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Dynamics CRM Connection

You can use the Dynamics CRM Connection shared resource to create a connection to the Microsoft Dynamics CRM server.

General

In the General panel, you can specify the package that stores the Dynamics CRM Connection shared resource, the shared resource name, and the shared resource description.

The following table lists the configurations in the General panel of the Dynamics CRM Connection shared resource:

Field Module Property? Description
Package No The name of the package where the new shared resource is located.
Name No The name to be displayed as the label for the shared resource.
Description No A short description for this shared resource.

Service Configuration

In the Service Configuration panel, provide the information related to the Microsoft Dynamics CRM server to which the plug-in connects.

The following table lists the configurations in the Service Configuration panel of the Dynamics CRM Connection shared resource:

Field Module Property? Description
Deployment Type No Two types of deployment are supported:
  • Online: used for connecting to the Microsoft Dynamics CRM online server.
  • On-Premises: used for connecting to the local Microsoft Dynamics CRM server.

If a self-signed SSL certificate is used to establish a connection between the Microsoft Dynamics CRM On-Premises server and the plug-in, use Java Keytool to import the self-signed SSL certificate into the JRE global truststore; the cacerts JRE global truststore file is located in the TIBCO_HOME/tibcojre64/version_number/lib/security directory.

Authentication Type No The authentication types that are supported by the plug-in. The types depend on the deployment type that you select.
  • If you select the Online deployment, the plug-in only supports the OnlineFederation authentication.
  • If you select the On-Premises deployment, the plug-in supports three types of authentication: Federation, NTLM, and Kerberos.
User Name Yes The user name used to connect to the Microsoft Dynamics CRM server.
Password Yes The password used to connect to the Microsoft Dynamics CRM server.
Organization Service Yes The URL for the organization service that provides access to the business data and metadata for your organization.
Note: You can either type the URL for the organization service manually or find it automatically by using Discover Service.
Timeout (sec) Yes The timeout value in seconds that applies to the communication with the Microsoft Dynamics CRM server. The default timeout value is 1800 seconds.
The following fields are displayed only when the Kerberos authentication is selected.
LoginModule File Yes Click the icon to locate the LoginModule file.
The file contains the configuration information of the login properties in Java Authentication Authorization Service (JAAS).
Note: The file starts with an application name called spnego-client-kerberos.
Kerberos File Yes Click the icon to locate the Kerberos file.

The file contains the realm and server configuration information.

Note: When the Kerberos authentication is selected, the proxy configuration is not available.
Server SPN Yes The Service Principal Names (SPN) for the server, which can be manually obtained from the Web Services Description Language (WSDL) file.

Proxy Configuration

In the Proxy Configuration panel, you can provide the information related to the proxy server to access outside of a firewall.

The following table lists the configurations in the Proxy Configuration panel of the Dynamics CRM Connection shared resource:

Field Module Property? Description
Use Proxy Yes If you use a proxy server to access outside of a firewall, select the Use Proxy check box.
Proxy Server Yes The host name or IP address of the proxy server.
Proxy Port Yes The port number of the proxy server.
Proxy Username Yes The user name used to connect to the proxy server.
Proxy Password Yes The password used for the specified user name when connecting to the proxy server.

Discover Service

Ensure that you have configured all the necessary parameters when using Discover Service. Click Discover Service to open the Discovery Service URL dialog, type the URL in the filed, and click Ok. The URL for the organization service is found automatically. If the discovery service information is authenticated, the associated URL for the organization service is automatically entered in the Organization Service field.
Note: When the NTLM authentication is selected, Discover Service is not available.

Test Connection

Click Test Connection to test whether the specified configuration fields result in a valid connection to the Microsoft Dynamics CRM server.

Note: If incorrect key size is prompted when testing the connection to the Microsoft Dynamics CRM server with the Kerberos authentication, you have to replace the local_policy.jar and US_export_policy.jar JRE security files that are located in the TIBCO_HOME/tibcojre64/version_number/lib/security directory with the files that you can download from http://www.oracle.com/technetwork/java/javase/downloads/jce-7-download-432124.html.