Dynamics Connector 24.4
IDOL Dynamics Connector Help

# Configure the Connector

To retrieve information from a Microsoft Dynamics repository, create a new fetch task by following these steps. The connector runs fetch tasks automatically, based on the schedule that is configured in the configuration file.

NOTE: Before beginning this procedure, first create an application to represent the connector and configure OAuth authentication (on-premise) or configure OAuth authentication (hosted).

To create a new Fetch Task

1. Stop the connector.
2. Open the configuration file in a text editor.

3. In the `[FetchTasks]` section of the configuration file, specify the number of fetch tasks using the `Number` parameter. If you are configuring the first fetch task, type `Number=1`. If one or more fetch tasks have already been configured, increase the value of the `Number` parameter by one (1). Below the `Number` parameter, specify the names of the fetch tasks, starting from zero (0). For example:

       [FetchTasks]
       Number=1
       0=MyTask

4. Below the `[FetchTasks]` section, create a new TaskName section. The name of the section must match the name of the new fetch task. For example:

       [FetchTasks]
       Number=1
       0=MyTask

       [MyTask]

1. In the new section, set the parameters required to authenticate with the Dynamics repository. The OAuth configuration tool creates a file that contains these parameters, and you can include them in the connector's configuration file using the following syntax:

       [MyTask] < "oauth.cfg" [OAUTH]

   For more information about including parameters from another file, see Include an External Configuration File.

2. In the new section, set the following parameters:

   `EndpointUrl` | The base URL of the Dynamics web API.
   `RetrievalSpecification` | The path to an XML file that contains the specification of what to retrieve from the repository. For information about how to create this file, see Create the XML Retrieval Specification.
   `Username` | The user name to use to retrieve information.

3. Save and close the configuration file.

Copyright 2024 Open Text
Version 24.4 | Last updated September 2024

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Product: IDOL Dynamics Connector 24.4

Topic Title: Configure the Connector