Microsoft Dataverse v2 Connection Details

Introduction

Connector Version

This documentation is based on version 23.0.8858 of the connector.

Get Started

Microsoft Dataverse Version Support

The connector supports read/write access to Microsoft Dataverse through the Microsoft Dataverse Web API.

Establish a Connection

Schema

Microsoft 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 Microsoft Dataverse

To authenticate to the Microsoft 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.

Microsoft Entra ID

Entra ID is a connection type that leverages OAuth to authenticate. OAuth requires the authenticating user to interact with Microsoft Dataverse using an internet browser. The connector facilitates this in several ways as described below. Set your AuthScheme to AzureAD. The rest of the Microsoft Entra ID flows assume that you have done so.

Desktop Applications

An embedded OAuth application is provided that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating a Custom OAuth Application for information about creating custom applications and reasons for doing so.

For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.

After setting the following connection properties, you are ready to connect:

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId: (custom applications only) Set this to the client ID in your application settings.
• OAuthClientSecret: (custom applications only) Set this to the client secret in your application settings.
• CallbackURL: Set this to the Redirect URL in your application settings.

When you connect the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process:

1. Extracts the access token from the callback URL and authenticates requests.
2. Obtains a new access token when the old one expires.
3. Saves OAuth values in OAuthSettingsLocation that persist across connections.

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 Microsoft 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 Application 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.

1. Client Secret
   • InitiateOAuth: Set this to GETANDREFRESH. You can cuse InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • AzureTenant: Set this to the tenant you wish to connet 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.
2. Certificate
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • 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 by OAuthJWTCert.

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.

Microsoft Entra service principal

Azure Service Principal is role-based application-based authentication. This means that authentication is done per application, rather than per user. All tasks taken on by the application are executed without a default user context, but based on the assigned roles. The application access to the resources is controlled through the assigned roles' permissions.

For information about how to set up Microsoft Entra service principal authentication, see Creating a Custom OAuth Application.

Managed Service Identity (MSI)

If you are running Microsoft Dataverse on an Azure VM and want to leverage MSI to connect, set AuthScheme to AzureMSI.

User-Managed Identities

To obtain a token for a managed identity, use the OAuthClientId property to specify the managed identity's "client_id".

When your VM has multiple user-assigned managed identities, you must also specify OAuthClientId.

Create a Custom OAuth Application

Create a Custom OAuth Application

Microsoft Dataverse supports authentication using Entra ID and Microsoft Entra service principal, both of which are OAuth-based.

This topic describes how to:

• create and register custom OAuth application for Entra ID or Microsoft Entra service principal
• create a custom OAuth application for use with client credentials

Microsoft Entra ID

In portal.azure.com:

1. Log in to https://portal.azure.com.
2. In the left-hand navigation pane, select Microsoft Entra ID, then applicationRegistrations.
3. Click New registration.
4. Enter a name for the application.
5. Select the desired tenant setup: single- or multi-tenant, and public or private use.
   • If you select the default option, "Accounts in this organizational directory only", you must set the AzureTenant connection property to the ID of the Microsoft Entra ID Tenant when establishing a connection with the Jitterbit Connector for Microsoft Dataverse. Otherwise, the authentication attempt fails with an error.
   • If your application is for private use only, specify Accounts in this organization directory only.
   • If you want to distribute your application, choose one of the multi-tenant options.
6. Set the redirect URL to http://localhost:33333 (the connector's default) OR specify a different port and set CallbackURL to the exact reply URL you defined.
7. Click Register to register the new application. An application management screen displays.
   Note the value in Application (client) ID as the OAuthClientId and the Directory (tenant) ID as the AzureTenant.
8. Navigate to Certificates & Secrets and define the application authentication type. There are two types of authentication available: certificate (recommended) or client secret.
   • For certificate authentication: In Certificates & Secrets, select Upload certificate, then upload the certificate from your local machine.
   • For creating a new client secret: In Certificates & Secrets, select New Client Secret for the application and specify its duration. After the client secret is saved, Microsoft Dataverse displays the key value. Copy this value, as it is displayed only once. This value becomes the OAuthClientSecret.
9. Select API Permissions > Add > Delegated permissions.
10. Under Select an API, select the Dynamics CRM Online permissions if authenticating from a Desktop app, or select the Dynamics CRM Online permissions if authenticating from web apps or headless machines.
11. Save your changes.
12. If you have specified the use of permissions that require admin consent (such as the Application Permissions), you can grant them from the current tenant on the API Permissions page.

Microsoft Entra service principal

To use Microsoft Entra service principal authentication, you must set up the ability to assign a role to the authentication application, then register an application with the Microsoft Entra ID tenant to create a new Service Principal. That new Service Principal can then leverage the assigned role-based access

control to access resources in your subscription.

In portal.azure.com:

1. Create a custom OAuth AD application, as described above.
2. Use the search bar to search for the Subscriptions service.
3. Open the Subscriptions page.
4. Select the subscription to which to assign the application.
5. Open the Access control (IAM).
6. Select Add > Add role assignment. Microsoft Dataverse opens the Add role assignment page.
7. Assign your custom Microsoft Entra ID application the role of Owner.

Consent for Client Credentials

OAuth supports the use of client credentials to authenticate. In a client credentials OAuth flow, credentials are created for the authenticating application itself. The auth flow acts just like the usual auth flow except that there is no prompt for an associated user to provide credentials.

All tasks accepted by the application are executed outside of the context of a default user.

use them in a client OAuth flow. You must always create a custom OAuth application to use client credentials.

In portal.azure.com:

1. Create a custom OAuth application, as described above.
2. Navigate to App Registrations.
3. Find the application you just created, and open API Permissions.
4. Select the Microsoft Graph permissions. There are two distinct sets of permissions: Delegated and Application.
5. Under Application Permissions, select the permissions you require for your integration.

Create a Custom Microsoft Entra ID Service Principal App

Creating a custom app registration and a service principal that can access the necessary resources is required when authenticating using a Microsoft Entra service principal.

Steps to Create a Microsoft Entra ID SP App

Follow the steps below to create a custom app registration and obtain the connection properties for the Microsoft Entra service principal authentication.

1. Log in to https://portal.azure.com.

2. In the left-hand navigation pane, select Microsoft Entra ID > App Registrations and click New registration.

3. Enter an application name and select Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant). Then set the redirect URL to http://localhost:33333, the connector's default, or a URL of your choosing.

4. After creating the app, copy the Application (client) ID value displayed in the "Overview" section, since this value is used as the OAuthClientId

5. Define the application authentication type by navigating to the "Certificates & Secrets" section. There are two types of authentication available: client secret and certificate.

   The recommended authentication method is via a certificate.

   • Option 1 - Upload a certificate: In "Certificates & Secrets", select Upload certificate and the certificate to upload from your local machine.
   • Option 2 - Create a new application secret: In "Certificates & Secrets", select New Client Secret for the application and specify its duration. After saving the client secret, the key value is displayed. Copy this value since it is displayed only once. You will use it as the OAuthClientSecret.

6. On the Authentication tab, make sure to select the option Access tokens (used for implicit flows).

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 Microsoft 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.

Query Processing

The connector offloads as much of the SELECT statement processing as possible to Microsoft Dataverse and then processes the rest of the query in memory (client-side).

See Query Processing for more information.

User Defined Views

The Jitterbit Connector for Microsoft 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"

Define Views Using DDL Statements

The connector is also capable of creating and altering the schema via DDL Statements such as CREATE LOCAL VIEW, ALTER LOCAL VIEW, and DROP LOCAL VIEW.

Create a View

To create a new view using DDL statements, provide the view name and query as follows:

CREATE LOCAL VIEW [MyViewName] AS SELECT * FROM Customers LIMIT 20;

If no JSON file exists, the above code creates one. The view is then created in the JSON configuration file and is now discoverable. The JSON file location is specified by the UserDefinedViews connection property.

Alter a View

To alter an existing view, provide the name of an existing view alongside the new query you would like to use instead:

ALTER LOCAL VIEW [MyViewName] AS SELECT * FROM Customers WHERE TimeModified > '3/1/2020';

The view is then updated in the JSON configuration file.

Drop a View

To drop an existing view, provide the name of an existing schema alongside the new query you would like to use instead.

DROP LOCAL VIEW [MyViewName]

This removes the view from the JSON configuration file. It can no longer be queried.

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 Microsoft Dataverse APIs.

The Jitterbit Connector for Microsoft Dataverse models Microsoft 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.

Microsoft Dataverse Entities Data Model

Entities Data Model describes the schemas available to connect to Microsoft Dataverse. You can use tables to work with live Microsoft Dataverse data. You can use stored procedures provided by Jitterbit Connector for Microsoft Dataverse to automate working with Microsoft Dataverse data.

Microsoft Dataverse System Data Model

System Data Model describes the schemas available to connect to Microsoft Dataverse. You can use tables to work with live Microsoft Dataverse data. You can use stored procedures provided by Jitterbit Connector for Microsoft Dataverse to automate working with Microsoft Dataverse data.

Entities Data Model

Views

Views describes the available views.

Stored Procedures

Stored Procedures are function-like interfaces to Microsoft Dataverse. Stored procedures allow you to execute operations to Microsoft Dataverse, such as retrieving the OAuth Access Token.

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Jitterbit Connector for Microsoft Dataverse Views

MultiSelectPickListAttributeMetaData

Contains the Picklist metadata for an attribute type MultiSelect OptionSet.

Columns

MultiSelectPickListOptions

Contains the Options Value of MultiSelect PicklistMetadata.

Columns

PickListAttributeMetaData

Contains the metadata for an attribute type Picklist.

Columns

PickListOptions

Contains the Options value of PickListMetaData

Columns

StateAttributeMetadata

Contains the metadata for an attribute type State.

Columns

StateAttributeOptions

Contains the Options value of the State Attribute.

Columns

StatusAttributeMetadata

Contains the metadata for an attribute type Status.

Columns

StatusAttributeOptions

Contains the Options value of the Status Attribute.

Columns

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the connector beyond simple SELECT/INSERT/UPDATE/DELETE operations with Microsoft Dataverse.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Microsoft Dataverse, along with an indication of whether the procedure succeeded or failed.

Jitterbit Connector for Microsoft Dataverse Stored Procedures

GetOAuthAccessToken

Gets the auth token used to authenticate to the service.

Input

Result Set Columns

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

Result Set Columns

RefreshOAuthAccessToken

Obtains an updated OAuthAccessToken if passed a token to refresh.

Input

Result Set Columns

System Data Model

Views

Describes the available views.

Stored Procedures

Stored Procedures are function-like interfaces to Microsoft Dataverse. Stored procedures allow you to execute operations to Microsoft Dataverse, such as retrieving the OAuth Access Token.

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the connector beyond simple SELECT/INSERT/UPDATE/DELETE operations with Microsoft Dataverse.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Microsoft Dataverse, along with an indication of whether the procedure succeeded or failed.

Jitterbit Connector for Microsoft Dataverse Stored Procedures

CreateAssociation

Creates an association between two entities based on a navigation property.

Input

GetOAuthAccessToken

Gets the auth token used to authenticate to the service.

Input

Result Set Columns

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

Result Set Columns

ListAssociations

Lists associations for a given table and navigation property.

Input

Result Set Columns

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

Result Set Columns

RefreshOAuthAccessToken

Obtains an updated OAuthAccessToken if passed a token to refresh.

Input

Result Set Columns

RemoveAssociation

Removes an association between two entities based on a navigation property.

Input

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 Microsoft 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

sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

SELECT * FROM sys_schemas

Columns

sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

SELECT * FROM sys_tables

Columns

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

sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

SELECT * FROM sys_procedures

Columns

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

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

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

sys_primarykeys

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

SELECT * FROM sys_primarykeys

Columns

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

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

sys_sqlinfo

Describes the SELECT query processing that the connector can offload to the data source.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

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

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

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.

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.

Authentication

Azure Authentication

OAuth

JWT OAuth

SSL

Schema

Miscellaneous

Authentication

This section provides a complete list of authentication properties you can configure.

AuthScheme

The type of authentication to use when connecting to Microsoft Dataverse.

Possible Values

AzureAD, AzureMSI, AzureServicePrincipal, AzureServicePrincipalCert

Data Type

string

Default Value

AzureAD

Remarks

• Microsoft Entra ID: Set this to perform Microsoft Entra ID OAuth authentication.
• AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.
• AzureServicePrincipal: Set this to authenticate as a Microsoft Entra service principal using a Client Secret.
• AzureServicePrincipalCert: Set this to authenticate as a Microsoft Entra service principal using a Certificate.

OrganizationURL

The URL to your Microsoft Dataverse data. For instance, https://abc123.crm.dynamics.com/.

Data Type

string

Default Value

""

Remarks

The URL you use to log into your Microsoft 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 tenant is 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 > Microsoft Entra ID > Properties.

Azure Authentication

This section provides a complete list of Azure authentication properties you can configure.

AzureTenant

The Microsoft Online tenant being used to access data. If not specified, your default tenant is 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 > Microsoft Entra ID > 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, USGOVT, USGOVTDOD

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. The available values are GLOBAL, CHINA, USGOVT, USGOVTDOD.

OAuth

This section provides a complete list of OAuth properties you can configure.

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:

1. OFF: Indicates that the OAuth flow will be handled entirely by the user. An OAuthAccessToken will be required to authenticate.
2. 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.
3. 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:

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 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 location. Set InitiateOAuth to GETANDREFRESH to 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.

JWT OAuth

This section provides a complete list of JWT OAuth properties you can configure.

OAuthJWTCert

The JWT Certificate store.

Data Type

string

Default Value

""

Remarks

The name of the certificate store for the client certificate.

The OAuthJWTCertType field specifies the type of the certificate store specified by OAuthJWTCert. If the store is password protected, specify the password in OAuthJWTCertPassword.

OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject

field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, a search for a certificate is initiated. Please refer to the OAuthJWTCertSubject field for details.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

In Java, the certificate store normally is a file containing certificates and optional private keys.

When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

OAuthJWTCertType

The type of key store containing the JWT Certificate.

Possible Values

USER, MACHINE, PFXFILE, PFXBLOB, JKSFILE, JKSBLOB, PEMKEY_FILE, PEMKEY_BLOB, PUBLIC_KEY_FILE, PUBLIC_KEY_BLOB, SSHPUBLIC_KEY_FILE, SSHPUBLIC_KEY_BLOB, P7BFILE, PPKFILE, XMLFILE, XMLBLOB

Data Type

string

Default Value

USER

Remarks

This property can take one of the following values:

OAuthJWTCertPassword

The password for the OAuth JWT certificate.

Data Type

string

Default Value

""

Remarks

If the certificate store is of a type that requires a password, this property is used to specify that password in order to open the certificate store.

OAuthJWTCertSubject

The subject of the OAuth JWT certificate.

Data Type

string

Default Value

*

Remarks

When loading a certificate the subject is used to locate the certificate in the store.

If an exact match is not found, the store is searched for subjects containing the value of the property.

If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks the first certificate in the certificate store.

The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, E=example@jbexample.com". Common fields and their meanings are displayed below.

If a field value contains a comma it must be quoted.

SSL

This section provides a complete list of SSL properties you can configure.

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:

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.

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.

• 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 the Location, 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:

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.

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.

IncludeFormattedValues

Indicates if columns that hold formatted values should be exposed.

Data Type

bool

Default Value

false

Remarks

For each column, an extra one is added to expose the formatted value. New columns will have "_display" postfix.

MaxRows

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

Data Type

int

Default Value

-1

Remarks

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

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

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.

UserDefinedViews

A filepath pointing to the JSON configuration file containing your custom views.

Data Type

string

Default Value

""

Remarks

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

Note that the specified path is not embedded in quotation marks.