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MicroStrategy Desktop でCData JDBC Driver for Dynamics CRM を使用

CData JDBC Driver for Dynamics CRM を使用して、MicroStrategy Desktop からDynamics CRM data にデータ連携。

MicroStrategy は、データ駆動型のイノベーションを可能にする分析およびモビリティプラットフォームです。MicroStrategy をCData JDBC Driver for Dynamics CRM と組み合わせると、MicroStrategy からライブDynamics CRM data へのデータベースのようなアクセスが可能になり、レポートや分析で利用可能です。ここでは、MicroStrategy Desktop のデータソースとしてDynamics CRM を追加し、Dynamics CRM data の簡単なビジュアライゼーションを作成する方法について説明します。

CData JDBC ドライバーは、ドライバーに組み込まれた最適化されたデータ処理により、MicroStrategy からDynamics CRM data への連携に高いパフォーマンスを提供します。MicroStrategy からDynamics CRM に複雑なSQL クエリを発行すると、ドライバーはフィルタや集計などのサポートされているSQL 操作を直接Dynamics CRM にプッシュし、埋め込みSQL エンジンを使用してサポートされていない操作(SQL関数やJOIN 操作)を処理します。ビルトインダイナミックメタデータクエリを使用すると、ネイティブのMicroStrategy データ型を使用してDynamics CRM data を視覚化および分析することができます。

MicroStrategy Desktop を使用してDynamics CRM Data に接続して視覚化

In addition to connecting to Dynamics CRM in MicroStrategy enterprise products, you can connect to Dynamics CRM in MicroStrategy Desktop.Follow the steps below to add Dynamics CRM data as a dataset using JDBC and create visualizations and reports of Dynamics CRM data.

  1. Open MicroStrategy Desktop and create a new dossier.
  2. In the datasets panel, click New Data, select Databases, and choose Select a Table as the Import Option.
  3. Add a new data source and choose the DSN-less data sources option.
  4. Choose Generic in the Database menu and Generic DBMS in the Version menu.
  5. Click the link to show the connection string and opt to edit the connection string.In the Driver menu, select MicroStrategy Cassandra ODBC Driver.(MicroStrategy requires a certified driver to interface through JDBC; the actual driver will not be used.)
  6. Set the connection string as follows and click OK:
    • Add the JDBC keyword to the connection string.
    • Set MSTR_JDBC_JAR_FOLDER to the path of the JAR file for the JDBC driver.(C:\Program Files\CData JDBC Driver for Dynamics CRM\lib\ on Windows.)
    • Set DRIVER to cdata.jdbc.dynamicscrm.DynamicsCRMDriver, the driver class.
    • Set URL to the JDBC URL for the Dynamics CRM driver, setting the necessary connection properties.

      The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

      Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

      ビルトイン接続文字列デザイナー

      For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics CRM JDBC Driver.Either double-click the JAR file or execute the jar file from the command-line.

      java -jar cdata.jdbc.dynamicscrm.jar

      Fill in the connection properties and copy the connection string to the clipboard.

      When you configure the JDBC URL, you may also want to set the Max Rows connection property.This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical connection string follows:

    JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.dynamicscrm.DynamicsCRMDriver;URL={jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;};
  7. Right-click on the new data source, and choose Edit catalog options.
  8. Edit the SQL Statement to SELECT * FROM SYS_SCHEMAS to read the metadata from the JDBC Driver.
  9. Select the new data source to view the available tables.You may need to manually click the search icon in the Available Tables section to see the tables.
  10. Drag tables into the pane to import them. Note:Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products.
  11. Click Finish and choose the option to connect Live.Live connections are possible and effective, thanks to the high-performance data processing native to CData JDBC Drivers.
  12. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Dynamics CRM data.Data types are discovered automatically through dynamic metadata discovery.Where possible, the complex queries generated by the filters and aggregations will be pushed down to Dynamics CRM, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the driver.
  13. Once you are finished configuring the dossier, click File -> Save.

Using the CData JDBC Driver for Dynamics CRM in MicroStrategy Desktop, you can easily create robust visualizations and reports on Dynamics CRM data.Read our other articles for connecting to Dynamics CRM data in MicroStrategy Developer and connecting to Dynamics CRM data in MicroStrategy Web for more examples.

 
 
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