The more software systems that we deploy to cloud environments, the greater the need will be to have an efficient integration strategy. Integration through messaging is possible through something like an on-premises integration server, or via a variety of cloud tools such as queues hosted in AWS or something like the Windows Azure Service Bus Relay. However, what if you want to do some bulk data movement with Extract-Transform-Load (ETL) tools that cater to cloud solutions? One of the market leaders in the overall ETL market, Informatica, has also established a strong integration-as-a-service offering with its Informatica Cloud. They recently announced support for Dynamics CRM Online as a source/destination for ETL operations, so I got inspired to give their platform a whirl.
Informatica Cloud supports a variety of sources/destinations for ETL operations and leverages a machine agent (“Cloud Secure Agent”) for securely connecting on-premises environments to cloud environments. Instead of installing any client development tools, I can design my ETL process entirely through their hosted web application. When the ETL process executes, the Cloud Secure Agent retrieves the ETL details from the cloud and runs the task. There is no need to install or maintain a full server product for hosting and running these tasks. The Informatica Cloud doesn’t actually store any transactional data itself, and acts solely as a passthrough that executes the package (through the Cloud Secure Agent) and moves data around. All in all, neat stuff.
In this four-part blog series, I will walk through the following scenarios:
- Part 1 – Sending File Data to Dynamics CRM Online
- Part 2 – Sending Salesforce.com Data to Dynamics CRM Online
- Part 3 – Sending Dynamics CRM Online Data to a Local Database
- Part 4 – Sending Salesforce.com Data to Local Database
So what are we building in this post?
What’s going to happen is that (1) I’ll use the Informatica Cloud to define an ETL that takes a flat file from my local machine and copies the data to Dynamics CRM Online, (2) the Secure Cloud Agent will communicate with the Informatica Cloud to get the ETL details, (3) the Secure Cloud Agent retrieves the flat file from my local machine, and finally (4) the package runs and data is loaded into Dynamics CRM Online.
Sound good? Let’s jump in.
In this first post of the blog series, I’ll outline a few of the setup steps that I followed to get everything up and running. In subsequent posts, I’ll skip over this. First, I used my existing, free, Salesforce.com Developer account. Next, I signed up for a 30-day free trial of Dynamics CRM Online. After that, I signed up for a 30-day free trial of the Informatica Cloud.
Finally, I downloaded the Informatica agent to my local machine.
Once the agent is installed, I can manage it through a simple console.
Building the ETL Package
To get started, I logged into my Informatica Cloud account and walked through their Data Synchronization wizard. In the first step, I named my Task and chose to do an Insert operation.
Next, I chose to create a “flat file” connection type. This requires my Agent to have permissions on my file system, so I set the Agent’s Windows Service to run as a trusted account on my machine.
With the connection defined, I could then choose to use a comma delimited formatter, and chose the text file in the “temp” directory I had selected above. I can immediately see a preview that showed how my data was parsed.
On the next wizard page, I chose to create a new target connection. Here I selected Dynamics CRM Online as my destination system, and filled out the required properties (e.g. user ID, password, CRM organization name).
Note that the Organization Name above is NOT the Organization Unique Name that is part of the Dynamics CRM Online account and viewable from the Customizations -> Developer Resources page.
Rather, this is the Organization Name that I set up when signed up for my free trial. Note that this value is also case sensitive. Once I set this connection, an automatic preview of the data in that Dynamics CRM entity was shown.
On the next wizard page, I kept the default options and did NOT add any filters to the source data.
Now we get to the fun part. The Field Mapping page is where I set which source fields go to which destination fields. The interface supports drag and drop between the two sides.
Besides straight up one-to-one mapping, you can also leverage Expressions when conditional logic or field manipulation is needed. In the picture below, you can see that I added a concatenation function to combine the FirstName and LastName fields and put them into a FullName field.
In addition to Expressions, we also have the option of adding Lookups to the mapping. A lookup allows us to pull in one value (e.g. City) based on another (e.g. Zip) that may be in an entirely different source location. The final step of the wizard involves defining a schedule for running this task. I chose to have “no schedule” which means that this task is run manually.
And that’s it! I now have an Informatica package that can be run whenever I want.
Testing the ETL
We’re ready to try this out. The Tasks page shows all my available tasks, and the green Run Now button will kick the ETL off. Remember that my Cloud Secure Agent must be up and running for this to work. After starting up the job, I was told that it make take a few minutes to launch and run. Within a couple minutes, I saw a “success” message in my Activity Log.
But that doesn’t prove anything! Let’s look inside my Dynamics CRM Online application and locate one of those new records.
Success! My three records came across, and in the record above, we can see that the first name, last name and phone number were transferred over.
That was pretty straightforward. As you can imagine, these ETLs can get much more complicated as you have related entities and such. However, this web-based ETL designer means that organizations will have a much simpler maintenance profile since they don’t have to host and run these ETLs using on-premises servers.
Next up, I’ll show you how you can move data between two entirely cloud-based environments: Salesforce.com and Dynamics CRM Online.
Great stuff and a good beggining for me to start getting my hands into integration using cloud.
“Next, I chose to create a “flat file” connection type. This requires my Agent to have permissions on my file system, so I set the Agent’s Windows Service to run as a trusted account on my machine.”
Cannot find where to do that with the Agent. On yours the connection comes up with a “Secure Agent” option. My flat file connector has “Runtime Environment:”
And when I did the first step on Data Sync. mine shows a null and will not save, maybe because I can’t get the agent option?
I have installed the agent and the service is running.
Hi Ron. I haven’t used this tool in a few years, and it sounds like the agent UI changed. I can’t necessarily see what’s up in the latest docs (https://network.informatica.com/docs/DOC-15641), but it’s a start.