MicroStrategy でCData JDBC Driver for FinancialForce を使ってみた

CData JDBC Driver for FinancialForce を使用して、MicroStrategy Developer からFinancialForce data にデータ連携。

MicroStrategyは、データ駆動型のイノベーションを可能にする分析およびモビリティプラットフォームです。MicroStrategy をCData JDBC Driver for FinancialForce と組み合わせると、MicroStrategy からリアルタイムFinancialForce data へのRDB のようなアクセスが可能になり、レポートと分析での利用が可能です。ここでは、MicroStrategy Developer でFinancialForce のデータベースインスタンスを作成し、FinancialForce data のウェアハウスカタログを作成します。

CData JDBC ドライバーは、ドライバーに組み込まれた最適化されたデータ処理により、MicroStrategy からリアルタイムFinancialForce data と接続で高いパフォーマンスを提供します。MicroStrategy からFinancialForce に複雑なSQL クエリを発行すると、ドライバはフィルタや集計などのサポートされているSQL 操作を直接FinancialForce にプッシュし、埋め込みSQL エンジンを使用してサポートされていない操作(SQL関数やJOIN 操作)を処理します。ビルトインダイナミックメタデータクエリでは、ネイティブのMicroStrategy データ型を使用してFinancialForce data を視覚化して分析することができます。

MicroStrategy Developer からFinancialForce への連携を確立

You can connect to FinancialForce in MicroStrategy Developer by adding a database instance based on the CData JDBC Driver for FinancialForce.* Before you begin, you will need to install the JDBC Driver for FinancialForce on the machine hosting the MicroStrategy Intelligence Server that your instance of MicroStrategy Developer is connected to.

  1. Open MicroStrategy Developer and select a Project Source.
  2. Navigate to Administration -> Configuration Managers -> Database Instances and right-click to add a new instance.
  3. Name the instance, select Generic DBMS as the database connection type, and create a new database connection.
  4. In the database connection wizard, name the connection and create a new Database Login name, setting the user and password for FinancialForce.
  5. On the Advanced tab for the connection wizard, set the additional connection string parameters as follows.
    • Add the JDBC keyword to the connection string.
    • Set MSTR_JDBC_JAR_FOLDER to the path of the directory containing the JAR file for the JDBC driver.(C:\Program Files\CData JDBC Driver for FinancialForce\lib\ on Windows.)
    • Set DRIVER to cdata.jdbc.financialforce.FinancialForceDriver, the driver class.
    • Set URL to the JDBC URL for the FinancialForce driver, which contains the necessary connection properties.

      There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

      Authenticating with a Login and Token

      Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

      To disable the security token:

      1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
      2. Add your IP address to the list of trusted IP addresses.

      To obtain the security token:

      1. Open the personal information page on FinancialForce.com.
      2. Click the link to reset your security token. The token will be emailed to you.
      3. Specify the security token in the SecurityToken connection property or append it to the Password.

      Authenticating with OAuth

      If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

      Connecting to FinancialForce Sandbox Accounts

      Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

      ビルトイン接続文字列デザイナー

      For assistance in constructing the JDBC URL, use the connection string designer built into the FinancialForce JDBC Driver.Either double-click the JAR file or execute the jar file from the command-line.

      java -jar cdata.jdbc.financialforce.jar

      Fill in the connection properties and copy the connection string to the clipboard.

      When you configure the JDBC URL, you may also want to set the Max Rows connection property.This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    Typical additional connection string properties follow:

    JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.financialforce.FinancialForceDriver;URL={jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;};
  6. Ensure that you have not selected an ODBC data source (this will trigger MicroStrategy to use the additional connection string parameters to build the database instance) and click OK.
  7. Click OK to close the database instance wizard.
  8. In the Project Source, right-click the project and open the Project configuration.
  9. Navigate to Database Instances, select the newly created database instance, and click OK.
  10. Close MicroStrategy Developer and restart the connected MicroStrategy Intelligence Server to complete the database instance creation.

With the database instance configured, you will now be able to connect to FinancialForce data from the Warehouse Catalog and Data Import.

ウェアハウスカタログからFinancialForce Data に接続

Once you have created a database instance based on the JDBC Driver for FinancialForce, you can connect to data from the Warehouse Catalog.

  1. Select your project and click Schema -> Warehouse Catalog.
  2. In the Read Settings for the Catalog, click Settings and set the queries to retrieve the schema:
    • To retrieve the list of tables, use the following query: SELECT * FROM SYS_TABLES
    • To retrieve the list of columns for selected tables, use the following query: SELECT DISTINCT CatalogName NAME_SPACE, TableName TAB_NAME, ColumnName COL_NAME, DataTypeName DATA_TYPE, Length DATA_LEN, NumericPrecision DATA_PREC, NumericScale DATA_SCALE FROM SYS_TABLECOLUMNS WHERE TableName IN (#TABLE_LIST#) ORDER BY 1,2,3
  3. Select tables to be used in the project.

Using the CData JDBC Driver for FinancialForce in MicroStrategy, you can easily create robust visualizations and reports on FinancialForce data.Read our other articles on connecting to FinancialForce in MictroStrategy Web and connecting to FinancialForce in MicroStrategy Desktop for more information.


Note:Connecting using a JDBC Driver requires a 3- or 4-Tier Architecture.

 
 
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