Connect to Close Data from HeidiSQL

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with CData Connect AI, HediSQL reach extends to include access to live Close data. This article demonstrates how to connect to Close using Connect AI and query Close data in HeidiSQL.

CData Connect AI provides a pure SQL Server interface for Close, allowing you to query data from Close without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Close, leveraging server-side processing to return the requested Close data quickly.

Configure Close Connectivity for HeidiSQL

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Close" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Close.

   Start by setting the Profile connection property to the location of the Close Profile on disk (e.g. C:\profiles\Close.apip). Next, set the ProfileSettings connection property to the connection string for Close (see below).

   Close API Profile Settings

   Locate your API key through Close's Settings menu under Your API Keys and create a new key if needed.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Close Connection page and update the User-based 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.
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 Close data from HeidiSQL.

Connect to Close from HeidiSQL using Connect AI

To establish a connection from HeidiSQL to the CData Connect AI Virtual SQL Server API, follow these steps.

Create a new HeidiSQL Session

1. In the Session Manager, select New in the bottom-left
2. Give the new session a descriptive name, e.g. Connect-Cloud-Close

Configure a SQL Server Connection to Connect AI

1. In the session settings, set the Network type to Microsoft SQL Server (TCP/IP)
2. The Library DLL should automatically update to MSOLEDBSQL
3. Set the Hostname/IP to tds.cdata.com
4. Set the User to your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected]
5. Set the Password to your PAT created in Connect AI in the previous section.
6. Set the Port to 14333

Query Close from HeidiSQL

1. In the database listing on the left, find your connection to Close configured earlier.
2. Expand this connection to view individual tables or data objects present within Close.
3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables

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