Query Certinia Data as a SQL Server Database in Node.js

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Execute SQL Server queries against Certinia data from Node.js.

You can use CData Connect AI to query Certinia data through a SQL Server interface. Follow the procedure below to create a virtual database for Certinia in Connect AI and start querying using Node.js.

CData Connect AI provides a pure MySQL, cloud-to-cloud interface for Certinia, allowing you to easily query live Certinia data in Node.js — without replicating the data to a natively supported database. As you query data in Node.js, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to Certinia, leveraging server-side processing to quickly return Certinia data.

Configure Certinia Connectivity for NodeJS

Connectivity to Certinia from NodeJS is made possible through CData Connect AI. To work with Certinia data from NodeJS, we start by creating and configuring a Certinia connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Certinia" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Certinia.

    There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

    Authenticating with a Login and Token

    Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

    To disable the security token:

    1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
    2. Add your IP address to the list of trusted IP addresses.

    To obtain the security token:

    1. Open the personal information page on certinia.com.
    2. Click the link to reset your security token. The token will be emailed to you.
    3. Specify the security token in the SecurityToken connection property or append it to the Password.

    Authenticating with OAuth

    If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

    Connecting to Certinia Sandbox Accounts

    Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Certinia Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Certinia data from Node.js.

Query Certinia from Node.js

The following example shows how to define a connection and execute queries to Certinia with the SQL Server module. You will need the following information:

  • server: tds.cdata.com
  • port: 14333
  • user: a Connect AI user (e.g. [email protected])
  • password: the PAT for the above user
  • database: The connection you configured for Certinia (Certinia1)

Connect to Certinia data and start executing queries with the code below:

var sql = require('mssql')
var config = {
	server: 'tds.cdata.com',
	port: 14333, 
	user: '[email protected]', //update me
	password: 'CONNECT_USER_PAT', //update me	
	options: {
		encrypt: true,
		database: 'Certinia1'
	}
}

sql.connect(config, err => { 
    if(err){
        throw err ;
    }
    new sql.Request().query('SELECT * FROM Account', (err, result) => {
        console.dir(result)
    })
        
});

sql.on('error', err => {
    console.log("SQL Error: " ,err);
})

Ready to get started?

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