Build a PostgreSQL Interface for Factorial Data using the CData JDBC Driver

There are a vast number of PostgreSQL clients available on the Internet. From standard Drivers to BI and Analytics tools, PostgreSQL is a popular interface for data access. Using our JDBC Drivers, you can now create PostgreSQL entry-points that you can connect to from any standard client.

To access Factorial data as a PostgreSQL database, use the CData JDBC Driver for Factorial and a JDBC foreign data wrapper (FDW). In this article, we compile the FDW, install it, and query Factorial data from PostgreSQL Server.

Connect to Factorial Data as a JDBC Data Source

To connect to Factorial as a JDBC data source, you will need the following:

• Driver JAR path: The JAR is located in the lib subfolder of the installation directory.

• Driver class:

  cdata.jdbc.api.APIDriver
  

• JDBC URL: The URL must start with "jdbc:api:" and can include any of the connection properties in name-value pairs separated with semicolons.

  Authentication

  Factorial uses OAuth 2.0 for authentication to connect to your HR data or to allow other users to connect to their data.

  Using OAuth Authentication

  To connect using OAuth, follow these steps:

  1. Navigate to your Factorial admin panel and create a new OAuth application.
  2. Copy the Client ID and Client Secret from your application configuration.
  3. Configure the following connection properties:

  After setting the following connection properties, you are ready to connect:

  • AuthScheme: Set this to OAuth.
  • OAuthClientId: Set this to your OAuth Client ID.
  • OAuthClientSecret: Set this to your OAuth Client Secret.
  • Scope: Set this to specify the data access permissions (default: "read write").

  Built-in Connection String Designer

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

  java -jar cdata.jdbc.api.jar
  

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

  

  A typical JDBC URL is below:

  jdbc:api:Profile=C:\profiles\Factorial.apip;AuthScheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;
  

Build the JDBC Foreign Data Wrapper

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL. The jdbc2_fdw extension is used as an example (downloadable here).

1. Add a symlink from the shared object for your version of the JRE to /usr/lib/libjvm.so. For example:

   ln -s /usr/lib/jvm/java-6-openjdk/jre/lib/amd64/server/libjvm.so /usr/lib/libjvm.so
   

2. Start the build:

   make install USE_PGXS=1
   

Query Factorial Data as a PostgreSQL Database

After you have installed the extension, follow the steps below to start executing queries to Factorial data:

1. Log into your database.
2. Load the extension for the database:

   CREATE EXTENSION jdbc2_fdw;
   

3. Create a server object for Factorial:

   CREATE SERVER API 
   FOREIGN DATA WRAPPER jdbc2_fdw OPTIONS (
   drivername 'cdata.jdbc.api.APIDriver',
   url 'jdbc:api:Profile=C:\profiles\Factorial.apip;AuthScheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;',
   querytimeout '15',
   jarfile '/home/MyUser/CData/CData\ JDBC\ Driver\ for\ Salesforce MyDriverEdition/lib/cdata.jdbc.api.jar'); 
   

4. Create a user mapping for the username and password of a user known to the MySQL daemon.

   CREATE USER MAPPING for postgres SERVER API OPTIONS (
   username 'admin', 
   password 'test');
   

5. Create a foreign table in your local database:

   postgres=# CREATE FOREIGN TABLE agreements (
   agreements_id text,
   agreements_ text,
   agreements_ numeric) 
   SERVER API OPTIONS (
   table_name 'agreements');
   

postgres=# SELECT * FROM agreements;