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How to Generate SQL Command Schemas for the CData BizTalk Adapter for Sugar CRM

The CData BizTalk Adapter makes it easy to process Sugar CRM data in BizTalk by returning the data as XML. You can use this data in a BizTalk orchestration by creating an XML schema file for the table you want to access in BizTalk.

This article will show how to generate a schema to process Sugar CRM data retrieved using the CData BizTalk Adapter. You will generate a schema for a SELECT command.

This guide shows how to use the CData BizTalk Adapter for Sugar CRM to execute SQL commands to Sugar CRM.

Add the Adapter for Sugar CRM to Your Project

Follow the steps below to add the adapter to a BizTalk Server project.

  1. If you have not already done so, create a new BizTalk Server project in Visual Studio.
  2. Right-click on the project in the Solution Explorer and click Add -> Add Generated Items.
  3. Select Add Adapter Metadata in the resulting dialog box.
  4. In the resulting Add Adapter wizard, select the adapter from the list.
  5. In the Port menu, leave the selection blank. You can also select a receive location or send port that has the adapter configured as its transport type.

Generate a Schema for an SQL Command

After you select the adapter in the Add Adapter wizard, the Schema wizard is displayed. Follow the steps below to configure connection properties and retrieve the metadata for the results of the command.

  1. In the Connection String page, enter authentication credentials and other connection properties, if you did not select an adapter that you have already configured in your BizTalk application. Below is a typical connection string: User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;

    The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

    You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

    Additionally, specify the URL to the SugarCRM account.

    Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

  2. In the General Options section on the next page, Schema Information, select Send Port or Receive Location, depending on the adapter configuration.
  3. If you want to generate the schema for the entire result set, select the Single Message option in the Message Mode menu. If you want to generate one schema for each row in the result set, select the Message Per Row option and confirm that the root element of the message is 'row'.
  4. In the Command Type menu, select SQL Command.
  5. In the SQL Command Text box on the Statement Information page, enter an SQL command. (If you have configured a receive location or send port, the SQL command you configured is entered in the box.) This example uses the query below:

    SELECT Name, AnnualRevenue FROM Accounts

  6. Confirm the settings in the summary displayed by the wizard and click Finish to generate the schema.xsd file.

Processing Schemas

To use schemas in a simple BizTalk application, see the tutorial.