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Bridge Act CRM Connectivity with Apache NiFi

Access and process Act CRM data in Apache NiFi using the CData JDBC Driver.

Apache NiFi supports powerful and scalable directed graphs of data routing, transformation, and system mediation logic. When paired with the CData JDBC Driver for Act CRM, NiFi can work with live Act CRM data. This article describes how to connect to and query Act CRM data from an Apache NiFi Flow.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Act CRM data. When you issue complex SQL queries to Act CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Act CRM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Act CRM data using native data types.

Connecting to Act CRM Data in Apache NiFi

  1. Download the CData JDBC Driver for Act CRM installer, unzip the package, and run the JAR file to install the driver.
  2. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.actcrm.jar (and cdata.jdbc.actcrm.lic), to the Apache NiFi lib subfolder, for example, C:\nifi-1.3.0-bin\nifi-1.3.0\lib.

    On Windows, the default location for the CData JDBC Driver is C:\Program Files\CData\CData JDBC Driver for Act CRM.

  3. Start Apache NiFi. For example:

    cd C:\nifi-1.3.0-bin\nifi-1.3.0\bin
    run-nifi.bat
    
  4. Navigate to the Apache NiFi UI in your web browser: typically http://localhost:8080/nifi
  5. Click the (Configuration) button from the Operate sidebar.
  6. In the NiFi Flow Configuration page, navigate to the Controller Services tab.
  7. Click the button to create a new controller service.
  8. In the Add Controller Service page, select DBCPConnection Pool, and then click Add.
  9. Click the gear button to configure the new DBCPConnection Pool.
  10. In the Configure Controller Service page, navigate to the Properties tab. Fill in the properties:

    PropertyValue
    Database Connection URLjdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;
    Database Driver Class Namecdata.jdbc.actcrm.ActCRMDriver

    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.

  11. Click the button to enable the new DBCPConnection Pool.

Your Act CRM data is now available for use in Apache NiFi. For example, you can use the DBCPConnection Pool as the source for a QueryDatabaseTable processor.

Download a free, 30-day trial of the CData JDBC Driver for Act CRM and start working with your live Act CRM data in Apache NiFi. Reach out to our Support Team if you have any questions.