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Get the Report →Use the CData ODBC Driver for Certinia in MicroStrategy Web
Connect to Certinia data in MicroStrategy Web using the CData ODBC Driver for Certinia.
MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData ODBC Driver for Certinia, you gain database-like access to live Certinia data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding Certinia as external data in MicroStrategy Web and creating a simple visualization of Certinia data.
The CData ODBC Driver offers unmatched performance for interacting with live Certinia data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to Certinia, the driver pushes supported SQL operations, like filters and aggregations, directly to Certinia and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Certinia data using native MicroStrategy data types.
Connect to Certinia as an ODBC Data Source
Information for connecting to Certinia follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Certinia must be installed on the machine hosting the connected MicroStrategy Intelligence Server).
There are several authentication methods available for connecting to Certinia: 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:
- Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
- Add your IP address to the list of trusted IP addresses.
To obtain the security token:
- Open the personal information page on certinia.com.
- Click the link to reset your security token. The token will be emailed to you.
- 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 Certinia Sandbox Accounts
Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.
When you configure the DSN, 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.
Windows
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
Linux
If you are installing the CData ODBC Driver for Certinia in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.
/etc/odbc.ini
[CData Certinia Sys]
Driver = CData ODBC Driver for Certinia
Description = My Description
User = myUser
Password = myPassword
Security Token = myToken
For specific information on using these configuration files, please refer to the help documentation (installed and found online).
Connect to and Visualize Certinia Data using MicroStrategy Web
Once you have created a database instance in MicroStrategy Developer and connected it to a project, you can perform a data import of Certinia data from MicroStrategy Web. Alternatively, you can create a new data source based on the ODBC Driver.*
- Open MicroStrategy Web and select your project.
- Click Add External Data, select Databases, and choose Select a Table as the Import Option.
- In the Import from Tables wizard, click to add a new data source.
- Select DSN Data Sources
- Set the DSN property to the previously configured DSN (CData Certinia Sys)
- Set the Version property to Generic DBMS
- Set the User and Password properties (or use filler values)
- Set the Data Source Name
- After creating the data source, click to edit the catalog options and set the following queries and click OK.
- SQL statement to retrieve tables available in the data source
SELECT CatalogName NAME_SPACE, TableName TAB_NAME FROM SYS_TABLES
- SQL statement to retrieve columns for the selected tables
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
- SQL statement to retrieve tables available in the data source
- Drag a table into the pane. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products.
- Click Finish, choose to the option to connect live, save the query, and choose the option to create a new dossier.
- Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Certinia data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Certinia, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the driver.
- Once you have finished configuring the dossier, click File -> Save.
Using the CData ODBC Driver for Certinia in MicroStrategy Web, you can easily create robust visualizations and reports on Certinia data. Read our other articles on connecting to Certinia in MicroStrategy and connecting to Certinia in MicroStrategy Desktop for more examples.
Note: connecting using a ODBC driver requires a 3- or 4-tier architecture.