Automated Continuous Act CRM Replication to SingleStore

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Act CRM data into your SingleStore instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure SingleStore as a Replication Destination

Using CData Sync, you can replicate Act CRM data to SingleStore. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select SingleStore as a destination.
3. Enter the required connection properties and select an authentication scheme (see below):
   • Server: The host name or IP of the server hosting the SingleStore database.
   • Port: The port of the server hosting the SingleStore database.
   • Database (Optional): The default database to connect to when connecting to the SingleStore Server. If this is not set, tables from all databases will be available.

   Connect Using Standard Authentication

   To authenticate using standard authentication, set the following:

   • User: The user which will be used to authenticate with the SingleStore server.
   • Password: The password which will be used to authenticate with the SingleStore server.

   Connect Using Integrated Security

   As an alternative to providing the standard username and password, you can set IntegratedSecurity to True to authenticate trusted users to the server via Windows Authentication.

   Connect Using SSL Authentication

   You can leverage SSL authentication to connect to SingleStore data via a secure session. Configure the following connection properties to connect to data:

   • SSLClientCert: Set this to the name of the certificate store for the client certificate. Used in the case of 2-way SSL, where truststore and keystore are kept on both the client and server machines.
   • SSLClientCertPassword: If a client certificate store is password-protected, set this value to the store's password.
   • SSLClientCertSubject: The subject of the TLS/SSL client certificate. Used to locate the certificate in the store.
   • SSLClientCertType: The certificate type of the client store.
   • SSLServerCert: The certificate to be accepted from the server.

   Connect Using SSH Authentication

   Using SSH, you can securely login to a remote machine. To access SingleStore data via SSH, configure the following connection properties:

   • SSHClientCert: Set this to the name of the certificate store for the client certificate.
   • SSHClientCertPassword: If a client certificate store is password-protected, set this value to the store's password.
   • SSHClientCertSubject: The subject of the TLS/SSL client certificate. Used to locate the certificate in the store.
   • SSHClientCertType: The certificate type of the client store.
   • SSHPassword: The password that you use to authenticate with the SSH server.
   • SSHPort: The port used for SSH operations.
   • SSHServer: The SSH authentication server you are trying to authenticate against.
   • SSHServerFingerPrint: The SSH Server fingerprint used for verification of the host you are connecting to.
   • SSHUser: Set this to the username that you use to authenticate with the SSH server.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Act CRM Connection

You can configure a connection to Act CRM from the Connections tab. To add a connection to your Act CRM account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Act CRM).
3. Configure the connection properties.
   
   

   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:

   • 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.

   • 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.

4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Act CRM data to SingleStore.