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Enable the CData JDBC Driver for Dynamics CRM in KNIME

Use standard data access components in KNIME to create charts and reports with Dynamics CRM data.

One of the strengths of the CData JDBC Driver for Dynamics CRM is its cross-platform support, enabling integration with major BI tools. Follow the procedure below to access Dynamics CRM data in KNIME and to create a chart from Dynamics CRM data using the report designer.

Define a New JDBC Connection to Dynamics CRM Data

  1. If you have not already done so, install the Report Designer extension: Click File -> Install KNIME Extensions, and filter on "Report".
  2. In a new workflow, click File -> Preferences and expand the KNIME -> Database Driver nodes to add cdata.jdbc.dynamicscrm.jar. The driver JAR is located in the lib subfolder of the installation directory.
  3. In the Node Repository view, expand the Database node and drag a Database Reader onto the workflow editor.
  4. Double-click the Database Reader and set the following properties:

    • Database Driver: In the menu, select the CData JDBC driver.
    • Database URL: Enter the connection properties. The JDBC URL begins with jdbc:dynamicscrm: and is followed by a semicolon-separated list of connection properties.

      Dynamics CRM では、インスタンスごとに接続文字列の設定が必要です。 Authentication セクションでは、有効なDynamics CRM のUser、Password の入力、およびDynamics CRM Server Organization root のURL を設定します。さらに、CRMVersion プロパティに、'CRM2011+' もしくは'CRMOnline' を設定します。IFD コンフィグレーションもサポートされていますので、InternetFacingDeployment をTRUE に設定してください。

      また、Security Token Service(STS)、もしくはAD FS エンドポイントをSTSURL プロパティに設定することもできます。 この値はGetSTSUrl ストアドプロシージャで取得できます。 Office 365 ユーザーはデフォルトSTS URL にCRMVersion の設定だけで接続することができます。

      A typical JDBC URL is below. jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;

    • User Name: The username used to authenticate.
    • Password: The password used to authenticate.
    • SQL Statement: Enter an SQL query in the SQL Statement box or double-click a table. This article uses the query below to create a chart: SELECT Contact.FirstName, SUM(Account.NumberOfEmployees) FROM Contact, Account GROUP BY Contact.FirstName
  5. Test the connection by clicking Fetch Metadata.

  6. Connect the Database Reader to a Data to Report node to supply the dataset to a range of data visualization controls. Click Execute and then click Edit Report at the top of the workflow to open the report designer perspective.
  7. You can now generate reports based on live data. To create a chart, drag the chart control from the palette to the report designer. In the resulting wizard, you can use the filtering and aggregation controls available in KNIME.
 
 
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