Analyze Certinia Data in SAP Analytics Cloud

SAP Analytics Cloud is a cloud-based business intelligence platform. The CData Connect Server creates a virtual database for Certinia and can be used to generate an OData API (natively consumable in Analytics Cloud) for Certinia. By pairing SAP Analytics Cloud with the CData Connect Server, you get direct connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Server as you would any other OData service and get instant, consolidated access to all of your data.

In this article, we walk through connecting to Certinia in Connect Server and connecting to Connect Server from Analytics Cloud to create a model and build a simple dashboard.

Configure Connect Server to Connect to Certinia

To connect to Certinia data from SAP Analytics Cloud, you need to configure Certinia access from your Connect Server instance. This means creating a user, connecting to Certinia, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Server User

Create a User to connect to Certinia from Analytics Cloud through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Certinia from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "Certinia" from Available Data Sources
3. Enter the necessary authentication properties to connect to Certinia.

   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 Save Changes
5. Click Privileges -> Add, and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal)

Add Certinia OData Endpoints in Connect Server

After connecting to Certinia, create OData Endpoint for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Certinia database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Model of Certinia Data in SAP Analytics Cloud

With the connection to Certinia configured and the OData endpoint(s) created, we can create a Model for Certinia data in SAP Analytics Cloud.

1. Log into your Analytics Cloud instance and click Create -> Model from the menu.
2. Choose "Get data from a datasource" and select "OData Services"
3. Choose an existing connection to your Connect Server OData or Create a new one:
   • Set "Connection Name"
   • Set "Data Service URL" to the Base URL for your OData API (typically: CONNECT_SERVER_URL/api.rsc)
   • Set "Authentication Type" to Basic Authentication
   • Set "User Name" to the Connect Server user you configured earlier
   • Set "Password" to the Authtoken for the above user
4. Choose "Create a new query" and click Next
5. Name the Query, select an OData endpoint (like certiniadb_Account) and click Next
6. Drag the columns you wish to work with into the Selected Data workspace and click Create
7. At this point, a Draft Data source is created; click the draft to finalize the model
8. Perform any transformations, including creating calculated dimensions, location dimensions, and combining data sources, then click Create Model
9. Name your model and click OK

Build a Dashboard in SAP Analytics Cloud

With the model created, you are ready to create a dashboard in SAP Analytics Cloud based on Certinia data.

1. From the menu, click Create -> Story
2. Click an SAP Analytics Template (this article uses the "Dashboard" template)
3. Choose a layout and click Apply
4. From the More menu, select a visualization to insert (Chart)
5. Select a model to visualize
6. Select a structure and the required Measures and Dimensions
7. Save the story

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Certinia data. For more information on creating OData feeds from Certinia (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Certinia data in SAP Analytics Cloud.