Scenario: Writing data in a Microsoft CRM database and putting conditions on columns to extract specified rows - 6.3

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This scenario describes a four-component Job which aims at writing the data included in a delimited input file in a custom entity in a Microsoft CRM database. It then extracts specified rows to an output file using the conditions set on certain input columns.


If you want to write in a CustomEntity in Microsoft CRM database, make sure to name the columns in accordance with the naming rule set by Microsoft, that is "name_columnname" all in lower case.

Setting up the Job

  1. Drop the following components from the Palette to the design workspace: tFileInputDelimited, tFileOutputDelimited, tMicrosoftCrmInput, and tMicrosoftCrmOutput.

  2. Connect tFileInputDelimited to tMicrosoftCrmOutput using a Row > Main connection.

  3. Connect tMicrosoftCrmIntput to tFileOutputDelimited using a Row > Main connection.

  4. Connect tFileInputDelimited to tMicrosoftCrmInput using Trigger > OnSubjobOk connection.

Configuring tFileInputDelimited

  1. Double-click tFileInputDelimited to display its Basic settings view and define its properties.

  2. Set the Property Type to Repository if you have stored the input file properties centrally in the Metadata node in the Repository tree view. Otherwise, select Built-In and fill the fields that follow manually. In this example, property is set to Built-In.

  3. Click the three-dot button next to the File name/Stream field and browse to the delimited file that holds the input data. The input file in this example contains the following columns: new_id, new_status, new_firstname, new_email, new_city, new_initial and new_zipcode.

  4. In the Basic settings view, define the Row Separator allowing to identify the end of a row. Then define the Field Separator used to delimit fields in a row.

  5. If needed, define the header, footer and limit number of processed rows in the corresponding fields. In this example, the header, footer and limits are not set.

  6. Click Edit schema to open a dialog box where you can define the input schema you want to write in Microsoft CRM database.

  7. Click OK to close the dialog box.

Configuring tMicrosoftCrmOutput

  1. Double-click tMicrosoftCrmOutput to display the component Basic settings view and define its properties.

  2. Enter the Microsoft Web Service URL as well as the user name and password in the corresponding fields.

  3. In the OrganizeName field, enter the name that is given the right to access the Microsoft CRM database.

  4. In the Domain field, enter the domain name of the server on which Microsoft CRM is hosted, and then enter the host IP address and the listening port number in the corresponding fields.

  5. In the Action list, select the operation you want to carry on. In this example, we want to insert data in a custom entity in Microsoft Crm.

  6. In the Time out field, set the amount of time (in seconds) after which the Job will time out.

  7. In the Entity list, select one among those offered. In this example, CustomEntity is selected.


    If CustomEntity is selected, a Custom Entity Name field displays where you need to enter a name for the custom entity.

    The Schema is then automatically set according to the entity selected. If needed, click Edit schema to display a dialog box where you can modify this schema and remove the columns that you do not need in the output.

  8. Click Sync columns to retrieve the schema from the preceding component.

Configuring tMicrosoftCrmInput

  1. Double-click tMicrosoftCrmInput to display the component Basic settings view and define its properties.