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PolyBase で外部データソースとしてDocuSign を連携利用

CData ODBC Driver for DocuSign とSQL Server 2019 のPolyBase を使って、リアルタイムDocuSign data に外部データソースとしてアクセス。

SQL Server のPolyBase は、データベーステーブルをクエリするTransact-SQL シンタックスを使って、外部データにクエリする仕組みです。 CData ODBC Drivers for DocuSign data を組み合わせて使うことで、SQL Server データと同じようにDocuSign data へのアクセスが可能です。 本記事では、PolyBase 外部データソースへのDocuSign data の設定から、T-SQL クエリを使ったDocuSign data へのアクセスを行います。

The CData ODBC drivers offer unmatched performance for interacting with live DocuSign data using PolyBase due to optimized data processing built into the driver. When you issue complex SQL queries from SQL Server to DocuSign, the driver pushes down supported SQL operations, like filters and aggregations, directly to DocuSign and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. And with PolyBase, you can also join SQL Server data with DocuSign data, using a single query to pull data from distributed sources.

DocuSign への接続

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. To create an external data source in SQL Server using PolyBase, configure a System DSN (CData DocuSign Sys is created automatically).

To connect to DocuSign, set the following connection properties:

  • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
  • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

Authenticating to DocuSign

DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

Click "Test Connection" to ensure that the DSN is connected to DocuSign properly. Navigate to the Tables tab to review the table definitions for DocuSign.

DocuSign Data の外部データソースの作成

After configuring the connection, you need to create a master encryption key and a credential database for the external data source.

Creating a Master Encryption Key

Execute the following SQL command to create a new master key, 'ENCRYPTION,' to encrypt the credentials for the external data source.


Creating a Credential Database

Execute the following SQL command to create credentials for the external data source connected to DocuSign data.

NOTE: Since DocuSign does not require a User or Password to authenticate, you may use whatever values you wish for IDENTITY and SECRET.

WITH IDENTITY = 'username', SECRET = 'password';

Create an External Data Source for DocuSign

Execute the following SQL command to create an external data source for DocuSign with PolyBase, using the DSN and credentials configured earlier.

For DocuSign, set SERVERNAME to 'localhost' or '' and leave PORT empty. PUSHDOWN is set to ON by default, meaning the ODBC Driver can leverage server-side processing for complex queries.

CREATE EXTERNAL DATA SOURCE cdata_docusign_source
  CREDENTIAL = docusign_creds

DocuSign のExternal Table を作成

After creating the external data source, use CREATE EXTERNAL TABLE statements to link to DocuSign data from your SQL Server instance. The table column definitions must match those exposed by the CData ODBC Driver for DocuSign. You can refer to the Tables tab of the DSN Configuration Wizard to see the table definition.

Sample CREATE TABLE Statement

The statement to create an external table based on a DocuSign Documents would look similar to the following:

  DocumentId [nvarchar](255) NULL,
  DocumentName [nvarchar](255) NULL,
) WITH ( 

Having created external tables for DocuSign in your SQL Server instance, you are now able to query local and remote data simultaneously. Thanks to built-in query processing in the CData ODBC Driver, you know that as much query processing as possible is being pushed to DocuSign, freeing up local resources and computing power. Download a free, 30-day trial of the ODBC Driver for DocuSign and start working with live DocuSign data alongside your SQL Server data today.