enter the host and port of the repository and connection credentials.
  3. Select the folder where the connection will be published.
  4. In the success dialog that results, click Yes to create a connection shortcut.

Create a Universe on the JDBC Driver for Act CRM

You can follow the steps below to create a universe on the JDBC driver. The universe in this example will be published to a repository, so it uses the published connection created in the previous step.

  1. In the Information Design Tool, click File->New Universe.
  2. Select your project.
  3. Select the option to create the universe on a relational data source.
  4. Select the shortcut to the published connection.
  5. Enter a name for the Data Foundation.
  6. Import tables and columns that you want to access as objects.
  7. Enter a name for the Business Layer.

Publish the Universe

You can follow the steps below to publish the universe to the CMS.

  1. In the Local Projects view, right-click the business layer and click Publish -> To a Repository.
  2. In the Publish Universe dialog, enter any integrity checks before importing.
  3. Select or create a folder on the repository where the universe will be published.

Query Act CRM Data in Web Intelligence

You can use the published universe to connect to Act CRM in Web Intelligence.

  1. Copy the cdata.jdbc.actcrm.lic file to the following subfolder in the BusinessObjects installation directory: \dataAccess\connectionServer\jdbc\drivers\jdbc. The license file is located in the lib subfolder of the installation directory.
  2. Open Web Intelligence from the BusinessObjects launchpad and create a new document.
  3. Select the Universe option for the data source.
  4. Select the Act CRM universe. This opens a Query Panel. Drag objects to the Result Objects pane to use them in the query.