The CData Sync App provides a straightforward way to continuously pipeline your Act-On data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.
The Act-On connector can be used from the CData Sync application to pull data from Act-On and move it to any of the supported destinations.
The Sync App leverages V1 of the Act-On API to enable bidirectional access to Act-On data.
For required properties, see the Settings tab.
For connection properties that are not typically required, see the Advanced tab.
Act-On uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.
For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.
After setting the following connection properties, you are ready to connect:
When you connect, the Sync App opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The Sync App then completes the OAuth process as follows:
First, get an OAuthAccessToken by setting the following connection properties:
Then call stored procedures to complete the OAuth exchange:
After you have obtained the access and refresh tokens, you can connect to data and refresh the OAuth access token either automatically or manually.
Automatic Refresh of the OAuth Access Token
To have the driver automatically refresh the OAuth access token, set the following on the first data connection:
Manual Refresh of the OAuth Access Token
The only value needed to manually refresh the OAuth access token when connecting to data is the OAuth refresh token.
Use the RefreshOAuthAccessToken stored procedure to manually refresh the OAuthAccessToken after the ExpiresIn parameter value returned by GetOAuthAccessToken has elapsed, then set the following connection properties:
Then call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken. After the new tokens have been retrieved, open a new connection by setting the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken.
Finally, store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.
Option 1: Obtain and Exchange a Verifier Code
To obtain a verifier code, you must authenticate at the OAuth authorization URL.
Follow the steps below to authenticate from the machine with an internet browser and obtain the OAuthVerifier connection property.
On the headless machine, set the following connection properties to obtain the OAuth authentication values.
After the OAuth settings file is generated, you need to re-set the following properties to connect:
Option 2: Transfer OAuth Settings
Prior to connecting on a headless machine, you need to install and create a connection with the driver on a device that supports an internet browser. Set the connection properties as described in "Desktop Applications" above.
After completing the instructions in "Desktop Applications", the resulting authentication values are encrypted and written to the location specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.
After you have successfully tested the connection, copy the OAuth settings file to your headless machine.
On the headless machine, set the following connection properties to connect to data:
Authentication by password grant is similar to OAuth -- in fact, it requires that you have already set up a custom OAuth application, as described in Creating a Custom OAuth App -- but once it's set up it does not require user interaction.
To connect, set these properties:
This section details a selection of advanced features of the Act-On Sync App.
The Sync App supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .
Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .
Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.
For further information, see Query Processing.
By default, the Sync App 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.
To authenticate to an HTTP proxy, set the following:
Set the following properties:
The CData Sync App models entities in the Act-On API as tables, views, and stored procedures. These are defined in schema files, which are simple, text-based configuration files.
Lists in Act-On are exposed as views with the convention List_ListName. For each list there is another view List_ListName_Score where you can see the score
of the people in the list.
Same logic for Segments in Act-On, they are exposed as views as Segment_SegmentName. And have an equivalent view Segment_SegmentName_Score.
Any changes you make to your Act-On account, such as adding a new list, adding new columns, or changing the data type of a column, will immediately be reflected
when you connect using the driver.
The Sync App offloads as much of the SELECT statement processing as possible to the Act-On APIs and then processes the rest of the query within the Sync App. The following sections document API limitations and requirements.
Views are tables that cannot be modified. Typically, read-only data are shown as views.
Stored Procedures are function-like interfaces to the data source. They can be used to search, update, and modify information in the data source.
The Sync App models the data in Act-On as a list of tables in a relational database that can be queried using standard SQL statements.
| Name | Description |
| List_MyList | Create, update, delete, and query records of a List. |
| Optout | Upsert, delete and query records of a Optout list. |
Create, update, delete, and query records of a List.
Every list that is created in your Act-On account is represented by a new table that is dynamically retrieved from your Act-On account. The name of the table has the following format:
List_nameOfTheList
For example, if the list in the Act-On UI is called 'MyList', the name of the table in the driver would be 'List_MyList'.
This is an example on how a list is exposed as table.
Query records of the specified table.:
SELECT * FROM [List_MyList]
Create a new record in the table.
Note: The ListId is required to insert a new record into a table.
All the fields that are not read-only can be specified.
INSERT INTO [List_MyList] ([First Name], [Last Name], [E-mail Address], [ListId]) VALUES ('John', 'Doe', '[email protected]', 'l-000d')Update details of a specific record.
Note: To update a record from a table, the ListId and E-mail Address must be specified.
All the fields that are not read-only can be specified.
UPDATE [List_MyList] SET [First Name] = 'Mohit', [Last Name] = 'Chaturvedi', [E-mail Address] = '[email protected]' WHERE [ListId] = 'l-000d' AND [E-mail Address] = '[email protected]'
Update details of a specific record if it exists, else will insert a new record.
Note: To upsert a record from a table, the ListId and E-mail Address must be specified.
All the fields that are not read-only can be specified.
UPSERT INTO [List_MyList] ([First Name], [Last Name], [E-mail Address], [ListId]) VALUES ('Shubham', 'Prakash', '[email protected]', 'l-000a') Delete a record of a table.
Note: To Delete a record the ListId and _contact_id_ must be specified.
All the fields that are not read-only can be specified.
DELETE FROM List_MyList WHERE [ListId] = 'l-000d' AND [_contact_id_] = 'l-000d:10'
| Name | Type | ReadOnly | Description |
| _contact_id_ [KEY] | String | False |
The _contact_id_ of the List_MyList. |
| First Name | String | False |
The First Name of the List_MyList. |
| Last Name | String | False |
The Last Name of the List_MyList. |
| E-mail Address | String | False |
The E-mail Address of the List_MyList. |
| _FORM | String | False |
The _FORM of the List_MyList. |
| _CAMPAIGN | String | False |
The _CAMPAIGN of the List_MyList. |
| _IPADDR | String | False |
The _IPADDR of the List_MyList. |
| _BROWSER | String | False |
The _BROWSER of the List_MyList. |
| _JSTZO | String | False |
The _JSTZO of the List_MyList. |
| _TIME | String | False |
The _TIME of the List_MyList. |
| _REFERRER | String | False |
The _REFERRER of the List_MyList. |
| _EMAIL_REFERRER | String | False |
The _EMAIL_REFERRER of the List_MyList. |
| _FORM_URL | String | False |
The _FORM_URL of the List_MyList. |
| _SEARCH | String | False |
The _SEARCH of the List_MyList. |
| _GEO_NAME | String | False |
The _GEO_NAME of the List_MyList. |
| _GEO_COUNTRY_CODE | String | False |
The _GEO_COUNTRY_CODE of the List_MyList. |
| _GEO_COUNTRY | String | False |
The _GEO_COUNTRY of the List_MyList. |
| _GEO_STATE | String | False |
The _GEO_STATE of the List_MyList. |
| _GEO_CITY | String | False |
The _GEO_CITY of the List_MyList. |
| _GEO_POSTAL_CODE | String | False |
The _GEO_POSTAL_CODE of the List_MyList. |
| __created_date | Datetime | False |
The __created_date of the List_MyList. |
| __modified_date | Datetime | False |
The __modified_date of the List_MyList. |
| ListId | String | False |
The ListId of the List_MyList. |
Upsert, delete and query records of a Optout list.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example:
SELECT * FROM Optout WHERE Timestamp >= '2022-09-15 08:53:50.111' AND Timestamp <= '2022-09-16 00:30:33.14' SELECT * FROM Optout WHERE Timestamp > '2022-09-15 08:53:50.111' AND Timestamp < '2022-09-16 00:30:33.14'
Upsert can be executed by specifying the Email column. Following is an example of how to insert a single email into this table
UPSERT INTO Optout(Email) VALUES ('[email protected]')
Multiple emails can also be added or updated. Following is an example of how to insert multiple emails into this table
UPSERT INTO Optout(Email) VALUES ('[email protected];[email protected]')
Delete can be executed by specifying the Email column in the WHERE Clause. Following is an example of how to delete a single email from this table
DELETE FROM Optout WHERE Email = '[email protected]'
Multiple emails can also be deleted. Following is an example of how to delete multiple emails into this table
DELETE FROM Optout WHERE Email = '[email protected];[email protected]'
| Name | Type | ReadOnly | Description |
| String | False |
Email of the user. | |
| Origin | String | True |
Origin. |
| Timestamp | Timestamp | True |
When the user joined the list. |
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.
| Name | Description |
| Campaigns | Query the available campaigns ActOn. |
| Categories | Query the available categories of subscription in ActOn. |
| DrilldownReports | Query detailed reports about messages in ActOn. |
| Hardbounce | Query records of a Hardbounce list. |
| Images | Query the available images on your ActOn account. |
| Media | Query the available media on your ActOn account. |
| Messages | Query the available messages in ActOn. |
| OtherLists | Query the hardbounce, spam complaint and optout lists on ActOn. This view has been deprecated. |
| Programs | Query the available programs on ActOn. |
| Reports | Query the available reports in ActOn. |
| ReportsByPeriod | Query the reports related to messages in ActOn. |
| ScoreDetails | Query the score details of a contact. |
| Spamcomplaint | Query records of a Spamcomplaint list. |
| SubscriptionOptOuts | Query the available subscriptions in ActOn. |
| Users | Query the email senders for the current account in ActOn. |
Query the available campaigns ActOn.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM Campaigns WHERE Id = 0001 SELECT * FROM Campaigns WHERE Id IN (0001, 0002)
| Name | Type | Description |
| Id [KEY] | String | The Id of the campaign. |
| Name | String | The name of the campaign. |
| Created | Datetime | When the campaign was created. |
| AssetIds | String | Asset ids of the campaigns. |
| Description | String | Description of the campaign. |
| Modified | Datetime | When the campaign was last modified. |
| Urls | String | Urls related to the campaign. |
Query the available categories of subscription in ActOn.
| Name | Type | Description |
| Id [KEY] | String | The Id of the category. |
| Name | String | The name of the category. |
| Description | String | Description of the category. |
| HeaderId | String | Header id. |
| HeaderName | String | Header name. |
Query detailed reports about messages in ActOn.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
MessageId and Drilldown are required to select from this view and will be filtered by the Act-On API.
SELECT * FROM DrilldownReports WHERE MessageId = 's-0003-1803' AND Drilldown = 'SENT'
| Name | Type | Description |
| MessageId | String | The id of the message. |
| Drilldown | String | Type of message.
The allowed values are SENT, SUPPRESSED, OPENED, CLICKED, BOUNCED, OPT_OUT, SPAM. |
| String | The receiver email. | |
| Name | String | Name of the receiver. |
| ListId | String | Id of the list the receiver belongs to. |
| RecId | String | The id of the receiver. |
| Timestamp | Datetime | When the message was sent. |
Query records of a Hardbounce list.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example:
SELECT * FROM Hardbounce WHERE Timestamp >= '2022-09-15 08:53:50.111' AND Timestamp <= '2022-09-16 00:30:33.14' SELECT * FROM Hardbounce WHERE Timestamp > '2022-09-15 08:53:50.111' AND Timestamp < '2022-09-16 00:30:33.14'
| Name | Type | Description |
| String | Email of the user. | |
| Origin | String | Origin. |
| Timestamp | Timestamp | When the user joined the list. |
Query the available images on your ActOn account.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM Images WHERE FolderName = 'New Folder'
SELECT Name, FolderName FROM Images WHERE FolderName IN ('New Folder', 'Default Folder')
| Name | Type | Description |
| Id [KEY] | String | Id of the image. |
| FolderName | String | Name of the folder that contains the image. |
| Name | String | Name of the image. |
| CreationTime | Datetime | When the image was created. |
| LastModified | Datetime | When the image was last modified. |
| ImageUrl | String | Link to the image. |
| ThumbUrl | String | Link to the image. |
| Size | Int | Size of the image. |
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 |
| Type | String | Identifier for the next page of results. Do not set this value manually. |
Query the available media on your ActOn account.
Act-On does not support any column for filtering this view.
| Name | Type | Description |
| Id [KEY] | String | Id of the image. |
| FolderName | String | Name of the folder that contains the image. |
| Name | String | Name of the image. |
| CreationTime | Datetime | When the image was created. |
| LastModified | Datetime | When the image was last modified. |
| Url | String | Link to the media. |
| Size | Int | Size of the image. |
Query the available messages in ActOn.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
SELECT * FROM Messages WHERE Type = 'SENT'Type can be one of: SENT, DRAFT, TEMPLATE, TRIGGERED, FAILED, SCHEDULED
| Name | Type | Description |
| Id [KEY] | String | The Id of the message. |
| Timestamp | Datetime | When the message has been sent. |
| Title | String | Title of the message. |
| FolderName | String | The folder where the message is contained. |
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 |
| Type | String | Used as a filter to retrieve different types of messages.
The allowed values are SENT, DRAFT, TEMPLATE, TRIGGERED, FAILED, SCHEDULED. |
Query the hardbounce, spam complaint and optout lists on ActOn. This view has been deprecated.
To query data from this view, you must specify Type.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM [OtherLists] WHERE Type = 'OPTOUT' SELECT * FROM [OtherLists] WHERE Type = 'OPTOUT' AND CreatedAfter = '2018-08-28T14:37:48.923+02:00' AND CreatedBefore = '2018-08-28T14:37:48.925+02:00' SELECT * FROM [OtherLists] WHERE Type = 'HARDBOUNCE' AND CreatedBefore = '2019-09-28T14:39:48.924+02:00'
| Name | Type | Description |
| String | Email of the user. | |
| Timestamp | Datetime | When the user joined the list. |
| Origin | String | |
| Type | String | The type of list.
The allowed values are HARDBOUNCE, SPAMCOMPLAINT, OPTOUT. |
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 |
| CreatedBefore | String | Only records created before the supplied value will be returned. |
| CreatedAfter | String | Only records created after the supplied value will be returned. |
Query the available programs on ActOn.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM Programs WHERE Type = 'RACK'
| Name | Type | Description |
| Id [KEY] | String | The id of the program. |
| Name | String | The name of the program. |
| IsFavorite | Bool | Flag denoting if the program is among the 'favorite' ones. |
| Description | String | The description of the program. |
| SrcIds | String | Ids of the lists involved in the program. |
| SrcNames | String | Name of the lists involved in the program. |
| MessageIds | String | Ids of the messages sent within the program. |
| Created | Datetime | When the program was created. |
| Modified | Datetime | When the program was last modified. |
| NextRun | Datetime | When the program is going to run again. |
| State | String | The state of the program. |
| Running | Bool | Flag denoting if the program is running or not. |
| Active | Int | Flag denoting if the program is active or not. |
| Scheduled | Bool | Flag denoting if the program is scheduled or not. |
| TagNames | String | List of tags related to the program. |
| Valid | Bool | Flag denoting if the program is valid or not. |
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 |
| Type | String | Type of the program, used for filtering.
The allowed values are RACK, EVENT, LIST_MAINT. |
Query the available reports in ActOn.
To query data from this view, you must specify MessageId.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM Reports WHERE MessageId = 'd-0008'
SELECT * FROM Reports WHERE MessageId IN ('d-0008', 's-0004-1809')
| Name | Type | Description |
| MessageId [KEY] | String | The Id of the message. |
| Title | String | The title of the message. |
| Status | String | The status of the message. |
| Bounced | Int | The number of times the message generated a bounce. |
| Clicked | String | The number of times the message has been clicked. |
| Delivered | Int | The number of times the message has been delivered. |
| EffectiveOpened | String | . |
| HardBounced | Int | The number of times the message generated hard bounce. |
| LastClick | Datetime | The timestamp of the last click. |
| LastOpen | Datetime | The timestamp of the last opening. |
| NotOpened | Int | The number of times the message has not been opened. |
| NotSent | String | The number of times the message has not been sent. |
| Opened | String | The number of times the message was opened. |
| OptOut | Int | The number of times the receiver opted out. |
| RedbroadcastClick | Int | . |
| Sent | Int | The number of times the message has been sent. |
| SentTo | String | The ids of the people who received the email. |
| SoftBounced | Int | The number of times the message generated soft bounce. |
| Spam | Int | The number of times has been considered as spam. |
| Subject | String | The subject of the message. |
| SuppressedOn | String | . |
Query the reports related to messages in ActOn.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM ReportsByPeriod WHERE Period = 'January 2018'
SELECT * FROM ReportsByPeriod WHERE Period IN ('January 2018', 'March 2018')
If not specified, the period will be the current month.
| Name | Type | Description |
| Period | String | The period defined in the format '{month} yyyy' used to filter the reports. If not specified, report for the current month will return. |
| DayOfMonth | Int | The day of the month the report is about. |
| DayOfWeek | Int | The day of the week the report is about. |
| Sent | Int | The number of sent messages. |
| Bounced | Int | The number of bounced messages. |
| Clicked | Int | The number of clicked messages. |
| Opened | Int | The number of opened messages. |
| OptedOut | Int | Th number of opted out. |
Query the score details of a contact.
To query data from this view, you must specify ContactId.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example, the following queries are processed server side:
SELECT * FROM ScoreDetails WHERE ContactId = 'l-0004:2'
SELECT * FROM ScoreDetails WHERE ContactId IN ('l-0004:2', 'l-0004:3')
| Name | Type | Description |
| ContactId [KEY] | String | Unique identifier of the contact. |
| ActivityId | String | Unique identifier of the activity. |
| Action | String | Brief description of the action. |
| IdType | String | Type of the activity. |
| Profile | Boolean | Whether or not the user has a profile. |
| Score | Integer | Score of the activity. |
| Specific | Boolean | Whether or not the activity is specific. |
| Ago | Integer | Days ago that activity happened. |
| InScoreRange | Boolean | Whether or not the activity is in score range. |
| What | String | Object of the activity. |
| When | Datetime | When the activity happened. |
| Bin | String | Subject of the activity. |
| Verb | String | Description of the activity. |
Query records of a Spamcomplaint list.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
For example:
SELECT * FROM Spamcomplaint WHERE Timestamp >= '2022-09-15 08:53:50.111' AND Timestamp <= '2022-09-16 00:30:33.14' SELECT * FROM Spamcomplaint WHERE Timestamp > '2022-09-15 08:53:50.111' AND Timestamp < '2022-09-16 00:30:33.14'
| Name | Type | Description |
| String | Email of the user. | |
| Origin | String | Origin. |
| Timestamp | Timestamp | When the user joined the list. |
Query the available subscriptions in ActOn.
The Sync App will use the Act-On API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the Sync App.
Category is required to select from this view.
For example, the following query is processed server side:
SELECT * FROM SubscriptionOptOuts WHERE Category = 'test'
| Name | Type | Description |
| String | The email of the subscribed user. | |
| Timestamp | Datetime | The time when the user subscribed. |
| Category | String | The category of the subscription. This attribute is required for select operations. |
Query the email senders for the current account in ActOn.
Act-On does not support any column for filtering this view.
| Name | Type | Description |
| UserId [KEY] | String | The universally unique identifier of the user. |
| String | The email of the user. | |
| Name | String | The name of the user. |
| Title | String | The title of the user. |
| Cell | String | The mobile phone of the user. |
| Phone | String | The phone number of the user. |
| Fax | String | The fax of the user. |
| isVerified | Bool | Flag denoting if the user has been verified or not. |
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.
| Property | Description |
| AuthScheme | The type of authentication to use when connecting to Act-On. |
| User | Specifies the user ID of the authenticating Act-On user account. |
| Password | Specifies the password of the authenticating user account. |
| 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. |
| Property | Description |
| SSLServerCert | Specifies the certificate to be accepted from the server when connecting using TLS/SSL. |
| Property | Description |
| FirewallType | Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall. |
| FirewallServer | Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources. |
| FirewallPort | Specifies the TCP port to be used for a proxy-based firewall. |
| FirewallUser | Identifies the user ID of the account authenticating to a proxy-based firewall. |
| FirewallPassword | Specifies the password of the user account authenticating to a proxy-based firewall. |
| Property | Description |
| ProxyAutoDetect | Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server. |
| ProxyServer | The hostname or IP address of the proxy server that you want to route HTTP traffic through. |
| ProxyPort | The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client. |
| ProxyAuthScheme | Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property. |
| ProxyUser | The username of a user account registered with the proxy server specified in the ProxyServer connection property. |
| ProxyPassword | The password associated with the user specified in the ProxyUser connection property. |
| ProxySSLType | The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property. |
| ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property. |
| Property | Description |
| LogModules | Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged. |
| Property | Description |
| Location | Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path. |
| BrowsableSchemas | Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC . |
| Tables | Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC . |
| Views | Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC . |
| Property | Description |
| MaxRows | Specifies the maximum rows returned for queries without aggregation or GROUP BY. |
| Other | Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties. |
| Pagesize | Specifies the maximum number of results to return from Act-On, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases. |
| 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. |
| TypeDetectionScheme | Determines how to determine the data type of columns. |
| UserDefinedViews | Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file. |
This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.
| Property | Description |
| AuthScheme | The type of authentication to use when connecting to Act-On. |
| User | Specifies the user ID of the authenticating Act-On user account. |
| Password | Specifies the password of the authenticating user account. |
The type of authentication to use when connecting to Act-On.
Specifies the user ID of the authenticating Act-On user account.
The authenticating server requires both User and Password to validate the user's identity.
Specifies the password of the authenticating user account.
The authenticating server requires both User and Password to validate the user's identity.
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. |
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.
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.
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.
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.
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. |
Specifies the certificate to be accepted from the server when connecting using TLS/SSL.
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.
This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.
| Property | Description |
| FirewallType | Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall. |
| FirewallServer | Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources. |
| FirewallPort | Specifies the TCP port to be used for a proxy-based firewall. |
| FirewallUser | Identifies the user ID of the account authenticating to a proxy-based firewall. |
| FirewallPassword | Specifies the password of the user account authenticating to a proxy-based firewall. |
Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Note: By default, the Sync App connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.
The following table provides port number information for each of the supported protocols.
| Protocol | Default Port | Description |
| TUNNEL | 80 | The port where the Sync App opens a connection to Act-On. Traffic flows back and forth via the proxy at this location. |
| SOCKS4 | 1080 | The port where the Sync App opens a connection to Act-On. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted. |
| SOCKS5 | 1080 | The port where the Sync App sends data to Act-On. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes. |
To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.
Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Specifies the TCP port to be used for a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Identifies the user ID of the account authenticating to a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Specifies the password of the user account authenticating to a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.
| Property | Description |
| ProxyAutoDetect | Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server. |
| ProxyServer | The hostname or IP address of the proxy server that you want to route HTTP traffic through. |
| ProxyPort | The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client. |
| ProxyAuthScheme | Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property. |
| ProxyUser | The username of a user account registered with the proxy server specified in the ProxyServer connection property. |
| ProxyPassword | The password associated with the user specified in the ProxyUser connection property. |
| ProxySSLType | The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property. |
| ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property. |
Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).
This connection property takes precedence over other proxy settings. Set to False if you want to manually configure the Sync App to connect to a specific proxy server.
To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.
The hostname or IP address of the proxy server that you want to route HTTP traffic through.
The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.
The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.
The Sync App only routes HTTP traffic through the proxy server port specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.
For other proxy types, see FirewallType.
Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
The authentication type can be one of the following:
For all values other than "NONE", you must also set the ProxyUser and ProxyPassword connection properties.
If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.
The username of a user account registered with the proxy server specified in the ProxyServer connection property.
The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.
After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:
| ProxyAuthScheme Value | Value to set for ProxyUser |
| BASIC | The user name of a user registered with the proxy server. |
| DIGEST | The user name of a user registered with the proxy server. |
| NEGOTIATE | The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user. |
| NTLM | The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user. |
| NONE | Do not set the ProxyPassword connection property. |
The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the username specified in your system proxy settings.
The password associated with the user specified in the ProxyUser connection property.
The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.
After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:
| ProxyAuthScheme Value | Value to set for ProxyPassword |
| BASIC | The password associated with the proxy server user specified in ProxyUser. |
| DIGEST | The password associated with the proxy server user specified in ProxyUser. |
| NEGOTIATE | The password associated with the Windows user account specified in ProxyUser. |
| NTLM | The password associated with the Windows user account specified in ProxyUser. |
| NONE | Do not set the ProxyPassword connection property. |
For SOCKS 5 authentication or tunneling, see FirewallType.
The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the password specified in your system proxy settings.
The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :
| AUTO | Default setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option. |
| ALWAYS | The connection is always SSL enabled. |
| NEVER | The connection is not SSL enabled. |
| TUNNEL | The connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy. |
A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.
The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.
Note that the Sync App uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.
This section provides a complete list of the Logging properties you can configure in the connection string for this provider.
| Property | Description |
| LogModules | Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged. |
Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
This property lets you customize the log file content by specifying the logging modules to include. Logging modules categorize logged information into distinct areas, such as query execution, metadata, or SSL communication. Each module is represented by a four-character code, with some requiring a trailing space for three-letter names.
For example, EXEC logs query execution, and INFO logs general provider messages. To include multiple modules, separate their names with semicolons as follows: INFO;EXEC;SSL.
The Verbosity connection property takes precedence over the module-based filtering specified by this property. Only log entries that meet the verbosity level and belong to the specified modules are logged. Leave this property blank to include all available modules in the log file.
For a complete list of available modules and detailed guidance on configuring logging, refer to the Advanced Logging section in Logging.
This section provides a complete list of the Schema properties you can configure in the connection string for this provider.
| Property | Description |
| Location | Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path. |
| BrowsableSchemas | Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC . |
| Tables | Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC . |
| Views | Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC . |
Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.
If left unspecified, the default location is %APPDATA%\\CData\\ActOn Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:
| Platform | %APPDATA% |
| Windows | The value of the APPDATA environment variable |
| Linux | ~/.config |
Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.
Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.
If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.
Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.
Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .
Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.
If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.
Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.
This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.
| Property | Description |
| MaxRows | Specifies the maximum rows returned for queries without aggregation or GROUP BY. |
| Other | Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties. |
| Pagesize | Specifies the maximum number of results to return from Act-On, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases. |
| 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. |
| TypeDetectionScheme | Determines how to determine the data type of columns. |
| UserDefinedViews | Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file. |
Specifies the maximum rows returned for queries without aggregation or GROUP BY.
This property sets an upper limit on the number of rows the Sync App returns for queries that do not include aggregation or GROUP BY clauses. This limit ensures that queries do not return excessively large result sets by default.
When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting. If MaxRows is set to "-1", no row limit is enforced unless a LIMIT clause is explicitly included in the query.
This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.
Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
This property allows advanced users to configure hidden properties for specialized scenarios. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. Multiple properties can be defined in a semicolon-separated list.
Note: It is strongly recommended to set these properties only when advised by the support team to address specific scenarios or issues.
Specify multiple properties in a semicolon-separated list.
| DefaultColumnSize | Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000. |
| ConvertDateTimeToGMT | Determines whether to convert date-time values to GMT, instead of the local time of the machine. |
| RecordToFile=filename | Records the underlying socket data transfer to the specified file. |
Specifies the maximum number of results to return from Act-On, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases.
You may want to adjust the default pagesize to optimize results for a particular object or service endpoint you are querying. Be aware that increasing the page size may improve performance, but it could also result in higher memory consumption per page.
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.
This property allows you to define which pseudocolumns the Sync App exposes as table columns.
To specify individual pseudocolumns, use the following format: "Table1=Column1;Table1=Column2;Table2=Column3"
To include all pseudocolumns for all tables use: "*=*"
The maximum number of rows to scan to look for the columns available in a table.
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.
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.
This property controls the maximum time, in seconds, that the Sync App waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the Sync App 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.
Determines how to determine the data type of columns.
| None | Setting TypeDetectionScheme to None will return all columns as the string type. |
| RowScan | Setting TypeDetectionScheme to RowScan will scan rows to heuristically determine the data type. The RowScanDepth determines the number of rows to be scanned. |
Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.
This property allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view. For example:
{
"MyView": {
"query": "SELECT * FROM Images WHERE MyColumn = 'value'"
},
"MyView2": {
"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
}
}
You can define multiple views in a single file and specify the filepath using this property. For example: UserDefinedViews=C:\Path\To\UserDefinedViews.json. When you use this property, only the specified views are seen by the Sync App.
Refer to User Defined Views for more information.