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Consume Act CRM OData Feeds in PowerBuilder
This article demonstrates how to consume Act CRM data as OData feeds from PowerBuilder using the API Server.
The CData API Server, when paired with the ADO.NET Provider for Act CRM (or any of 200+ other ADO.NET Providers), produces secure feeds of Act CRM data that you can consume in PowerBuilder DataWindows. The API Server supports the major Web services, including OData, Atom, JSON, HTML, CSV, TSV, and RSS. It also supports the major authentication schemes and SSL.
This article shows how to create a DataWindow that uses the CData API Server to execute reads and writes.
Set Up the API Server
Follow the steps below to begin producing secure Act CRM OData services:
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 Act CRM
After you deploy the API Server and the ADO.NET Provider for Act CRM, provide authentication values and other connection properties needed to connect to Act CRM by clicking Settings -> Connections and adding a new connection in the API Server administration console.
The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:
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Connecting to Act! Premium
In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.
Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.
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Connecting to Act! Premium Cloud
To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.
Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.
You can then choose the Act CRM entities you want to allow the API Server access to by clicking Settings -> Resources.
Additionally, click Settings -> Server and change the following settings for compatibility with PowerBuilder:
- Default Format: Select XML (Atom) in the menu.
- Default Version: Select 2.0 in the menu.
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. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Create a Profile for Act CRM
Follow the steps below to use the Database Painter tool to create a database profile for the OData API of the API Server. In the Database Painter, you can graphically manipulate data as well as execute SQL queries.
- Click Tools -> Database Painter.
- Right-click the OData node and click New Profile.
- In the Database Profile Setup dialog, enter the following:
- Profile Name: Enter a user-friendly name for the profile.
- URI: Enter the URL to the OData endpoint of the API Server. This URL will resemble the one below:
http://MyServer:8032/api.rsc - Supply User Id and Password: Click this option to use HTTP Basic authentication. Note that the API Server also supports Windows authentication.
- User Id: Enter the name of an user in the API Server.
- Password: Enter the authtoken of an user in the API Server.
- To view and modify a table, right-click a table and then click Edit Data -> Grid.
Using Act CRM Data with PowerBuilder Controls
You can use standard PowerBuilder objects to connect to OData feeds and execute queries. The following example shows how to retrieve Act CRM data into a DataWindow.
You can add the following code to the open method:
SQLCA.DBMS = "ODT"
SQLCA.DBParm = "ConnectString='URI=http://MyServer:8032/api.rsc;UID=MyAPIUser;PWD=MyAuthtoken'";
CONNECT USING SQLCA;
dw_activities.SetTransObject(SQLCA);
dw_activities.Retrieve();
