Automate Certinia Data Replication to Couchbase

Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync integrates live Certinia data into your Couchbase instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Replication Destinations

Using CData Sync, you can replicate Certinia data to Couchbase. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Couchbase as a destination.
3. Enter the necessary connection properties.
   • Server - Enter either the host name or the IP address of your Couchbase server.
   • Auth Scheme - Select the authentication scheme. Basic is the default setting. For this setting, specify your login credentials:
     • User - Enter the username that you use to authenticate to Couchbase.
     • Password - Enter the password that you use to authenticate to Couchbase.
   • Couchbase Service - Select the Couchbase service that you want to use. The default service is N1QL.
   • Connection Mode - Select the connection mode that you want to use. The default mode is Direct.
   • Use SSL - Specify whether you want to use the Secure Sockets Layer (SSL) protocol. The default value is False.
   • Click Test Connection to ensure that the connection is configured properly.
   • Click Save Changes.

Configure the Certinia Connection

You can configure a connection to Certinia from the Connections tab. To add a connection to your Certinia account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Certinia).
3. Configure the connection properties.
   
   

   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:

   1. Log in to Certinia 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 certinia.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 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.

4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 15 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Certinia data to Couchbase.