- Created by Johnny Vargas on Jun 28, 2018
The Salesforce Connector performs full and incremental scans over a Salesforce repository and will extract security, metadata, and content from each object scanned. Each scanned object will be tagged with one of three possible actions--add, update, or delete--and can be routed to any Aspire pipeline as desired.
The connector, once started, can be stopped, paused or resumed via the Scheduler Component. Typically the start job will contain all information required by the job to perform the scan. When pausing or stopping, the connector will wait until all the jobs it published have completed before updating the statistics and status of the connector.
Salesforce Application Bundle (Aspire 2) | |
---|---|
AppBundle Name | Salesforce Connector |
Maven Coordinates | com.searchtechnologies.aspire:app-salesforce-connector |
Versions | 2.2.2 |
Type Flags | scheduled |
Inputs | AspireObject from a content source submitter holding all the information required for a crawl. |
Outputs | An AspireObject containing the URL, content, Connector Metadata (Aspire 2) processed for each file. |
Configuration
This section lists all configuration parameters available to install the Salesforce Application Bundle and to execute crawls using the connector.
Property | Type | Default | Description |
---|---|---|---|
snapshotDir | string | ${aspire.home}/snapshots | The directory for snapshot files to be stored. |
disableTextExtract | boolean | false | By default, connectors use Apache Tika to extract text from downloaded documents. If you wish to apply special text processing to the downloaded document in the workflow, you should disable text extraction. The downloaded document is then available as a content stream. |
workflowReloadPeriod | int | 15m | The period after which to reload the business rules. Defaults to ms, but can be suffixed with ms, s, m, h or d to indicate the required units. |
workflowErrorTolerant | boolean | false | When set, exceptions in workflow rules will only effect the execution of the rule in which the exception occurs. Subsequent rules will be executed and the job will complete the workflow sucessfully. If not set, exceptions in workflow rules will be re-thrown and the job will be moved to the error workflow. |
useGE | boolean | false | true if group expansion is going to be used. |
geSchedule | string | 0 0 0 * * ? | Indicates how often the group expasion is going to fetch all the security groups. |
url | string | none | The url to the Jive Community. |
username | string | none | The user used to fetch the security groups. |
password | string | none | The password for the user |
securityToken | string | none | The security token for the user given by Salesforce. |
consumerKey | string | none | The consumer key of an app in salesforce with access to the chatter feed. |
consumerSecret | string | none | The consumer secret of an app in salesforce with access to the chatter feed. |
debug | Boolean | false | Controls whether debugging is enabled for the application. Debug messages will be written to the log files. |
Configuration Example
To install the application bundle, add the configuration, as follows, to the <autoStart> section of the Aspire settings.xml.
<application config="com.searchtechnologies.aspire:app-salesforce-connector"> <properties> <property name="generalConfiguration">false</property> <property name="snapshotDir">${dist.data.dir}/${app.name}/snapshots</property> <property name="disableTextExtract">false</property> <property name="workflowReloadPeriod">15s</property> <property name="workflowErrorTolerant">false</property> <property name="useGE">true</property> <property name="geSchedule">0 0 12 ? * *</property> <property name="url">https://server.salesforce.com/</property> <property name="username">Admin</property> <property name="password">encrypted:63AA72A7708C8999DEE56A41894EBEEB</property> <property name="securityToken">cCvdj734569Y8Dr6x7q0B1EMlj</property> <property name="consumerKey">3MVG9A2kN3Bn17hur4567s9aRCfqj67yd3oQf4zbpuN4fP5eIhrQ6P6pFOHm3XFlKCUV80Dz83yOlNJ9jZsod</property> <property name="consumerSecret">8679403223409016057</property> <property name="debug">true</property> </properties> </application>
Note: Any optional properties can be removed from the configuration to use the default value described on the table above.
Source Configuration
Scanner Control Configuration
The following table describes the list of attributes that the AspireObject of the incoming scanner job requires to correctly execute and control the flow of a scan process.
Element | Type | Options | Description |
---|---|---|---|
@action | string | start, stop, pause, resume, abort | Control command to tell the scanner which operation to perform. Use start option to launch a new crawl. |
@actionProperties | string | full, incremental | When a start @action is received, it will tell the scanner to either run a full or an incremental crawl. |
@normalizedCSName | string | Unique identifier name for the content source that will be crawled. | |
displayName | string | Display or friendly name for the content source that will be crawled. |
Header Example
<doc action="start" actionProperties="full" actionType="manual" crawlId="0" dbId="0" jobNumber="0" normalizedCSName="FeedOne_Connector" scheduleId="0" scheduler="##AspireSystemScheduler##" sourceName="ContentSourceName"> ... <displayName>testSource</displayName> ... </doc>
All configuration properties described in this section are relative to /doc/connectorSource of the AspireObject of the incoming Job.
Element | Type | Default | Description |
---|---|---|---|
url | string | none | The url to the Salesforce repository. |
username | string | none | The name of the user that is going to be use for the crawl |
password | string | none | The password of the user. |
pageSize | string | none | The Page Size that will specify the number of elements to retrieve per request to the server. |
timeOut | string | none | Time in seconds before the connection gives a timeout. |
maxRetries | string | none | Number of attempts before the connection gives error. |
sQueries | string | none | Directory where the mapDBs for the ACLs and the Hierarchy will be placed. |
mapsDBDir | string | none | Directory where the mapDBs for the ACLs and the Hierarchy will be placed. |
timestampDir | string | none | Directory where timestamp will be placed. |
fetchAttach | string | none | Check if you want fetch all the available attachments. |
fileNamePatterns/include/@pattern | regex | none | Optional. A regular expression pattern to evaluate file urls against; if the file name matches the pattern, the file is included by the scanner. Multiple include nodes can be added. |
fileNamePatterns/exclude/@pattern | regex | none | Optional. A regular expression pattern to evaluate file urls against; if the file name matches the pattern, the file is excluded by the scanner. Multiple exclude nodes can be added. |
Scanner Configuration Example
<doc action="start" actionProperties="full" normalizedCSName="testFile"> <connectorSource type="salesforce"> <url>https://na15.salesforce.com</url> <useGE>false</useGE> <username>[email protected]</username> <password>encrypted:0DA6E11EA40804BADERA6B234704BE1A</password> <securityToken>encrypted:792C58539917465DFRS349B392ED871094EF7F7A7097008F8A9AEC5743DD2ACF</securityToken> <pageSize>500</pageSize> <timeOut>5</timeOut> <maxRetries>3</maxRetries> <fileNamePatterns> <include pattern=".*pattern.*"/> <exclude pattern=".*pattern.*"/> </fileNamePatterns> <sQueries>C:\Lasith\MyWork\CSL\ST\salesforce\2.22\target\dist-1.0-SNAPSHOT-distribution/cache/appbundles/com.searchtechnologies.aspire/app-salesforce-connector/2.1-SNAPSHOT/config/xml/sQueries.xml</sQueries> <mapsDBDir>C:\Lasith\MyWork\CSL\ST\salesforce\2.22\target\dist-1.0-SNAPSHOT-distribution\data/salesforce001/mapsDB</mapsDBDir> <timestampDir>C:\Lasith\MyWork\CSL\ST\salesforce\2.22\target\dist-1.0-SNAPSHOT-distribution\data/salesforce001/timestamp</timestampDir> <fetchAttach>true</fetchAttach> <indexSpecific>false</indexSpecific> <chatterFeed>false</chatterFeed> <displayName>salesforce001</displayName> </connectorSource> <displayName>testFile</displayName> </doc>
Note: To launch a crawl, the job should be sent (processed/enqueued) to the "/SalesforceConnector/Main" pipeline.
Output
<doc> <docType>item</docType> <url>https://na15.salesforce.com/006i000000GjvaTAAR</url> <fetchUrl>https://na15.salesforce.com/006i000000GjvaTAAR</fetchUrl> <displayUrl>https://na15.salesforce.com/006i000000GjvaTAAR</displayUrl> <snapshotUrl>001 https://na15.salesforce.com/006i000000GjvaTAAR</snapshotUrl> <id>006i000000GjvaTAAR</id> <repItemType>aspire/Opportunity</repItemType> <createdBy>Esteban Alvarado</createdBy> <modifiedBy>Esteban Alvarado</modifiedBy> <owner>Esteban Alvarado</owner> <lastModified>2014-02-25T23:04:36Z</lastModified> <connectorSpecific> <field name="Name">United Oil Plant Standby Generators</field> <field name="Type">Existing Customer - Upgrade</field> <field name="OwnerName">Esteban Alvarado</field> <field name="StageName">Needs Analysis</field> <field name="AccountId">001i000000eI1a6AAC</field> <field name="AccountName">United Oil & Gas Corp.</field> <field name="CreatedByName">Esteban Alvarado</field> <field name="OwnerId">005i0000002wz4tAAA</field> <field name="CreatedById">005i0000002wz4tAAA</field> <field name="CreatedDate">2014-02-25T23:04:36Z</field> <field name="LastModifiedByName">Esteban Alvarado</field> <field name="LastModifiedById">005i0000002wz4tAAA</field> <field name="LastModifiedDate">2014-02-25T23:04:36Z</field> <field name="SystemModstamp">2014-02-25T23:04:36Z</field> <field name="IsDeleted">false</field> <field name="IsPrivate">false</field> <field name="ExpectedRevenue">135000.0</field> <field name="IsClosed">false</field> <field name="Amount">675000.0</field> <field name="CloseDate">2012-02-05T18:30:00Z</field> <field name="Fiscal">2007 3</field> <field name="FiscalQuarter">3</field> <field name="FiscalYear">2007</field> <field name="ForecastCategory">Pipeline</field> <field name="ForecastCategoryName">Pipeline</field> <field name="HasOpportunityLineItem">false</field> <field name="IsWon">false</field> <field name="Probability">20.0</field> </connectorSpecific> <acls> <acl access="allow" entity="group" fullname="System Administrator" name="00ei0000001DtOLAA0" scope="global"/> <acl access="allow" entity="user" fullname="Esteban Alvarado" name="005i0000002wz4tAAA" scope="global"/> </acls> <connectorSource type="salesforce"> <url>https://na15.salesforce.com</url> <useGE>false</useGE> <username>[email protected]</username> <password>encrypted:0DA6E11EA40804SFRX1A6B234704BE1A</password> <securityToken>encrypted:792C58539917465DD61349B392DFRS1094EF7F7A7097008F8A9AEC5743DD2ACF</securityToken> <pageSize>500</pageSize> <timeOut>5</timeOut> <maxRetries>3</maxRetries> <sQueries>C:\Lasith\MyWork\CSL\ST\salesforce\2.22\target\dist-1.0-SNAPSHOT-distribution/cache/appbundles/com.searchtechnologies.aspire/app-salesforce-connector/2.1-SNAPSHOT/config/xml/sQueries.xml</sQueries> <mapsDBDir>C:\Lasith\MyWork\CSL\ST\salesforce\2.22\target\dist-1.0-SNAPSHOT-distribution\data/salesforce001/mapsDB</mapsDBDir> <timestampDir>C:\Lasith\MyWork\CSL\ST\salesforce\2.22\target\dist-1.0-SNAPSHOT-distribution\data/salesforce001/timestamp</timestampDir> <fetchAttach>true</fetchAttach> <indexSpecific>false</indexSpecific> <chatterFeed>false</chatterFeed> <displayName>salesforce001</displayName> </connectorSource> <action>add</action> <hierarchy> <item id="20679D3C4992C1C8392B3F22402E2212" level="1" url="https://na15.salesforce.com/006i000000GjvaTAAR"/> </hierarchy> </doc>
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