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Get the Report →ETL Reckon Accounts Hosted in Oracle Data Integrator
This article shows how to transfer Reckon Accounts Hosted data into a data warehouse using Oracle Data Integrator.
Leverage existing skills by using the JDBC standard to read and write to Reckon Accounts Hosted: Through drop-in integration into ETL tools like Oracle Data Integrator (ODI), the CData JDBC Driver for Reckon Accounts Hosted connects real-time Reckon Accounts Hosted data to your data warehouse, business intelligence, and Big Data technologies.
JDBC connectivity enables you to work with Reckon Accounts Hosted just as you would any other database in ODI. As with an RDBMS, you can use the driver to connect directly to the Reckon Accounts Hosted APIs in real time instead of working with flat files.
This article walks through a JDBC-based ETL -- Reckon Accounts Hosted to Oracle. After reverse engineering a data model of Reckon Accounts Hosted entities, you will create a mapping and select a data loading strategy -- since the driver supports SQL-92, this last step can easily be accomplished by selecting the built-in SQL to SQL Loading Knowledge Module.
Install the Driver
To install the driver, copy the driver JAR (cdata.jdbc.reckonaccountshosted.jar) and .lic file (cdata.jdbc.reckonaccountshosted.lic), located in the installation folder, into the ODI appropriate directory:
- UNIX/Linux without Agent: ~/.odi/oracledi/userlib
- UNIX/Linux with Agent: ~/.odi/oracledi/userlib and $ODI_HOME/odi/agent/lib
- Windows without Agent: %APPDATA%\Roaming\odi\oracledi\userlib
- Windows with Agent: %APPDATA%\odi\oracledi\userlib and %APPDATA%\odi\agent\lib
Restart ODI to complete the installation.
Reverse Engineer a Model
Reverse engineering the model retrieves metadata about the driver's relational view of Reckon Accounts Hosted data. After reverse engineering, you can query real-time Reckon Accounts Hosted data and create mappings based on Reckon Accounts Hosted tables.
- In ODI, connect to your repository and click New -> Model and Topology Objects.
- On the Model screen of the resulting dialog, enter the following information:
- Name: Enter ReckonAccountsHosted.
- Technology: Select Generic SQL (for ODI Version 12.2+, select Microsoft SQL Server).
- Logical Schema: Enter ReckonAccountsHosted.
- Context: Select Global.
- On the Data Server screen of the resulting dialog, enter the following information:
- Name: Enter ReckonAccountsHosted.
- Driver List: Select Oracle JDBC Driver.
- Driver: Enter cdata.jdbc.reckonaccountshosted.ReckonAccountsHostedDriver
- URL: Enter the JDBC URL containing the connection string.
The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:
- SubscriptionKey: Required. You get this value when you created your developer account.
- CountryVersion: Defaults to 2021.R2.AU.
- CompanyFile: Required. The path to the company file.
- User: Required. The username of the company file.
- Password: Required. The password of the company file.
- InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
- CallbackURL: The redirectURI of your Custom OAuth App.
- OAuthClientId: The client id of your Custom OAuth App.
- OAuthClientSecret: The client secret of your Custom OAuth App.
CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.
Built-in Connection String Designer
For assistance in constructing the JDBC URL, use the connection string designer built into the Reckon Accounts Hosted JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.
java -jar cdata.jdbc.reckonaccountshosted.jar
Fill in the connection properties and copy the connection string to the clipboard.
Below is a typical connection string:
jdbc:reckonaccountshosted:SubscriptionKey=my_subscription_key;CountryVersion=2021.R2.AU;CompanyFile=Q:/CompanyName.QBW;User=my_user;Password=my_password;CallbackURL=http://localhost:33333;OAuthClientId=my_oauth_client_id;OAuthClientSecret=my_oauth_client_secret;InitiateOAuth=GETANDREFRESH
- On the Physical Schema screen, enter the following information:
- Name: Select from the Drop Down menu.
- Database (Catalog): Enter CData.
- Owner (Schema): If you select a Schema for Reckon Accounts Hosted, enter the Schema selected, otherwise enter ReckonAccountsHosted.
- Database (Work Catalog): Enter CData.
- Owner (Work Schema): If you select a Schema for Reckon Accounts Hosted, enter the Schema selected, otherwise enter ReckonAccountsHosted.
- In the opened model click Reverse Engineer to retrieve the metadata for Reckon Accounts Hosted tables.
Edit and Save Reckon Accounts Hosted Data
After reverse engineering you can now work with Reckon Accounts Hosted data in ODI. To edit and save Reckon Accounts Hosted 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.
Create an ETL Project
Follow the steps below to create an ETL from Reckon Accounts Hosted. You will load Accounts entities into the sample data warehouse included in the ODI Getting Started VM.
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
- 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 Accounts table in Reckon Accounts Hosted:
CREATE TABLE ODI_DEMO.TRG_ACCOUNTS (BALANCE NUMBER(20,0),Name VARCHAR2(255));
- 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.
- Click Reverse Engineer. The TRG_ACCOUNTS table is added to the model.
- 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.
- Drag the TRG_ACCOUNTS table from the Sales Administration model onto the mapping.
- Drag the Accounts table from the Reckon Accounts Hosted model onto the mapping.
- 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.
- Open the Physical tab of the Mapping Editor and click ACCOUNTS_AP in TARGET_GROUP.
- In the ACCOUNTS_AP properties, select LKM SQL to SQL (Built-In) on the Loading Knowledge Module tab.
You can then run the mapping to load Reckon Accounts Hosted data into Oracle.