Configure a Solicit-Response Send Port for the CData BizTalk Adapter for FinancialForce

Use the adapter for FinancialForce with a solicit-response send port to execute updategrams and data manipulation SQL in BizTalk.

This section provides step-by-step instructions for creating, configuring, and testing a static solicit-response send port using the CData BizTalk Adapter for FinancialForce. You can use a static solicit-response send port to execute commands and access the results in BizTalk. You can use send ports to execute updategram commands, SQL commands, and stored procedure operations.

Create and Configure the Send Port

Create a static solicit-response send port and configure it to use the adapter as its transport type.

  1. If you have not already done so, open your BizTalk application in the BizTalk Administration Console.
  2. In the node for your BizTalk application, right-click Send Ports and select New -> Static Solicit-Response Send Port. The Send Port Properties dialog is displayed.
  3. In the Send Port properties, enter a name for the receive port.
  4. In the Transport Type menu, select CData.FinancialForce;.
  5. In the Send pipeline menu, select the default option, PassThruTransmit.
  6. In the Receive pipeline menu, select the default option, PassThruReceive.

Configure the Adapter

Define the command the adapter will execute in the Transport Properties dialog.

  1. In the send port properties, click the Configure button. The Adapter Transport Properties dialog is displayed.
  2. In the CommandType property, select the command type you want.
  3. If you want to execute an SQL command, enter the command in the SQL Command box.
Refer to the "Adapter Configuration" chapter in the help documentation for a description of the various properties and their functions.

Configure the Connection to FinancialForce

Configure credentials and other properties required to connect to FinancialForce in the Connection String Options dialog.

  1. In the send port properties, click Configure. The adapter properties dialog is displayed.
  2. Click the button in the Connection String property. The Connection String Options dialog is displayed.
  3. Enter the connection properties. Below is a typical connection string:

    User=myUser;Password=myPassword;Security Token=myToken;

    There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

    Authenticating with a Login and Token

    Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

    To disable the security token:

    1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
    2. Add your IP address to the list of trusted IP addresses.

    To obtain the security token:

    1. Open the personal information page on FinancialForce.com.
    2. Click the link to reset your security token. The token will be emailed to you.
    3. Specify the security token in the SecurityToken connection property or append it to the Password.

    Authenticating with OAuth

    If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

    Connecting to FinancialForce Sandbox Accounts

    Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

  4. Click Test Connection to verify the values and test connectivity.
Refer to the "Connection String Options" chapter in the help documentation for a description of the various properties and their functions. The updategram tutorial for the adapter for FinancialForce walks through the steps to create a simple application that uses a solicit-response send port to execute an insert updategram to FinancialForce.
 
 
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