Create A Plug-In Publisher Process On The TIBCO Scribe® Insight Server

Before You Begin

Before uploading the publisher's plug-in .dll to the Microsoft Dynamics 365 server, make sure the user ID for the connection has the following properties:

Use the Microsoft Dynamics 365 Deployment Manager to set up Deployment Administrators.

Note:  
  • As a best practice, if you already have a publisher for a specific organization, TIBCO suggests that you modify it rather than create a second publisher for the same organization. Creating and saving a second publisher for an organization overwrites the settings of the existing publisher.  
  • If the English language pack is not installed on the server, the following error occurs when you create a Publisher:

    crmservice.execute(createentityrequest)
    The language code n is not a valid language for this organization.

Publisher And Queue Interactions

When you create a Publisher Entity and save the Publisher, configured changes, such as create, update, and delete are logged and published to the ScribeIn queue for processing.

Pausing the Publisher interrupts the publication of logged transactions to the ScribeIn queue. However, changes are still logged within Microsoft Dynamics 365.

When the Publisher is restarted after being paused, changes logged in the Microsoft Dynamics 365 components during the paused period are published to the ScribeIn queue for processing.

To stop logging the changes within Microsoft Dynamics 365 altogether, remove or reconfigure the Publisher Entity and save the changes. This modifies the plug-in such that it stops logging changes in the Microsoft Dynamics 365 components.

You can create a Scribe Publisher for:

To Create A Dynamics 365 Or CRM Publisher

Note: The TIBCO Scribe® Insight Microsoft Dynamics 365 and CRM Publisher appears in the Console Publisher drop-down as "Microsoft Dynamics 365 and CRM Publisher." To distinguish it from the Dynamics CRM 4.x Publisher, this Help references it as Dynamics 365 or CRM publisher.

For Dynamics 365 or CRM, make sure that any Dynamics 365 or CRM user who may be entering data into Dynamics 365 or CRM for published entities has the necessary roles and permissions. For information, see Assign Security Roles For Dynamics 365 Or CRM.

After you know that the Dynamics 365 or CRM Security roles are correctly assigned:

  1. Open the Console.
  2. Expand the Integration Server node and click Publishers and Bridges.
  3. Click Add.
  4. In Step 1 Publisher/Bridge Type, select Microsoft Dynamics 365 and CRM Publisher as the publisher/bridge type.
  5. Enter a name for this publisher in the Name field. The Creator and Server fields are populated automatically.
  6. Add a comment in the Comments field. Optional.

    Note: Step 2 and Step 3 on the Publisher Add window are not used by this publisher type.

  7. Click Step 4 Publisher/Bridge Properties.
  8. Enter the connection information for your Dynamics 365 or CRM organization when prompted. The login window appears.

    This connection defines which company is monitored for changes to be published.  

  9. Click OK. The console logs in and the Publisher/Bridge properties are displayed. Use the buttons in the Publisher/Bridge Properties section to add or modify publishers and publisher entities: 
  10. If you want to connect to a different Dynamics 365 or CRM server and company, click Connect and modify the values in the Login dialog box.
  11. If you want to review the queues where messages sent from Dynamics 365 or CRM publisher are written, click MSMQ and review the queues in the Message Queue Settings dialog box.  
  12. If you want to view or generate an XML schema, click XML Schemas.
  13. If you want to ignore changes from a user for this publisher, in Ignore Changes From, select the user whose changes you want to ignore.

    This setting is global and affects all published objects on the Dynamics 365 or CRM server. To ignore changes at the object level, use the setting in the Entity Configuration dialog box. 

  14. If you want to configure publisher objects, click Add. For more information, see Configuring Publisher Entities.   
  15. Click OK when you are finished. You return to Step 4 Publisher/Bridge Properties.
  16. Click Step 5 Activation. The activation options differ depending on the type of publisher you select. For the Publisher for Dynamics 365 or CRM, specify whether to start the publisher in active or paused mode.
  17. Click Finish or Apply.

Next Step For Microsoft Dynamics 365 and CRM Publisher

To Create A Dynamics CRM 4.x Publisher

  1. Open the Console.
  2. Expand the Integration Server node and click Publishers and Bridges.
  3. Click Add.
  4. In Step 1 Publisher/Bridge Type, select Microsoft Microsoft Dynamics CRM 4.x Publisher as the publisher/bridge type.
  5. Enter a name for this publisher in the Name field. The Creator and Server fields are populated automatically.
  6. Add a comment in the Comments field. Optional.

    Note: Step 2 and Step 3 on the Publisher Add window are not used by this publisher type.

  7. Click Step 4 Publisher/Bridge Properties.
  8. Enter the connection information for your Dynamics CRM organization when prompted. The login window appears.

    This connection defines which company is monitored for changes to be published.  

  9. Click OK. The console logs in and the Publisher/Bridge properties are displayed.
  10. If you want to review the queues where messages sent from Microsoft Dynamics CRM 4.x Publisher are written, click MSMQ and review the queues in the Message Queue Settings dialog box.  
  11. If you want to view or generate an XML schema, click XML Schemas.
  12. If you want to ignore changes from a user for this publisher, in Ignore Changes From, select the user whose changes you want to ignore.

    This setting is global and affects all published objects on the Dynamics CRM server. To ignore changes at the object level, use the setting in the Entity Configuration dialog box. 

  13. If you want to create a workflow publisher, click Workflow. For more information, see Workflow Publisher.
  14. If you want to configure publisher objects, click Add. For more information, see Configuring Publisher Entities.   
  15. If you want display the Login dialog box with the connection information you provided, click Connect. You can specify a different Dynamics CRM server and company.
  16. To configure publisher objects, click Add. The Entity Configuration dialog box appears. For more information, see Configuring Publisher Entities.   
  17. Click OK when you are finished to return to Step 4 Publisher/Bridge Properties.
  18. Click Step 5 Activation. The activation options differ depending on the type of publisher you select. For the Publisher for Dynamics CRM 4.x, specify whether to start the publisher in active or paused mode.
  19. Click Finish or Apply.

Next Step For Dynamics CRM 4.x Publisher

See also

Configuring Publisher Entities

Connecting To The Adapter

Create Message Queues

Generate XML Schema

Workflow Publisher For Dynamics CRM 4.x