10 Replies Latest reply: Apr 27, 2010 2:15 PM by Michael Solomovich RSS

    Accessing Microsoft CRM data

    sake6612

      Has anyone tried to use Qlikview to connect to a Microsoft CRM database when extractibg data into QVD files? If so how can you overcome the CRM security model which relies on the login having been set up in CRM to control what data to view? We've tried to create a sql login but this doesn't work.

      Thanks,

      Simon

        • Accessing Microsoft CRM data

          I connect directly to sql server using my user to access db.

          I can see all tables and extract data without problems.

           

          Regards

          • Accessing Microsoft CRM data
            Michael Solomovich

            Simon,
            Can't you load data from tables instead of views? Views are restricted per CRM users while tables have all the data.

              • Accessing Microsoft CRM data
                sake6612

                Michael,

                Unfortuantely we do need to access the views for a number of different reasons.

                Thanks,

                Simon

                  • Accessing Microsoft CRM data

                    I connect using ole db provider for sql server

                    I select my server and use the integrated nt login, and choose the db.

                    I can access to all the views.

                     

                      • Accessing Microsoft CRM data
                        sake6612

                        Stefano,

                        Thanks for the update. Can I check - do you log in / connect using the administrator login? We want to use a user that isn't the system administrator user.

                        Thanks,

                        Simon

                          • Accessing Microsoft CRM data

                            My user is a standard user of crm, not the admin.

                            I don't know exactly what permissions are applied to my user

                              • Accessing Microsoft CRM data
                                sake6612

                                Stafano,

                                Can I calrify a couple of points:

                                do you mean that in your OLE DB connection you are set as 'Integrated'?

                                then when you open up Qlikview you are logged in as a local user (not admin) and this user is also configure in CRM (so that when you reload the data you are running it under the context of the logged in user)?

                                Do you specify the CRM user in the OLD DB connector string?

                                Sorry I fairly new to Qlikview hence some basic questions. I understand the CRM security side of things. We cna get this to work if we use a domain admin user - but we don't want to use this user for security reasons.

                                Thanks,

                                Simon

                                  • Accessing Microsoft CRM data

                                     


                                    sake6612 wrote:
                                    Stafano,
                                    Can I calrify a couple of points:
                                    do you mean that in your OLE DB connection you are set as 'Integrated'?
                                    then when you open up Qlikview you are logged in as a local user (not admin) and this user is also configure in CRM (so that when you reload the data you are running it under the context of the logged in user)?
                                    Do you specify the CRM user in the OLD DB connector string?


                                    Yes Simon, I use integrated auth. But we have all domain users that are also users of crm.

                                     

                                    • Accessing Microsoft CRM data
                                      Michael Solomovich

                                      Simon,

                                      If you connect to the database as a user who does not have access to all data, you get only the data in QV application which this user can access. This is fine if this application will be used only by the same user and nobody else. Different user has access to the different subset of data, hence has to reload separately into his own copy of QV application.

                                      If you want to have all data in one QV application, you must connect as a user with full access, admin or not. I'm using this approach because our applications for MS CRM are always QV Server-based, so one application is available for all users. In this case there is no advantage in using views.

                                      Same as Stepfano - using windows authentication to connect to database.