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Microsoft Dynamic CRM 4 : Data Migration (part 1) - Scribe Workbench - Source and Target Definitions, Source Configuration

2/8/2014 3:01:23 AM

Data migration, or data replication, is, as you might expect, the least complex scenario. That doesn’t mean that it is any less significant, or easier to perform correctly than the other scenarios. In fact, it is common to perform a migration multiple times as part of the overall validation process.

In this section, we review how to perform a migration using the Scribe toolset.

1. Scribe Workbench

The Scribe Workbench (shown in Figure 1) is the main Scribe tool for managing migrations. The Scribe Workbench enables users to define both source and target data sets. Either or both of these may be a specific application (such as Microsoft Dynamics CRM, Microsoft Dynamics NAV, Salesforce, or other applications) or may be a more generic data set (such as SQL Server, XML, ODBC, and others).

Figure 1. The Scribe Workbench.

After defining both a source and a target, users can relate the two systems together using a linking/mapping window. Linked fields can incorporate formulas (custom formulas and 180+ functions that ship with the product) to calculate or transform data in the mapping window, too.

Choosing the source and target, linking fields, and creating formulas all combine to create what is referred to as an integration definition. Users can choose to run the integration manually through mouse clicks in the Scribe Workbench.

Other options are also configured in the Scribe Workbench and are considered part of this integration definition, including the following:

  • Source and target definitions

  • Mapping and linking options

  • Additional functions

Source and Target Definitions

As part of the definition of an integration, users define both source and target data. When possible, using one of the Scribe application adapters is the best option because each adapter is built to work with its respective application and is optimized based on that application’s API. However, connecting to data via generic connection types (such as ODBC, XML, and others) is also supported.

Adapters also act as a layer of indirection between your integrations and the application. Scribe adapters keep a consistent development interface that will insulate the integration creator from changes in the applicable system. The differences between Microsoft Dynamics CRM 3.0 and 4.0 provide a good example of this. Although the technical differences between these two releases are significant, the Scribe adapter for Microsoft Dynamics CRM looks and acts essentially the same for both versions. For Scribe integrations, upgrading to Microsoft Dynamics CRM 4.0 is as easy as upgrading the Scribe adapter.

Source Configuration

Defining the source data begins with choosing how to connect to the data (using an application adapter, ODBC, or XML). After you choose the connection parameters, a series of prompts helps you define the query set for the source data. This can be a single “object” or can be a custom query joining multiple objects together.

When you join multiple objects, the syntax is much like SQL. You can define calculated values in the Scribe Workbench (referred to as variables) that filter on a static or dynamic values.

Figure 2 shows the Source Connection Wizard that prompts for the source connection method.

Figure 2. The Scribe Source Connection Wizard.

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