Use Updategrams with Sugar CRM Data

In this article, you will create updategrams that can be executed by the CData BizTalk Adapter for Sugar CRM. You will design a schema and use it as a template for generating insert, update, and delete updategrams.

Add the Adapter for Sugar CRM to Your Project

Use the Add Adapter wizard to add the adapter to a BizTalk Server project in Visual Studio. You will use the adapter to query Sugar CRM for metadata about the table you want to modify.

1. Right-click on the project in the Solution Explorer and click Add -> Add Generated Items.
2. Select Add Adapter Metadata in the resulting dialog box.
3. In the resulting Add Adapter Wizard, select the CData BizTalk Adapter for Sugar CRM from the list view.
4. In the Port menu, leave the selection blank. Or, select a receive location or send port that has been configured to use the adapter.
5. When you click Next, the Schema Wizard is displayed.

Generate a Schema for an Updategram

Follow the steps below to create a schema in a BizTalk Server project in Visual Studio.

1. If you have not already done so, add the Sugar CRM adapter to your project.
2. On the Connection String page of the Add Adapter wizard, enter authentication credentials and other connection properties, if they were not already configured in the send port or receive location. 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.

   See the "BizTalk Configuration" chapter in the help documentation for more information on the required connection properties.

3. On the Schema Information page, click Send Port in the General Options section. Select Updategram from the CommandType menu. If you are using the adapter in a solicit-response send port, disable the One-Way option.

4. On the next page, Statement Information, select the type of the updategram: Insert, Update, or Delete. Select the Table name and the columns you want to include in the schema. If you want to update or delete, the Id column is required.

   Note: When you create the updategram, you are limited to modifying the columns you include in the schema.

5. Click Next to view a summary of the schema and finish the wizard to create the schema. The resulting .xsd file is added to your project.

Generate Insert, Update, and Delete Instance Messages

After you create the updategram schema, you can use the .xsd file to generate the updategram: Right-click the .xsd file and select Generate Instance. You can also use this file as a template to manually create updategrams. Below are example generated updategram instances for inserts, updates, and deletes:

Insert

An example of INSERT is below. In this instance, there is only an after block, which specifies how the data will change.

Update

An example of UPDATE is below. In this instance, there is both a before block (how the data currently exists in the table) and an after block (how the data will change).

Delete

An example for DELETE is below. The after block will be empty to show that it is removing the item.

Processing Schemas

To use updategrams to insert, update, or delete Sugar CRM records, see the tutorial.