SSIS Components for Microsoft Dynamics GP

Build 24.0.9060

Establishing a Connection

Enabling SSIS in Visual Studio 2022

If you're using Visual Studio 2022, you will need to install the SQL Server Integration Services Projects extension to use SSIS.

  1. Navigate to Extensions > Manage Extensions.
  2. In the Manage Extensions window's search box, search for "SQL Server Integration Services Projects 2022" and select the extension in the list.
  3. Click Download.
  4. Close Visual Studio and run the downloaded Microsoft.DataTools.IntegrationServices.exe installer. Proceed through the installer with default settings.
  5. Open Visual Studio. There should now be an "Integration Services Project" project template available.

Adding the Microsoft Dynamics GP Connection Manager

Create a new connection manager as follows:

  1. Create a Visual Studio project with the "Integration Services Project" template.
  2. In the project, right-click within the Connection Managers window and select New Connection from the menu.
  3. In the Description column, select CData Microsoft Dynamics GP Connection Manager and click Add...
  4. Configure the component as described in the next section.

Alternatively, if you have an existing project and CData Microsoft Dynamics GP Source or CData Microsoft Dynamics GP Destination:

  1. Right-click your CData Microsoft Dynamics GP source or destination component in your data flow
  2. Select Edit... to open an editor window.
  3. Click the New... button next to the Connection manager: dropdown selector to create a connection manager.
  4. Configure the component as described in the next section.

Connecting to Microsoft Dynamics GP

To connect set URL to the Web services endpoint; for example, http://{servername}:{port}/Dynamics/GPService. Additionally, set CompanyId to the unique identifier of the company you are connecting to. You can obtain this value by querying the Company table and leaving the property empty.

Authenticating to Microsoft Dynamics GP

The Microsoft Dynamics GP data source supports the following authentication methods:

  • Anonymous Authentication
  • WS-Security (WSS) Authentication
  • Basic Authentication
  • NTLM User Authentication
  • Digest
  • Negotiate (Kerberos)

Anonymous Authentication

In some situations, you can connect to Microsoft Dynamics GP without setting any authentication connection properties. To do so, set the AuthScheme to None, and you are ready to connect.

WS-Security (WSS)

Set the User and Password to connect and set AuthScheme to WSS.

Note: WSS Authentication is the default authentication scheme.

Basic

Set the User and Password to connect and set AuthScheme to Basic.

Windows (NTLM)

Set the Windows User and Password to connect and set AuthScheme to NTLM.

Digest

Set the User and Password to connect and set AuthScheme to Digest.

Kerberos

See Using Kerberos for details on how to authenticate with Kerberos.

Fine Tuning Data Access

The component returns data summaries by default to save performance. Set LookupIds to true to return details such as line items; however, note that entities must be retrieved one at a time.

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Build 24.0.9060