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Microsoft Dynamic CRM 4 : Data Migration (part 4) - Creating a Data Migration

2/8/2014 3:04:27 AM
Creating a Data Migration
1.
Open the Workbench and select XML as a source.

2.
Use the Dynamic (File or Message) option, as shown in Figure 6.

Figure 6. Scribe Source Connection Wizard.


You’ll be prompted for both a schema and a sample file.

Note

Although you don’t need the sample file to create the integration definition, you won’t be able to run the integration without real data.

Because we have already created a CRM publisher (our first step), we can get an XML file with real data by just creating an account in Microsoft Dynamics CRM.

If your publisher is showing as active (not paused), after a short time you will have a message in your ScribeIn queue. In the Scribe Console, you can open this Microsoft Message Queuing (MSMQ) message and opt to Save Body. This option will create an XML document that conforms to the schema as defined by the publisher and will contain “real” data based on the CRM entity you created.

Note

If the message does not show up in the ScribeIn queue, make sure your Integration Process is active (e.g., not paused). The message may have been routed to the ScribeDeadMessage queue as well.

3.
Link to the schema file that defines what your source data will look like. The “sample” file is optional, but you will not be able to run the integration if there is only a schema (that is, no data).

4.
Connect to the target application by using the Scribe Sample ODBC database connection, as shown in Figure 7.

Figure 7. Connect to Target dialog box.


The Scribe Sample uses SCRIBE as the user ID and integr8! as the password.

5.
After the target has been defined, select the Account table.

With Operation set to Insert/Update, click Add Insert/Update, as shown in Figure 8.

Figure 8. Scribe target configuration sample.

Note

By defining the target in this way, you are stating that for each new source record you want to insert a new record in the Account table in the target. If that record already exists, update it instead.

6.
After the source and target have been defined, map the following fields from source to target:

Map source field Name to target column ACCOUNTNAME using the Data Link button.

Map source field accountnumber to target column ACCOUNTID using the Data Link button.

Map these same source and target fields (accountnumber and ACCOUNTID) using the Lookup Link button.

Note

A lookup link is used to test if a record exists. (And in this case, ACCOUNTID is a primary key field on the target table Account.) A data link maps the value in the source to the target field.

7.
Save and run the integration. After it has completed, your new row should be in your target.

8.
While still in the Workbench, select the PHONE target column.

9.
Click the Formula button and make the formula read as "(xxx) 123-1234". You will need quotes here because this is a string literal.

10.
Save and run the integration again. The row should be updated with this new value in the PHONE column.

Note

If you receive Primary Key violations on this second run, ensure that the lookup links defined previously are accurate with respect to the constraint being violated.
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