Microsoft Dataverse Connection Details¶
Introduction¶
Connector Version
This documentation is based on version 21.0.8662 of the connector.
Important
We recommend using the Microsoft Dataverse v2 connector to connect to Microsoft Dataverse as it allows for additional configuration properties.
Get Started¶
Dataverse Version Support
The connector supports read/write access to Dataverse through Dataverse.
Establish a Connection¶
Schema¶
Dataverse supports schema values of 'System' and 'Entities' and can be set using the Schema
property.
Using 'System' for Schema
property uses the Web API to query entities/tables.
Using 'Entities' for Schema
property uses the EntityDefinitions
entity set path and retrieves information about EntityMetadata EntityType entities/tables. This will often result in more user friendly names, though requires extra metadata requests.
Connect to Dataverse¶
To authenticate to the Dataverse source, you should first set the OrganizationUrl
to the URL of the organization you are connecting to, such as https://\[organization\].crm.dynamics.com
.
Authenticate using Azure AD¶
Azure AD is a connection type that goes through OAuth. Set your AuthScheme
to AzureAD
and see Using OAuth Authentication for an authentication guide.
Authenticate using Azure Service Principal¶
Azure Service Principal is a connection type that goes through OAuth. Set your AuthScheme
to AzureServicePrincipal
and see Using Azure Service Principal Authentication for an authentication guide.
Authenticate using MSI Authentication¶
If you are running Dataverse on an Azure VM, you can leverage Managed Service Identity (MSI) credentials to connect:
AuthScheme
: Set this toAzureMSI
.
The MSI credentials will then be automatically obtained for authentication.
Use OAuth Authentication¶
OAuth requires the authenticating user to interact with Dataverse using the browser. The connector facilitates this in various ways as described below.
Embedded Credentials¶
See Embedded Credentials to connect with the connector's embedded credentials and skip creating a custom OAuth app.
Custom Credentials¶
Instead of connecting with the connector's embedded credentials, you can register an app with Custom Credentials to obtain the OAuthClientId
and OAuthClientSecret
.
When to Create a Custom OAuth App¶
Creating a custom OAuth app is optional as the connector is already registered with Dataverse and you can connect with its embedded credentials. You might want to create a custom OAuth app to change the information displayed when users log into the Dataverse OAuth endpoint to grant permissions to the connector.
Create a Custom OAuth App¶
See Creating a Custom OAuth App for a procedure.
Client Credentials¶
Client credentials refers to a flow in OAuth where there is no direct user authentication taking place. Instead, credentials are created for just the app itself. All tasks taken by the app are done without a default user context. This makes the authentication flow a bit different from standard.
Client OAuth Flow¶
All permissions related to the client oauth flow require admin consent. This means the app embedded with the Jitterbit Connector for Dataverse cannot be used in the client oauth flow. You must create your own OAuth app in order to use client credentials. See Creating a Custom OAuth App for more details.
In your App Registration in portal.azure.com, navigate to API Permissions and select the Microsoft Graph permissions. There are two distinct sets of permissions - Delegated and Application permissions. The permissions used during client credential authentication are under Application Permissions. Select the applicable permissions you require for your integration.
You are ready to connect after setting one of the below connection properties groups depending on the authentication type.
Authenticating using a Client Secret
InitiateOAuth
: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting theOAuthAccessToken
.AzureTenant
: Set this to the tenant you wish to connect to.OAuthGrantType
: Set this to CLIENT.OAuthClientId
: Set this to the Client ID in your app settings.OAuthClientSecret
: Set this to the Client Secret in your app settings.
Authenticating using a Certificate
InitiateOAuth
: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting theOAuthAccessToken
.AzureTenant
: Set this to the tenant you wish to connect to.OAuthGrantType
: Set this to CLIENT.OAuthClientId
: Set this to the Client ID in your app settings.OAuthJWTCert
: Set this to the JWT Certificate store.OAuthJWTCertType
: Set this to the type of the certificate store specified byOAuthJWTCert
.
Authentication with client credentials will take place automatically like any other connection, except there will be no window opened prompting the user. Because there is no user context, there is no need for a browser popup. Connections will take place and be handled internally.
Use Azure Service Principal Authentication¶
The authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow, and it does not involve direct user authentication. Instead, credentials are created for just the app itself. All tasks taken by the app are done without a default user context, but based on the assigned roles. The application access to the resources is controlled through the assigned roles' permissions.
Custom Credentials¶
You will need to register an OAuth app to obtain the OAuth property values before connection to the Dataverse data source. You can check the Custom Credentials guide on how to set the OAuth properties.
Create a Custom OAuth App¶
See Creating a Custom OAuth App for a procedure.
Create a Custom OAuth App¶
Creating a custom OAuth app and a service principal that can access the necessary resources is required when authenticating using an Azure Service Principal.
Follow the steps below to create a custom OAuth app and obtain the connection properties for the Azure Service Principal authentication.
Steps to Create a Custom OAuth App¶
Follow the steps below to obtain the OAuth values for your app.
- Log in to
https://portal.azure.com
. - In the left-hand navigation pane, select Azure Active Directory then App Registrations and click on New registration button.
- Enter an app name and set the radio button for "Any Azure AD Directory - Multi Tenant". Then set the redirect URL to something such as
http://localhost:33333
, the connector's default. - Copy the Application (client) ID value displayed on the Overview section after creating the app, since this value is used as the
OAuthClientId
- Define the app authentication type by going to the Certificates & Secrets section. There are two types of authentication available: using a client secret and using a certificate. The recommended authentication method is via a certificate, but you can also create an application secret.
Option 1 - Upload a certificate
: In the Certificates & Secrets section, select Upload certificate and select the certificate to upload from your local machine.Option 2 - Create a new application secret
: In the Certificates & Secrets section, select New Client Secret for the app and select its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once, and it is used as theOAuthClientSecret
.
- In the Authentication tab, make sure to check the option: Access tokens (used for implicit flows).
- Open the Subscriptions page by searching and selecting the Subscriptions service from the search bar.
- Select the particular subscription to assign the application to, then open the Access control (IAM) section, and click on the Add role assignment button.
- Select Owner as the role to assign to your created OAuth app.
Custom Credentials¶
Follow the steps below to authenticate with the credentials for a custom OAuth app. See Creating a Custom OAuth App.
Authentication with Your OAuth App¶
There are two types of app authentication available: using a client secret and using a certificate. You can use any of them depending on the configured app authentication.
Get an OAuth Access Token¶
You are ready to connect after setting one of the below connection properties groups depending on the authentication type.
Authenticating using a Client Secret
AuthScheme
: Set this to the "AzureServicePrincipal" in your app settings.InitiateOAuth
: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting theOAuthAccessToken
.AzureTenant
: Set this to the tenant you wish to connect to.OAuthClientId
: Set this to the Client ID in your app settings.OAuthClientSecret
: Set this to the Client Secret in your app settings.
Authenticating using a Certificate
AuthScheme
: Set this to the "AzureServicePrincipal" in your app settings.InitiateOAuth
: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting theOAuthAccessToken
.AzureTenant
: Set this to the tenant you wish to connect to.OAuthClientId
: Set this to the Client ID in your app settings.OAuthJWTCert
: Set this to the JWT Certificate store.OAuthJWTCertType
: Set this to the type of the certificate store specified byOAuthJWTCert
.
Important Notes¶
Configuration Files and Their Paths¶
- All references to adding configuration files and their paths refer to files and locations on the Jitterbit agent where the connector is installed. These paths are to be adjusted as appropriate depending on the agent and the operating system. If multiple agents are used in an agent group, identical files will be required on each agent.
Advanced Features¶
This section details a selection of advanced features of the Dataverse connector.
User Defined Views
The connector allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.
SSL Configuration
Use SSL Configuration to adjust how connector handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert
property under "Connection String Options" for more information.
Proxy
To configure the connector using private agent proxy settings, select the Use Proxy Settings
checkbox on the connection configuration screen.
User Defined Views¶
The Jitterbit Connector for Dataverse allows you to define a virtual table whose contents are decided by a pre-configured query. These are called User Defined Views, which are useful in situations where you cannot directly control the query being issued to the driver, e.g. when using the driver from Jitterbit. The User Defined Views can be used to define predicates that are always applied. If you specify additional predicates in the query to the view, they are combined with the query already defined as part of the view.
There are two ways to create user defined views:
- Create a JSON-formatted configuration file defining the views you want.
- DDL statements.
Define Views Using a Configuration File¶
User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json
. The connector automatically detects the views specified in this file.
You can also have multiple view definitions and control them using the UserDefinedViews
connection property. When you use this property, only the specified views are seen by the connector.
This User Defined View configuration file is formatted as follows:
- Each root element defines the name of a view.
- Each root element contains a child element, called
query
, which contains the custom SQL query for the view.
For example:
{
"MyView": {
"query": "SELECT * FROM Accounts WHERE MyColumn = 'value'"
},
"MyView2": {
"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
}
}
Use the UserDefinedViews
connection property to specify the location of your JSON configuration file. For example:
"UserDefinedViews", "C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json"
Schema for User Defined Views¶
User Defined Views are exposed in the UserViews
schema by default. This is done to avoid the view's name clashing with an actual entity in the data model. You can change the name of the schema used for UserViews by setting the UserViewsSchemaName
property.
Work with User Defined Views¶
For example, a SQL statement with a User Defined View called UserViews.RCustomers
only lists customers in Raleigh:
SELECT * FROM Customers WHERE City = 'Raleigh';
An example of a query to the driver:
SELECT * FROM UserViews.RCustomers WHERE Status = 'Active';
Resulting in the effective query to the source:
SELECT * FROM Customers WHERE City = 'Raleigh' AND Status = 'Active';
That is a very simple example of a query to a User Defined View that is effectively a combination of the view query and the view definition. It is possible to compose these queries in much more complex patterns. All SQL operations are allowed in both queries and are combined when appropriate.
SSL Configuration¶
Customize the SSL Configuration¶
By default, the connector attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.
To specify another certificate, see the SSLServerCert
property for the available formats to do so.
Data Model¶
Overview
This section shows the available API objects and provides more information on executing SQL to Dataverse APIs.
The Jitterbit Connector for Dataverse models Dataverse entities in relational Tables, Views, and Stored Procedures. The table definitions are dynamically obtained from the OData service you connect to. Any changes in the metadata, such as added or removed columns or changes in data type, can be loaded by reconnecting.
Tables
The connector models the writable entities described in the service metadata document as bidirectional tables.
Stored Procedures
Are function-like interfaces to the data source. They can be used to perform additional operations that fall outside of the standard CRUD model such as retrieving an OAuth access token.
Dataverse Entities Data Model
Entities Data Model describes the schemas available to connect to Dataverse. You can use tables to work with live Dataverse data. You can use stored procedures provided by Jitterbit Connector for Dataverse to automate working with Dataverse data.
Dataverse System Data Model
System Data Model describes the schemas available to connect to Dataverse. You can use tables to work with live Dataverse data. You can use stored procedures provided by Jitterbit Connector for Dataverse to automate working with Dataverse data.
Collaborative Query Processing
The connector offloads as much of the SELECT statement processing as possible to Dataverse and then processes the rest of the query in memory. API limitations and requirements are also documented in this section.
See SupportEnhancedSQL
for more information on how the connector circumvents API limitations with in-memory client-side processing.
Entities Data Model¶
Views¶
Views describes the available views.
Stored Procedures¶
Stored Procedures are function-like interfaces to Dataverse. Stored procedures allow you to execute operations to Dataverse, such as retrieving the OAuth Access Token.
Views¶
Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.
Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard. To find out more about tables and stored procedures, please navigate to their corresponding entries in this help document.
Jitterbit Connector for Dataverse Views¶
Name | Description |
---|---|
MultiSelectPickListAttributeMetaData | Contains the Picklist metadata for an attribute type MultiSelect OptionSet. |
MultiSelectPickListOptions | Contains the Options Value of MultiSelect PicklistMetadata. |
PickListAttributeMetaData | Contains the metadata for an attribute type Picklist. |
PickListOptions | Contains the Options value of PickListMetaData |
MultiSelectPickListAttributeMetaData¶
Contains the Picklist metadata for an attribute type MultiSelect OptionSet.
Columns¶
Name | Type | References | Description |
---|---|---|---|
ColumnName [KEY] | String | ||
MetadataId | String | ||
OptionSet_Description_LocalizedLabels | String | ||
OptionSet_Description_LocalizedLabels_HasChanged | String | ||
OptionSet_Description_LocalizedLabels_IsManaged | String | ||
OptionSet_Description_LocalizedLabels_Label | String | ||
OptionSet_Description_LocalizedLabels_LanguageCode | String | ||
OptionSet_Description_LocalizedLabels_MetadataId | String | ||
OptionSet_Description_UserLocalizedLabel_HasChanged | String | ||
OptionSet_Description_UserLocalizedLabel_IsManaged | Boolean | ||
OptionSet_Description_UserLocalizedLabel_Label | String | ||
OptionSet_Description_UserLocalizedLabel_LanguageCode | Integer | ||
OptionSet_Description_UserLocalizedLabel_MetadataId | String | ||
OptionSet_DisplayName_LocalizedLabels | String | ||
OptionSet_DisplayName_LocalizedLabels_HasChanged | String | ||
OptionSet_DisplayName_LocalizedLabels_IsManaged | String | ||
OptionSet_DisplayName_LocalizedLabels_Label | String | ||
OptionSet_DisplayName_LocalizedLabels_LanguageCode | String | ||
OptionSet_DisplayName_LocalizedLabels_MetadataId | String | ||
OptionSet_DisplayName_UserLocalizedLabel_HasChanged | String | ||
OptionSet_DisplayName_UserLocalizedLabel_IsManaged | Boolean | ||
OptionSet_DisplayName_UserLocalizedLabel_Label | String | ||
OptionSet_DisplayName_UserLocalizedLabel_LanguageCode | Integer | ||
OptionSet_DisplayName_UserLocalizedLabel_MetadataId | String | ||
OptionSet_ExternalTypeName | String | ||
OptionSet_HasChanged | String | ||
OptionSet_IntroducedVersion | String | ||
OptionSet_IsCustomizable_CanBeChanged | Boolean | ||
OptionSet_IsCustomizable_ManagedPropertyLogicalName | String | ||
OptionSet_IsCustomizable_Value | Boolean | ||
OptionSet_IsCustomOptionSet | Boolean | ||
OptionSet_IsGlobal | Boolean | ||
OptionSet_IsManaged | Boolean | ||
OptionSet_MetadataId | String | ||
OptionSet_Name | String | ||
OptionSet_OptionSetType | String | ||
OptionSet_ParentOptionSetName | String | ||
TableName | String |
MultiSelectPickListOptions¶
Contains the Options Value of MultiSelect PicklistMetadata.
Columns¶
Name | Type | References | Description |
---|---|---|---|
ColumnName | String | MultiSelectPickListAttributeMetaData.ColumnName | |
Color | String | ||
ExternalValue | String | ||
HasChanged | String | ||
IsManaged | Boolean | ||
Label_LocalizedLabels | String | ||
Label_LocalizedLabels_HasChanged | String | ||
Label_LocalizedLabels_IsManaged | Boolean | ||
Label_LocalizedLabels_Label | String | ||
Label_LocalizedLabels_LanguageCode | Integer | ||
Label_LocalizedLabels_MetadataId | String | ||
Label_UserLocalizedLabel_HasChanged | String | ||
Label_UserLocalizedLabel_IsManaged | Boolean | ||
Label_UserLocalizedLabel_Label | String | ||
Label_UserLocalizedLabel_LanguageCode | Integer | ||
Label_UserLocalizedLabel_MetadataId | String | ||
Description_LocalizedLabels | String | ||
Description_LocalizedLabels_HasChanged | String | ||
Description_LocalizedLabels_IsManaged | Boolean | ||
Description_LocalizedLabels_Label | String | ||
Description_LocalizedLabels_LanguageCode | Integer | ||
Description_LocalizedLabels_MetadataId | String | ||
Description_UserLocalizedLabel_HasChanged | String | ||
Description_UserLocalizedLabel_IsManaged | Boolean | ||
Description_UserLocalizedLabel_Label | String | ||
Description_UserLocalizedLabel_LanguageCode | Integer | ||
Description_UserLocalizedLabel_MetadataId | String | ||
MetadataId | String | ||
ParentValues | String | ||
Value | Integer | ||
TableName | String |
PickListAttributeMetaData¶
Contains the metadata for an attribute type Picklist.
Columns¶
Name | Type | References | Description |
---|---|---|---|
ColumnName [KEY] | String | ||
MetadataId | String | ||
OptionSet_Description_LocalizedLabels | String | ||
OptionSet_Description_LocalizedLabels_HasChanged | String | ||
OptionSet_Description_LocalizedLabels_IsManaged | String | ||
OptionSet_Description_LocalizedLabels_Label | String | ||
OptionSet_Description_LocalizedLabels_LanguageCode | String | ||
OptionSet_Description_LocalizedLabels_MetadataId | String | ||
OptionSet_Description_UserLocalizedLabel_HasChanged | String | ||
OptionSet_Description_UserLocalizedLabel_IsManaged | Boolean | ||
OptionSet_Description_UserLocalizedLabel_Label | String | ||
OptionSet_Description_UserLocalizedLabel_LanguageCode | Integer | ||
OptionSet_Description_UserLocalizedLabel_MetadataId | String | ||
OptionSet_DisplayName_LocalizedLabels | String | ||
OptionSet_DisplayName.LocalizedLabels_HasChanged | String | ||
OptionSet_DisplayName.LocalizedLabels_IsManaged | String | ||
OptionSet_DisplayName.LocalizedLabels_Label | String | ||
OptionSet_DisplayName.LocalizedLabels_LanguageCode | String | ||
OptionSet_DisplayName.LocalizedLabels_MetadataId | String | ||
OptionSet_DisplayName.UserLocalizedLabel_HasChanged | String | ||
OptionSet_DisplayName.UserLocalizedLabel_IsManaged | Boolean | ||
OptionSet_DisplayName.UserLocalizedLabel_Label | String | ||
OptionSet_DisplayName.UserLocalizedLabel_LanguageCode | Integer | ||
OptionSet_DisplayName.UserLocalizedLabel_MetadataId | String | ||
OptionSet_ExternalTypeName | String | ||
OptionSet_HasChanged | String | ||
OptionSet_IntroducedVersion | String | ||
OptionSet_IsCustomizable_CanBeChanged | Boolean | ||
OptionSet_IsCustomizable_ManagedPropertyLogicalName | String | ||
OptionSet_IsCustomizable_Value | Boolean | ||
OptionSet_IsCustomOptionSet | Boolean | ||
OptionSet_IsGlobal | Boolean | ||
OptionSet_IsManaged | Boolean | ||
OptionSet_MetadataId | String | ||
OptionSet_Name | String | ||
OptionSet_OptionSetType | String | ||
OptionSet_ParentOptionSetName | String | ||
TableName | String |
PickListOptions¶
Contains the Options value of PickListMetaData
Columns¶
Name | Type | References | Description |
---|---|---|---|
ColumnName | String | PickListAttributeMetaData.ColumnName | |
Color | String | ||
ExternalValue | String | ||
HasChanged | String | ||
IsManaged | Boolean | ||
Label_LocalizedLabels | String | ||
LabelLocalizedLabels.HasChanged | String | ||
Label_LocalizedLabels_IsManaged | Boolean | ||
Label_LocalizedLabels_Label | String | ||
Label_LocalizedLabels_LanguageCode | Integer | ||
Label_LocalizedLabels_MetadataId | String | ||
Label_UserLocalizedLabel_HasChanged | String | ||
Label_UserLocalizedLabel_IsManaged | Boolean | ||
Label_UserLocalizedLabel_Label | String | ||
Label_UserLocalizedLabel_LanguageCode | Integer | ||
Label_UserLocalizedLabel_MetadataId | String | ||
Description.LocalizedLabels | String | ||
Description.UserLocalizedLabel | String | ||
MetadataId | String | ||
ParentValues | String | ||
Value | Integer | ||
TableName | String |
Stored Procedures¶
Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the retrieval of the data is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return back a dataset that contains the collection of tuples that constitute the response.
Jitterbit Connector for Dataverse Stored Procedures¶
Name | Description |
---|---|
GetOAuthAccessToken | Gets the auth token used to authenticate to the service. |
GetOAuthAuthorizationUrl | Gets an authorization URL from the data source. The authorization URL can be used to generate a verifier required to obtain the OAuth token. |
RefreshOAuthAccessToken | Obtains an updated OAuthAccessToken if passed a token to refresh. |
GetOAuthAccessToken¶
Gets the auth token used to authenticate to the service.
Input¶
Name | Type | Required | Description |
---|---|---|---|
AuthMode | String | False | The type of authentication you are attempting. Use App for a Windows application, or Web for Web-based applications. The default value is APP. |
Verifier | String | False | A verifier returned by the service that must be input to return the access token. Needed only when using the Web auth mode. Obtained by navigating to the URL returned in GetOAuthAuthorizationUrl. |
CallbackUrl | String | False | The URL the user will be redirected to after authorizing your application. |
State | String | False | This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the Microsoft authorization server and back. Uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery. |
Prompt | String | False | Defaults to 'select_account' which prompts the user to select account while authenticating. Set to 'None', for no prompt, 'login' to force user to enter their credentials or 'consent' to trigger the OAuth consent dialog after the user signs in, asking the user to grant permissions to the app. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
OAuthAccessToken | String | The OAuth access token. |
\* | String | Other outputs that may be returned by the data source. |
GetOAuthAuthorizationUrl¶
Gets an authorization URL from the data source. The authorization URL can be used to generate a verifier required to obtain the OAuth token.
Input¶
Name | Type | Required | Description |
---|---|---|---|
CallbackURL | String | False | The URL the user will be redirected to after authorizing your application. |
State | String | False | This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the Microsoft authorization server and back. Uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery. |
Prompt | String | False | Defaults to 'select_account' which prompts the user to select account while authenticating. Set to 'None', for no prompt, 'login' to force user to enter their credentials or 'consent' to trigger the OAuth consent dialog after the user signs in, asking the user to grant permissions to the app. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
Url | String | The authorization URL that will need to be opened for the user to authorize your app. |
RefreshOAuthAccessToken¶
Obtains an updated OAuthAccessToken if passed a token to refresh.
Input¶
Name | Type | Required | Description |
---|---|---|---|
OAuthRefreshToken | String | True | The refresh token returned from the original authorization code exchange. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
OAuthAccessToken | String | The new OAuthAccessToken returned from the service. |
OAuthRefreshToken | String | A token that may be used to obtain a new access token. |
ExpiresIn | String | The remaining lifetime on the access token. |
System Data Model¶
Views¶
Describes the available views.
Stored Procedures¶
Stored Procedures are function-like interfaces to Dataverse. Stored procedures allow you to execute operations to Dataverse, such as retrieving the OAuth Access Token.
Stored Procedures¶
Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the retrieval of the data is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return back a dataset that contains the collection of tuples that constitute the response.
Jitterbit Connector for Dataverse Stored Procedures¶
Name | Description |
---|---|
CreateAssociation | Creates an association between two entities based on a navigation property. |
GetOAuthAccessToken | Gets the auth token used to authenticate to the service. |
GetOAuthAuthorizationUrl | Gets an authorization URL from the data source. The authorization URL can be used to generate a verifier required to obtain the OAuth token. |
ListAssociations | Lists associations for a given table and navigation property. |
ListNavigationProperties | Lists navigation properties for a given table and the tables they are associated with. Navigation properties are used by the Association stored procedures. |
RefreshOAuthAccessToken | Obtains an updated OAuthAccessToken if passed a token to refresh. |
RemoveAssociation | Removes an association between two entities based on a navigation property. |
CreateAssociation¶
Creates an association between two entities based on a navigation property.
Input¶
Name | Type | Required | Description |
---|---|---|---|
FromId | String | True | The ID of the entity you are creating an associations for. |
FromTable | String | True | The table where the entity comes from that you are creating an association for. For example, if the FromId was from a table called Customers, set this parameter to: Customers. |
ToNavigationProperty | String | True | The navigation property you are creating an association on. It can be obtained from ListNavigationProperties. |
ToId | String | True | The ID of the navigation entity. This will come from the table associated with the navigation property. |
GetOAuthAccessToken¶
Gets the auth token used to authenticate to the service.
Input¶
Name | Type | Required | Description |
---|---|---|---|
AuthMode | String | False | The type of authentication you are attempting. Use App for a Windows application, or Web for Web-based applications. The default value is APP. |
Verifier | String | False | A verifier returned by the service that must be input to return the access token. Needed only when using the Web auth mode. Obtained by navigating to the URL returned in GetOAuthAuthorizationUrl. |
CallbackUrl | String | False | The URL the user will be redirected to after authorizing your application. |
State | String | False | This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the Microsoft authorization server and back. Uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery. |
Prompt | String | False | Defaults to 'select_account' which prompts the user to select account while authenticating. Set to 'None', for no prompt, 'login' to force user to enter their credentials or 'consent' to trigger the OAuth consent dialog after the user signs in, asking the user to grant permissions to the app. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
OAuthAccessToken | String | The OAuth access token. |
\* | String | Other outputs that may be returned by the data source. |
GetOAuthAuthorizationUrl¶
Gets an authorization URL from the data source. The authorization URL can be used to generate a verifier required to obtain the OAuth token.
Input¶
Name | Type | Required | Description |
---|---|---|---|
CallbackURL | String | False | The URL the user will be redirected to after authorizing your application. |
State | String | False | This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the Microsoft authorization server and back. Uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery. |
Prompt | String | False | Defaults to 'select_account' which prompts the user to select account while authenticating. Set to 'None', for no prompt, 'login' to force user to enter their credentials or 'consent' to trigger the OAuth consent dialog after the user signs in, asking the user to grant permissions to the app. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
Url | String | The authorization URL that will need to be opened for the user to authorize your app. |
ListAssociations¶
Lists associations for a given table and navigation property.
Input¶
Name | Type | Required | Description |
---|---|---|---|
FromId | String | True | The ID of the entity you are listing associations for. |
FromTable | String | True | The table where the entity comes from that you are listing entities for. For example, if the FromId was from a table called Customers, set this parameter to: Customers. |
NavigationProperty | String | True | The navigation property you are listing assications for. It can be obtained from ListNavigationProperties. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
Uri | String | The linked URL. |
ListNavigationProperties¶
Lists navigation properties for a given table and the tables they are associated with. Navigation properties are used by the Association stored procedures.
Input¶
Name | Type | Required | Description |
---|---|---|---|
TableName | String | True | The name of the table to list navigation properties for. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
Name | String | The name of the navigation property. |
AssociatedTable | String | The table the navigation property is associated with. |
RefreshOAuthAccessToken¶
Obtains an updated OAuthAccessToken if passed a token to refresh.
Input¶
Name | Type | Required | Description |
---|---|---|---|
OAuthRefreshToken | String | True | The refresh token returned from the original authorization code exchange. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
OAuthAccessToken | String | The new OAuthAccessToken returned from the service. |
OAuthRefreshToken | String | A token that may be used to obtain a new access token. |
ExpiresIn | String | The remaining lifetime on the access token. |
RemoveAssociation¶
Removes an association between two entities based on a navigation property.
Input¶
Name | Type | Required | Description |
---|---|---|---|
FromId | String | True | The ID of the entity you are removing an associations for. |
FromTable | String | True | The table where the entity comes from that you are removing an association for. For example, if the FromId was from a table called Customers, set this parameter to: Customers. |
ToNavigationProperty | String | True | The navigation property you are removing an association on. It can be obtained from ListNavigationProperties. |
ToId | String | True | The ID of the navigation entity. This will come from the table associated with the navigation property. |
System Tables¶
You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.
Schema Tables¶
The following tables return database metadata for Dataverse:
- sys_catalogs: Lists the available databases.
- sys_schemas: Lists the available schemas.
- sys_tables: Lists the available tables and views.
- sys_tablecolumns: Describes the columns of the available tables and views.
- sys_procedures: Describes the available stored procedures.
- sys_procedureparameters: Describes stored procedure parameters.
- sys_keycolumns: Describes the primary and foreign keys.
- sys_indexes: Describes the available indexes.
Data Source Tables¶
The following tables return information about how to connect to and query the data source:
- sys_connection_props: Returns information on the available connection properties.
- sys_sqlinfo: Describes the SELECT queries that the connector can offload to the data source.
Query Information Tables¶
The following table returns query statistics for data modification queries, including batch operations:
- sys_identity: Returns information about batch operations or single updates.
sys_catalogs¶
Lists the available databases.
The following query retrieves all databases determined by the connection string:
SELECT * FROM sys_catalogs
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The database name. |
sys_schemas¶
Lists the available schemas.
The following query retrieves all available schemas:
SELECT * FROM sys_schemas
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The database name. |
SchemaName | String | The schema name. |
sys_tables¶
Lists the available tables.
The following query retrieves the available tables and views:
SELECT * FROM sys_tables
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The database containing the table or view. |
SchemaName | String | The schema containing the table or view. |
TableName | String | The name of the table or view. |
TableType | String | The table type (table or view). |
Description | String | A description of the table or view. |
IsUpdateable | Boolean | Whether the table can be updated. |
sys_tablecolumns¶
Describes the columns of the available tables and views.
The following query returns the columns and data types for the Accounts table:
SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Accounts'
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The name of the database containing the table or view. |
SchemaName | String | The schema containing the table or view. |
TableName | String | The name of the table or view containing the column. |
ColumnName | String | The column name. |
DataTypeName | String | The data type name. |
DataType | Int32 | An integer indicating the data type. This value is determined at run time based on the environment. |
Length | Int32 | The storage size of the column. |
DisplaySize | Int32 | The designated column's normal maximum width in characters. |
NumericPrecision | Int32 | The maximum number of digits in numeric data. The column length in characters for character and date-time data. |
NumericScale | Int32 | The column scale or number of digits to the right of the decimal point. |
IsNullable | Boolean | Whether the column can contain null. |
Description | String | A brief description of the column. |
Ordinal | Int32 | The sequence number of the column. |
IsAutoIncrement | String | Whether the column value is assigned in fixed increments. |
IsGeneratedColumn | String | Whether the column is generated. |
IsHidden | Boolean | Whether the column is hidden. |
IsArray | Boolean | Whether the column is an array. |
sys_procedures¶
Lists the available stored procedures.
The following query retrieves the available stored procedures:
SELECT * FROM sys_procedures
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The database containing the stored procedure. |
SchemaName | String | The schema containing the stored procedure. |
ProcedureName | String | The name of the stored procedure. |
Description | String | A description of the stored procedure. |
ProcedureType | String | The type of the procedure, such as PROCEDURE or FUNCTION. |
sys_procedureparameters¶
Describes stored procedure parameters.
The following query returns information about all of the input parameters for the GetOAuthAccessToken stored procedure:
SELECT * FROM sys_procedureparameters WHERE ProcedureName='GetOAuthAccessToken' AND Direction=1 OR Direction=2
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The name of the database containing the stored procedure. |
SchemaName | String | The name of the schema containing the stored procedure. |
ProcedureName | String | The name of the stored procedure containing the parameter. |
ColumnName | String | The name of the stored procedure parameter. |
Direction | Int32 | An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters. |
DataTypeName | String | The name of the data type. |
DataType | Int32 | An integer indicating the data type. This value is determined at run time based on the environment. |
Length | Int32 | The number of characters allowed for character data. The number of digits allowed for numeric data. |
NumericPrecision | Int32 | The maximum precision for numeric data. The column length in characters for character and date-time data. |
NumericScale | Int32 | The number of digits to the right of the decimal point in numeric data. |
IsNullable | Boolean | Whether the parameter can contain null. |
IsRequired | Boolean | Whether the parameter is required for execution of the procedure. |
IsArray | Boolean | Whether the parameter is an array. |
Description | String | The description of the parameter. |
Ordinal | Int32 | The index of the parameter. |
sys_keycolumns¶
Describes the primary and foreign keys.
The following query retrieves the primary key for the Accounts table:
SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Accounts'
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The name of the database containing the key. |
SchemaName | String | The name of the schema containing the key. |
TableName | String | The name of the table containing the key. |
ColumnName | String | The name of the key column. |
IsKey | Boolean | Whether the column is a primary key in the table referenced in the TableName field. |
IsForeignKey | Boolean | Whether the column is a foreign key referenced in the TableName field. |
PrimaryKeyName | String | The name of the primary key. |
ForeignKeyName | String | The name of the foreign key. |
ReferencedCatalogName | String | The database containing the primary key. |
ReferencedSchemaName | String | The schema containing the primary key. |
ReferencedTableName | String | The table containing the primary key. |
ReferencedColumnName | String | The column name of the primary key. |
sys_foreignkeys¶
Describes the foreign keys.
The following query retrieves all foreign keys which refer to other tables:
SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The name of the database containing the key. |
SchemaName | String | The name of the schema containing the key. |
TableName | String | The name of the table containing the key. |
ColumnName | String | The name of the key column. |
PrimaryKeyName | String | The name of the primary key. |
ForeignKeyName | String | The name of the foreign key. |
ReferencedCatalogName | String | The database containing the primary key. |
ReferencedSchemaName | String | The schema containing the primary key. |
ReferencedTableName | String | The table containing the primary key. |
ReferencedColumnName | String | The column name of the primary key. |
ForeignKeyType | String | Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key. |
sys_indexes¶
Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.
The following query retrieves all indexes that are not primary keys:
SELECT * FROM sys_indexes WHERE IsPrimary='false'
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The name of the database containing the index. |
SchemaName | String | The name of the schema containing the index. |
TableName | String | The name of the table containing the index. |
IndexName | String | The index name. |
ColumnName | String | The name of the column associated with the index. |
IsUnique | Boolean | True if the index is unique. False otherwise. |
IsPrimary | Boolean | True if the index is a primary key. False otherwise. |
Type | Int16 | An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3). |
SortOrder | String | The sort order: A for ascending or D for descending. |
OrdinalPosition | Int16 | The sequence number of the column in the index. |
sys_connection_props¶
Returns information on the available connection properties and those set in the connection string.
When querying this table, the config connection string should be used:
jdbc:cdata:cds:config:
This connection string enables you to query this table without a valid connection.
The following query retrieves all connection properties that have been set in the connection string or set through a default value:
SELECT * FROM sys_connection_props WHERE Value <> ''
Columns¶
Name | Type | Description |
---|---|---|
Name | String | The name of the connection property. |
ShortDescription | String | A brief description. |
Type | String | The data type of the connection property. |
Default | String | The default value if one is not explicitly set. |
Values | String | A comma-separated list of possible values. A validation error is thrown if another value is specified. |
Value | String | The value you set or a preconfigured default. |
Required | Boolean | Whether the property is required to connect. |
Category | String | The category of the connection property. |
IsSessionProperty | String | Whether the property is a session property, used to save information about the current connection. |
Sensitivity | String | The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms. |
PropertyName | String | A camel-cased truncated form of the connection property name. |
Ordinal | Int32 | The index of the parameter. |
CatOrdinal | Int32 | The index of the parameter category. |
Hierarchy | String | Shows dependent properties associated that need to be set alongside this one. |
Visible | Boolean | Informs whether the property is visible in the connection UI. |
ETC | String | Various miscellaneous information about the property. |
sys_sqlinfo¶
Describes the SELECT query processing that the connector can offload to the data source.
Collaborative Query Processing¶
When working with data sources that do not support SQL-92, you can query the sys_sqlinfo view to determine the query capabilities of the underlying APIs, expressed in SQL syntax. The connector offloads as much of the SELECT statement processing as possible to the server and then processes the rest of the query in memory.
Discovering the Data Source's SELECT Capabilities¶
Below is an example data set of SQL capabilities. The following result set indicates the SELECT functionality that the connector can offload to the data source or process client side. Your data source may support additional SQL syntax. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.
Name | Description | Possible Values |
---|---|---|
AGGREGATE_FUNCTIONS | Supported aggregation functions. | AVG , COUNT , MAX , MIN , SUM , DISTINCT |
COUNT | Whether COUNT function is supported. | YES , NO |
IDENTIFIER_QUOTE_OPEN_CHAR | The opening character used to escape an identifier. | [ |
IDENTIFIER_QUOTE_CLOSE_CHAR | The closing character used to escape an identifier. | ] |
SUPPORTED_OPERATORS | A list of supported SQL operators. | = , > , < , >= , <= , <> , != , LIKE , NOT LIKE , IN , NOT IN , IS NULL , IS NOT NULL , AND , OR |
GROUP_BY | Whether GROUP BY is supported, and, if so, the degree of support. | NO , NO_RELATION , EQUALS_SELECT , SQL_GB_COLLATE |
STRING_FUNCTIONS | Supported string functions. | LENGTH , CHAR , LOCATE , REPLACE , SUBSTRING , RTRIM , LTRIM , RIGHT , LEFT , UCASE , SPACE , SOUNDEX , LCASE , CONCAT , ASCII , REPEAT , OCTET , BIT , POSITION , INSERT , TRIM , UPPER , REGEXP , LOWER , DIFFERENCE , CHARACTER , SUBSTR , STR , REVERSE , PLAN , UUIDTOSTR , TRANSLATE , TRAILING , TO , STUFF , STRTOUUID , STRING , SPLIT , SORTKEY , SIMILAR , REPLICATE , PATINDEX , LPAD , LEN , LEADING , KEY , INSTR , INSERTSTR , HTML , GRAPHICAL , CONVERT , COLLATION , CHARINDEX , BYTE |
NUMERIC_FUNCTIONS | Supported numeric functions. | ABS , ACOS , ASIN , ATAN , ATAN2 , CEILING , COS , COT , EXP , FLOOR , LOG , MOD , SIGN , SIN , SQRT , TAN , PI , RAND , DEGREES , LOG10 , POWER , RADIANS , ROUND , TRUNCATE |
TIMEDATE_FUNCTIONS | Supported date/time functions. | NOW , CURDATE , DAYOFMONTH , DAYOFWEEK , DAYOFYEAR , MONTH , QUARTER , WEEK , YEAR , CURTIME , HOUR , MINUTE , SECOND , TIMESTAMPADD , TIMESTAMPDIFF , DAYNAME , MONTHNAME , CURRENT_DATE , CURRENT_TIME , CURRENT_TIMESTAMP , EXTRACT |
REPLICATION_SKIP_TABLES | Indicates tables skipped during replication. | |
REPLICATION_TIMECHECK_COLUMNS | A string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication. | |
IDENTIFIER_PATTERN | String value indicating what string is valid for an identifier. | |
SUPPORT_TRANSACTION | Indicates if the provider supports transactions such as commit and rollback. | YES , NO |
DIALECT | Indicates the SQL dialect to use. | |
KEY_PROPERTIES | Indicates the properties which identify the uniform database. | |
SUPPORTS_MULTIPLE_SCHEMAS | Indicates if multiple schemas may exist for the provider. | YES , NO |
SUPPORTS_MULTIPLE_CATALOGS | Indicates if multiple catalogs may exist for the provider. | YES , NO |
DATASYNCVERSION | The Data Sync version needed to access this driver. | Standard , Starter , Professional , Enterprise |
DATASYNCCATEGORY | The Data Sync category of this driver. | Source , Destination , Cloud Destination |
SUPPORTSENHANCEDSQL | Whether enhanced SQL functionality beyond what is offered by the API is supported. | TRUE , FALSE |
SUPPORTS_BATCH_OPERATIONS | Whether batch operations are supported. | YES , NO |
SQL_CAP | All supported SQL capabilities for this driver. | SELECT , INSERT , DELETE , UPDATE , TRANSACTIONS , ORDERBY , OAUTH , ASSIGNEDID , LIMIT , LIKE , BULKINSERT , COUNT , BULKDELETE , BULKUPDATE , GROUPBY , HAVING , AGGS , OFFSET , REPLICATE , COUNTDISTINCT , JOINS , DROP , CREATE , DISTINCT , INNERJOINS , SUBQUERIES , ALTER , MULTIPLESCHEMAS , GROUPBYNORELATION , OUTERJOINS , UNIONALL , UNION , UPSERT , GETDELETED , CROSSJOINS , GROUPBYCOLLATE , MULTIPLECATS , FULLOUTERJOIN , MERGE , JSONEXTRACT , BULKUPSERT , SUM , SUBQUERIESFULL , MIN , MAX , JOINSFULL , XMLEXTRACT , AVG , MULTISTATEMENTS , FOREIGNKEYS , CASE , LEFTJOINS , COMMAJOINS , WITH , LITERALS , RENAME , NESTEDTABLES , EXECUTE , BATCH , BASIC , INDEX |
PREFERRED_CACHE_OPTIONS | A string value specifies the preferred cacheOptions. | |
ENABLE_EF_ADVANCED_QUERY | Indicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side. | YES , NO |
PSEUDO_COLUMNS | A string array indicating the available pseudo columns. | |
MERGE_ALWAYS | If the value is true, The Merge Mode is forcibly executed in Data Sync. | TRUE , FALSE |
REPLICATION_MIN_DATE_QUERY | A select query to return the replicate start datetime. | |
REPLICATION_MIN_FUNCTION | Allows a provider to specify the formula name to use for executing a server side min. | |
REPLICATION_START_DATE | Allows a provider to specify a replicate startdate. | |
REPLICATION_MAX_DATE_QUERY | A select query to return the replicate end datetime. | |
REPLICATION_MAX_FUNCTION | Allows a provider to specify the formula name to use for executing a server side max. | |
IGNORE_INTERVALS_ON_INITIAL_REPLICATE | A list of tables which will skip dividing the replicate into chunks on the initial replicate. | |
CHECKCACHE_USE_PARENTID | Indicates whether the CheckCache statement should be done against the parent key column. | TRUE , FALSE |
CREATE_SCHEMA_PROCEDURES | Indicates stored procedures that can be used for generating schema files. |
The following query retrieves the operators that can be used in the WHERE clause:
SELECT * FROM sys_sqlinfo WHERE Name='SUPPORTED_OPERATORS'
Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.
Columns¶
Name | Type | Description |
---|---|---|
NAME | String | A component of SQL syntax, or a capability that can be processed on the server. |
VALUE | String | Detail on the supported SQL or SQL syntax. |
sys_identity¶
Returns information about attempted modifications.
The following query retrieves the Ids of the modified rows in a batch operation:
SELECT * FROM sys_identity
Columns¶
Name | Type | Description |
---|---|---|
Id | String | The database-generated ID returned from a data modification operation. |
Batch | String | An identifier for the batch. 1 for a single operation. |
Operation | String | The result of the operation in the batch: INSERTED, UPDATED, or DELETED. |
Message | String | SUCCESS or an error message if the update in the batch failed. |
Data Type Mapping¶
Data Type Mappings¶
The connector maps types from the data source to the corresponding data type available in the schema. The table below documents these mappings.
Dataverse (OData V4) | Schema |
---|---|
Edm.Binary | binary |
Edm.Boolean | bool |
Edm.Date | datetime |
Edm.DateTimeOffset | datetime |
Edm.Decimal | decimal |
Edm.Double | double |
Edm.Guid | guid |
Edm.Int32 | int |
Edm.String | string |
Edm.TimeOfDay | time |
Advanced Configurations Properties¶
The advanced configurations properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure. Click the links for further details.
Property | Description |
---|---|
AuthScheme | The type of authentication to use when connecting to Dataverse. |
OrganizationURL | The URL to your Dataverse data. For instance, https://abc123.crm.dynamics.com/ . |
Tenant | The Microsoft tenant being used to access data. If not specified, your default tentant will be used. |
Property | Description |
---|---|
AzureTenant | The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used. |
AzureEnvironment | The Azure Environment to use when establishing a connection. |
Property | Description |
---|---|
InitiateOAuth | Set this property to initiate the process to obtain or refresh the OAuth access token when you connect. |
OAuthClientId | The client ID assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
OAuthAccessToken | The access token for connecting using OAuth. |
CallbackURL | The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings. |
OAuthGrantType | The grant type for the OAuth flow. |
OAuthVerifier | The verifier code returned from the OAuth authorization URL. |
OAuthRefreshToken | The OAuth refresh token for the corresponding OAuth access token. |
OAuthExpiresIn | The lifetime in seconds of the OAuth AccessToken. |
OAuthTokenTimestamp | The Unix epoch timestamp in milliseconds when the current Access Token was created. |
Property | Description |
---|---|
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
Property | Description |
---|---|
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA, SchemaB, SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA, TableB, TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA, ViewB, ViewC. |
Schema | Schema to use System, Entities. |
Property | Description |
---|---|
ApiVersion | The API version being used. This can be specified to access a new version of the API once it is released. |
MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
Other | These hidden properties are used only in specific use cases. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
UseDisplayNames | If set to true, the provider will use display names for some operations. |
Authentication¶
This section provides a complete list of authentication properties you can configure.
Property | Description |
---|---|
AuthScheme | The type of authentication to use when connecting to Dataverse. |
OrganizationURL | The URL to your Dataverse data. For instance, https://abc123.crm.dynamics.com/ . |
Tenant | The Microsoft tenant being used to access data. If not specified, your default tentant will be used. |
AuthScheme¶
The type of authentication to use when connecting to Dataverse.
Possible Values¶
AzureAD
, AzureMSI
, AzureServicePrincipal
Data Type¶
string
Default Value¶
AzureAD
Remarks¶
- AzureAD: Set this to perform Azure Active Directory OAuth authentication.
- AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.
- AzureServicePrincipal: Set this to authenticate as an Azure Service Principal.
OrganizationURL¶
The URL to your Dataverse data. For instance, https://abc123.crm.dynamics.com/
.
Data Type¶
string
Default Value¶
""
Remarks¶
The URL you use to log into your Dataverse data. For instance, https://abc123.crm.dynamics.com/
. This may also be known as the resource.
Tenant¶
The Microsoft tenant being used to access data. If not specified, your default tentant will be used.
Data Type¶
string
Default Value¶
""
Remarks¶
The Microsoft tenant being used to access data. For instance, contoso.onmicrosoft.com. Alternatively, specify the tenant id. This value is the directory ID in the Azure Portal > Azure Active Directory > Properties.
Azure Authentication¶
This section provides a complete list of Azure authentication properties you can configure.
Property | Description |
---|---|
AzureTenant | The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used. |
AzureEnvironment | The Azure Environment to use when establishing a connection. |
AzureTenant¶
The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.
Data Type¶
string
Default Value¶
""
Remarks¶
The Microsoft Online tenant being used to access data. For instance, contoso.onmicrosoft.com. Alternatively, specify the tenant Id. This value is the directory ID in the Azure Portal > Azure Active Directory > Properties.
Typically it is not necessary to specify the Tenant. This can be automatically determined by Microsoft when using the OAuthGrantType set to CODE (default). However, it may fail in the case that the user belongs to multiple tenants. For instance, if an Admin of domain A invites a user of domain B to be a guest user. The user will now belong to both tenants. It is a good practice to specify the Tenant, although in general things should normally work without having to specify it.
The AzureTenant
is required when setting OAuthGrantType to CLIENT. When using client credentials, there is no user context. The credentials are taken from the context of the app itself. While Microsoft still allows client credentials to be obtained without specifying which Tenant, it has a much lower probability of picking the specific tenant you want to work with. For this reason, we require AzureTenant
to be explicitly stated for all client credentials connections to ensure you get credentials that are applicable for the domain you intend to connect to.
AzureEnvironment¶
The Azure Environment to use when establishing a connection.
Possible Values¶
GLOBAL
, CHINA
, GERMANY
, USGOVT
Data Type¶
string
Default Value¶
GLOBAL
Remarks¶
In most cases, leaving the environment set to global will work. However, if your Azure Account has been added to a different environment, the AzureEnvironment
may be used to specify which environment.
OAuth¶
This section provides a complete list of OAuth properties you can configure.
Property | Description |
---|---|
InitiateOAuth | Set this property to initiate the process to obtain or refresh the OAuth access token when you connect. |
OAuthClientId | The client ID assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
OAuthAccessToken | The access token for connecting using OAuth. |
CallbackURL | The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings. |
OAuthGrantType | The grant type for the OAuth flow. |
OAuthVerifier | The verifier code returned from the OAuth authorization URL. |
OAuthRefreshToken | The OAuth refresh token for the corresponding OAuth access token. |
OAuthExpiresIn | The lifetime in seconds of the OAuth AccessToken. |
OAuthTokenTimestamp | The Unix epoch timestamp in milliseconds when the current Access Token was created. |
InitiateOAuth¶
Set this property to initiate the process to obtain or refresh the OAuth access token when you connect.
Possible Values¶
OFF
, GETANDREFRESH
, REFRESH
Data Type¶
string
Default Value¶
OFF
Remarks¶
The following options are available:
OFF
: Indicates that the OAuth flow will be handled entirely by the user. An OAuthAccessToken will be required to authenticate.GETANDREFRESH
: Indicates that the entire OAuth Flow will be handled by the connector. If no token currently exists, it will be obtained by prompting the user via the browser. If a token exists, it will be refreshed when applicable.REFRESH
: Indicates that the connector will only handle refreshing the OAuthAccessToken. The user will never be prompted by the connector to authenticate via the browser. The user must handle obtaining the OAuthAccessToken and OAuthRefreshToken initially.
OAuthClientId¶
The client ID assigned when you register your application with an OAuth authorization server.
Data Type¶
string
Default Value¶
""
Remarks¶
As part of registering an OAuth application, you will receive the OAuthClientId
value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.
OAuthClientSecret¶
The client secret assigned when you register your application with an OAuth authorization server.
Data Type¶
string
Default Value¶
""
Remarks¶
As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret
property.
OAuthAccessToken¶
The access token for connecting using OAuth.
Data Type¶
string
Default Value¶
""
Remarks¶
The OAuthAccessToken
property is used to connect using OAuth. The OAuthAccessToken
is retrieved from the OAuth server as part of the authentication process. It has a server-dependent timeout and can be reused between requests.
The access token is used in place of your user name and password. The access token protects your credentials by keeping them on the server.
OAuthSettingsLocation¶
The location of the settings file where OAuth values are saved when InitiateOAuth is set to GETANDREFRESH or REFRESH. Alternatively, you can hold this location in memory by specifying a value starting with 'memory://'
.
Data Type¶
string
Default Value¶
%APPDATA%\CData\Acumatica Data Provider\OAuthSettings.txt
Remarks¶
When InitiateOAuth is set to GETANDREFRESH
or REFRESH
, the driver saves OAuth values to avoid requiring the user to manually enter OAuth connection properties and to allow the credentials to be shared across connections or processes.
Instead of specifying a file path, you can use memory storage. Memory locations are specified by using a value starting with 'memory://'
followed by a unique identifier for that set of credentials (for example, memory://user1). The identifier can be anything you choose but should be unique to the user. Unlike file-based storage, where credentials persist across connections, memory storage loads the credentials into static memory, and the credentials are shared between connections using the same identifier for the life of the process. To persist credentials outside the current process, you must manually store the credentials prior to closing the connection. This enables you to set them in the connection when the process is started again. You can retrieve OAuth property values with a query to the sys_connection_props
system table. If there are multiple connections using the same credentials, the properties are read from the previously closed connection.
The default location is "%APPDATA%\CData\Acumatica Data Provider\OAuthSettings.txt" with %APPDATA%
set to the user's configuration directory. The default values are
- Windows: "
register://%DSN
" - Unix: "%AppData%..."
where DSN is the name of the current DSN used in the open connection.
The following table lists the value of %APPDATA%
by OS:
Platform | %APPDATA% |
---|---|
Windows | The value of the APPDATA environment variable |
Linux | ~/.config |
CallbackURL¶
The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.
Data Type¶
string
Default Value¶
""
Remarks¶
During the authentication process, the OAuth authorization server redirects the user to this URL. This value must match the callback URL you specify in your app settings.
OAuthGrantType¶
The grant type for the OAuth flow.
Possible Values¶
CODE
, CLIENT
, PASSWORD
Data Type¶
string
Default Value¶
CLIENT
Remarks¶
The grant type for the OAuth flow. The following options are available: CODE,CLIENT,PASSWORD
OAuthVerifier¶
The verifier code returned from the OAuth authorization URL.
Data Type¶
string
Default Value¶
""
Remarks¶
The verifier code returned from the OAuth authorization URL. This can be used on systems where a browser cannot be launched such as headless systems.
Authentication on Headless Machines¶
See to obtain the OAuthVerifier
value.
Set OAuthSettingsLocation along with OAuthVerifier
. When you connect, the connector exchanges the OAuthVerifier
for the OAuth authentication tokens and saves them, encrypted, to the specified file. Set InitiateOAuth to GETANDREFRESH automate the exchange.
Once the OAuth settings file has been generated, you can remove OAuthVerifier
from the connection properties and connect with OAuthSettingsLocation set.
To automatically refresh the OAuth token values, set OAuthSettingsLocation and additionally set InitiateOAuth to REFRESH.
OAuthRefreshToken¶
The OAuth refresh token for the corresponding OAuth access token.
Data Type¶
string
Default Value¶
""
Remarks¶
The OAuthRefreshToken
property is used to refresh the OAuthAccessToken when using OAuth authentication.
OAuthExpiresIn¶
The lifetime in seconds of the OAuth AccessToken.
Data Type¶
string
Default Value¶
""
Remarks¶
Pair with OAuthTokenTimestamp to determine when the AccessToken will expire.
OAuthTokenTimestamp¶
The Unix epoch timestamp in milliseconds when the current Access Token was created.
Data Type¶
string
Default Value¶
""
Remarks¶
Pair with OAuthExpiresIn to determine when the AccessToken will expire.
SSL¶
This section provides a complete list of SSL properties you can configure.
Property | Description |
---|---|
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
SSLServerCert¶
The certificate to be accepted from the server when connecting using TLS/SSL.
Data Type¶
string
Default Value¶
""
Remarks¶
If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.
This property can take the following forms:
Description | Example |
---|---|
A full PEM Certificate (example shortened for brevity) | -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE----- |
A path to a local file containing the certificate | C:\cert.cer |
The public key (example shortened for brevity) | -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY----- |
The MD5 Thumbprint (hex values can also be either space or colon separated) | ecadbdda5a1529c58a1e9e09828d70e4 |
The SHA1 Thumbprint (hex values can also be either space or colon separated) | 34a929226ae0819f2ec14b4a3d904f801cbb150d |
If not specified, any certificate trusted by the machine is accepted.
Certificates are validated as trusted by the machine based on the System's trust store. The trust store used is the 'javax.net.ssl.trustStore' value specified for the system. If no value is specified for this property, Java's default trust store is used (for example, JAVA_HOME\lib\security\cacerts).
Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.
Schema¶
This section provides a complete list of schema properties you can configure.
Property | Description |
---|---|
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA, SchemaB, SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA, TableB, TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA, ViewB, ViewC. |
Schema | Schema to use System, Entities. |
Location¶
A path to the directory that contains the schema files defining tables, views, and stored procedures.
Data Type¶
string
Default Value¶
%APPDATA%\CDS Data Provider\Schema
Remarks¶
The path to a directory which contains the schema files for the connector (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location
property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.
Note
Given that this connector supports multiple schemas, the structure for Dataverse custom schema files is as follows:
- Each schema is given a folder corresponding to that schema name.
- These schema folders are contained in a parent folder.
- The
parent folder
should be set as theLocation
, not an individual schema's folder.
If left unspecified, the default location is "%APPDATA%\CDS Data Provider\Schema" with %APPDATA%
being set to the user's configuration directory:
Platform | %APPDATA% |
---|---|
Windows | The value of the APPDATA environment variable |
Mac | ~/Library/Application Support |
Linux | ~/.config |
BrowsableSchemas¶
This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
Data Type¶
string
Default Value¶
""
Remarks¶
Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.
Tables¶
This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
Data Type¶
string
Default Value¶
""
Remarks¶
Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the connector.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.
Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
Views¶
Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.
Data Type¶
string
Default Value¶
""
Remarks¶
Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the connector.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.
Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
Schema¶
Schema to use System, Entities.
Possible Values¶
System
, Entities
Data Type¶
string
Default Value¶
System
Remarks¶
Schema to use System, Entities
Miscellaneous¶
This section provides a complete list of miscellaneous properties you can configure.
Property | Description |
---|---|
ApiVersion | The API version being used. This can be specified to access a new version of the API once it is released. |
MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
Other | These hidden properties are used only in specific use cases. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
UseDisplayNames | If set to true, the provider will use display names for some operations. |
ApiVersion¶
The API version being used. This can be specified to access a new version of the API once it is released.
Data Type¶
string
Default Value¶
9.0
Remarks¶
The API version being used. This can be specified to access a new version of the API once it is released. Otherwise, you can use the default.
MaxRows¶
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
Data Type¶
int
Default Value¶
-1
Remarks¶
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
Other¶
These hidden properties are used only in specific use cases.
Data Type¶
string
Default Value¶
""
Remarks¶
The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.
Specify multiple properties in a semicolon-separated list.
Integration and Formatting¶
Property | Description |
---|---|
DefaultColumnSize | Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000. |
ConvertDateTimeToGMT | Determines whether to convert date-time values to GMT, instead of the local time of the machine. |
RecordToFile=filename | Records the underlying socket data transfer to the specified file. |
PseudoColumns¶
This property indicates whether or not to include pseudo columns as columns to the table.
Data Type¶
string
Default Value¶
""
Remarks¶
This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".
Timeout¶
The value in seconds until the timeout error is thrown, canceling the operation.
Data Type¶
int
Default Value¶
60
Remarks¶
If Timeout
= 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.
If Timeout
expires and the operation is not yet complete, the connector throws an exception.
UseDisplayNames¶
If set to true, the provider will use display names for some operations.
Data Type¶
bool
Default Value¶
false
Remarks¶
If set to true, the connector will use display names for some operations. This property is used only for Entities schema.