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Automate Tasks in Microsoft Flow Using the CData API Server and SQL Analysis Services ADO.NET Provider

Automate actions like sending emails to a contact list, posting to social media, or syncing CRM and ERP.

Microsoft Flow makes it easy to automate tasks that involve data from multiple systems, on premises or in the cloud. With the CData API Server and SQL Analysis Services ADO.NET Provider (or any of 170+ other ADO.NET Providers), line-of-business users have a native way to create actions based on SQL Analysis Services triggers in Microsoft Flow; the API Server makes it possible for SaaS applications like Microsoft Flow to integrate seamlessly with SQL Analysis Services data through data access standards like Swagger and OData. This article shows how to use wizards in Microsoft Flow and the API Server for SQL Analysis Services to create a trigger -- entities that match search criteria -- and send an email based on the results.

Set Up the API Server

Follow the steps below to begin producing secure and Swagger-enabled SQL Analysis Services APIs:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to SQL Analysis Services

After you deploy, provide authentication values and other connection properties by clicking Settings -> Connections in the API Server administration console. You can then choose the entities you want to allow the API Server access to by clicking Settings -> Resources.

To connect, provide authentication and set the Url property to a valid SQL Server Analysis Services endpoint. You can connect to SQL Server Analysis Services instances hosted over HTTP with XMLA access. See the Microsoft documentation to configure HTTP access to SQL Server Analysis Services.

To secure connections and authenticate, set the corresponding connection properties, below. The data provider supports the major authentication schemes, including HTTP and Windows, as well as SSL/TLS.

  • HTTP Authentication

    Set AuthScheme to "Basic" or "Digest" and set User and Password. Specify other authentication values in CustomHeaders.

  • Windows (NTLM)

    Set the Windows User and Password and set AuthScheme to "NTLM".

  • Kerberos and Kerberos Delegation

    To authenticate with Kerberos, set AuthScheme to NEGOTIATE. To use Kerberos delegation, set AuthScheme to KERBEROSDELEGATION. If needed, provide the User, Password, and KerberosSPN. By default, the data provider attempts to communicate with the SPN at the specified Url.

  • SSL/TLS:

    By default, the data provider attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store. To specify another certificate, see the SSLServerCert property for the available formats.

You can then access any cube as a relational table: When you connect the data provider retrieves SSAS metadata and dynamically updates the table schemas. Instead of retrieving metadata every connection, you can set the CacheLocation property to automatically cache to a simple file-based store.

See the Getting Started section of the CData documentation, under Retrieving Analysis Services Data, to execute SQL-92 queries to the cubes.

You will also need to enable CORS and define the following sections on the Settings -> Server page. As an alternative, you can select the option to allow all domains without '*'.

  1. Access-Control-Allow-Origin: Set this to a value of '*' or specify the domains that are allowed to connect.
  2. Access-Control-Allow-Methods: Set this to a value of "GET,PUT,POST,OPTIONS".
  3. Access-Control-Allow-Headers: Set this to "x-ms-client-request-id, authorization, content-type".

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. You can authenticate as well as encrypt connections with SSL. Access can also be restricted by IP address; access is restricted to only the local machine by default.

For simplicity, we will allow the authtoken for API users to be passed in the URL. You will need to add a setting in the Application section of the settings.cfg file, located in the data directory. On Windows, this is the app_data subfolder in the application root. In the Java edition, the location of the data directory depends on your operation system:

  1. Windows: C:\ProgramData\CData
  2. Unix or Mac OS X: ~/cdata
[Application] AllowAuthtokenInURL = true

Add SQL Analysis Services Data to a Flow

You can use the built-in HTTP + Swagger connector to use a wizard to design a SQL Analysis Services process flow:

  1. In Microsoft Flow, click My Flows -> Create from Blank.
  2. Select the Recurrence action and select a time interval for sending emails. This article uses 1 day.
  3. Add an HTTP + Swagger action by searching for Swagger.
  4. Enter the URL to the Swagger metadata document: https://MySite:MyPort/api.rsc/@MyAuthtoken/$swagger
  5. Select the "Return Adventure_Works" operation.
  6. Build the OData query to retrieve SQL Analysis Services data. This article defines the following OData filter expression in the $filter box:

    Fiscal_Year eq 'FY 2008'

    See the API Server help documentation for more on filtering and examples of the supported OData.

Trigger an Action

You can now work with Adventure_Works entities in your process flow. Follow the steps to send an automated email:

  1. Add an SMTP - Send Email action.
  2. Enter the address and credentials for the SMTP server and name the connection. Be sure to enable encryption if supported by your server.
  3. Enter the message headers and body. You can add SQL Analysis Services columns in these boxes.