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Connect to Dynamics GP Data in CloverDX (formerly CloverETL)

Transfer Dynamics GP data using the visual workflow in the CloverDX data integration tool.

The CData JDBC Driver for Dynamics GP enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Dynamics GP as sources. In this article, you will use the JDBC Driver for Dynamics GP to set up a simple transfer into a flat file. The CData JDBC Driver for Dynamics GP enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Dynamics GP as sources. In this article, you will use the JDBC Driver for Dynamics GP to set up a simple transfer into a flat file.

Connect to Dynamics GP as a JDBC Data Source

  1. Create the connection to Dynamics GP data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.dynamicsgp.jar file.
  3. Enter the JDBC URL.

    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.

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.dynamicsgp.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    A typical JDBC URL is below:

    jdbc:dynamicsgp:CompanyId=mycompanyId;user=myuser;password=mypassword;URL= http://{servername}:{port}/Dynamics/GPService;

Query Dynamics GP Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the Dynamics GP JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT CustomerName, TotalAmount FROM SalesInvoice

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the SalesInvoice table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.