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Automated Continuous EDGAR Online Replication to Microsoft Access

Use CData Sync for automated, continuous, customizable EDGAR Online replication to Microsoft Access.

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

Configure Microsoft Access as a Replication Destination

Using CData Sync, you can replicate EDGAR Online data to Microsoft Access. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select Microsoft Access as a destination.
  3. Enter the necessary connection properties. To connect to Microsoft Access, set the following:
    • Data Source: The path to the Access database. The application must have read/write permissions to the database.
    • Provider: The OLEDB Provider. For MS Office 2007 and above, use Microsoft.ACE.OLEDB.12.0.

    Windows Edition

    Connecting to Access as a destination requires the Microsoft Access Database Engine, which can be downloaded from here.

    Be sure to download the correct bitness of the driver as 64bit MS Office only works with the 64bit driver. If using 32bit MS Office, you will need to host DataSync in IIS and and enable 32-bit applications. This can be set in the "Advanced Settings" for you Application Pool. Refer to Configuration in IIS for more information on hosting DataSync in IIS.

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

Configure the EDGAR Online Connection

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

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

    1. Navigate to https://developer.edgar-online.com/ and create an account.
    2. Register a new application and retrieve the AppKey. You should select one of the available Web APIs this application will use like HackPack, Insider Trades or Institutional Ownership.
      Note: HackPack is the most important Web API that an application can use since it supports a large number of endpoints. If you are getting the "Access Denied" error you must create a new app and select the correct Web API which supports the resource you are querying.
    3. After successfully creating a new app, you can access your keys through your "my account" area. Set the AppKey connection property value equal to the Key of your application.
  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 Transform feature to customize your replication. The Transform feature allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. To customize your replication, click the Transform button in the Tables section and customize 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 EDGAR Online data to Microsoft Access.