Connect to Act CRM Data in DigitalSuite Studio through RunMyProcess DSEC

The CData JDBC Driver for Act CRM implements JDBC Standards and enables a applications ranging from BI to IDE to connect with Act CRM. In this article, we describe how to connect to Act CRM data from Arkobi Digital RunMyProcess's DSEC and connect to Act CRM in RunMyProcess.

Setting up EnterpriseConnect Agent

Configure the EnterpriseConnect Agent following the EnterpriseConnect page in the RunMyProcess documentation.

Setting up JDBC Adapter

The JDBC Adapter section describes the steps to connect to RDBMS through JDBC. Follow the steps and open the JDBC.config file.

1. Create a JSON entry for the CData JDBC Driver for Act CRM, e.g. ActCRM = { "sqlDriver" : "...", "sqlSource" : "...", "sqlDriverPath" : "..." }
2. Set the "sqlDriver" field to the Class name for the CData JDBC Driver, e.g.
   cdata.jdbc.actcrm.ActCRMDriver
3. Set the "sqlSource" field to a JDBC URL for connecting to Act CRM, e.g.
   jdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;

   Built-in Connection String Designer

   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.

   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.

4. Set the "sqlDriverPath" field to the name of the CData JDBC Driver JAR file, e.g.
   cdata.jdbc.actcrm.jar

Sample JDBC.config File

Put the JDBC driver JAR file (cdata.jdbc.actcrm.jar) into the same directory as unified-adapter-[version].jar.

Note: Make sure to put the CData license file (cdata.jdbc.actcrm.lic) into the same directory. Since the license is generated based on the unique identifier of the machine where the product in installed, you will need an offline activation if you want to put the file on another machine.

Starting DigitalSuite EnterpriseConnect Agent

In Windows, start RunMyProcess DigitalSuite EnterpriseConnect Agent in Windows services. To start the application through command line, see Starting the EnterpriseConnect Agent in the RunMyProcess documents.

Starting the JDBC Adapter

Start the JDBC Adapter from runAdapter.bat. Once the Adapter is running, you can access the application through the agent address (e.g. 127.0.0.1:8080). Below is an example executing the command in Windows.

Once the DigitalSuite EnterpriseConnect Agent and JDBC Adapter are running, access http://localhost:(specified-port-number)/ through your browser to open the page shown below.

Check the availability of the JDBC Adapter using tools such as Postman or cURL. Here, we use Postman to send the HTTP POST request.

Configure the RequestHeader as follows:

Configure the RequestBody as follows:

If the JDBC.config file contains credential information, sqlUsername and sqlPassword can be left empty. If you are not sure of the table name, you can retrieve the list of tables using the request SELECT * FROM sys_tables

The request is successful if the Status is 200 and the Body contains Act CRM data in JSON format.

Connect to Act CRM through DSEC Agent in DigitalSuite Studio

Create a DigitalSuite Studio project and then create a Provider in the project.

• URL: The URL for accessing JDBC Agent (e.g. http:localhost:8080/)
• Authentication Scheme: Login/password
• Login: The value from agent.user in the application.properties file
• Password: agent.password in the application.properties file
• Secured: Checked
• Use DigitalSuite EnterpriseConnect: Checked
• With domain: The value from agent.domain in application.properties file

Next, create a Connector in the Provider.

• Connector URL: Leave this empty
• Architecture: REST/XML-RPC
• Method: POST
• Result format: JSON
• Accept media type: application/json
• Character set: Automatic
• Content: Same as the Request body used in the JDBC Adapter
• Content type: application/json

The JSON data we used as the Request body in JDBC Adapter:

{ "protocol":"JDBC", "data":{ "DBType":"ActCRM", "sqlUsername":"", "sqlPassword":"", "sqlStatement":"SELECT * FROM Activities" } }

Open Launch Test to perform the test. The test is successful if Act CRM data is shown in Result on the right pane.

Now you can use Act CRM data in RunMyProcess DigitalSuite Studio through DSEC.

For the detailed information on supported SQL commands, refer to the SQL Compliance section in our help documentation. For information on tables, refer to the Data Model section.