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Create a simple Workflow for Cvent data in Informatica PowerCenter.
Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Cvent, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to create a simple Workflow in Informatica PowerCenter to extract Cvent data and load it into a flat file.
Add Cvent as an ODBC Data Source
If you have not already, install the driver on the PowerCenter server and client machines. On both machines, specify the 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.
Before you can authenticate to Cvent, you must create a workspace and an OAuth application.
Creating a Workspace
To create a workspace:
- Sign into Cvent and navigate to App Switcher (the blue button in the upper right corner of the page) >> Admin.
- In the Admin menu, navigate to Integrations >> REST API.
- A new tab launches for Developer Management. Click on Manage API Access in the new tab.
- Create a Workspace and name it. Select the scopes you would like your developers to have access to. Scopes control what data domains the developer can access.
- Choose All to allow developers to choose any scope, and any future scopes added to the REST API.
- Choose Custom to limit the scopes developers can choose for their OAuth apps to selected scopes. To access all tables exposed by the driver, you need to set the following scopes:
event/attendees:read event/attendees:write event/contacts:read event/contacts:write event/custom-fields:read event/custom-fields:write event/events:read event/events:write event/sessions:delete event/sessions:read event/sessions:write event/speakers:delete event/speakers:read event/speakers:write budget/budget-items:read budget/budget-items:write exhibitor/exhibitors:read exhibitor/exhibitors:write survey/surveys:read survey/surveys:write
Creating an OAuth Application
After you have set up a Workspace and invited them, developers can sign up and create a custom OAuth app. See the Creating a Custom OAuth Application section in the Help documentation for more information.
Connecting to Cvent
After creating an OAuth application, set the following connection properties to connect to Cvent:
- InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
- OAuthClientId: The Client ID associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
- OAuthClientSecret: The Client secret associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
Create an ETL Workflow in PowerCenter
Follow the steps below to create a workflow in PowerCenter to pull Cvent data and push it into a flat file.
Create a Source Using the ODBC Driver
- In PowerCenter Workflow Manager, add a new ODBC relational connection by going to Connections -> Relational, and in the first window select the ODBC type and click New.
- In the Relational Connection Editor, set the name of the newly created connection and set the User Name and Password based on the credentials utilized to connect to your Repository. Under the Connection String input your System DSN, which by default is called 'CData Cvent Sys'.
- In PowerCenter Designer, connect to your repository and open your folder. If you do not already have a folder created, you will need to manually create a folder for your repository. To create a folder, open Informatica PowerCenter Repository Manager, connect to your Repository Service and go to Folder -> Create to create a new folder.
- Select the Source Analyzer, click the sources menu, and select Import from Database...
- In the drop-down menu for ODBC data source, select the DSN you previously configured (CData Cvent Sys).
- Click connect and select the tables and views to include.
- Click OK.
Create a Flat File Target Based on the Source
- Select the Target Designer and drag and drop the previously created source onto the workspace. Using the existing source copies the columns into the target.
- Right-click the new target, click edit, and change the database type to flat file.
Create a Mapping to Between Cvent Data and a Flat File
- Click on the Mapping Designer.
- Drag the source and target to the workspace (name the new mapping, if prompted).
- Right-click on the workspace and select Autolink by Name.
- Drag the columns from the source qualifier to the target definition.
- Save the folder (Ctrl + S).
Create Workflow Based on the Mapping
With the source, target, and mapping created and saved, you are now ready to create the workflow.
- Right-click the mapping and select generate workflow to open the Workflow Generation wizard.
- Create a workflow with a non-reusable session.
- Ensure that you have properly configured the connection object and set the prefixes. If you have not already done so, you will need to create an Integration Service. To create an Integration Service, open your Administrator site, and under Domain, create a new PowerCenter Integration Service. Under the PowerCenter Repository Service, select the Repository you are referring to, and as Username and Password, use your Administrator login information.
- Configure the Connection as needed.
- Review the Workflow and click Finish.
With a workflow created, you can open the PowerCenter Workflow Manager to access and start the workflow, quickly transferring Cvent data into a flat file. With the CData ODBC Driver for Cvent, you can configure sources and targets in PowerCenter to integrate Cvent data into any of the elegant and powerful features in Informatica PowerCenter.