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Get the Report →Configure a Solicit-Response Send Port for the CData BizTalk Adapter for Act CRM
Use the adapter for Act CRM with a solicit-response send port to execute updategrams and data manipulation SQL in BizTalk.
This section provides step-by-step instructions for creating, configuring, and testing a static solicit-response send port using the CData BizTalk Adapter for Act CRM. You can use a static solicit-response send port to execute commands and access the results in BizTalk. You can use send ports to execute updategram commands, SQL commands, and stored procedure operations.
Create and Configure the Send Port
Create a static solicit-response send port and configure it to use the adapter as its transport type.
- If you have not already done so, open your BizTalk application in the BizTalk Administration Console.
- In the node for your BizTalk application, right-click Send Ports and select New -> Static Solicit-Response Send Port. The Send Port Properties dialog is displayed.
- In the Send Port properties, enter a name for the receive port.
- In the Transport Type menu, select CData.ActCRM;.
- In the Send pipeline menu, select the default option, PassThruTransmit.
- In the Receive pipeline menu, select the default option, PassThruReceive.
Configure the Adapter
Define the command the adapter will execute in the Transport Properties dialog.
- In the send port properties, click the Configure button. The Adapter Transport Properties dialog is displayed.
- In the CommandType property, select the command type you want.
- If you want to execute an SQL command, enter the command in the SQL Command box.
Configure the Connection to Act CRM
Configure credentials and other properties required to connect to Act CRM in the Connection String Options dialog.
- In the send port properties, click Configure. The adapter properties dialog is displayed.
- Click the button in the Connection String property. The Connection String Options dialog is displayed.
- Enter the connection properties. Below is a typical connection string:
URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;
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.
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- Click Test Connection to verify the values and test connectivity.