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How to import Sugar CRM Data into Apache Solr

Use the CData JDBC Driver for Sugar CRM in Data Import Handler and create an automated import of Sugar CRM data to Apache Solr Enterprise Search platform.

The Apache Solr platform is a popular, blazing-fast, open source enterprise search solution built on Apache Lucene.

Apache Solr is equipped with the Data Import Handler (DIH), which can import data from databases and, XML, CSV, and JSON files. When paired with the CData JDBC Driver for Sugar CRM, you can easily import Sugar CRM data to Apache Solr. In this article, we show step-by-step how to use CData JDBC Driver in Apache Solr Data Import Handler and import Sugar CRM data for use in enterprise search.

Create an Apache Solr Core and a Schema for Importing Sugar CRM

  1. Run Apache Solr and create a Core. > solr create -c CDataCore For this article, Solr is running as a standalone instance in the local environment and you can access the core at this URL: http://localhost:8983/solr/#/CDataCore/core-overview
  2. Create a schema consisting of "field" objects to represent the columns of the Sugar CRM data to be imported and a unique key for the entity. LastModifiedDate, if it exists in Sugar CRM, is used for incremental updates. If it does not exist, you cannot do the deltaquery in the later section. Save the schema in the managed-schema file created by Apache Solr.
  3. SugarCRMUniqueKey
  4. Install the CData Sugar CRM JDBC Driver. Copy the JAR and license file (cdata.sugarcrm.jar and cdata.jdbc.sugarcrm.lic) to the Solr directory.
    • CData JDBC JAR file: C:\Program Files\CData\CData JDBC Driver for Sugar CRM ####\lib
    • Apache Solr: solr-8.5.2\server\lib

Now we are ready to use Sugar CRM data in Solr.

Define an Import of Sugar CRM to Apache Solr

In this section, we walk through configuring the Data Import Handler.

  1. Modify the Config file of the created Core. Add the JAR file reference and add the DIH RequestHander definition. <lib dir="${solr.install.dir:../../../..}/dist/" regex="solr-dataimporthandler-.*\.jar" /> <requestHandler name="/dataimport" class="org.apache.solr.handler.dataimport.DataImportHandler"> <lst name="defaults"> <str name="config">solr-data-config.xml</str> </lst> </requestHandler>
  2. Next, create a solr-data-config.xml at the same level. In this article, we retrieve a table from Sugar CRM, but you can use a custom SQL query to request data as well. The Driver Class and a sample JDBC Connection string are in the sample code below. <dataConfig> <dataSource driver="cdata.jdbc.sugarcrm.SugarCRMDriver" url="jdbc:sugarcrm:User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;"> </dataSource> <document> <entity name="Accounts" query="SELECT Id,SugarCRMColumn1,SugarCRMColumn2,SugarCRMColumn3,SugarCRMColumn4,SugarCRMColumn5,SugarCRMColumn6,SugarCRMColumn7,LastModifiedDate FROM Accounts" deltaQuery="SELECT Id FROM Accounts where LastModifiedDate >= '${dataimporter.last_index_time}'" deltaImportQuery="SELECT Id,SugarCRMColumn1,SugarCRMColumn2,SugarCRMColumn3,SugarCRMColumn4,SugarCRMColumn5,SugarCRMColumn6,SugarCRMColumn7,LastModifiedDate FROM Accounts where Id=${}"> <field column="Id" name="Id" ></field> <field column="SugarCRMColumn1" name="SugarCRMColumn1" ></field> <field column="SugarCRMColumn2" name="SugarCRMColumn2" ></field> <field column="SugarCRMColumn3" name="SugarCRMColumn3" ></field> <field column="SugarCRMColumn4" name="SugarCRMColumn4" ></field> <field column="SugarCRMColumn5" name="SugarCRMColumn5" ></field> <field column="SugarCRMColumn6" name="SugarCRMColumn6" ></field> <field column="SugarCRMColumn7" name="SugarCRMColumn7" ></field> <field column="LastModifiedDate" name="LastModifiedDate" ></field> </entity> </document> </dataConfig>
  3. In the query section, set the SQL query that select the data from Sugar CRM. deltaQuery and deltaImportquery define the ID and the conditions when using incremental updates from the second import of the same entity.
  4. After all settings are done, restart Solr. > solr stop -all > solr start

Run a DataImport of Sugar CRM Data.

  1. Execute DataImport from the URL below:
  2. Select the "full-import" Command, choose the table from Entity, and click "Execute."
  3. Check the result of the import from the Query.
  4. Try an incremental update using deltaQuery. Modify some data in the original Sugar CRM data set. Select the "delta-import" command this time from DataImport window and click "Execute."
  5. Check the result of the incremental update.

Using the CData JDBC Driver for Sugar CRM you are able to create an automated import of Sugar CRM data into Apache Solr. Download a free, 30 day trial of any of the 200+ CData JDBC Drivers and get started today.