I can't believe that I have not yet found the answer to this question.
All I want to know is where to start in terms of using SQL tools (queries or SSIS I assume) to query CRM online (2013) and bring data into a table.
Is this even possible?
I want to download data, then I want to transform then I want to put it back. I'm sure I can work out that once I know to start!!!
Many thanks, Warren
Unfortunately, CRM Online doesn't give you direct access to the database layer via SSMS.
There are some good samples in the CRM SDK that show how to retrieve data if you are up for writing some C#. This is their intro sample for how to connect to your CRM instance, gather some data, display it, and then update the entities. http://msdn.microsoft.com/en-us/library/hh675400.aspx
Once you manage to connect to your CRM instance, you will have access to all of your CRM data objects.
What I can suggest you based on my experience is you can get Data From CRM Online to your SQL using SSIS and you can use SSIS Integration Toolkit for CRM for it.
Related
I have been tasked with migrating an existing MS Access database to SQL Server 2012. It appears that using the SSMA for Access is the best choice for completing this migration. I have done some review of the migration assistant and it seems to be pretty straight forward. The kicker is that this client wants to use the existing Access forms with the data that has been migrated to SQL Server. So once the migration is complete, I need to point all of the current Access forms, queries, and reports at the new data source. I am not sure of the best way to accomplish this. I see that there is an option to 'link tables' when using the migration assistant but I am guessing there is more work to do to get the entire access front end working with the SQL backend. I don't have much Access experience so any help or advice on the best way to accomplish this would be much appreciated. Thanks!
The SSMA tool can also redirect its table definitions (the entries under the 'Tables' tab in the database window) so that they reference the migrated data in SQL Server. Forms, queries and reports all use these table definitions, so you may well find that most things work as expected immediately after migration. However, there are some aspects that do not move successfully, and you are likely to hit some of these if there is much VBA code in your application.
Working on migrating documents out of the document library and into a different system and I want to export out of the SQL server the metadata associated with the documents into the new system.
I'm using SQL Management Studio and HIEDISQL to look and find these records but I cant find them anywhere via searching.
This is SQL server 2008 running Sharepoint 2010.
Any help would be greatly appreciated.
I have googled a lot for the last week and have not been able to come up with anything since Google is trying to be smarter than my "exact phrase" searches so its been pretty frustrating :(
I had this same issue, but ended up using the .Net Client Side Object Model. Pluralsight has some excellent training videos on this. I'm not certain but I think the actual storage structure for the metadata is in a varbinary or some other sort of blob field, so it might not even be feasible to access by direct query. Also, direct querying of the sharepoint database could void your support agreement with MS.
Hope this helps...
I would like to fill in a Microsoft Word document using a SQL Server database, preferably without doing the document processing on the server side.
From what I read, Microsoft does not recommend server side word processing as it was not designed to be scalable, the UI will come up and there would be no one to click it, and licensing issues.
Therefore I would be interested in a way that a client could type up a Word document and then put something like Name: <!name> and then connect somehow through a web service to receive a record set or something that will fill in all the tags with the information from the database.
How would I go about doing this? If this is not possible, is there any way a client can design the form they want to use, and have our program fill in the template fields?
If Word cannot do it, can Open Office?
Thank you.
With OpenOffice, this is at least as hard as with Microsoft Office. Unless you are more experienced with OpenOffice development than with Microsoft Office. I find it very hard to gather technical documentation on OpenOffice customization development, while Microsoft does it best to attract developers.
If you like to pre-fill a Word document with data from SQL Server or for instance Teradata on a PC using Microsoft Office, I can recommend you Invantive Composition for filling Word documents from the database (please note that I've been involved with that product). You can extend it further using C#, but out-of-the-box it is already able to connect to various database platforms through a webservice. I think it can also connect directly to SQL databases, but that requires maintenance on local database drivers.
Please note that Invantive Composition is preliminary aimed at non-developers; a financial or legal employee with high school or university must be able to create templates for the rest of their collegeaus. Of course, IT and security department still need to make sure only the data that should be available on a need-to-know-basis is made available. That can be done on the central webservice or using a separate database or separate database views.
I've seen many solutions to sync SQL Server data TO SharePoint, but nothing to sync SharePoint lists to SQL Server.
Does anyone know of a solution? Commercial is fine.
Alternatively, I'll need to write a web part that creates relationships between multiple SharePoint lists. Unfortunately, Some are InfoPath libraries with no lookup fields so I can't use the SPQuery CAML joins.
I've found the Camelot .NET Connector but the syntax doesn't seem to support joins, and the SLAM! SharePoint List Association Manager which may work for me but would rather just sync the data to SQL Server and create my reports from there.
EDIT:
SLAM! SharePoint List Association Manager does what I was looking for in real time.
You can write your own SSIS ETL process to extract the list data from SharePoint and load it into SQL server tables. There is a free SharePoint list adapter on codeplex to assist with this. Take a look at SharePoint List Source and Destination
Is there a simpler interface for end users to run "queries" on pre-existing SqlServer Analysis Service cubes? I'm looking for a way to deploy the cubes and allow the users to work with the data through a simpler interface than BIDS. Is this even possible?
I would recommend Excel too. It is an environment that your users are familiar with anyway, and they will be able to perform additional analysis (totals etc) without learning any new interfaces.
However, I would advise against pivot tables as a method of getting the data into Excel. I once worked on a project using pivot tables, and it was a filthy nightmare. The more recent versions of Office have a slightly different tool called "Microsoft Office Excel Add-in for SQL Server Analysis Services" which can get OLAP data into Excel. I downloaded XLAddinSetup.msi for Excel 2002/3 or you can use this method for Excel 2007.
You can use Excel with pivot tables for that, no need to write any queries at all, they can drill down to all the data they need
There's a couple of End User Reporting Tools around.
Our tool - RSinteract, is quite cheap and effective. It uses an AJAXy web interface so no need to install on the client and has drag and drop functionality similar to the other tools. It also has a 30 day evaluation.
There are many, many tools. An incomplete overview can be found here: http://www.ssas-info.com/analysis-services-client-tools-frontend
Dundas has a set of tools that let you drag and drop dimensions/hierarchies/measures to create visualizations like charts and/or grids. The product name is Dundas Chart for ASP.NET Enterprise Edition, and it has a free demo.
ProClarity also had a suite of tools. Not sure how you get those tools any longer, but I think they are part of MSDN now.
As stated by Jay, there are several client tools you can use to query the cubes that give the end user the ability to drag and drop dimensions for ad-hoc querying.
ProClarity has been acquired by Microsoft, and most of the functionality is being incorporated into PerformancePoint
Panorama Software (original developers of Analysis Services) also provide access with their NovaView products
Another option is Report Builder, that comes for free with SQL Server.
Though the SQL Server 2005 version is a bit cranky, the new release with SQL Server 2008 seems to work much better.
Although it isn't as flexible as excel for ad-hoc queries,it comes very handy for some scenarios.