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Back Up Act CRM data to SQL Server through SSIS

Easily back up data to SQL Server using the CData ADO.NET Provider for Act CRM. This example uses an SSIS workflow to populate a database with Act CRM data.

The CData ADO.NET Provider for Act CRM connects Act CRM data to applications that provide backup, reporting, full-text search, analytics, and more.

This example demonstrates how to use the provider for Act CRM inside of a SQL Server SSIS workflow to directly transfer Act CRM data into a Microsoft SQL Server database. The exact same procedure outlined below can be used with any CData ADO.NET Data Providers to connect SQL Server directly with remote data via SSIS.

  1. Open Visual Studio and create a new Integration Services project.
  2. Add a new Data Flow task from the toolbox onto the Control Flow screen.
  3. In the Data Flow screen, add an ADO.NET Source and an OLE DB Destination from the toolbox.

  4. Add a new connection and select .NET Providers\CData ADO.NET Provider for Act CRM 2015.
  5. In the connection manager, enter the connection details for Act CRM data. Below is a typical connection string:

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

    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.

  6. Open the DataReader editor and set the following information:

    • ADO.NET connection manager: In the Connection Managers menu, select the Data Connection you just created.
    • Data access mode: Select 'SQL command'.
    • SQL command text: In the DataReader Source editor, open the Component Properties tab and enter a SELECT command, such as the one below:

      SELECT ActivityDisplayName, Subject FROM Activities

  7. Close the DataReader editor and drag the arrow below the DataReader Source to connect it to the OLE DB Destination.
  8. Open the OLE DB Destination and enter the following information in the Destination Component Editor.

    • Connection manager: Add a new connection. Enter your server and database information here. In this example, SQLExpress is running on a separate machine.
    • Data access mode: Set your data access mode to "table or view" and select the table or view to populate in your database.
  9. Configure any properties you wish on the Mappings screen.

  10. Close the OLE DB Destination Editor and run the project. After the SSIS task has finished executing, your database will be populated with data obtained from Act CRM data.
 
 
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