Access Live Bullhorn CRM Data in TIBCO Data Virtualization

TIBCO Data Virtualization (TDV) is an enterprise data virtualization solution that orchestrates access to multiple and varied data sources. When paired with the CData TIBCO DV Adapter for Bullhorn CRM, you get federated access to live Bullhorn CRM data directly within TIBCO Data Virtualization. This article walks through deploying an adapter and creating a new data source based on Bullhorn CRM.

With built-in optimized data processing, the CData TIBCO DV Adapter offers unmatched performance for interacting with live Bullhorn CRM data. When you issue complex SQL queries to Bullhorn CRM, the adapter pushes supported SQL operations, like filters and aggregations, directly to Bullhorn CRM. Its built-in dynamic metadata querying allows you to work with and analyze Bullhorn CRM data using native data types.

Deploy the Bullhorn CRM TIBCO DV Adapter

1. In a console, navigate to the bin folder in the TDV Server installation directory. If there is a current version of the adapter installed, you will need to undeploy it.

   .\server_util.bat -server localhost -user admin -password ******** -undeploy -version 1 -name BullhornCRM
   

2. Extract the CData TIBCO DV Adapter to a local folder and deploy the JAR file (tdv.bullhorncrm.jar) to the server from the extract location.

   .\server_util.bat -server localhost -user admin -password ******** -deploy -package /PATH/TO/tdv.bullhorncrm.jar
   

You may need to restart the server to ensure the new JAR file is loaded properly, which can be accomplished by running the composite.bat script located at: C:\Program Files\TIBCO\TDV Server <version>\bin. Note that reauthenticating to the TDV Studio is required after restarting the server.

Sample Restart Call

.\composite.bat monitor restart

Authenticate with Bullhorn CRM Using OAuth

Since Bullhorn CRM authenticates using the OAuth protocol and TDV Studio does not support browser-based authentication internally, you will need to create and run a simple Java application to retrieve the OAuth tokens. Once retrieved, the tokens are used to connect to Bullhorn CRM directly from the adapter.

The following code sample shows how to authenticate with Bullhorn CRM. You will simply need to execute the Java application with the tdv.bullhorncrm.jar file in the class path.

BullhornCRMOAuth oauth = new BullhornCRMOAuth();  
oauth.generateOAuthSettingsFile("InitiateOAuth=GETANDREFRESH;" + 
                                  "DataCenterCode=CLS33;OAuthClientId=myoauthclientid;OAuthClientSecret=myoauthclientsecret;" + 
                                  "OAuthSettingsLocation=C:\bullhorncrm\OAuthSettings.txt;");

Once you deploy the adapter and authenticate, you can create a new data source for Bullhorn CRM in TDV Studio.

Create a Bullhorn CRM Data Source in TDV Studio

With the CData TIBCO DV Adapter for Bullhorn CRM, you can easily create a data source for Bullhorn CRM and introspect the data source to add resources to TDV.

Create the Data Source

1. Right-click on the folder you wish to add the data source to and select New -> New Data Source.
2. Scroll until you find the adapter (e.g. Bullhorn CRM) and click Next.
3. Name the data source (e.g. CData Bullhorn CRM Source).

4. Fill in the required connection properties.

   Begin by providing your Bullhorn CRM account credentials in the following:

   • DataCenterCode: Set this to the data center code which responds to your data center. Refer to the list of data-center-specific Bullhorn API URLs: https://bullhorn.github.io/Data-Center-URLs/

   If you are uncertain about your data center code, codes like CLS2, CLS21, etc. are cluster IDs that are contained in a user's browser URL (address bar) once they are logged in.

   Example: https://cls21.bullhornstaffing.com/BullhornSTAFFING/MainFrame.jsp?#no-ba... indicates that the logged in user is on CLS21.

   Authenticating with OAuth

   Bullhorn CRM uses the OAuth 2.0 authentication standard. To authenticate using OAuth, create and configure a custom OAuth app. See the Help documentation for more information.

   NOTE: Set the OAuthSettingsLocation property in the DV Adapter to the same value you used when performing the OAuth authentication (see above).

5. Click Create & Close.

Introspect the Data Source

Once the data source is created, you can introspect the data source by right-clicking and selecting Open. In the dashboard, click Add/Remove Resources and select the Tables, Views, and Stored Procedures to include as part of the data source. Click Next and Finish to add the selected Bullhorn CRM tables, views, and stored procedures as resources.

After creating and introspecting the data source, you are ready to work with Bullhorn CRM data in TIBCO Data Virtualization just like you would any other relational data source. You can create views, query using SQL, publish the data source, and more.