SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide



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Transcription:

SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide SAP BusinessObjects Data Services XI 3.2 (12.2.0)

Copyright 2009 SAP BusinessObjects. All rights reserved. SAP BusinessObjects and its logos, BusinessObjects, Crystal Reports, SAP BusinessObjects Rapid Mart, SAP BusinessObjects Data Insight, SAP BusinessObjects Desktop Intelligence, SAP BusinessObjects Rapid Marts, SAP BusinessObjects Watchlist Security, SAP BusinessObjects Web Intelligence, and Xcelsius are trademarks or registered trademarks of Business Objects, an SAP company and/or affiliated companies in the United States and/or other countries. SAP is a registered trademark of SAP AG in Germany and/or other countries. All other names mentioned herein may be trademarks of their respective owners. 2009-06-03

Contents Chapter 1 Introduction 5 Audience and assumptions...6 Chapter 2 Overview and installation 7 Installing the Adapter for Salesforce.com...8 Requirements...8 Adapter overview...8 To use the Adapter for Salesforce.com from SAP BusinessObjects Data Services...9 Chapter 3 Deploying the Adapter 11 Deployment overview...12 Configure the adapter...13 Configure an adapter instance...13 Start and stop the adapter instance...16 Create the datastore...16 To create an Adapter for Salesforce.com datastore...16 Working with Salesforce.com metadata...19 Browse and import metadata...19 The DI_PICKLIST_VALUES table...20 Open and delete imported metadata...21 Metadata mapping...21 CDC datastore tables and generated columns...23 Design flows...23 Changed data and Salesforce.com...23 Run applications...28 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 3

Contents Understanding error messages...29 Index 33 4 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Introduction 1

Introduction 1 Audience and assumptions This user guide tells you how to use the SAP BusinessObjects Data Services Adapter for Salesforce.com interface to integrate Salesforce.com with SAP BusinessObjects Data Services. The SAP BusinessObjects Data Services Adapter for Salesforce.com interface allows you to create a datastore that connects to the Salesforce.com web service and retrieves data using SAP BusinessObjects Data Services data flows. Audience and assumptions This user guide assumes the following: You understand how to use the most current version of SAP BusinessObjects Data Services to design and run batch and real-time data flows and administer SAP BusinessObjects Data Services processes. (Administer adapters from the Administrator.) You have a working knowledge of Salesforce.com.. You know what an adapter is and the role it plays in business systems integration. You are familiar with how to use SQL query statements. You understand Changed Data Capture concepts. You are familiar with object-oriented modeling and can work with an object-oriented XML configuration file. Because you will integrate SAP BusinessObjects Data Services, the SAP BusinessObjects Data Services Adapter for Salesforce.com, and Salesforce.com, familiarity with systems administration and systems integration issues is recommended. 6 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Overview and installation 2

Overview and installation 2 Installing the Adapter for Salesforce.com Installing the Adapter for Salesforce.com The SAP BusinessObjects Data Services Adapter for Salesforce.com is automatically installed when you install SAP BusinessObjects Data Services version 12.0.0 or later. The adapter is associated with several files including: Adapter jar files Adapter configuration templates Salesforce.com Software System extensions User's Guide for Adapter for Salesforce.com (this document) Requirements The Job Server you associate with adapters must be configured to manage adapters. For general Job Server installation and configuration information, see the SAP BusinessObjects Data Services Installation Guide. Note: For information about Salesforce.com, visit the Salesforce.com Web page. Related Topics Deployment overview on page 12 Adapter overview The SAP BusinessObjects Data Services Adapter for Salesforce.com allows you to access Salesforce.com data from within the native SAP BusinessObjects Data Services extraction, transformation and loading (ETL) environment. The adapter interface allows you to quickly and easily take advantage of Salesforce.com by: Supporting a fully automated process for Salesforce.com configuration Allowing you to browse Salesforce.com schema metadata in the same manner as all sources and targets from within the Designer interface 8 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Overview and installation Adapter overview 2 To use the Adapter for Salesforce.com from SAP BusinessObjects Data Services 1. Install SAP BusinessObjects Data Services version 12.0.0 or later (for more information, see the Getting Started Guide). Installing the software automatically installs the Salesforce.com adapter. 2. Configure the Job Server local to your installation of the software for adapter management. See the Getting Started Guide for Job Server configuration details. 3. Configure the SAP BusinessObjects Data Services Adapter for Salesforce.com interface. Configure one or more adapter instances. You can configure and use multiple instances simultaneously. 4. Through the Designer, use the adapter inside data flows. You can: Create the adapter's datastore Import the adapter's metadata Use imported metadata as sources in your data flows Run jobs and verify results SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 9

Overview and installation 2 Adapter overview 10 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

3

3 Deployment overview This section explains the actions required to deploy the SAP BusinessObjects Data Services Adapter for Salesforce.com interface. Tasks are sequenced in logical order of performance. However, you may need to modify the sequence based on your environment. Deployment overview All SAP BusinessObjects Data Services adapters communicate with SAP BusinessObjects Data Services through a designated Adapter Manager Job Server. An adapter must be installed on the same computer as this Job Server before you can integrate the adapter with the software using the Administrator and Designer. After the adapter is installed: 1. Use the Server Manager utility to configure adapter connections with the Adapter Manager Job Server. For details, see the "Configuring Job Servers" section in the SAP BusinessObjects Data Services Getting Started Guide as well as the "Adapter considerations" section in the SAP BusinessObjects Data Services Administrator's Guide. 2. From the Administrator: Configure an adapter instance. Start and stop the adapter instance. 3. From the Designer: Create the datastore in the object library. The datastore and adapter make it possible for you to import metadata from Salesforce.com into the software. Browse and import metadata through the datastore. Use metadata accessed through the adapter to create batch and/or real-time jobs. For details, see the "Adapter datastores" section of the SAP BusinessObjects Data Services Designer Guide. Design flows that move Salesforce.com data through the applications you design using the software. Run applications to finalize the integration process (includes troubleshooting and parameter adjustments). 12 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Configure the adapter 3 Configure the adapter Integrate SAP BusinessObjects Data Services with Salesforce.com by combining an instance of the Adapter for Salesforce.com with a data flow created in the Designer. To use an adapter instance, you must first configure it as described in this section. You can configure one or more adapter instances. Configure an adapter instance Use the Administrator to add an Adapter for Salesforce.com to the SAP BusinessObjects Data Services system and to edit existing adapter configurations. Until you add the adapter in the Administrator, you cannot run jobs using information from that adapter. Note: Before you add an adapter in the Administrator, you must first establish Administrator connection to your adapter-enabled repository. For general information on connecting repositories to the Administrator, refer to the Administrator Management section of the Management Console: Administrator Guide. To add an adapter instance in the Administrator 1. Select a Job Server name under the Adapter Instances node in the navigation tree. Or, select Adapter Instances > Job Server. 2. Select the Configuration tab. 3. On the Adapter Instance Configuration page, click Add to see a list of adapters managed by that Job Server. 4. Select the Adapter for Salesforce.com from the list, then click Apply. 5. Complete the Adapter Instance start-up configuration form. SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 13

3 Configure the adapter Option Adapter Instance Name Access Server Host Access Server Port Character Set Adapter Retry Count Adapter Retry Interval Classpath Autostart Description (Required) Enter a unique name to identify this instance of the adapter. Leave blank (or you can provide the correct Access Server Host information). Note: If you enter incorrect information in this text box, configuration will fail with an error message. Leave blank (or you can provide the correct Access Server Port information). Note: If you enter incorrect information in this text box, configuration will fail with an error message. Converts text characters to and from bytes. Applies if the adapter instance fails or crashes. Enter 0 for no retries and a negative number for indefinite retries. Wait in milliseconds between adapter retry attempts. Indicates the -classpath Java parameter value when the adapter starts. When set to True, the adapter interface automatically starts when the Administrator starts. 14 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Configure the adapter 3 Option Trace mode Additional Java Launcher Options Description Set this flag to control the number of trace messages the adapter writes. There are two settings: False True Adapter interface writes minimal information messages. The adapter writes trace message to the adapter_instance_name_trace.txt file in the LINK_DIR\adapters\logs directory. Adapter interface writes additional information messages to help debug problems. Enables when launching the Java process that hosts the adapter. Note: If you are connecting to the adapter from behind a proxy server, append the following to the Additional Java Launcher options: -Dhttp.proxyHost=proxy_server_name -Dhttp.proxyPort=proxy_server_port Adapter type name Adapter version Adapter Class (Read-only) The name of the adapter used to create this instance. (Read-only) The version of the adapter used to create this instance. (Read-only) A name that identifies the adapter class. The name depends on the type of adapter. 6. Click Apply and the Administrator adds your adapter instance to the list of those available to the SAP BusinessObjects Data Services system. 7. Start the adapter, verify that it functions. SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 15

3 Create the datastore Related Topics Start and stop the adapter instance on page 16 Start and stop the adapter instance Click the Status tab to view the status of all adapter instances you configured. From this tab, you can Start adapter instances and Shutdown or Abort instances that are running. From the Status tab, you can also navigate to view Adapter Instance configuration details, Log Files, and Dependent Objects for each configured adapter instance. Create the datastore To associate the SAP BusinessObjects Data Services Adapter for Salesforce.com with data flows, you must create an adapter datastore in the Designer. For general information on creating an adapter datastore, refer to the Datastores section of the Designer Guide. To create an Adapter for Salesforce.com datastore 1. In the Datastores tab of the Designer Object Library, right-click and select New. The Datastore Editor window appears. 2. Type a unique, descriptive name in the Datastore name box. 3. Select Adapter from the Datastore type list. 4. Select the Job server associated with the adapter for Salesforce.com. 5. For Adapter instance name, choose the instance name you configured in the Administrator. 6. Click the Advanced button to access Adapter Options. Configure the following options: a. Username and Password (for Salesforce.com access) b. Web service end point (https://www.salesforce.com/services/soap/u/6.0) 16 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Create the datastore 3 c. Batch size (200 is default) d. Metadata resilience? Select yes if you want the adapter to perform in any of the following ways without throwing an error message (no is default) When reading from normal or CDC sources When reading from normal or CDC sources When loading data to Salesforce.com If a table no longer exists, the adapter sends no record of that table to SAP BusinessObjects Data Services If a field use in a data flow no longer exists, the adapter returns a NULL value for that field to SAP BusinessObjects Data Services If a table no longer exists, the adapter sends no record of that table to SAP BusinessObjects Data Services. If a field used in a dataflow no longer exists, the adapter retainers a NULL value for that field to SAP BusinessObjects Data Services. If a table no longer exists, the adapter sends no data for that table to Salesforce.com. If a column no longer exists, the adapter sends no value for that column to Salesforce.com. SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 17

3 Create the datastore When reading from normal or CDC sources When reading from normal or CDC sources When loading data to Salesforce.com If a field used in a WHERE clause no longer exists, all conditions that use that field automatically evaluate to FALSE, possibly reducing the conditions. For example, if the WHERE clause is 'WHERE ColumnA = A and (ColumnB = B or ColumnC = C)' and ColumnC no longer exists, the clause will be processed as follows: 'WHERE ColumnA = A and (ColumnB = B or ColumnC = C)' 'WHERE ColumnA = A and (ColumnB = B or FALSE)' 'WHERE ColumnA = A and ColumnB' The software can push the date and datetime fields down to Salesforce.com if you use the software's default formats ("yyyy-mm-dd hh:mi:ss" for datetime and "yyyy-mm-dd" for date) in your WHERE clause. 18 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Working with Salesforce.com metadata 3 Note: Salesforce.com does not support the "like" operator on an ID type field. the software maps this type to varchar. The software's optimizer is unable to recognize a Salesforce.com ID field and cannot push down SQL statements containing the "like" operator in the ID field. e. Enable CDC Select yes to configure as a CDC datastore (no is default). Note: To avoid data processing problems, it is recommended that after you create the datastore you do not modify the Enable CDC value. Instead, create a new datastore and configure with the other Enable CDC value. f. Set Default Based64Binary field length to establish the default length for a Salesforce.com Base64Binary field. 7. Click OK to save values and finish creating the datastore. If you did not provide the correct user name and password, or if you entered an invalid parameter, you will see an error message stating that the "Adapter connection failed." Working with Salesforce.com metadata The Salesforce.com adapter supports only tables (not function calls, documents, and so on). Browse and import metadata For general information on how to browse and import metadata using a SAP BusinessObjects Data Services datastore, see the Datastores section of the Designer Guide. To browse and import adapter metadata 1. Double-click your adapter datastore icon, or double-click the Tables icon underneath the adapter datastore icon. Alternatively, you can right-click the datastore icon and select Open. SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 19

3 Working with Salesforce.com metadata The Adapter Metadata Browser window opens with a list of table objects (and their descriptions) from Salesforce.com that are available for viewing. 2. Click to open nodes and browse the available metadata. Two or three folders appear under each table node. These folders include: Referenced by, References, and Columns. The Referenced by and References folders show relationships between the expanded table and itself as well as other tables. (For example, if a Contact belongs to an Account, it will have an AccountId column pointing to its parent account. So, Account is "referenced by" Contact and Contact "references" Account.) The Columns folder lists the table columns and their descriptions. 3. Right-click any node to find out if that metadata can be imported into SAP BusinessObjects Data Services. If Import appears as a right-click menu option, select it to import the metadata object. Option Table node Referenced By node References node Imports That table All tables directly under that node All tables directly under that node 4. You can also import metadata by name. a. Go to the Datastores tab of the object library. b. Right-click the adapter datastore and choose Import By Name. c. In the Import By Name window, enter the full, exact table name in the Value column. The DI_PICKLIST_VALUES table The Salesforce.com adapter includes a SAP BusinessObjects Data Services proprietary table you can import like any other Salesforce.com table. This table contains all Salesforce.com picklists (a set of enumerated values from which to select). To use the DI_PICKLIST_VALUES table as a source in data flows, import the DI_PICKLIST_VALUES just like you would any other table, then drag-and-drop it as a source in your data flow. Connect to a Query 20 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Working with Salesforce.com metadata 3 transform and drill down to add a WHERE clause and filter the values you require. Columns defined for this table include: OBJECT_NAME, FIELD_NAME, VALUE, IS_DEFAULT_VALUE, IS_ACTIVE, and LABEL. Note: If you have translated pickup values in Salesforce.com, the LABEL column returns values for the language specified in your personal information settings. If pickup values are not translated, the VALUE and LABEL columns return the same values. Open and delete imported metadata You can open imported metadata to view input and output schemas. To open an imported table, double-click its icon. To find the icon go to the adapter datastore in the object library and open Tables. From the Designer, you can also delete imported metadata by right-clicking an imported object and selecting Delete from the menu. After you import metadata, it is available for use in SAP BusinessObjects Data Services data flows. Metadata mapping Salesforce.com data types map to SAP BusinessObjects Data Services data types as follows: Salesforce Datatype xsd:base64bina ry xsd:boolean xsd:date Description Base 64-encoded binary data Boolean (True/False) values Date values SAP BusinessObjects Data Services Datatype varchar varchar ('true' or 'false') date SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 21

3 Working with Salesforce.com metadata Salesforce Datatype xsd:datetime xsd:double xsd:int xsd:string Description Date/time values (timestamps) Double values Integer values Character strings SAP BusinessObjects Data Services Datatype datetime decimal int varchar The date/time values that the Salesforce.com adapter retrieves from Salesforce.com are all in ISO 8601 format, reflect GMT time, and include a time zone field. To adjust for any time zone differences, the Salesforce.com adapter automatically performs a translation based on the associated local and server clocks. When the Salesforce.com adapter communicates datetime information to SAP BusinessObjects Data Services, the software receives those values in local time and the time zone field is not considered. Note: If your local and server clocks are not synchronized, translation speed is unaffected. However, if your local clock is not set to the correct time, the software may send incorrect times to Salesforce.com and changes that you expected to be returned may not be returned until a later synchronization. Examples: If we are in Pacific Standard Time (PST) and the adapter receives '2005-08-10T23:00:00Z' (where 'Z' means GMT time) from Salesforce.com, the value sent to the software will be '2005.08.10 15:00:00'. You want to retrieve information that has changed since yesterday at 6:00 PM local time. You write a condition stating: SFDC_TIMESTAMP >='2005.08.10 18:00:00' and the software sends this condition "as is" to the adapter. Because Salesforce.com will not understand this timestamp (it lacks a time zone indicator), the Salesforce.com adapter automatically converts the time specified in the software to a format that Salesforce.com understands, formatting the value to '2005-08-11T01:00:00Z'. 22 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Design flows 3 CDC datastore tables and generated columns The CDC table nodes differ from normal tables. If you expand a CDC table node, you will only see a Columns folder that contains the same columns as the original table with three generated columns. The generated columns are used for CDC data retrieval. Generated columns include: DI_SEQUENCE_NUMBER: The sequence number (int). DI_OPERATION_TYPE: The operation type (varchar). SFDC_TIMESTAMP: The Salesforce.com timestamp (datetime). Design flows After importing metadata as datastore objects in the Designer, you can use that metadata when designing data flows. (For general application design and administration information, see the SAP BusinessObjects Data Services Designer Guide and the SAP BusinessObjects Data Services Administrator Guide.) Changed data and Salesforce.com One simple usage of the Salesforce.com tables is to read changed data. The following example explains one way you can schedule SAP BusinessObjects Data Services to query Salesforce.com for changed data after loading Salesforce.com tables into your local repository. To read changed data from Salesforce.com 1. Import CDC table metadata into your local repository. 2. Build a data flow by selecting a CDC table as a source object and connecting that source to a Query transform. 3. Drill into the source object and select the following tabs to set CDC-related options: CDC Options. CDC table options include: SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 23

3 Design flows Option Name Description (Required) A name that SAP BusinessObjects Data Services uses to keep track of your location in a continuously growing Salesforce.com CDC table. Salesforce.com CDC uses the subscription name to mark the last row read so that the next job starts reading the CDC table from that position. CDC subscription name You can use multiple subscription names to identify different users who read from the same imported Salesforce.com CDC table. Salesforce.com CDC uses the subscription name to save the position of each user. Type a new name to create a new subscription. A subscription name must be unique within a datastore, owner, and table name. For example, you can use the same subscription name without conflict with different tables that have the same name in the same datastore if they have different owner names. The software requires that you enter a value for this option. Enable checkpoint Enables the software to restrict CDC reads using check-points. After a check-point is in place, the next time the CDC job runs, it reads only the rows inserted into the CDC table since the last check-point. By default, check-points are not enabled. Get before-image for each update row Some databases allow two images to be associated with an UPDATE row: a before-image and an afterimage. If your source can log before-images and you want to read them during change-data capture jobs, enable this option. By default, the software retrieves only after-images. a. Specify a value for the CDC subscription name. 24 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Design flows 3 b. If you select Enable check-point, the software remembers the timestamp of last load and automatically applies that timestamp as the start time for the next load. By using the Enable check-point option, you do not need to define a WHERE clause in the Query transform. c. Do not select Get before-image for each update row (for use only if your source can log before-images and you want to read them during change-data capture jobs) as Salesforce.com provides no before-images. Adapter Source. Adapter source options include: Option Name Column delimiter Row delimiter Escape character CDC table source default start date Description Specify a one-character delimiter for data columns by entering the forward-slash (/) followed by a three-digit ASCII code to indicate an invisible character. Specify a one-character delimiter for data rows by entering the forward-slash (/) followed by a three-digit ASCII code to indicate an invisible character. Must be one character. This option works with the CDC Enable check-point option. Salesforce.com requires the software to supply a start date and end date as part of a changed data request. 4. Add a Map_CDC_Operation transform after the Query transform. 5. Drill into the Map_CDC_Operation transform and configure the CDC columns in the transform editor. Note that the software automatically pre-populates the Sequencing column and the Row operation columns fields with DI_SEQUENCE_NUMBER and DI_OPERATION_TYPE, respectively. The software fills DI_SEQUENCE_NUMBER using sequential numbers starting at 0 every time the CDC operation starts. Returned rows are always sorted by this column. SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 25

3 Design flows The DI_OPERATION_TYPE indicates the type of operation performed on the object: INSERT, UPDATE or DELETE (I, U or D). The adapter does not return before-image records (B). The SFDC_TIMESTAMP value will always indicate the time at which the operation was performed, (when the object was inserted, deleted, or last updated). The other column values may or may not be set by the software, depending on the operation type. For a DELETE operation, only the ID will be set. For UPDATE and INSERT, the columns are set to represent the state of the object after the operation. 6. Connect the Map_CDC_Operation transform to your target table (where the INSERT, UPDATE and DELETE commands will be executed). The following table shows the CDC operation mapping of data from Salesforce.com to the software: Salesforce.com data since last CDC operation INSERT UPDATE DELETE INSERT & UPDATE INSERT & DELETE UPDATE & DELETE INSERT & UPDATE & DELETE Records returned to SAP BusinessObjects Data Services INSERT UPDATE DELETE INSERT & UPDATE DELETE DELETE DELETE If an object was inserted and updated after the reference time, two CDC records are returned to the software, one for each operation. However, both records will contain the same information, reflecting the state of the object after the UPDATE. So, in this type of situation, there is no way of knowing the object state after the INSERT operation. 26 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Design flows 3 Related Topics Desginer Guide: Techniques for Capturing Changed Data, Using mainframe check-points Designer Guide: Techniques for Capturing Changed Data, Using before images from mainframe sources Using check-points If you can replicate an object, Salesforce.com allows applications to retrieve the changed data for that object. Salesforce.com saves changed data for a limited amount of time (for details, see your Salesforce.com technical documentation). Salesforce.com monitors neither the retrieving application nor the data retrieved. When you enable check-points, a CDC job in SAP BusinessObjects Data Services uses the subscription name to read the most recent set of appended rows and to mark the end of the read (using the SF_Timestamp of the last record). If you disable check-points, the CDC job always reads all the rows in the CDC data source which increases processing time. To use check-points, on the Source Table Editor enter the CDC Subscription name and select the Enable check-point option. If you enable check-points and run a CDC job in recovery mode, the recovered job begins to review the CDC data source at the last check-point. Note: To avoid data corruption problems, do not reuse data flows that use CDC datastores because each time a source table extracts data it uses the same subscription name. This means that identical jobs, depending upon when they run, can get different results and leave check-points in different locations in the file. Using the CDC table source default start date The CDC table source default start date is dependent on several factors. This date can be a value you specify, a check-point value, or a date related to the Salesforce.com retention period. When you do not specify a value for the start date: SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 27

3 Run applications SAP BusinessObjects Data Services uses the beginning of the Salesforce.com retention period as the start date if a check-point is not available (during initial execution). The software uses the check-point as the start date if a check-point is available and occurs within the Salesforce.com retention period. If the check-point occurs before the retention period, the software uses the beginning of retention period as the start date. However, if a table is created within the Salesforce.com retention period and a check-point is not available, the execution returns an error message. Drill into the source object and enter a value for the CDC table source default start date. The value must be a date that occurs after the date the table was created to work around this problem. When you specify a start date value, if your date occurs: Within the Salesforce.com retention period and no check-point is available, then the software uses your specified value. Within the Salesforce.com retention period and after the check-point, the software uses your specified value. Within the Salesforce.com retention period and before the check-point, the software uses the check-point value as the start date. Outside of the Salesforce.com retention period, the Salesforce.com Adapter ignores the value. Limitations The table comparison and SQL transforms and the lookup and lookup_ext functions cannot be used with a source table imported with a CDC datastore because of the existence of the SAP BusinessObjects Data Services generated columns. You cannot compare or search these columns. Run applications After you design your application(s), you must run them to finalize SAP BusinessObjects Data Services-Salesforce.com integration. These are the basic startup tasks: In the Administrator, start each application to be used in the integration. Real-time: Start services and applications that use this service. 28 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Understanding error messages 3 Batch: Start/schedule the job. In the Administrator, monitor progress for each job. You can monitor pending requests, processed requests, failed requests, and status. Note: The Administrator does not automatically refresh views. To refresh views, go to the View menu and select Refresh. In the Administrator, monitor progress for each (real-time) service. On the Salesforce.com Server, monitor messaging progress for the configured queues. If problems occur: For error message descriptions and suggested troubleshooting actions, see the Understanding error messages section. To understand the source of a problem, use error and log tracing. To enable debug tracing for the adapter instance, use the Administrator. Related Topics Understanding error messages on page 29 Understanding error messages During the course of designing and deploying your jobs, you may encounter error messages. Find error messages and their descriptions (including suggested actions) listed in the following table: Error Message Description Login operation has failed. SForce.com message is {0} Invalid user name/password or user account is blocked for another reason, which is explained by the Salesforce.com message. ACTION: Confirm password or contact Salesforce.com for more information. SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 29

3 Understanding error messages Error Message Description Unknown object type. SForce.com message is {0} The table used in the query is no longer available or visible to the user. ACTION: Browse Salesforce.com metadata and look for the table. Invalid field. SForce.com message is {0} One or more fields used in the query are no longer available. ACTION: Browse Salesforce.com metadata to determine if there is a difference between the imported table and the actual metadata. If necessary, rebuild your data flow. Unsupported SQL statement: {0} Your data flow is not supported by Salesforce.com. ACTION: Rebuild according to the restrictions described in this document. Malformed query: {0}. SForce.com message is {1} The submitted query is unsupported by Salesforce.com. Most likely you have encountered a bug translating between data flows and Salesforce.com queries. ACTION: Contact product support. Invalid session parameter: name = {0}, value = {1} The URL or batchsize session parameter is invalid. Either the URL is malformed or batchsize is not a positive integer. ACTION: Check the integrity of the URL and confirm that the batchsize is a positive integer. Invalid CDC query: {0} The data flow built over a CDC table is invalid. ACTION: Check for (and fix) any missing WHERE clause condition for SFDC_TIMESTAMP. 30 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Understanding error messages 3 Error Message Description There was a service connection error when talking to SForce.com: {0} The adapter could not connect to Salesforce.com. ACTION: Confirm that the web service end point is correct and accessible through your network. There was a communication error when talking to SForce.com: {0} A protocol error occurred. ACTION: Contact product support. There was an unexpected error. SForce.com message is {0} An unknown, unexpected error occurred. ACTION: Contact product support. SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 31

3 Understanding error messages 32 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide

Index A Abort adapter instances 16 adapter datastores, creating 16 adapter instance start 13 stop 13 Adapter Instance Configuration 13 adapter instances abort 16 start 16 stop 16 adapter metadata browsing 19 importing 19 Adapter Metadata Browser window 19 B browse and import adapter metadata 19 C CDC datastore tables 23 CDC datastore, configuring 16 CDC sources reading from 8 CDC subscription name 8 CDC table options 23 Columns folder 23 configuration forms start-up 13 configuring a CDC datastore 16 configuring the adapter 13 D data flow application, designing 23 Data Services Server Manager utility 12 datastore, for adapter 16 default formats 16 deploying the adapter 12 designing data flow applications 23 DI_PICKLIST_VALUES table 20 E edit existing adapter configurations 13 F flows, designing 23 G generated columns 23 I Import CDC table metadata 23 import metadata by name 19 imported metadata deleting 21 opening 21 Installing the adapter 8 Integrating Data Services with Salesforce.com 13 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide 33

Index J Job Server 8 adapter manager 12 L loading data to Salesforce.com 8 N nodes 19 for CDC tables 23 for normal tables 23 normal sources, reading from 8 P R read changed data from Salesforce.com 23 requirements for installation 8 S Shutdown adapter instances 16 sources CDC 8 normal 8 Start adapter instances 16 Status tab 16 T time zones, adjusting 21 picklists 20 34 SAP BusinessObjects Data Services Salesforce.com Adapter Interface Guide