Configure a Solicit-Response Send Port for the CData BizTalk Adapter for Sugar CRM

This section provides step-by-step instructions for creating, configuring, and testing a static solicit-response send port using the CData BizTalk Adapter for Sugar 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.

1. If you have not already done so, open your BizTalk application in the BizTalk Administration Console.
2. 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.
3. In the Send Port properties, enter a name for the receive port.
4. In the Transport Type menu, select CData.SugarCRM;.
5. In the Send pipeline menu, select the default option, PassThruTransmit.
6. 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.

1. In the send port properties, click the Configure button. The Adapter Transport Properties dialog is displayed.
2. In the CommandType property, select the command type you want.
3. If you want to execute an SQL command, enter the command in the SQL Command box.

Refer to the "Adapter Configuration" chapter in the help documentation for a description of the various properties and their functions.

Configure the Connection to Sugar CRM

Configure credentials and other properties required to connect to Sugar CRM in the Connection String Options dialog.

1. In the send port properties, click Configure. The adapter properties dialog is displayed.
2. Click the button in the Connection String property. The Connection String Options dialog is displayed.
3. Enter the connection properties. Below is a typical connection string: User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;

   The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

   You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

   Additionally, specify the URL to the SugarCRM account.

   Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

4. Click Test Connection to verify the values and test connectivity.

Refer to the "Connection String Options" chapter in the help documentation for a description of the various properties and their functions. The updategram tutorial for the adapter for Sugar CRM walks through the steps to create a simple application that uses a solicit-response send port to execute an insert updategram to Sugar CRM.