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Oracle Data Integrator ETL からSalesforce Marketing データ連携

この記事では、Oracle Data Integratorを使用してSalesforce Marketing data をデータウェアハウスに転送する方法を説明します。

Salesforce Marketing への読み書きにJDBC 標準を使用して既存のスキルを活用します。 CData JDBC Driver for Salesforce Marketing は、Oracle Data Integrator(ODI)などのETL ツールへの統合によって、リアルタイムのSalesforce Marketing data をデータウェアハウス、ビジネスインテリジェンス、およびビッグデータテクノロジに連携します。

JDBC 接続を使用すると、ODI 内の他のデータベースと同じようにSalesforce Marketing を使用できます。RDBMS やフラットファイルを使用する代わりに、ドライバーを使用してリアルタイムでSalesforce Marketing API に直接連携できます。

ここでは、JDBC を利用したSalesforce Marketing - Oracle のETL 連携を行います。Salesforce Marketing エンティティのデータモデルをリバースエンジニアリングした後、マッピングを作成してだdata loading strategy を選択します。ドライバーはSQL-92 をサポートしているため、この最後の手順は組み込みSQL からSQL Loading を選択することで簡単に行えます。

ドライバーをインストール

To install the driver, copy the driver JAR and .lic file, located in the installation folder, into the ODI userlib directory:

On Unix: ~/.odi/oracledi/userlib On Windows: %APPDATA%\Roaming\odi\oracledi\userlib

Restart ODI to complete the installation.

モデルのリバースエンジニアリング

Reverse engineering the model retrieves metadata about the driver's relational view of Salesforce Marketing data.After reverse engineering, you can query real-time Salesforce Marketing data and create mappings based on Salesforce Marketing tables.

  1. In ODI, connect to your repository and click New -> Model and Topology Objects.
  2. On the Model screen of the resulting dialog, enter the following information:
    • Name:Enter SFMarketingCloud.
    • Technology:Select Generic SQL.
    • Logical Schema:Enter SFMarketingCloud.
    • Context:Select Global.
  3. On the Data Server screen of the resulting dialog, enter the following information:
    • Name:Enter SFMarketingCloud.
    • Driver List:Select Oracle JDBC Driver.
    • Driver:Enter cdata.jdbc.sfmarketingcloud.SFMarketingCloudDriver
    • URL:Enter the JDBC URL containing the connection string.

      Authenticating to the Salesforce Marketing Cloud APIs

      Set the User and Password to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

      Connecting to the Salesforce Marketing Cloud APIs

      By default, the data provider connects to production environments. Set UseSandbox to true to use a Salesforce Marketing Cloud sandbox account.

      The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set Instance.

      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 Salesforce Marketing JDBC Driver.Either double-click the JAR file or execute the jar file from the command-line.

      java -jar cdata.jdbc.sfmarketingcloud.jar

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

      Below is a typical connection string:

      jdbc:sfmarketingcloud:User=myUser;Password=myPassword;InitiateOAuth=GETANDREFRESH
  4. On the Physical Schema screen, enter the following information:
    • Schema (Schema):Enter SFMarketingCloud.
    • Schema (Work Schema):Enter SFMarketingCloud.
  5. In the opened model click Reverse Engineer to retrieve the metadata for Salesforce Marketing tables.

Salesforce Marketing Data を編集して保存

After reverse engineering you can now work with Salesforce Marketing data in ODI. To edit and save Salesforce Marketing data, expand the Models accordion in the Designer navigator, right-click a table, and click Data.Click Refresh to pick up any changes to the data.Click Save Changes when you are finished making changes.

ETL プロジェクトを作成

Follow the steps below to create an ETL from Salesforce Marketing.You will load Subscriber entities into the sample data warehouse included in the ODI Getting Started VM.

  1. Open SQL Developer and connect to your Oracle database.Right-click the node for your database in the Connections pane and click new SQL Worksheet.

    Alternatively you can use SQLPlus.From a command prompt enter the following:

    sqlplus / as sysdba
  2. Enter the following query to create a new target table in the sample data warehouse, which is in the ODI_DEMO schema.The following query defines a few columns that match the Subscriber table in Salesforce Marketing: CREATE TABLE ODI_DEMO.TRG_SUBSCRIBER (STATUS NUMBER(20,0),Id VARCHAR2(255));
  3. In ODI expand the Models accordion in the Designer navigator and double-click the Sales Administration node in the ODI_DEMO folder.The model is opened in the Model Editor.
  4. Click Reverse Engineer.The TRG_SUBSCRIBER table is added to the model.
  5. Right-click the Mappings node in your project and click New Mapping.Enter a name for the mapping and clear the Create Empty Dataset option.The Mapping Editor is displayed.
  6. Drag the TRG_SUBSCRIBER table from the Sales Administration model onto the mapping.
  7. Drag the Subscriber table from the Salesforce Marketing model onto the mapping.
  8. Click the source connector point and drag to the target connector point.The Attribute Matching dialog is displayed.For this example, use the default options.The target expressions are then displayed in the properties for the target columns.
  9. Open the Physical tab of the Mapping Editor and click SUBSCRIBER_AP in TARGET_GROUP.
  10. In the SUBSCRIBER_AP properties, select LKM SQL to SQL (Built-In) on the Loading Knowledge Module tab.

You can then run the mapping to load Salesforce Marketing data into Oracle.

 
 
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