Use the CData ODBC Driver for Act CRM in MicroStrategy Web

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData ODBC Driver for Act CRM, you gain database-like access to live Act CRM data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding Act CRM as external data in MicroStrategy Web and creating a simple visualization of Act CRM data.

The CData ODBC driver offers unmatched performance for interacting with live Act CRM data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy 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 (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Act CRM data using native MicroStrategy data types.

Connect to Act CRM as an ODBC Data Source

Information for connecting to Act CRM follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Act CRM must be installed on the machine hosting the connected MicroStrategy Intelligence Server).

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.

When you configure the DSN, 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.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Act CRM in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Connect to and Visualize Act CRM Data using MicroStrategy Web

Once you have created a database instance in MicroStrategy Developer and connected it to a project, you can perform a data import of Act CRM data from MicroStrategy Web. Alternatively, you can create a new data source based on the ODBC Driver.^*

1. Open MicroStrategy Web and select your project.
2. Click Add External Data, select Databases, and choose Select a Table as the Import Option.
3. In the Import from Tables wizard, click to add a new data source.
   • Select DSN Data Sources
   • Set the DSN property to the previously configured DSN (CData ActCRM Sys)
   • Set the Version property to Generic DBMS
   • Set the User and Password properties (or use filler values)
   • Set the Data Source Name
   
4. After creating the data source, click to edit the catalog options and set the following queries and click OK.
   • SQL statement to retrieve tables available in the data source

     SELECT
       CatalogName NAME_SPACE,
       TableName TAB_NAME
     FROM
       SYS_TABLES
         

   • SQL statement to retrieve columns for the selected tables

     SELECT DISTINCT 
       CatalogName NAME_SPACE, 
       TableName TAB_NAME, 
       ColumnName COL_NAME, 
       DataTypeName DATA_TYPE, 
       Length DATA_LEN, 
       NumericPrecision DATA_PREC, 
       NumericScale DATA_SCALE 
     FROM 
       SYS_TABLECOLUMNS 
     WHERE 
       TableName IN (#TABLE_LIST#) 
     ORDER BY
       1,2,3
         

5. Drag a table into the pane. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products.
6. Click Finish, choose to the option to connect live, save the query, and choose the option to create a new dossier.
7. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Act 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 Act 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.
8. Once you have finished configuring the dossier, click File -> Save.

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

Note: connecting using a ODBC driver requires a 3- or 4-tier architecture.