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Scribe Online: Set your Connections

   Words by CRM Consultancy

   on 31/01/2016 13:07:36

Our first step in any migration or integration is to define where our data is coming from and then where this data is going to – and when using Scribe, this is defined as a pair of Connections that our Data Map will then use.

We create these Connections one after each other in the Connections area of Scribe Online:

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Each Connection uses a particular Adapter or Type that defines how Scribe will attempt to read the data – essentially whether the data is coming from a Flat File, SQL Database, or another build of Dynamics CRM. (or indeed any other compatible Database or System that is supported by Scribe)

As we are using Scribe Online, and so our Service is running within the Cloud, we need to supply data that the Cloud can read – and so the traditional C:\Import\SomeFile.txt will not work here, however the similar approach via an Online Service such as OneDrive or DropBox will work fine in the same manner.

So in our example, we are going to host a CSV file in our OneDrive and then specify this as our Source Connection.

  1. Type – here we are opting for a simple Text File as Source
  2. Location – OneDrive to give us a simple online location to read the file from
  3. Authenticate – as we are asking Scribe to reach into our Online Storage, we need to supply Scribe with the relevant Access Rights to read the file.  Typically this will involve logging into OneDrive to grant Scribe access.
  4. Verify – This checks the location and authentication of the connection to ensure Scribe has access, we must run this step to verify access before proceeding.

Once verified, we can then define how Scribe will interpret the Data in the Connection – for well-managed sources of data such as Dynamics CRM this is often not necessary, however for Flat Files this is a required step to define how to read the contents:

  1. Entities - This is done initially by adding an Entity to define an area of data in our Connection
  2. Entity – Specify the name of our Flat File and what to do with the file post-process.
  3. File Format – Defines how to interpret the Flat File
  4. Fields – Shows the Fields and Formats that Scribe has interpreted from the Flat File

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With this done, we have our Connection ready to use.

To handle the Destination to Dynamics CRM, we run through a similar but easier process by creating a 2nd Connection using a Type of Microsoft Dynamics CRM:

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This involves the traditional connection details for Dynamics CRM in detailing the Https Address, Username, Password and Deployment Model for the intended build of Dynamics CRM.

With these two connections in place for our Source and Destination, we can then look at creating a Basic Data Map to handle how the data could be posted from the Source Flat File and into Dynamics CRM.

Further Reading

Managing Connections in Scribe Online

https://help.scribesoft.com/scribeonline/en/sol/conn/connmanage.htm 

Scribe Online Connector for Microsoft Dynamics CRM

https://help.scribesoft.com/scribeonline/en/sol/conn/crm.htm

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