How to Work with Anaplan Data in ETL Validator JDBC

ETL Validator provides data movement and transformation capabilities for integrating data platforms across your organization. CData's JDBC driver seamlessly integrates with ETL Validator and extends its native connectivity to include Anaplan data.

This tutorial explains how to build a simple ETL validator data flow to extract data from Anaplan data and load it into an example data storage solution: SQL Server.

Add a new ETL Validator data source via CData

CData extends ETL Validator's data connectivity capabilities by providing the ability to add data sources that connect via CData's JDBC drivers. Connecting to Anaplan data simply requires creating a new data source in ETL Validator through CData's connectiviy suite as described below.

Login to ETL Validator

Begin by logging into ETL Validator to view the application dashboard.

Click on Add a DataSource

CData extends the data source options within ETL Validator.

Click on CData

CData's connectivity is embedded within ETL Validator's data source options.

Configure the CData Driver Connection String

You will need a JDBC connection string to establish a connection to Anaplan in ETL Validator.

Authenticating to Anaplan

The driver supports authenticating with Basic, Certificate, or OAuth. In every case, set Region to the region where your Anaplan account data is hosted (e.g., US1, which is the default).

Using Basic Authentication

Set AuthScheme to Basic, then supply your Anaplan User and Password. If your workspace uses single sign-on (SSO), you must be assigned as an Exception User to use Basic authentication.

Using Certificate Authentication

Set AuthScheme to Certificate, then supply the Certificate, CertificateType, and PrivateKey properties (and the matching CertificatePassword / PrivateKeyPassword if either is encrypted). The certificate must be a CA-issued X.509 certificate registered with your Anaplan tenant administrator.

Using OAuth Authentication

Register a custom OAuth application in Anaplan, then set the following properties:

• OAuthClientId: The client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
• CallbackURL: The redirect URI defined when you registered your application.
• InitiateOAuth: Set to GETANDREFRESH to have the driver manage the OAuth token exchange and refresh automatically.

See the Getting Started chapter of the help documentation for a guide to creating a custom OAuth app and using OAuth.

Built-in Connection String Designer

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

java -jar cdata.jdbc.anaplan.jar

A typical connection string looks like this:

jdbc:anaplan:OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackURL=your_callback_url;Region=US1;InitiateOAuth=GETANDREFRESH;

Licensing the Driver

To ensure the JDBC driver is licensed appropriately, copy the license file to the appropriate location:

Copy the JDBC Driver for Anaplan and lic file from "C:\Program Files\CData[product_name]\lib" to "C:\Datagaps\ETLValidator\Server\apache-tomcat\bin".

            cdata.jdbc.anaplan.jar
            cdata.jdbc.anaplan.lic
        

Note: If you do not copy the .lic file with the jar, you will see a licensing error that indicates you do not have a valid license installed. This is true for both the trial and full versions.

Save the connection

Should you encounter any difficulties loading the CData JDBC driver class, please contact DataGap's team, and they will provide you instructions on how to load the jar file for the relevant driver.

Add SQL Server as a Target

This example will use SQL Server as a destination for Anaplan data data, but any preferred destination can be used instead.

Go to DataSources and select MS_SQL_SERVER

This option is the default.

Fill in the necessary connection details and test the connection

The details will depend on the specific target, but these details may include a URL, authentiation credentials, etc.

Create a Dataflow in ETL Validator

Open the Dataflows tab

Configured data flows will appear in this window.

Select Create Dataflow

Name your new dataflow and save it.

Open the Dataflow to view the Dataflow Diagram

The details of the data movement will be configured in this panel.

Drag & drop the JDBC as a source from the right side

Give the new source an appropriate name and save it.

Fill in the Query section of the new source

Select the Table from the Schema option that reflects which data should be pulled from Anaplan data.

View the expected results of your query

The anticipated outcome of the configured query is displayed in the Result tab.

Add the destination to the Dataflow

Select Switch to Diagram, then drag & drop the DB Sink as a target from the right side (under Sink options). Give the sink an appropriate name and save it.

Set the appropriate Schema for the destination

Choose the Schema and table that matches the structure of the source table. For this example, the table on the target side was created to match the Source so that data flow seamlessly. More advanced schema transformation operations are beyond the scope of this article.

Hit the RUN option to begin replication

Running the job will take some time.

View the finished Dataflow

Return to the diagram to see the finished data replication job from Anaplan data to SQL Server.

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Anaplan and start building Anaplan-connected applications with ETL Validator. Reach out to our Support Team if you have any questions.