Connect to Anaplan Data in RazorSQL

The CData JDBC Driver for Anaplan enables standards-based access from third-party tools, from wizards in IDEs to data management and analysis tools. This article shows how to connect to Anaplan using wizards in RazorSQL.

Create a JDBC Data Source for Anaplan Data

1. Open the RazorSQL application and, in the Connections menu, select Add Connection Profile -> Other -> JDBC.
2. In the Connection Wizard that appears, set the following properties:
   • Driver Location: Set this property to the path to the lib subfolder in the installation directory.
   • Driver Class: Set the driver class to cdata.jdbc.anaplan.AnaplanDriver.
   • Username: Enter the username. (This property can also be set in the JDBC URL.)
   • Password: Enter the password. (This property can also be set in the JDBC URL.)

   • JDBC URL: Enter connection parameters. The JDBC URL begins with jdbc:anaplan: and is followed by a semicolon-separated list of connection properties.

     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
     

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

     

     A typical JDBC URL is the following:

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

Query Anaplan Data and Select Tables

After establishing a connection, the wizard will close and the connection will be available in the connections panel. You can then query the tables.