Automated Certinia Data Replication to SQL Server

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Certinia data into your Teradata instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Teradata as a Replication Destination

Using CData Sync, you can replicate Certinia data to Teradata. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Teradata as a destination.
3. Enter the necessary connection properties. To connect to Teradata, set the following connection properties (CData Sync ships with the Npgsql ADO.NET Provider for PostgreSQL):
   • Connection Name: Enter a connection name of your choice.
   • Data Source: Enter either the Teradata server name, the database computer (DBC) username, or the Teradata Director Program Id (TDPID).
   • User: Enter the username that you use to authenticate to your Teradata account.
   • Password: Enter the password that you use to authenticate to your Teradata account.
   • Auth Scheme: Select the authentication scheme. TD2 is the default scheme.
   • Database: Enter the name of your Teradata database.

     Note: If you do not specify a database, CData Sync connects to your default database.

   • Port: Enter the port number for your Teradata server. The default port value is 1025.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Certinia Connection

You can configure a connection to Certinia from the Connections tab. To add a connection to your Certinia account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Certinia).
3. Configure the connection properties.
   
   

   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.

4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 15 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Certinia data to Teradata.