Our free trial is successfully activated and we will find 1 default agent. There are many limitations with the Trail version which we will check while installing connector and creating Microsoft dynamics connection.

We installed MICROSOFT DYNAMICS 365 CRM Connector and created a connection in TIBCO cloud integration – Connect (Scribe Online)

we Installed On-Premise Agent, connector and created a connection with on-premise SQL server agent in TIBCO cloud integration (scribe Online)

Now we will create Integration Solution/ Project for Account and contact and Mapping from Microsoft dynamics 365 to SQL Account Table and test Sync from Microsoft dynamics 365 to on- Premise SQL

This post is divided into below points

1. Create an Integration Solution app, On Event App, Scheduled, Replication
2. Create new Mapping Flow for Account with status approved
3. Validate, Get Record, get ist records
4. Test the Sync, when the account is approved in Dynamics 365 CRM sync it to SQL account table

There are 3 Type of connect app

1. On Event Apps
2. Data Replication Apps
3. On Schedule apps

1. On Event Apps: by Name itself its clear when starting the sync when an event occurs from the source. i.e Account status changed to approved, then only trigger the Sync.
   Now Question arises, we have just made a Connection, no event component was imported in Mscrm so how it will know about the actionSo Answer is Events need to be created inside Dynamics 365 CRM Example Create a Power automate flow, Plugin or webhook that will use Endpoint provided by the mapping flow.As below we can see the Endpoint provided when creating and Reply and request flow.

   We will create another post to create an event and trigger scribe flow on event : Comming Soon

   

2. Data Replication: This type is normally used for Bulk Migration where our bulk batch and there’s are used, we can use ODBC for any legacy system data too Microsoft dynamics 365 or even any Excel we have in system with million of data we can use ODBC connections

   

3. On Schedule Apps: Use an On schedule app to integrate data between various online and on-premise data stores by mapping source and target datastores and then running your apps on a specified schedule, such as every hour, once a day, specific days of the month, or on-demand.
   Select Apps from the menu to open the apps list.
   Select an existing On schedule app to edit it or select the Create/Import button and choose On schedule to add a new app.

   

    

1. On the Flows tab, configure one or more flows to accomplish your integration goals.
   • To create or edit a flow
2. On the Connections tab, view a list of the Connections used by the flows in this app.
3. Select the Schedule tab.
   Select the method that triggers the app to run. Options include:
   • On-Demand — App is run manually.
   • Scheduled — App is run at scheduled intervals.
4. In the Execution History tab, Displays up to 45 days of Execution History for this app.
5. Now Click on New Flow to create and mapping flow.

   

6. Give the name for the flow ” Account Sync to SQLACC table flow”, I am starting with querying the account table

   

7. Now navigate to filter and provide necessary filters for the query, I used if Status Reason = approved

   

8. Once done add ”  For Each Result “action, this action will act as for each look for each record in the result.
9. Then add “Create” Action from SQL in for each record, now there might be need of fetching lookup optionset label , Update and Insert etc. which we will cover in another post, i.e How to fetch record, lookup, optionset , execute et.c in TIBCO scribe online.

   

   

10. Clicking on the field from the above screen and here we will see source and destination fields, simply drag and drop the field from source connection to map.
    If Field names and data types are similar to most of the fields, we can leverage the option of automap or auto-link,
    Clicking on Validate will provide info Error/Warning i.e if we missing some mandatory field or mapped wrong data type.
    I have mapped a few mandatory fields just for the testing

    

11. Once Done, Validate and Save the mapping and Integration solution App
12. After completing Mapping, we can 3 Option in Scheduling
    On-Demand — App is run manually.
    Scheduled Recurring — App is run at scheduled intervals.
    One time– Run only once
13.  We will select On-demand for the testing purpose.

    

14. Now we will test the sync

1. We will pick an Account and change status to approved

   

2.  Coming back to Scribe and running our Sync,
   Remember to check Mapping should be enabled and Agent should be Running
   once On-Demand Run is processed and completed we can check the status in Execution History

   

   Below is the example where we got the Error, easily viewed under Error Details

   

3. Sync Successful with Second attempt after rectifying the issue.

Our free trial is successfully activated and we will find 1 default agent. There are many limitations with the Trail version which we will check while installing connector and creating Microsoft dynamics connection.

We installed MICROSOFT DYNAMICS 365 CRM Connector and created a connection in TIBCO cloud integration – Connect (Scribe Online)

Now we need our Destination On-Premise Agent, connector installation and create a connection with on-premise SQL server agent

This post is divided into below points

1. Installing A TIBCO Cloud Integration(scribe online) On-Premise Agent on SQL server.
2. Install Microsoft SQL server from Market Place
3. Create connection in TIBCO Cloud Scribe online with On-Premise Microsoft SQL server

NEXT POST:

• Adding Integration Solution/project with SQL and Microsoft connector and connection
• Creating Mapping and Flow for syncing Account and contact from Microsoft dynamics 365 to SQL Account Table.
• Testing Sync from Microsoft dynamics 365 to on- Premise SQL

The TIBCO Scribe® Online Agent facilitates communication between the data sources used by a Solution. It provides secure communications to TIBCO Scribe® Online without opening security holes in your corporate firewall. The Agent is required to communicate with both your source and target data as well as with TIBCO Scribe® Online in the cloud.

There are 2 Types of Agents

1. ON-PREMISE AGENT: This acts as a Gateway between On-Premise Datastores and TIBCO Cloud Scribe online, Each On-Premise has its Agent unique key to be activated when installing a driver to the on-premise system.  We can install multiple On-Premise Agent for 1 Scribe org.
2. CLOUD AGENT: Cloud agent can only be used for cloud Datasources. we are using Cloud gent for Microsoft dynamics 365 CRM connection

As our Microsoft SQL Server is on-Premise we will install On-premise Agent on the server

• Navigate to Environment -> Agent, We will have a default Cloud Agent and as mentioned above, there can be only 1 cloud Agent per organization.  We will click on + New Agent

• Install on-Premise Agent -> it will download ScribeInstall.exe which need to be installed on SQL server
• There will be On-Premise Agent Key for downloaded Agent, Keep the id safe and it will be needed when installing the agent on Server

• Install the Agent setup “ScribeInstaller.exe” on SQL server, There would be some pre-requisite checklist required while installation.

• Once the installation is finished, we will see our Agent Running on Scribe online with Machine name.

We can also install Connector before installing an on-premise agent or vice versa as at the end connection matters. Now we will install Microsoft SQL server connector

• Navigating to Market Place -> Search Microsoft SQL

• Now Navigating to Connections -> Click on New Connections -> and from filter choose Connect-> Select Microsoft sql
• NAME = Friendly Name
  Alias = alias for the connection name, by this only we will identify it in integrations and mapping flow
  Server Name = Use same as we use to connect through SSMS
  Database Name = Name of Database which we want to connect
  Authentication = can be windows or SQL Server
  Login = same as we use in SSMS, i.e SA or windows
  Password = Password for login user
  Object Filter and Additional Parameter = I am using the default setting (empty), we can more detail on this hereClick on Test to test the connection, if the test is completed successfully, the connection is ready to use.

Our free trial is successfully activated and we will find 1 default agent. There are many limitations with the Trail version which we will check while installing connector and creating Microsoft dynamics connection.

We installed MICROSOFT DYNAMICS 365 CRM Connector and created a connection in TIBCO cloud integration – Connect (Scribe Online)

we Installed On-Premise Agent, connector and created a connection with on-premise SQL server agent in TIBCO cloud integration (scribe Online)

1. Now we will create Integration Solution/ Project for Account and contact and Mapping from Microsoft dynamics 365 to SQL Account Table.

2. Testing Sync from Microsoft dynamics 365 to on- Premise SQL