Connect to DocuSign Data in as an External Source in Dremio

The CData JDBC Driver for DocuSign implements JDBC Standards and allows various applications, including Dremio, to work with live DocuSign data. Dremio is a data lakehouse platform designed to empower self-service, interactive analytics on the data lake. With the CData JDBC Driver, you can include live DocuSign data as a part of your enterprise data lake. This article describes how to connect to DocuSign data from Dremio as an External Source.

The CData JDBC Driver enables high-speed access to live DocuSign data in Dremio. Once you install the driver, authenticate with DocuSign and gain immediate access to DocuSign data within your data lake. By surfacing DocuSign data using native data types and handling complex filters, aggregations, & other operations automatically, the CData JDBC Driver grants seamless access to DocuSign data.

Build the ARP Connector

To use the CData JDBC Driver in Dremio, you need to build an Advanced Relation Pushdown (ARP) Connector. You can view the source code for the Connector on GitHub or download the ZIP file (GitHub.com) directly. Once you copy or extract the files, run the following command from the root directory of the connector (the directory containing the pom.xml file) to build the connector.

mvn clean install

Once the JAR file for the connector is built (in the target directory), you are ready to copy the ARP connector and JDBC Driver to your Dremio instance.

Installing the Connector and JDBC Driver

Install the ARP Connector to %DREMIO_HOME%/jars/ and the JDBC Driver for DocuSign to %DREMIO_HOME%/jars/3rdparty. You can use commands similar to the following:

ARP Connector

docker cp PATH\TO\dremio-docusign-plugin-20.0.0.jar dremio_image_name:/opt/dremio/jars/

JDBC Driver for DocuSign

docker cp PATH\TO\cdata.jdbc.docusign.jar dremio_image_name:/opt/dremio/jars/3rdparty/

Connecting to DocuSign

DocuSign will now appear as an External Source option in Dremio. The ARP Connector built uses a JDBC URL to connect to DocuSign data. The JDBC Driver has a built-in connection string designer that you can use (see below).

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the DocuSign JDBC Driver. Double-click the JAR file or execute the jar file from the command line.

java -jar cdata.jdbc.docusign.jar

Fill in the connection properties and copy the connection string to the clipboard.

To connect to DocuSign, set the following connection properties:

• UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
• AccountId (optional): set it in the connection string if you have access to multiple Account Ids

Authenticating to DocuSign

DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

NOTE: To use the JDBC Driver in Dremio, you will need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Add the Runtime Key (RTK) to the JDBC URL. You will end up with a JDBC URL similar to the following:

jdbc:docusign:RTK=5246...;OAuthClientId=MyClientId; OAuthClientSecret=MyClientSecret; CallbackURL=http://localhost:33333; InitiateOAuth=GETANDREFRESH

Access DocuSign as an External Source

To add DocuSign as an External Source, click to add a new source and select DocuSign. Copy the JDBC URL and paste it into the New DocuSign Source wizard.

Save the connection and you are ready to query live DocuSign data in Dremio, easily incorporating DocuSign data into your data lake.

More Information & Free Trial

Using the CData JDBC Driver for DocuSign in Dremio, you can incorporate live DocuSign data into your data lake. Check out our CData JDBC Driver for DocuSign page for more information about connecting to DocuSign. Download a free, 30 day trial of the CData JDBC Driver for DocuSign and get started today.