Replicate Anaplan Data from PowerShell

The CData ODBC Driver for Anaplan enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real Anaplan data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating Anaplan data to other databases. This article shows how to replicate Anaplan data to SQL Server in 5 lines of code.

You can also write PowerShell code to download Anaplan data. See the examples below.

Create an ODBC Data Source for Anaplan

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.

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.

Connect to Anaplan

The code below shows how to use the DSN to initialize the connection to Anaplan data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection
$conn.ConnectionString = "DSN=CData Anaplan Source x64"

Back Up Anaplan Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

• CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

• CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

  Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open()
# Create and execute the SQL Query
$SQL = "CACHE DROP EXISTING SELECT * FROM " + $Sales
$cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn)
$count = $cmd.ExecuteNonQuery()
$conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve Anaplan data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples commands to Anaplan through the .NET Framework Provider for ODBC:

Retrieve Anaplan Data

$sql="SELECT Region, Product from Sales"
 
$da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn)
$dt= New-Object System.Data.DataTable
$da.Fill($dt) 
 
$dt.Rows | foreach {
  $dt.Columns | foreach ($col in dt{
    Write-Host $1[$_]
  }
}