Connect to Sugar CRM Data in DigitalSuite Studio through RunMyProcess DSEC



Use Arkobi Digital's low-code cloud native platform RunMyProcess's DigitalSuite EnterpriseConnect (DSEC) to connect to Sugar CRM.

The CData JDBC Driver for Sugar CRM implements JDBC Standards and enables a applications ranging from BI to IDE to connect with Sugar CRM. In this article, we describe how to connect to Sugar CRM data from Arkobi Digital RunMyProcess's DSEC and connect to Sugar CRM in RunMyProcess.

Setting up EnterpriseConnect Agent

Configure the EnterpriseConnect Agent following the EnterpriseConnect page in the RunMyProcess documentation.

Setting up JDBC Adapter

The JDBC Adapter section describes the steps to connect to RDBMS through JDBC. Follow the steps and open the JDBC.config file.

  1. Create a JSON entry for the CData JDBC Driver for Sugar CRM, e.g. SugarCRM = { "sqlDriver" : "...", "sqlSource" : "...", "sqlDriverPath" : "..." }
  2. Set the "sqlDriver" field to the Class name for the CData JDBC Driver, e.g.
    cdata.jdbc.sugarcrm.SugarCRMDriver
  3. Set the "sqlSource" field to a JDBC URL for connecting to Sugar CRM, e.g.
    jdbc:sugarcrm:User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.sugarcrm.jar

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

    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.

  4. Set the "sqlDriverPath" field to the name of the CData JDBC Driver JAR file, e.g.
    cdata.jdbc.sugarcrm.jar

Sample JDBC.config File

#DBAgent Configuration SugarCRM = {"sqlDriver" : "cdata.jdbc.sugarcrm.SugarCRMDriver", "sqlSource" = "jdbc:sugarcrm:User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;","sqlDriverPath" = "cdata.jdbc.sugarcrm.jar" }

Put the JDBC driver JAR file (cdata.jdbc.sugarcrm.jar) into the same directory as unified-adapter-[version].jar.

Note: Make sure to put the CData license file (cdata.jdbc.sugarcrm.lic) into the same directory. Since the license is generated based on the unique identifier of the machine where the product in installed, you will need an offline activation if you want to put the file on another machine.

Starting DigitalSuite EnterpriseConnect Agent

In Windows, start RunMyProcess DigitalSuite EnterpriseConnect Agent in Windows services. To start the application through command line, see Starting the EnterpriseConnect Agent in the RunMyProcess documents.

Starting the JDBC Adapter

Start the JDBC Adapter from runAdapter.bat. Once the Adapter is running, you can access the application through the agent address (e.g. 127.0.0.1:8080). Below is an example executing the command in Windows.

... > java -Djava.util.logging.config.file=./log.properties -cp lib/* org.runmyprocess.sec2.AdapterHandler : 2021-06-09 14:37:58|INFO|correlationId=|Searching for config file... 2021-06-09 14:37:58|INFO|correlationId=|Adapter Handler started with [JDBC] configuration 2021-06-09 14:37:59|INFO|correlationId=|agent address: 127.0.0.1:8080 2021-06-09 14:38:00.251:INFO::ConnectionThread: Logging initialized @1820ms to org.eclipse.jetty.util.log.StdErrLog 2021-06-09 14:38:00|INFO|correlationId=|onConnect() websocket connection between Agent and Adapter established

Once the DigitalSuite EnterpriseConnect Agent and JDBC Adapter are running, access http://localhost:(specified-port-number)/ through your browser to open the page shown below.

Check the availability of the JDBC Adapter using tools such as Postman or cURL. Here, we use Postman to send the HTTP POST request.

Configure the RequestHeader as follows:

Content-Type application/json

Configure the RequestBody as follows:

{ "protocol":"JDBC", "data":{ "DBType":"SugarCRM", "sqlUsername":"", "sqlPassword":"", "sqlStatement":"SELECT * FROM Accounts" } }

If the JDBC.config file contains credential information, sqlUsername and sqlPassword can be left empty. If you are not sure of the table name, you can retrieve the list of tables using the request SELECT * FROM sys_tables

The request is successful if the Status is 200 and the Body contains Sugar CRM data in JSON format.

Connect to Sugar CRM through DSEC Agent in DigitalSuite Studio

Create a DigitalSuite Studio project and then create a Provider in the project.

  • URL: The URL for accessing JDBC Agent (e.g. http:localhost:8080/)
  • Authentication Scheme: Login/password
  • Login: The value from agent.user in the application.properties file
  • Password: agent.password in the application.properties file
  • Secured: Checked
  • Use DigitalSuite EnterpriseConnect: Checked
  • With domain: The value from agent.domain in application.properties file

Next, create a Connector in the Provider.

  • Connector URL: Leave this empty
  • Architecture: REST/XML-RPC
  • Method: POST
  • Result format: JSON
  • Accept media type: application/json
  • Character set: Automatic
  • Content: Same as the Request body used in the JDBC Adapter
  • Content type: application/json

The JSON data we used as the Request body in JDBC Adapter:

{ "protocol":"JDBC", "data":{ "DBType":"SugarCRM", "sqlUsername":"", "sqlPassword":"", "sqlStatement":"SELECT * FROM Accounts" } }

Open Launch Test to perform the test. The test is successful if Sugar CRM data is shown in Result on the right pane.

Now you can use Sugar CRM data in RunMyProcess DigitalSuite Studio through DSEC.

For the detailed information on supported SQL commands, refer to the SQL Compliance section in our help documentation. For information on tables, refer to the Data Model section.

Ready to get started?

Download a free trial of the Sugar Driver to get started:

 Download Now

Learn more:

Sugar Icon Sugar JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Sugar account data including Leads, Contacts, Opportunities, Accounts, and more!