Connect to Certinia Data in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for Certinia, HULFT Integrate can work with live Certinia data. This article walks through connecting to Certinia and moving the data into a CSV file.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Certinia data. When you issue complex SQL queries 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 client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Certinia data using native data types.

Enable Access to Certinia

To enable access to Certinia data from HULFT Integrate projects:

1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.certinia.jar (and cdata.jdbc.certinia.lic), to the jdbc_adapter subfolder for the Integrate Server
2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to Certinia Data

Once you copy the JAR files, you can create a project with access to Certinia data. Start by opening Integrate Studio and creating a new project.

1. Name the project
2. Ensure the "Create script" checkbox is checked
3. Click Next
4. Name the script (e.g.: CertiniatoCSV)

Once you create the project, add components to the script to copy Certinia data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for Certinia. Set the following properties:
   • Name: Certinia Connection Settings
   • Driver class name: cdata.jdbc.certinia.CertiniaDriver
   • URL: jdbc:certinia:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH
     
     

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.certinia.jar

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

     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.

2. Write your SQL statement. For example:

   SELECT BillingState, Name FROM Account

3. Click "Extraction test" to ensure the connection and query are configured properly
4. Click "Execute SQL statement and set output schema"
5. Click "Finish"

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

1. Set a file to write the query results to (e.g. Account.csv)
2. Set "Input data" to the "Select SQL" component
3. Add columns for each field selected in the SQL query
4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
5. Click "Finish"

Map Certinia Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Certinia data into a CSV file.

Download a free, 30-day trial of the CData JDBC Driver for Certinia and start working with your live Certinia data in HULFT Integrate. Reach out to our Support Team if you have any questions.