Creating and editing the MSDynamics CRM endpoint

MSDynamics CRM endpoints contain the connection information that Studio and the Integration Appliance use to connect to the MSDynamics CRM server. You can create multiple endpoints that refer to separate instances.

About this task

Use this task to create or edit a MSDynamics CRM endpoint. The call to this activity is a synchronous call where the input data is sent to the activity for processing and the response is sent back to the orchestration.
Note:
Any changes you make to the MSDynamics CRM endpoint, including configuration properties, affects all the orchestrations that use that endpoint, as the edits are global, not local.

To create and edit a MSDynamics CRM endpoint, complete the following steps:

Procedure

  1. Drag an activity from the MSDynamics CRM folder under the Activities tab, to the Orchestration window. The Summary panel is displayed.
  2. Click Pick Endpoint from the Checklist. The Pick Endpoint panel is displayed.
  3. Click one of the following buttons:
    1. Browse - To select an existing endpoint from Project Explorer. The Project Explorer shows all the endpoints in the project available for the activity. When you select an endpoint, the endpoint properties are displayed in the Pick Endpoint panel.
    2. New - To create a new endpoint. The Create Endpoint window opens.
    3. Edit - To edit the existing endpoint. The Edit Endpoint window opens.
  4. In the Create Endpoint window, complete the fields defined in the following table:
    Table 1. Connection details
    Field Name Description
    Login Details
    User Name Specifies the user name to connect to the MSDynamics online CRM server.
    Password Specifies the password associated with the user name to connect to the MSDynamics online CRM server.
    Service Details
    Organization Unique Name Specifies the name provided by the MSDynamics Online CRM for the organization. You can locate the organization unique name under the developer resources in the MSDynamics CRM online portal.
    Discovery Service Specifies the discovery service URL provided by MSDynamics Online CRM. Currently, the value is defaulted for the Asia/Pacific geography. You can locate this URL under the developer resources in the MSDynamics CRM online portal.
    Organization Service Specifies the organization service URL provided by MSDynamics Online CRM. When you click the discover organization button, the organization service URL will be populated automatically using the discovery service and organization unique name values. Else, you can edit it manually. You can also locate the organization service under the developer resources in the MSDynamics CRM online portal.
    Authentication Details
    Claims Based This is the only authentication mechanism supported.
    Connection Timeout
    Timeout after _____ seconds when establishing connection to the endpoint Specifies the number of seconds before a time-out occurs between the activity making a request on an endpoint and the time it takes the endpoint to respond. By default this parameter is set to 300 seconds.
    Proxy connection details
    Connect via a Proxy Server Select this check box to enable the fields to connect through a proxy server.
    Authentication Indicates the type of authentication that the Integration Appliance uses when connecting to a proxy server. From the list, select one of the following authentication options:
    • Basic - Sends the user name and password you specify unencrypted to the server. This authentication schema is the least secure.
    • NTLM - Requires an instance of NTCredentials to be available for the domain name of the server. This authentication is the most secure authentication option. When you choose the NTLM authentication option, the Integration Appliance authenticates a connection and not a request; therefore, the Integration Appliance authenticates every time that a new connection is made. The connection must remain open during the authentication process. You cannot use NTLM to authenticate with both a proxy and server.
    Realm/Domain If you select the Basic authentication option, specify a realm. If you select the NTLM authentication option, specify a domain.
    Host Name Specify the host name of the proxy server.
    Port Specify the port number that is required to connect to the proxy server.
    User Name Specify the user name that is required to connect to the proxy server.
    Password Specify the password that is required to connect to the proxy server.
  5. When finished, click Test Connection to confirm that you can connect to the MSDynamics CRM system.
  6. Click OK.

Results

You have created or edited a MSDynamics CRM endpoint.



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Timestamp icon Last updated: Wednesday, February 17, 2016


http://pic.dhe.ibm.com/infocenter/wci/v7r0m0/topic/com.ibm.wci.doc/MSDynamics_creating_an_endpoint_activity.html