Adapter
Adapter for Integration to Microsoft Dynamics
Overview
This adapter is used to integrate the Itential Automation Platform (IAP) with the Microsoft_dynamics System. The API that was used to build the adapter for Microsoft_dynamics is usually available in the report directory of this adapter. The adapter utilizes the Microsoft_dynamics API to provide the integrations that are deemed pertinent to IAP. The ReadMe file is intended to provide information on this adapter it is generated from various other Markdown files.
Details
The Microsoft Dynamics adapter from Itential is used to integrate the Itential Automation Platform (IAP) with Microsoft's Dynamics 365.
With this adapter you have the ability to perform operations with Microsoft Dynamics on items such as:
- Account
- Project
- Purchase Invoice
- Sales Quote
For further technical details on how to install and use this adapter, please click the Technical Documentation tab.
Microsoft Dynamics
Table of Contents
Specific Adapter Information
Authentication
This document will go through the steps for authenticating the Microsoft Dynamics adapter with OAuth Authentication. Properly configuring the properties for an adapter in IAP is critical for getting the adapter online. You can read more about adapter authentication HERE.
OAuth Authentication
The Microsoft Dynamics adapter requires OAuth Authentication. If you change authentication methods, you should change this section accordingly and merge it back into the adapter repository.
STEPS
- Ensure you have access to a Microsoft Dynamics server and that it is running
- Follow the steps in the README.md to import the adapter into IAP if you have not already done so
- The auth requires two extra fields,
tenant_id underunderproperties.authenticationandresourceunderproperties.requestfield."authentication": { "auth_method": "request_token", "tenant_id": "tenantId", "username": "username", "password": "password", "token_timeout": 3600000, "token_cache": "local", "invalid_token_error": 401, "auth_field": "header.headers.Authorization", "auth_field_format": "Bearer {token}", "auth_logging": false, "client_id": "clientId", "client_secret": "clientSecret", "grant_type": "client_credentials" }
"request": { "number_redirects": 0, "number_retries": 3, "limit_retry_error": [ 0 ], "failover_codes": [], "attempt_timeout": 5000, "global_request": { "payload": {}, "uriOptions": {}, "addlHeaders": {}, "authData": { "resource": "https://domain.dynamics.com" } }, "healthcheck_on_timeout": true, "return_raw": false, "archiving": false, "return_request": false }
4. Restart the adapter. If your properties were set correctly, the adapter should go online.
#### Troubleshooting
- Make sure you copied over the correct client_id, client_secret, grant_type, tenant_id and resource.
- Turn on debug level logs for the adapter in IAP Admin Essentials.
- Turn on auth_logging for the adapter in IAP Admin Essentials (adapter properties).
- Investigate the logs - in particular:
- The FULL REQUEST log to make sure the proper headers are being sent with the request.
- The FULL BODY log to make sure the payload is accurate.
- The CALL RETURN log to see what the other system is telling us.
- Remember when you are done to turn auth_logging off as you do not want to log credentials.
### Sample Properties
Sample Properties can be used to help you configure the adapter in the Itential Automation Platform. You will need to update connectivity information such as the host, port, protocol and credentials.
```json
"properties": {
"host": "localhost",
"port": 443,
"choosepath": "",
"base_path": "/v2.0/production/api/v1.0",
"version": "",
"cache_location": "none",
"encode_pathvars": true,
"encode_queryvars": true,
"save_metric": false,
"stub": true,
"protocol": "https",
"authentication": {
"auth_method": "request_token",
"username": "username",
"password": "password",
"token": "token",
"token_timeout": 3600000,
"token_cache": "local",
"invalid_token_error": 401,
"auth_field": "header.headers.Authorization",
"auth_field_format": "Bearer {token}",
"auth_logging": false,
"tenant_id": "tenant1234",
"client_id": "Bob",
"client_secret": "BobSecret",
"grant_type": "client_credentials",
"sensitive": [],
"sso": {
"protocol": "",
"host": "",
"port": 0
},
"multiStepAuthCalls": [
{
"name": "",
"requestFields": {},
"responseFields": {},
"successfullResponseCode": 200
}
]
},
"healthcheck": {
"type": "none",
"frequency": 60000,
"query_object": {},
"addlHeaders": {}
},
"throttle": {
"throttle_enabled": false,
"number_pronghorns": 1,
"sync_async": "sync",
"max_in_queue": 1000,
"concurrent_max": 1,
"expire_timeout": 0,
"avg_runtime": 200,
"priorities": [
{
"value": 0,
"percent": 100
}
]
},
"request": {
"number_redirects": 0,
"number_retries": 3,
"limit_retry_error": [
0
],
"failover_codes": [],
"attempt_timeout": 5000,
"global_request": {
"payload": {},
"uriOptions": {},
"addlHeaders": {},
"authData": {
"resource": "https://btcce-ut.crm.dynamics.com"
}
},
"healthcheck_on_timeout": true,
"return_raw": false,
"archiving": false,
"return_request": false
},
"proxy": {
"enabled": false,
"host": "",
"port": 1,
"protocol": "http",
"username": "",
"password": ""
},
"ssl": {
"ecdhCurve": "",
"enabled": false,
"accept_invalid_cert": false,
"ca_file": "",
"key_file": "",
"cert_file": "",
"secure_protocol": "",
"ciphers": ""
},
"mongo": {
"host": "",
"port": 0,
"database": "",
"username": "",
"password": "",
"replSet": "",
"db_ssl": {
"enabled": false,
"accept_invalid_cert": false,
"ca_file": "",
"key_file": "",
"cert_file": ""
}
},
"devicebroker": {
"enabled": false,
"getDevice": [
{
"path": "/not/mapped",
"method": "GET",
"query": {},
"body": {},
"headers": {},
"handleFailure": "ignore",
"requestFields": {
"insample": "{port}"
},
"responseDatakey": "",
"responseFields": {
"name": "{this}{||}{that}",
"ostype": "{osfield}",
"ostypePrefix": "meraki-",
"port": "{port}",
"ipaddress": "{ip_addr}",
"serial": "{serial}"
}
}
],
"getDevicesFiltered": [
{
"path": "/not/mapped",
"method": "GET",
"pagination": {
"offsetVar": "",
"limitVar": "",
"incrementBy": "limit",
"requestLocation": "query"
},
"query": {},
"body": {},
"headers": {},
"handleFailure": "ignore",
"requestFields": {},
"responseDatakey": "",
"responseFields": {
"name": "{this}{||}{that}",
"ostype": "{osfield}",
"ostypePrefix": "meraki-",
"port": "{port}",
"ipaddress": "{ip_addr}",
"serial": "{serial}",
"id": "{myid}"
}
}
],
"isAlive": [
{
"path": "/not/mapped/{devID}",
"method": "GET",
"query": {},
"body": {},
"headers": {},
"handleFailure": "ignore",
"requestFields": {
"devID": "{id}"
},
"responseDatakey": "",
"responseFields": {
"status": "return2xx",
"statusValue": "AD.200"
}
}
],
"getConfig": [
{
"path": "/not/mapped/{devID}",
"method": "GET",
"query": {},
"body": {},
"headers": {},
"handleFailure": "ignore",
"requestFields": {
"devID": "{id}"
},
"responseDatakey": "",
"responseFields": {}
}
],
"getCount": [
{
"path": "/not/mapped",
"method": "GET",
"query": {},
"body": {},
"headers": {},
"handleFailure": "ignore",
"requestFields": {},
"responseDatakey": "",
"responseFields": {}
}
]
},
"cache": {
"enabled": false,
"entities": [
{
"entityType": "device",
"frequency": 3600,
"flushOnFail": false,
"limit": 10000,
"retryAttempts": 5,
"sort": true,
"populate": [
{
"path": "/not/mapped",
"method": "GET",
"pagination": {
"offsetVar": "",
"limitVar": "",
"incrementBy": "limit",
"requestLocation": "query"
},
"query": {},
"body": {},
"headers": {},
"handleFailure": "ignore",
"requestFields": {},
"responseDatakey": "",
"responseFields": {
"name": "{this}{||}{that}",
"ostype": "{osfield}",
"ostypePrefix": "meraki-",
"port": "{port}",
"ipaddress": "{ip_addr}",
"serial": "{serial}",
"id": "{myid}"
}
}
],
"cachedTasks": [
{
"name": "",
"filterField": "",
"filterLoc": ""
}
]
}
]
}
}