O'Reilly logo

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Using Scribe Insight: Developing Integrations and Migrations using the Scribe Insight Platform

Book Description

The Scribe platform is an essential toolkit for anyone developing a migration or integration with CRM platforms. Understanding how to utilize the workbench, console, adapters, publisher, and other components in Scribe will ensure you have a rapid development toolkit that will drastically reduce your workload and timeline. In Using Scribe Insight, you’ll learn to build your integrations and migrations with the minimal amount of effort, what shortcuts can be taken to simplify and reduce your labor, and what techniques can be used to keep your solutions as simple as possible. You’ll find discussions that span the full product, from installation and configuration of the core product and use of the development workbench to advanced concepts around mapping, administration, troubleshooting, and optimization of packages. You’ll also be introduced to Scribe Online, how to do basic development within the environment, and how to determine when to develop solutions in Online vs. Insight

Table of Contents

  1. Cover
  2. Title
  3. Copyright
  4. Dedication
  5. Contents at a Glance
  6. Contents
  7. About the Author
  8. About the Technical Reviewer
  9. Acknowledgments
  10. Foreword
  11. Introduction
  12. Chapter 1: Installation and Configuration
    1. Running the Scribe Installer
    2. Insight Server vs. Insight Workstation
    3. MSMQ
    4. Database Setup
    5. Licensing
    6. Configuring a Site in the Scribe Console
    7. Accessing Scribe Remotely
    8. Conclusion
  13. Chapter 2: Building and Testing Packages with the Workbench
    1. Creating a New DTS
    2. Connections
    3. Configuring Source and Targets
      1. Configure a Source
    4. Basic Mapping
    5. Testing Your DTS File
    6. Running Your DTS File
    7. Conclusion
  14. Chapter 3: Basic Data Mapping Techniques
    1. Variables
      1. Database Lookups
      2. Concatenation
      3. Database Lookups Using Concatenations
      4. Logic with the IF Statement
    2. Configuring Steps
    3. Conclusion
  15. Chapter 4: Advanced Development Techniques
    1. Premapping Data
      1. Approach One: Using Logic Within a Variable
      2. Approach Two: Premapping within SQL
    2. Premapping Non-SQL Server Source Data
    3. Staging Tables and Custom Stored Procedures
    4. Advanced Step Configurations
      1. Using Bulk Mode
      2. Perform Update/Delete Operation
      3. Using a Pre-Operation Step Flow Control
      4. Skip if Blank
      5. Only Update if Changed
    5. Linking Multiple DTS Files
    6. The DTS Report
    7. Conclusion
  16. Deploying and Scheduling Packages
    1. Collaborations
    2. Deploying and Scheduling a DTS Package
    3. Process Management
      1. Pausing and Resuming Processes
      2. Manually Running a Process
    4. Deleting a Process
      1. Sleep Periods
    5. Deploying a DTS That Subscribes to the Queue
    6. Deploying a Set of Linked DTS Files
    7. Conclusion
  17. Adapters, Publishers, and Queues
    1. Adapters
      1. The Adapter for Microsoft Dynamics CRM
      2. Pre-Executing SQL within an Adapter Connection
    2. Publishers
    3. Queues
    4. Conclusion
  18. Performance and Optimization of Solutions
    1. Multithreading
    2. Local Lookups
    3. Considerations with Adapter Operations
      1. Update/Insert Operation vs. Update and Insert Operations
      2. One-Time Loads
    4. Limiting the Number of Records to Process
    5. Conclusion
  19. Troubleshooting and Monitoring
    1. Stand-Alone DTS Packages
    2. Scheduled DTS Packages (Integrations)
    3. Tools for Troubleshooting
      1. The Queue Browser
      2. The Execution Log
      3. The Alert Log
      4. Data Views
      5. Monitors
      6. Alert Recipients
    4. Conclusion
  20. Index