Getting Started

This page provides a guide to Establishing a Connection to SugarCRM in CData Cloud, as well as information on the available resources, and a reference to the available connection properties.

Connecting to SugarCRM

Establishing a Connection shows how to authenticate to SugarCRM and configure any necessary connection properties to create a database in CData Cloud

Accessing Data from CData Cloud Services

Accessing data from SugarCRM through the available standard services and CData Cloud administration is documented in further details in the CData Cloud Documentation.

Establishing a Connection

Connect to SugarCRM by selecting the corresponding icon in the Database tab. Required properties are listed under Settings. The Advanced tab lists connection properties that are not typically required.

Connecting to SugarCRM

To establish a connection to SugarCRM, set URL to the URL associated with your SugarCRM account in the form http://{sugar crm instance}.com.

Authenticating to SugarCRM

To authenticate the Cloud to SugarCRM, set the following:

User: The user of the SugarCRM account.
Password: The password associated with the SugarCRM user.
Platform (optional): If you're encountering a login conflict during authentication, set this to one of the platforms that you have created in the SugarCRM UI.

By default, SugarCRM uses the "sugar" client id for authentication, but users can optionally specify the client Id and client secret values of a custom app. See Creating a Custom OAuth Application for more information.

OAuthClientId: Client Id of your custom OAuth app.
OAuthClientSecret: Client secret of your custom OAuth app.

Creating a Custom OAuth Application

SugarCRM uses the OAuth 2.0 authentication standard. However, unlike the typical OAuth authentication process, SugarCRM uses the "password" grant type to retrieve the access token. This means that it does not open a browser tab during authentication. This makes it easy to connect from both a Desktop Application or a Web Application.

Authenticating with Custom OAuth Consumer Keys

By default, SugarCRM uses the "sugar" client id for authentication, but users can optionally specify the client Id and client secret values of a custom app.

To create a new set of OAuth Consumer Keys:

Log in to SugarCRM with an account that has administrator access.
Navigate to the Admin Dashboard.
On the top right corner of the page, click your profile.
In the dropdown list, select Admin.
In the System section, select OAuth Keys. SugarCRM displays all your default Consumer Keys.
On the main navigation bar (on top of the site), click the OAuth Keys dropdown.
Select Create OAuth Key and fill the required fields:
- OAuth Version = OAuth 2.0
- Consumer Key = your OAuthClientId
- Consumer Secret = your OAuthClientSecret
Click Save. SugarCRM creates your new OAuth Consumer Key.

When you connect the Cloud, it automatically:

extracts the access token from the response and authenticates requests;
refreshes the access token when it expires; and
saves OAuth values in OAuthSettingsLocation to be persisted across connections.

SSL Configuration

Customizing the SSL Configuration

By default, the Cloud attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPort: the TCP port that the proxy server is running on.
ProxyAuthScheme: the authentication method the Cloud uses when authenticating to the proxy server.
ProxyUser: the username of a user account registered with the proxy server.
ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
To tunnel the connection, set FirewallType to TUNNEL.
To authenticate, specify FirewallUser and FirewallPassword.
To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Data Model

The CData Cloud models SugarCRM modules as relational tables.

Table definitions are dynamically retrieved. The Cloud connects to SugarCRM and gets the list of tables and the metadata for the tables by calling the appropriate Web services.

Any changes you make to your SugarCRM account, such as adding a new table, or adding new columns, or changing the data type of a column, are immediately reflected when you connect using the Cloud.

The Cloud can also expose custom modules on your SugarCRM account that are not mentioned in the Tables section. You can query these custom modules like any other table. Additionally, you can query custom fields of standard modules.

The following sections show the sample table definitions that are included in the SugarCRM development environment.

Tables

The Cloud models the SugarCRM development environment sample tables, such as Account, Asset, and Campaign as relational Tables.

Views

The Audit module is modeled as a read-only view. See Views for more information.

Stored Procedures

Stored Procedures are function-like interfaces to SugarCRM. They can be used to download SugarCRM files and create custom schemas.

Tables

The Cloud models the data in SugarCRM as a list of tables in a relational database that can be queried using standard SQL statements.

CData Cloud - SugarCRM Tables


Name	Description
Accounts	The Accounts table.
ACLRoles	The ACLRoles table.
ArchiveRuns	The ArchiveRuns table.
Bugs	The Bugs table.
BusinessCenters	The BusinessCenters table.
Calendar	The Calendar table.
Calls	The Calls table.
CampaignLog	The CampaignLog table.
Campaigns	The Campaigns table.
CampaignTrackers	The CampaignTrackers table.
Cases	The Cases table.
Categories	The Categories table.
ChangeTimers	The ChangeTimers table.
CJ_Forms	The CJ_Forms table.
CJ_WebHooks	The CJ_WebHooks table.
CloudDrivePaths	The CloudDrivePaths table.
CommentLog	The CommentLog table.
Comments	The Comments table.
ConsoleConfiguration	The ConsoleConfiguration table.
Contacts	The Contacts table.
Contracts	The Contracts table.
ContractTypes	The ContractTypes table.
Currencies	The Currencies table.
CustomQueries	The CustomQueries table.
Dashboards	The Dashboards table.
DataArchiver	The DataArchiver table.
DataPrivacy	The DataPrivacy table.
DataSets	The DataSets table.
DocumentMerges	The DocumentMerges table.
DocumentRevisions	The DocumentRevisions table.
Documents	The Documents table.
DocumentTemplates	The DocumentTemplates table.
DocuSignEnvelopes	The DocuSignEnvelopes table.
DRI_SubWorkflows	The DRI_SubWorkflows table.
DRI_SubWorkflow_Templates	The DRI_SubWorkflow_Templates table.
DRI_Workflows	The DRI_Workflows table.
DRI_Workflow_Task_Templates	The DRI_Workflow_Task_Templates table.
DRI_Workflow_Templates	The DRI_Workflow_Templates table.
EAPM	The EAPM table.
EmailAddresses	The EmailAddresses table.
EmailMarketing	The EmailMarketing table.
EmailParticipants	The EmailParticipants table.
Emails	The Emails table.
EmailTemplates	The EmailTemplates table.
EmbeddedFiles	The EmbeddedFiles table.
Employees	The Employees table.
Escalations	The Escalations table.
ExternalUsers	The ExternalUsers table.
Filters	The Filters table.
ForecastManagerWorksheets	The ForecastManagerWorksheets table.
Forecasts	The Forecasts table.
ForecastWorksheets	The ForecastWorksheets table.
Geocode	The Geocode table.
HintAccountsets	The HintAccountsets table.
HintEnrichFieldConfigs	The HintEnrichFieldConfigs table.
HintNewsNotifications	The HintNewsNotifications table.
HintNotificationTargets	The HintNotificationTargets table.
Holidays	The Holidays table.
InboundEmail	The InboundEmail table.
KBArticles	The KBArticles table.
KBContents	The KBContents table.
KBContentTemplates	The KBContentTemplates table.
KBDocuments	The KBDocuments table.
Leads	The Leads table.
Manufacturers	The Manufacturers table.
Meetings	The Meetings table.
Messages	The Messages table.
Metrics	The Metrics table.
MobileDevices	The MobileDevices table.
Notes	The Notes table.
Notifications	The Notifications table.
OAuthKeys	The OAuthKeys table.
OAuthTokens	The OAuthTokens table.
Opportunities	The Opportunities table.
OutboundEmail	The OutboundEmail table.
PdfManager	The PdfManager table.
pmse_Business_Rules	The pmse_Business_Rules table.
pmse_Emails_Templates	The pmse_Emails_Templates table.
pmse_Inbox	The pmse_Inbox table.
pmse_Project	The pmse_Project table.
ProductBundleNotes	The ProductBundleNotes table.
ProductBundles	The ProductBundles table.
ProductCategories	The ProductCategories table.
Products	The Products table.
ProductTemplates	The ProductTemplates table.
ProductTypes	The ProductTypes table.
Project	The Project table.
ProjectTask	The ProjectTask table.
ProspectLists	The ProspectLists table.
PubSub_ModuleEvent_PushSubs	The PubSub_ModuleEvent_PushSubs table.
PurchasedLineItems	The PurchasedLineItems table.
Purchases	The Purchases table.
PushNotifications	The PushNotifications table.
Quotas	The Quotas table.
Quotes	The Quotes table.
Releases	The Releases table.
ReportMaker	The ReportMaker table.
Reports	The Reports table.
ReportSchedules	The ReportSchedules table.
RevenueLineItems	The RevenueLineItems table.
SavedSearch	The SavedSearch table.
Schedulers	The Schedulers table.
ShiftExceptions	The ShiftExceptions table.
Shifts	The Shifts table.
Shippers	The Shippers table.
Styleguide	The Styleguide table.
Subscriptions	The Subscriptions table.
SugarFavorites	The SugarFavorites table.
SugarLive	The SugarLive table.
Tags	The Tags table.
Tasks	The Tasks table.
TaxRates	The TaxRates table.
TeamNotices	The TeamNotices table.
Teams	The Teams table.
TimePeriods	The TimePeriods table.
TrackerPerfs	The TrackerPerfs table.
TrackerQueries	The TrackerQueries table.
Trackers	The Trackers table.
TrackerSessions	The TrackerSessions table.
Users	The Users table.
UserSignatures	The UserSignatures table.
VisualPipeline	The VisualPipeline table.
WebLogicHooks	The WebLogicHooks table.
WorkFlow	The WorkFlow table.


Name	Type	ReadOnly	Description
Base_Module	String	False
Created_By	String	True
Date_Entered	Datetime	True
Date_Modified	Datetime	True
Deleted	Bool	False
Description	String	False
Fire_Order	String	False
Id [KEY]	String	True
List_Order_Y	Int	True
Modified_User_Id	String	True
Name	String	False
Parent_Id	String	False
Record_Type	String	False
Status	Bool	False
Type	String	False

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Cloud - SugarCRM Views


Name	Description
Activities	The Activities view.
Audit	The Audit view.
DropDownValues	The DropDownValues View. This view provides information regarding the values of dropdowns from different fields and modules.
Relationships	The Relationships View. This view provides information regarding different relationships between tables.

Activities

The Activities view.

Columns


Name	Type	Description
Id [KEY]	String	Unique identifier
Name	String
Date_Entered	Datetime	Date record created
Date_Modified	Datetime	Date record last modified
Modified_User_Id	String	User who last modified record
Modified_By_Name	String
Created_By	String	User who created record
Created_By_Name	String
Description	String
Deleted	Bool	Record deletion indicator
Parent_Id	String
Parent_Type	String
Activity_Type	String
Data	String
Comment_Count	Int
Last_Comment	String
Following	Bool	Is user following this record
My_Favorite	Bool	Favorite for the user
Locked_Fields	String
Sync_Key	String

Audit

The Audit view.

Table Specific Information

Select

When querying Audit, you can get Audit logs by specifying the Module name (this is required):

SELECT * FROM Audit WHERE Module = 'Contacts'

Allowed values for Module are: Accounts, KBDocuments, RevenueLineItems, Contacts, Opportunities, Leads

If you want to get Audit logs for a single Module Id, the Audit parent_id needs to be tied to the ID that belongs to the module, for instance:

SELECT * FROM Audit WHERE Module = 'Contacts' AND parent_id = '9d46a91c-43bf-11e8-a83c-0681183120c1'

Columns


Name	Type	Description
Parent_Id	String
Date_Created	Datetime
Created_By	String
Created_By_Username	String
Field_Name	String
Data_Type	String
Before_Value_String	String
After_Value_String	String
Before	String
After	String

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Module	String

DropDownValues

The DropDownValues View. This view provides information regarding the values of dropdowns from different fields and modules.

Table Specific Information

Select

When querying DropDownValues, you can create label fields for an existing dropdown list (which is tied to an existing module.) You can get these values simply by specifying the Module name (this is required):

SELECT * FROM DropDownValues WHERE Module = 'Accounts'

If you want to create a custom dropdown list, you can do so, however, the dropdown list needs to be tied to a custom field that belongs to the module, for instance:

SELECT * FROM DropDownValues WHERE Module = 'Accounts' AND Field = 'myCustomDropdown_c

Note that you may need to create a new custom field: Go to the Admin Panel > Studio > Accounts > Fields > Add Field.

Set type as Dropdown and set Drop Down List to the custom dropdown list you've created.

Columns


Name	Type	Description
Module	String	The module containing this dropdown item.
Field	String	The field containing this dropdown item.
ItemName	String	The name of the dropdown item.
DisplayLabel	String	The display label of the dropdown item.

Relationships

The Relationships View. This view provides information regarding different relationships between tables.

Columns


Name	Type	Description
Name	String	The name of the relationship.
DynamicSubpanel	String	The dynamic subpanel of the relationship.
JoinKeyLhs	String	The lhs join key of the relationship.
JoinKeyRhs	String	The rhs join key of the relationship.
JoinTable	String	The name of join table.
LhsKey	String	The lhs key of the relationship.
LhsModule	String	The lhs module of the relationship.
LhsTable	String	The lhs table of the relationship.
RelationshipRoleColumn	String	The name of the relationship role column.
RelationshipRoleColumnValue	String	The value of the relationship role column.
RelationshipType	String	The type of the relationship.
PrimaryFlagColumn	String	The name of the primary flag column.
PrimaryFlagDefault	String	The default value of the primary flag.
PrimaryFlagSide	String	The side of the primary flag.
RhsKey	String	The rhs key of the relationship.
RhsModule	String	The rhs module of the relationship.
RhsTable	String	The rhs table of the relationship.
TrueRelationshipType	String	The true type of the relationship.
UserField	String	The name of the user field.

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the Cloud beyond simple SELECT/INSERT/UPDATE/DELETE operations with SugarCRM.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from SugarCRM, along with an indication of whether the procedure succeeded or failed.

CData Cloud - SugarCRM Stored Procedures


Name	Description

System Tables

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for SugarCRM:

sys_catalogs: Lists the available databases.
sys_schemas: Lists the available schemas.
sys_tables: Lists the available tables and views.
sys_tablecolumns: Describes the columns of the available tables and views.
sys_procedures: Describes the available stored procedures.
sys_procedureparameters: Describes stored procedure parameters.
sys_keycolumns: Describes the primary and foreign keys.
sys_indexes: Describes the available indexes.

Data Source Tables

The following tables return information about how to connect to and query the data source:

sys_connection_props: Returns information on the available connection properties.
sys_sqlinfo: Describes the SELECT queries that the Cloud can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries:

sys_identity: Returns information about batch operations or single updates.

sys_catalogs

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs

Columns


Name	Type	Description
CatalogName	String	The database name.

sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

          SELECT * FROM sys_schemas

Columns


Name	Type	Description
CatalogName	String	The database name.
SchemaName	String	The schema name.

sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

          SELECT * FROM sys_tables

Columns


Name	Type	Description
CatalogName	String	The database containing the table or view.
SchemaName	String	The schema containing the table or view.
TableName	String	The name of the table or view.
TableType	String	The table type (table or view).
Description	String	A description of the table or view.
IsUpdateable	Boolean	Whether the table can be updated.

sys_tablecolumns

Describes the columns of the available tables and views.

The following query returns the columns and data types for the Accounts table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Accounts'

Columns


Name	Type	Description
CatalogName	String	The name of the database containing the table or view.
SchemaName	String	The schema containing the table or view.
TableName	String	The name of the table or view containing the column.
ColumnName	String	The column name.
DataTypeName	String	The data type name.
DataType	Int32	An integer indicating the data type. This value is determined at run time based on the environment.
Length	Int32	The storage size of the column.
DisplaySize	Int32	The designated column's normal maximum width in characters.
NumericPrecision	Int32	The maximum number of digits in numeric data. The column length in characters for character and date-time data.
NumericScale	Int32	The column scale or number of digits to the right of the decimal point.
IsNullable	Boolean	Whether the column can contain null.
Description	String	A brief description of the column.
Ordinal	Int32	The sequence number of the column.
IsAutoIncrement	String	Whether the column value is assigned in fixed increments.
IsGeneratedColumn	String	Whether the column is generated.
IsHidden	Boolean	Whether the column is hidden.
IsArray	Boolean	Whether the column is an array.
IsReadOnly	Boolean	Whether the column is read-only.
IsKey	Boolean	Indicates whether a field returned from sys_tablecolumns is the primary key of the table.

sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

          SELECT * FROM sys_procedures

Columns


Name	Type	Description
CatalogName	String	The database containing the stored procedure.
SchemaName	String	The schema containing the stored procedure.
ProcedureName	String	The name of the stored procedure.
Description	String	A description of the stored procedure.
ProcedureType	String	The type of the procedure, such as PROCEDURE or FUNCTION.

sys_procedureparameters

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the StoredProc stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName='StoredProc' AND Direction=1 OR Direction=2

Columns


Name	Type	Description
CatalogName	String	The name of the database containing the stored procedure.
SchemaName	String	The name of the schema containing the stored procedure.
ProcedureName	String	The name of the stored procedure containing the parameter.
ColumnName	String	The name of the stored procedure parameter.
Direction	Int32	An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters.
DataTypeName	String	The name of the data type.
DataType	Int32	An integer indicating the data type. This value is determined at run time based on the environment.
Length	Int32	The number of characters allowed for character data. The number of digits allowed for numeric data.
NumericPrecision	Int32	The maximum precision for numeric data. The column length in characters for character and date-time data.
NumericScale	Int32	The number of digits to the right of the decimal point in numeric data.
IsNullable	Boolean	Whether the parameter can contain null.
IsRequired	Boolean	Whether the parameter is required for execution of the procedure.
IsArray	Boolean	Whether the parameter is an array.
Description	String	The description of the parameter.
Ordinal	Int32	The index of the parameter.

sys_keycolumns

Describes the primary and foreign keys.

The following query retrieves the primary key for the Accounts table:

         SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Accounts'

Columns


Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
IsKey	Boolean	Whether the column is a primary key in the table referenced in the TableName field.
IsForeignKey	Boolean	Whether the column is a foreign key referenced in the TableName field.
PrimaryKeyName	String	The name of the primary key.
ForeignKeyName	String	The name of the foreign key.
ReferencedCatalogName	String	The database containing the primary key.
ReferencedSchemaName	String	The schema containing the primary key.
ReferencedTableName	String	The table containing the primary key.
ReferencedColumnName	String	The column name of the primary key.

sys_foreignkeys

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

         SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'

Columns


Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
PrimaryKeyName	String	The name of the primary key.
ForeignKeyName	String	The name of the foreign key.
ReferencedCatalogName	String	The database containing the primary key.
ReferencedSchemaName	String	The schema containing the primary key.
ReferencedTableName	String	The table containing the primary key.
ReferencedColumnName	String	The column name of the primary key.
ForeignKeyType	String	Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key.

sys_primarykeys

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

         SELECT * FROM sys_primarykeys

Columns


Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
KeySeq	String	The sequence number of the primary key.
KeyName	String	The name of the primary key.

sys_indexes

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

          SELECT * FROM sys_indexes WHERE IsPrimary='false'

Columns


Name	Type	Description
CatalogName	String	The name of the database containing the index.
SchemaName	String	The name of the schema containing the index.
TableName	String	The name of the table containing the index.
IndexName	String	The index name.
ColumnName	String	The name of the column associated with the index.
IsUnique	Boolean	True if the index is unique. False otherwise.
IsPrimary	Boolean	True if the index is a primary key. False otherwise.
Type	Int16	An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3).
SortOrder	String	The sort order: A for ascending or D for descending.
OrdinalPosition	Int16	The sequence number of the column in the index.

sys_connection_props

Returns information on the available connection properties and those set in the connection string.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''

Columns


Name	Type	Description
Name	String	The name of the connection property.
ShortDescription	String	A brief description.
Type	String	The data type of the connection property.
Default	String	The default value if one is not explicitly set.
Values	String	A comma-separated list of possible values. A validation error is thrown if another value is specified.
Value	String	The value you set or a preconfigured default.
Required	Boolean	Whether the property is required to connect.
Category	String	The category of the connection property.
IsSessionProperty	String	Whether the property is a session property, used to save information about the current connection.
Sensitivity	String	The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms.
PropertyName	String	A camel-cased truncated form of the connection property name.
Ordinal	Int32	The index of the parameter.
CatOrdinal	Int32	The index of the parameter category.
Hierarchy	String	Shows dependent properties associated that need to be set alongside this one.
Visible	Boolean	Informs whether the property is visible in the connection UI.
ETC	String	Various miscellaneous information about the property.

sys_sqlinfo

Describes the SELECT query processing that the Cloud can offload to the data source.

See SQL Compliance for SQL syntax details.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.


Name	Description	Possible Values
AGGREGATE_FUNCTIONS	Supported aggregation functions.	AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNT	Whether COUNT function is supported.	YES, NO
IDENTIFIER_QUOTE_OPEN_CHAR	The opening character used to escape an identifier.	[
IDENTIFIER_QUOTE_CLOSE_CHAR	The closing character used to escape an identifier.	]
SUPPORTED_OPERATORS	A list of supported SQL operators.	=, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BY	Whether GROUP BY is supported, and, if so, the degree of support.	NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
OJ_CAPABILITIES	The supported varieties of outer joins supported.	NO, LEFT, RIGHT, FULL, INNER, NOT_ORDERED, ALL_COMPARISON_OPS
OUTER_JOINS	Whether outer joins are supported.	YES, NO
SUBQUERIES	Whether subqueries are supported, and, if so, the degree of support.	NO, COMPARISON, EXISTS, IN, CORRELATED_SUBQUERIES, QUANTIFIED
STRING_FUNCTIONS	Supported string functions.	LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE
NUMERIC_FUNCTIONS	Supported numeric functions.	ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE
TIMEDATE_FUNCTIONS	Supported date/time functions.	NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT
REPLICATION_SKIP_TABLES	Indicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNS	A string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication.
IDENTIFIER_PATTERN	String value indicating what string is valid for an identifier.
SUPPORT_TRANSACTION	Indicates if the provider supports transactions such as commit and rollback.	YES, NO
DIALECT	Indicates the SQL dialect to use.
KEY_PROPERTIES	Indicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMAS	Indicates if multiple schemas may exist for the provider.	YES, NO
SUPPORTS_MULTIPLE_CATALOGS	Indicates if multiple catalogs may exist for the provider.	YES, NO
DATASYNCVERSION	The CData Data Sync version needed to access this driver.	Standard, Starter, Professional, Enterprise
DATASYNCCATEGORY	The CData Data Sync category of this driver.	Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQL	Whether enhanced SQL functionality beyond what is offered by the API is supported.	TRUE, FALSE
SUPPORTS_BATCH_OPERATIONS	Whether batch operations are supported.	YES, NO
SQL_CAP	All supported SQL capabilities for this driver.	SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX
PREFERRED_CACHE_OPTIONS	A string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERY	Indicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side.	YES, NO
PSEUDO_COLUMNS	A string array indicating the available pseudo columns.
MERGE_ALWAYS	If the value is true, The Merge Mode is forcibly executed in Data Sync.	TRUE, FALSE
REPLICATION_MIN_DATE_QUERY	A select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTION	Allows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATE	Allows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERY	A select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTION	Allows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATE	A list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTID	Indicates whether the CheckCache statement should be done against the parent key column.	TRUE, FALSE
CREATE_SCHEMA_PROCEDURES	Indicates stored procedures that can be used for generating schema files.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'

Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns


Name	Type	Description
NAME	String	A component of SQL syntax, or a capability that can be processed on the server.
VALUE	String	Detail on the supported SQL or SQL syntax.

sys_identity

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

         SELECT * FROM sys_identity

Columns


Name	Type	Description
Id	String	The database-generated Id returned from a data modification operation.
Batch	String	An identifier for the batch. 1 for a single operation.
Operation	String	The result of the operation in the batch: INSERTED, UPDATED, or DELETED.
Message	String	SUCCESS or an error message if the update in the batch failed.

sys_information

Describes the available system information.

The following query retrieves all columns:

SELECT * FROM sys_information

Columns


Name	Type	Description
Product	String	The name of the product.
Version	String	The version number of the product.
Datasource	String	The name of the datasource the product connects to.
NodeId	String	The unique identifier of the machine where the product is installed.
HelpURL	String	The URL to the product's help documentation.
License	String	The license information for the product. (If this information is not available, the field may be left blank or marked as 'N/A'.)
Location	String	The file path location where the product's library is stored.
Environment	String	The version of the environment or rumtine the product is currently running under.
DataSyncVersion	String	The tier of CData Sync required to use this connector.
DataSyncCategory	String	The category of CData Sync functionality (e.g., Source, Destination).

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication

Property	Description
User	Specifies the user ID of the authenticating SugarCRM user account.
Password	Specifies the password of the authenticating user account.
APIVersion	The version of the SugarCRM used.
URL	The URL of the SugarCRM account in the form 'http://{sugar crm instance}.com'.
Platform	The SugarCRM platform that you want to use during your session.

OAuth

Property	Description
OAuthClientId	Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientSecret	Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.

SSL

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Logging

Property	Description
Verbosity	Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Schema

Property	Description
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Miscellaneous

Property	Description
Pagesize	The maximum number of results to return per page from SugarCRM.
AggregateColumnMode	Controls how aggregate columns are treated by the provider.
LinkColumnsMode	Controls how the 'link' type columns are exposed by the provider provider.
UseDisplayNames	Set this to true to use the table and column names from the UI. By default, the provider displays the API names for tables and columns.
DisplayLanguage	The language used with the provider. This affects table names, view names and column names.
IncludeRelationships	Set this to true if you want to expose relationship columns, which give you the ability to query objects in relation to other objects.
IncludeFiltersAsViews	Set this to true if you want to expose filters for the modules as views.
ModulesFiltersList	Each SugarCRM module has named filters. This property enables you to control the list of filters that the provider exposes (as a view) for each module.
IncludeReports	Set this to true if you want to expose reports as views.
ReportModulesList	In SugarCRM, each report is built upon a specific module. This connection property enables you to control the list of reports the provider exposes as Views.
FlattenReportObjects	Specifies whether or not to flatten the objects' data for report views.
FlattenReportsArrayDepth	Specifies the maximum depth of array elements to flatten for report views.
IncludeDeleted	Specify whether to get deleted records.
ServerSideOrderBy	Set this to true if you want to perform the order by operation server-side. Keep in mind that having or creating indexes results in the best query performance.
MaxRows	Specifies the maximum rows returned for queries without aggregation or GROUP BY.
PseudoColumns	Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
RowScanDepth	The maximum number of rows to scan to look for the columns available in a table.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.

Property	Description
User	Specifies the user ID of the authenticating SugarCRM user account.
Password	Specifies the password of the authenticating user account.
APIVersion	The version of the SugarCRM used.
URL	The URL of the SugarCRM account in the form 'http://{sugar crm instance}.com'.
Platform	The SugarCRM platform that you want to use during your session.

You can set it to the value of one of the platforms that you have created in SugarCRM's UI.

To create a new platform in SugarCRM:

Navigate to your Admin Dashboard.
Click your admin icon (located on the top-right of the site).
Click Admin.
In the "Developer Tools" section, click Configure API Platforms.
Add a new platform and click Save.

OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.

Property	Description
OAuthClientId	Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientSecret	Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.

OAuthClientId

Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.

Data Type

string

Default Value

""

Remarks

OAuthClientId is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

OAuthClientSecret

Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.

Data Type

string

Default Value

""

Remarks

OAuthClientSecret is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Data Type

string

Default Value

""

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:


Description	Example
A full PEM Certificate (example shortened for brevity)	-----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate	C:\cert.cer
The public key (example shortened for brevity)	-----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space or colon separated)	ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space or colon separated)	34a929226ae0819f2ec14b4a3d904f801cbb150d

If not specified, any certificate trusted by the machine is accepted.

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.

Property	Description
Verbosity	Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Verbosity

Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Data Type

string

Default Value

"1"

Remarks

This property defines the level of detail the Cloud includes in the log file. Higher verbosity levels increase the detail of the logged information, but may also result in larger log files and slower performance due to the additional data being captured.

The default verbosity level is 1, which is recommended for regular operation. Higher verbosity levels are primarily intended for debugging purposes. For more information on each level, refer to Logging.

When combined with the LogModules property, Verbosity can refine logging to specific categories of information.

Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.

Property	Description
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

BrowsableSchemas

Remarks

The available aggregate column modes are detailed below:


Ignore	All aggregate will be ignored and will not show up as available columns in the table definition.
List	Aggregate columns will be listed in all tables, but on base tables such as Contacts, they will not retrieve data from SugarCRM.
ListAndRetrieve	Aggregate columns will be listed and requested on all tables. Note that when this mode is activated, primitive columns that are also part of the aggregates will be returned as NULL. For example, in the Accounts table, the Team_Id column, which is also part of the Team_Name aggregate, will be returned as NULL.

LinkColumnsMode

Remarks

The default language used is 'English US'.

Available languages are: Albanian, Arabic, Bulgarian, Catalan, Chinese, Croatian, Czech, Danish, Dutch, English UK, English US, Estonian, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Latvian, Lithuanian, Norwegian, Polish, Portuguese, Portuguese Brazilian, Romanian, Russian, Serbian, Slovak, Spanish, Spanish Latin America, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian.

IncludeRelationships

Set this to true if you want to expose relationship columns, which give you the ability to query objects in relation to other objects.

Data Type

bool

Default Value

false

Remarks

Relationships are the basis for linking information within the SugarCRM system. The relationships are exposed by the Cloud in the form of views. Set this to true if you want to expose relationship Views.

For example:

SELECT * FROM REL_account_tasks = '514b69aa-41e0-11ea-a5ef-02424563122e'
SELECT * FROM Accounts WHERE accounts_contacts = 'e9b69b60-41e0-11ea-82f2-02424563122e'
SELECT * FROM Notes WHERE accounts_notes_1 = '514b69aa-41e0-11ea-a5ef-02424563122e'
SELECT * FROM Accounts WHERE accounts_notes_1 IN ('4a6cd5de-f40e-11ea-99f0-02f85148f4a4', '456ffdc2-f40e-11ea-86ca-02f85148f4a4')

IncludeFiltersAsViews

Set this to true if you want to expose filters for the modules as views.

Data Type

bool

Default Value

true

Remarks

You can query the filtered modules like you would query the views:

SELECT * FROM [Filter_Cases_Open Cases]

where "Cases" is the name of the module and "Open Cases" is the name of the filter applied to that module.

Use the connection property ModulesFiltersList to control the list of filters that the Cloud exposes (as a View) for each module.

ModulesFiltersList

Each SugarCRM module has named filters. This property enables you to control the list of filters that the provider exposes (as a view) for each module.

Data Type

string

Default Value

"Accounts, Leads, Opportunities, Sales Order, Quotes, Calendar, Reports, Emails, Calls, Meetings, Tasks, Notes, NDA, Tracking Numbers, Cases"

Remarks

These views have the following naming convention: Filter_{{module_name}}_{{filtername}}. For example: [Filter_Cases_Open Cases]

By default, we expose the modules listed on the Top menu bar in SugarCRM UI.

If you need more/fewer modules, you can specify them in a comma-separated list.

Set the value to * to expose the Filters for all modules.

**Note: The names on the list must be the original English names of the modules.

For the full list of filters in your system, please query the 'Filters' table.

IncludeReports

Set this to true if you want to expose reports as views.

Data Type

bool

Default Value

false

Remarks

You can query the reports like you would query the views:

SELECT * FROM [Report_Revenues per industry (2021)]

where "Revenues per industry (2021)" is the name of the report.

If you experience performance issues, use the connection properties Pagesize and RowScanDepth to control how the driver queries the report metadata.

ReportModulesList

The nested values of non-primitive objects will be pushed as JSON aggregates.

To access the values of those aggregates you can use the JSON_EXTRACT function.

IncludeDeleted

Specify whether to get deleted records.

Data Type

bool

Default Value

false

Remarks

Set this to true in order to retrieve deleted records in the result set.

ServerSideOrderBy

Set this to true if you want to perform the order by operation server-side. Keep in mind that having or creating indexes results in the best query performance.

Data Type

bool

Default Value

true

Remarks

For more information, please refer to the SugarCRM Indexes Documentation.

int

Default Value

100

Remarks

The columns in a table must be determined by scanning table rows. This value determines the maximum number of rows that will be scanned.

Setting a high value may decrease performance. Setting a low value may prevent the data type from being determined properly, especially when there is null data.

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.

Data Type

int

Default Value

60

Remarks

This property controls the maximum time, in seconds, that the Cloud waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the Cloud cancels the operation and throws an exception.

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Setting this property to 0 disables the timeout, allowing operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server. Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

Cloud

SugarCRM - CData Cloud

Overview

Key Features

Getting Started

Connecting to SugarCRM

Accessing Data from CData Cloud Services

Establishing a Connection

Connecting to SugarCRM

Authenticating to SugarCRM

Creating a Custom OAuth Application

Creating a Custom OAuth Application

Authenticating with Custom OAuth Consumer Keys

SSL Configuration

Customizing the SSL Configuration

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

Other Proxies

Data Model

Tables

Views

Stored Procedures

Tables

CData Cloud - SugarCRM Tables

Accounts

Columns

ACLRoles

Columns

ArchiveRuns

Columns

Bugs

Columns

BusinessCenters

Columns

Calendar

Columns

Calls

Columns

CampaignLog

Columns

Campaigns

Columns

CampaignTrackers

Columns

Cases

Columns

Categories

Columns

ChangeTimers

Columns

CJ_Forms

Columns

CJ_WebHooks

Columns

CloudDrivePaths

Columns

CommentLog

Columns

Comments

Columns

ConsoleConfiguration

Columns

Contacts

Columns

Contracts

Columns

ContractTypes

Columns

Currencies

Columns

CustomQueries

Columns

Dashboards

Columns

DataArchiver

Columns

DataPrivacy

Columns

DataSets