Integrate Microsoft Dataverse Data in Pentaho Data Integration

The CData JDBC Driver for Microsoft Dataverse enables access to live data from data pipelines. Pentaho Data Integration is an Extraction, Transformation, and Loading (ETL) engine that data, cleanses the data, and stores data using a uniform format that is accessible.This article shows how to connect to Microsoft Dataverse data as a JDBC data source and build jobs and transformations based on Microsoft Dataverse data in Pentaho Data Integration.

Getting Started

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Configure to Microsoft Dataverse Connectivity

You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
• Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

Built-in Connection String Designer

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

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.

Below is a typical JDBC URL:

Save your connection string for use in Pentaho Data Integration.

Connect to Microsoft Dataverse from Pentaho DI

Open Pentaho Data Integration and select "Database Connection" to configure a connection to the CData JDBC Driver for Microsoft Dataverse

1. Click "General"
2. Set Connection name (e.g. Microsoft Dataverse Connection)
3. Set Connection type to "Generic database"
4. Set Access to "Native (JDBC)"
5. Set Custom connection URL to your Microsoft Dataverse connection string (e.g.
   jdbc:cds:OrganizationUrl=https://myaccount.crm.dynamics.com/InitiateOAuth=GETANDREFRESH
6. Set Custom driver class name to "cdata.jdbc.cds.CDSDriver"
7. Test the connection and click "OK" to save.

Create a Data Pipeline for Microsoft Dataverse

Once the connection to Microsoft Dataverse is configured using the CData JDBC Driver, you are ready to create a new transformation or job.

1. Click "File" >> "New" >> "Transformation/job"
2. Drag a "Table input" object into the workflow panel and select your Microsoft Dataverse connection.
3. Click "Get SQL select statement" and use the Database Explorer to view the available tables and views.
4. Select a table and optionally preview the data for verification.

At this point, you can continue your transformation or jb by selecting a suitable destination and adding any transformations to modify, filter, or otherwise alter the data during replication.

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Microsoft Dataverse and start working with your live Microsoft Dataverse data in Pentaho Data Integration today.