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Back Up Dynamics GP data to SQL Server through SSIS

Easily back up data to SQL Server using the CData ADO.NET Provider for Dynamics GP. This example uses an SSIS workflow to populate a database with Dynamics GP data.

The CData ADO.NET Provider for Dynamics GP connects Dynamics GP data to applications that provide backup, reporting, full-text search, analytics, and more.

This example demonstrates how to use the provider for Dynamics GP inside of a SQL Server SSIS workflow to directly transfer Dynamics GP data into a Microsoft SQL Server database. The exact same procedure outlined below can be used with any CData ADO.NET Data Providers to connect SQL Server directly with remote data via SSIS.

  1. Open Visual Studio and create a new Integration Services project.
  2. Add a new Data Flow task from the toolbox onto the Control Flow screen.
  3. In the Data Flow screen, add an ADO.NET Source and an OLE DB Destination from the toolbox.

  4. Add a new connection and select .NET Providers\CData ADO.NET Provider for Dynamics GP.
  5. In the connection manager, enter the connection details for Dynamics GP data.

    To authenticate set the User and Password connection properties.

    To connect set the URL to the Web services endpoint; for example, http://{servername}:{port}/Dynamics/GPService. Additionally, set CompanyId; you can obtain this value in the company setup window: Click Tools -> Setup -> Company.

    By default, data summaries are not returned to save performance. Set LookupIds to true to return details such as line items; however, note that entities must be retrieved one at a time.

  6. Open the DataReader editor and set the following information:

    • ADO.NET connection manager: In the Connection Managers menu, select the Data Connection you just created.
    • Data access mode: Select 'SQL command'.
    • SQL command text: In the DataReader Source editor, open the Component Properties tab and enter a SELECT command, such as the one below:

      SELECT CustomerName, TotalAmount FROM SalesInvoice

  7. Close the DataReader editor and drag the arrow below the DataReader Source to connect it to the OLE DB Destination.
  8. Open the OLE DB Destination and enter the following information in the Destination Component Editor.

    • Connection manager: Add a new connection. Enter your server and database information here. In this example, SQLExpress is running on a separate machine.
    • Data access mode: Set your data access mode to "table or view" and select the table or view to populate in your database.
  9. Configure any properties you wish on the Mappings screen.

  10. Close the OLE DB Destination Editor and run the project. After the SSIS task has finished executing, your database will be populated with data obtained from Dynamics GP data.