In Kingswaysoft's Dynamics 365 Integration Toolkit, is there any way to lookup/match CRM ownerid GUID from source table to a custom column in destination's user entity?
My problem
For some reason, I have to perform a text lookup from source entity's ownerid field to destination user entity's new_legacyuserid custom column that holds user GUIDs from the source system. But it seems like the Text Lookup Editor doesn't match source ownerid with new_legacyuserid column in the destination user entity, but matches if I pass owneridname column as an input.
I have pre populated the new_legacyuserid with a single GUID from the source as a fallback user indication and this column is null for all other records. So all the records' ownerid should fallback to the default user.
Now, when I pass ownerid as an input to the Text Lookup (please see the image below) the package fails with the following error:
{"error":{"code":"0x80040217","message":"systemuser With Id =
be33cd29-671b-e511-80ce-005056ae320c Does Not Exist"}}
However, to test differently, when I pass owneridname as an input to the TextLookup, the package runs successfully and all the two records ownership falls back to the default destination user.
I want to perform the same match using ownerid and not owneridname.
I didn't find any way to use user GUID (OwnerId in this case) in the Text Lookup Editor. It seems that when GUID is passed as an input, the KWS adapter doesn't look at the Text Lookup Editor at all.
One of my colleague tried this workaround and this worked. You can try that if your source CRM is on-premises.
Create a derived column in SQL select statement (OwnerIdString) to
store GUID as a string
Use OwnerIdString column as input
Example:
SELECT task.*, convert(VARCHAR(36), ownerid) AS OwnerIdString FROM task
This will force the Kingswaysoft adapter to do a Text Lookup based on GUID.
Related
i have an excel source to a data base but before i transmit the information in the column product-name i have to verify if the information is a string without numbers in it(example:lion is correct but lion124 is wrong) , using conditional split
and after the verification i have to send a message in an excel file telling the user that the column that he wrote is not correct and if it is correct i will send it to the data base
how could i check for the column and how can i send a excel file ?
I would run it through a script transformation and use c#.
Add a column (boolean) to your data and use this:
Row.NewColForIntTest = Row.YourStringColumn.Any(char.IsDigit);
Then conditionally split off the new column.
I am trying to accomplish something that is pretty easy to do in SQL, but seemingly very challenging to do in SSIS without using SQL. Basically, I need to consolidate and concatenate a field of a many-to-one relationship.
Given entities: [Contract Item] (many) to (one) [Account]
There is a field [ari_productsummary] that contains the product listed on the Contract Item entity. We want to write that value to the Account as [ari_activecontractitems]. However, an Account may have more than one Contract Item record associated to it, in which case, we want to concatenate those values. We also only want the distinct values to be concatenated (distinct rows already solved within my data flow).
This can be accomplished by writing to a temporary table, and then using a query or view to obtain the summarized results as followed. I created a SQL table called TESTTABLE that contains the [ari_productsummary] from the Contract Item entity along with the referring [accountid] to map it back to Account. I then wrote the following query as a view:
SELECT distinct accountid,
(SELECT TT2.ari_productsummary + '; '
FROM TESTTABLE TT2
WHERE TT2.accountid = TT.accountid
FOR XML PATH ('')
) AS 'ari_activecontractitems'
FROM TESTTABLE TT
Executing that Query provides me the results that I want, which I can then use for importing into the Account entity as shown below:
But how do I do this in a SSIS dataflow without writing to a SQL table as a temporary placeholder for the data?? I want to do the entire process inside one dataflow container, without using a temporary SQL table/view. The whole summarization process needs to be done on the fly:
Does anyone have a solution that doesn't require a temporary SQL table/view/query, but is contained entirely within the data flow?
I am using VS 2017 and the KingswaySoft Dynamic CRM 365 ETL toolset to develop my solution/package.
Spit balling here as I don't Dynamics nor do I have the custom components.
Data Flow 1 - Contract aggregation
The purpose of this data flow is to replicate your logic in the elegant query you provided and shove that into a Cache Connection Manager (see Notes for 2008+ at the end)
KingswaySoft Dynamics Source -> Script Task -> Cache Transform
If you want to keep the sort in there, do it before the script task. The implementation I'll take with the Script Task is that it's fully blocking - that is all the rows must arrive before it can send any on. Tasks like the Merge Join are only partially blocking because the requirement of sorted data means that once you no longer have a match for the current item, you can send it on down the pipeline.
The Script Task is going to be asynchronous transformation. You'll have two output columns, your key accountid and your new derived column of ari_activecontractitems. That column will might need to be big - you'll know your data best but if it's a blob type in Dynamics (> 4k unicode or > 8k ascii characters) then you'll have to define the data type as DT_TEXT/DT_NTEXT
As inputs, you'll select accountid and ari_productsummary from your source.
The code should be pretty easy. We're going to accumulate the inbound data into a Dictionary.
// member variable
Dictionary<string, List<string>> accumulator;
The PreProcess method, we'll tack this in there to initialize our variable
// initialize in PreProcess method
accumulator = new Dictionary<string, List<string>>();
In the OnBufferRowSent (name approx)
// simulate the inbound queue
// row_id would be something like Rows.row_id
if (!accumulator.ContainsKey(row_id))
{
// Create an empty dictionary for our list
accumulator.Add(row_id, new List<string>());
}
// add it if we don't have it
if (!accumulator[row_id].Contains(invoice))
{
accumulator[row_id].Add(invoice);
}
Once you get the signal sent of no more data available, that's when you start buffering output data. The auto generated code will have placeholders for all this.
// This is how we shove data out the pipe
foreach(var kvp in accumulator)
{
// approximately thus
OutputBuffer1.AddRow();
OutputBuffer1.row_id = kvp.Key;
OutputBuffer1.ari_productsummary = string.Join("; ", kvp.Value);
}
We have an upcoming release that comes with a component that does exactly what you are trying to achieve without the need of writing custom code. The feature is currently under preview, please reach out to us for private access to the feature. You can find our contact information on our website.
UPDATE - June 5, 2020, we have made the components available for public access at https://www.kingswaysoft.com/products/ssis-productivity-pack/ as a result of our 2020 Release Wave 1. We have two components available that serve this kind of purpose. The Composition component will take input values and transform into a composite value in a SSIS column. The Decomposition component does the opposite, it would take an input value and split it into multiple rows using either delimiter-based text splitting or XML/JSON array splitting.
I am creating a new Flat File Connection Manager SSIS component which is based on a CSV file. I am keen to have the columns (all 547 of them) to be of type Unicode string [DT_WSTR] rather than string [DT_STR].
I am not sure how to trigger this component to do this automatically.
I guess I could go through and manually change each every one of the 547 columns to this data type of Unicode string [DT_WSTR]
Any comments or answers much appreciated !
I have tried using the Unicode checkbox but the wizard then doesn't find the columns. I get message "The specified header or data row delimiter "{LF}" is not found after scanning 2097152 bytes .."
I was hoping there would be some way of changing all the column data types in one action without having to make 547 column type changes.
You can simply open the Flat File Connection Manager, Go To Advanced Tab, Click on one Column, Hold Ctrl key and select all columns then change the data type to DT_WSTR.
Additional information can be found in the following link:
SSIS: Flat File default length
I found an answer to this question.
https://social.msdn.microsoft.com/Forums/en-US/747ad564-1add-422e-af3c-9375b130ec83/easy-way-to-set-all-data-types-in-a-connection-manager?forum=sqlintegrationservices
i.e. In the Flat File Connection Manager Editor it is possible to select multiple (or all) the columns and then the DataType choice made is applied to all the selected columns.
Phew !
i.e. like this:
I have a VBScript that I use to read an XML file and populate a couple of tables in Access 2010. The VBScript also copies jpg files from a card reader to a location on the server. The VBScript creates a unique folder based on date/time...the folder location of each image name is written to the database as one of the fields in UNC path\filename.jpg notation.
I have a primary database and the transaction (images) are referenced in the second database. I have created a relationship as well...
I am able to build my report in Access from data from both the tables, however, I'd like to automate a print job that grabs the last entry to the primary database, it's associated images (up to 10...but not 10 in every case) and print them out. When I try to build the report I cannot figure out how to use a query result of the field with the filenames to display on the report.
You can do what you describe using an Image control and a line of VBA code. For a sample table named [ImageLocations]
ImageLocation
-----------------------------------
\\SERVER\Public\Pictures\image1.jpg
\\SERVER\Public\Pictures\image2.jpg
I created a report with that table as the Record Source, dropped the [ImageLocation] field onto the Detail band, and added an Image control. I used the following as the On Format event of the report's Detail section:
Private Sub Detail_Format(Cancel As Integer, FormatCount As Integer)
Me.ImageControl.Picture = Me.ImageLocation.Value
End Sub
When I print the report I see the images associated with the filenames in the table.
Edit re: comment
Newer versions of Access (since at least Access 2010) do not need the On Format VBA code. We can simply place an Image control on the report and set its Control Source property to the (text) field containing the path to the image file. Thanks to Albert D. Kallal for the tip!
I am working with SSIS 2008. I have a select query name sqlquery1 that returns some rows:
aq
dr
tb
This query is not implemented on the SSIS at the moment.
I am calling a stored procedure from an OLE DB Source within a Data Flow Task. I would like to pass the data obtained from the query to the stored procedure parameter.
Example:
I would like to call the stored procedure by passing the first value aq
storedProdecure1 'aq'
then pass the second value dr
storedProdecure1 'dr'
I guess it would be something like a cycle. I need this because the data generated by the OLE DB Source through the stored procedure needs to be sent to another destination and this must be done for each record of the sqlquery1.
I would like to know how to call the query sqlquery1 and pass its output to call another stored procedure.
How do I need to do this in SSIS?
Conceptually, what your solution will look like is an execute your source query to generate your result set. Store that into a variable and then you'll need to do iterate through those results and for each row, you'll want to call your stored procedure with that row's value and send the results into a new Excel file.
I'd envision your package looking something like this
An Execute SQL Task, named "SQL Load Recordset", attached to a Foreach Loop Container, named "FELC Shred Recordset". Nested inside there I have a File System Task, named "FST Copy Template" which is a precedence for a Data Flow Task, named "DFT Generate Output".
Set up
As you're a beginner, I'm going to try and explain in detail. To save yourself some hassle, grab a copy of BIDSHelper. It's a free, open source tool that improves the design experience in BIDS/SSDT.
Variables
Click on the background of your Control Flow. With nothing selected, right-click and select Variables. In the new window that pops up, click the button that creates a New Variable 4 times. The reason for clicking on nothing is that until SQL Server 2012, the default behaviour of variable creation is to create them at the scope of the current object. This has resulted in many lost hairs for new and experienced developers alike. Variable names are case sensitive so be aware of that as well.
Rename Variable to RecordSet. Change the Data type from Int32 to Object
Rename Variable1 to ParameterValue. Change the data type from Int32 to String
Rename Variable2 to TemplateFile. Change the data type from Int32 to String. Set the value to the path of your output Excel File. I used C:\ssisdata\ShredRecordset.xlsx
Rename Variable 4 to OutputFileName. Change the data type from Int32 to String. Here we're going to do something slightly advanced. Click on the variable and hit F4 to bring up the Properties window. Change the value of EvaluateAsExpression to True. In Expression, set it to "C:\\ssisdata\\ShredRecordset." + #[User::ParameterValue] + ".xlsx" (or whatever your file and path are). What this does, is configures a variable to change as the value of ParameterValue changes. This helps ensure we get a unique file name. You're welcome to change naming convention as needed. Note that you need to escape the \ any time you are in an expression.
Connection Managers
I have made the assumption you are using an OLE DB connection manager. Mine is named FOO. If you are using ADO.NET the concepts will be similar but there will be nuances pertaining to parameters and such.
You will also need a second Connection Manager to handle Excel. If SSIS is temperamental about data types, Excel is flat out psychotic-stab-you-in-the-back-with-a-fork-while-you're-sleeping about data types. We're going to wait and let the data flow actually create this Connection Manager to ensure our types are good.
Source Query to Result Set
The SQL Load Recordset is an instance of the Execute SQL Task. Here I have a simple query to mimic your source.
SELECT 'aq' AS parameterValue
UNION ALL SELECT 'dr'
UNION ALL SELECT 'tb'
What's important to note on the General tab is that I have switched my ResultSet from None to Full result set. Doing this makes the Result Set tab go from being greyed out to usable.
You can observe that I have assigned the Variable Name to the variable we created above (User::RecordSet) and I the Result Name is 0. That is important as the default value, NewResultName doesn't work.
FELC Shred Recordset
Grab a Foreach Loop Container and we will use that to "shred" the results that were generated in the preceding step.
Configure the enumerator as a Foreach ADO Enumerator Use User::RecordSet as your ADO object source variable. Select rows in the first table as your Enumeration mode
On the Variable Mappings tab, you will need to select your variable User::ParameterValue and assign it the Index of 0. This will result in the zerotth element in your recordset object being assigned to the variable ParameterValue. It is important that you have data type agreement as SSIS won't do implicit conversions here.
FST Copy Template
This a File System Task. We are going to copy our template Excel File so that we have a well named output file (has the parameter name in it). Configure it as
IsDestinationPathVariable: True
DestinationVarible: User::OutputFileName
OverwriteDestination: True
Operation: Copy File
IsSourcePathVariable: True
SourceVariable: User::TemplateFile
DFT Generate Output
This is a Data Flow Task. I'm assuming you're just dumping results straight to a file so we'll just need an OLE DB Source and an Excel Destination
OLEDB dbo_storedProcedure1
This is where your data is pulled from your source system with the parameter we shredded in the Control Flow. I am going to write my query in here and use the ? to indicate it has a parameter.
Change your Data access mode to "SQL Command" and in the SQL command text that is available, put your query
EXECUTE dbo.storedProcedure1 ?
I click the Parameters... button and fill it out as shown
Parameters: #parameterValue
Variables: User::ParameterValue
Param direction: Input
Connect an Excel Destination to the OLE DB Source. Double click and in the Excel Connection Manager section, click New... Determine if you're needing 2003 or 2007 format (.xls vs .xlsx) and whether you want your file to have header rows. For you File Path, put in the same value you used for your #User::TemplatePath variable and click OK.
We now need to populate the name of the Excel Sheet. Click that New... button and it may bark that there is not sufficient information about mapping data types. Don't worry, that's semi-standard. It will then pop up a table definition something like
CREATE TABLE `Excel Destination` (
`name` NVARCHAR(35),
`number` INT,
`type` NVARCHAR(3),
`low` INT,
`high` INT,
`status` INT
)
The "table" name is going to be the worksheet name, or precisely, the named data set in the worksheet. I made mine Sheet1 and clicked OK. Now that the sheet exists, select it in the drop down. I went with the Sheet1$ as the target sheet name. Not sure if it makes a difference.
Click the Mappings tab and things should auto-map just fine so click OK.
Finally
At this point, if we ran the package it would overwrite the template file every time. The secret is we need to tell that Excel Connection Manager we just made that it needs to not have a hard coded name.
Click once on the Excel Connection Manager in the Connection Managers tab. In the Properties window, find the Expressions section and click the ellipses ... Here we will configure the Property ExcelFilePath and the Expression we will use is
#[User::OutputFileName]
If your icons and such look different, that's to be expected. This was documented using SSIS 2012. Your work flow will be the same in 2005 and 2008/2008R2 just the skin is different.
If you run this package and it doesn't even start and there is an error about the ACE 12 or Jet 4.0 something not available, then you are on a 64bit machine and need to tell BIDS/SSDT that you want to run in 32 bit mode.
Ensure the Run64BitRuntime value is False. This project setting can be found by right clicking on the project, expand the Configuration Properties and it will be an option under Debugging.
Further reading
A different example of shredding a recordset object can be found on How to automate the execution of a stored procedure with an SSIS package?