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Create Informatica Mappings From/To a JDBC Data Source for FinancialForce

Create FinancialForce data objects in Informatica using the standard JDBC connection process: Copy the JAR and then connect.

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC Driver for FinancialForce, 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 transfer and browse FinancialForce data in Informatica PowerCenter.

Deploy the Driver

To deploy the driver to the Informatica PowerCenter server, copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, to the following folder: Informatica-installation-directory\services\shared\jars\thirdparty.

To work with FinancialForce data in the Developer tool, you will need to copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, into the following folders:

  • Informatica-installation-directory\client\externaljdbcjars
  • Informatica-installation-directory\externaljdbcjars

Create the JDBC Connection

Follow the steps below to connect from Informatica Developer:

  1. In the Connection Explorer pane, right-click your domain and click Create a Connection.
  2. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select JDBC.
  3. In the JDBC Driver Class Name property, enter: cdata.jdbc.financialforce.FinancialForceDriver
  4. In the Connection String property, enter the JDBC URL, using the connection properties for FinancialForce.

    There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

    Authenticating with a Login and Token

    Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

    To disable the security token:

    1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
    2. Add your IP address to the list of trusted IP addresses.

    To obtain the security token:

    1. Open the personal information page on FinancialForce.com.
    2. Click the link to reset your security token. The token will be emailed to you.
    3. Specify the security token in the SecurityToken connection property or append it to the Password.

    Authenticating with OAuth

    If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

    Connecting to FinancialForce Sandbox Accounts

    Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.financialforce.jar

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

    A typical connection string is below:

    jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH

Browse FinancialForce Tables

After you have added the driver JAR to the classpath and created a JDBC connection, you can now access FinancialForce entities in Informatica. Follow the steps below to connect to FinancialForce and browse FinancialForce tables:

  1. Connect to your repository.
  2. In the Connection Explorer, right-click the connection and click Connect.
  3. Clear the Show Default Schema Only option.

You can now browse FinancialForce tables in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create FinancialForce Data Objects

Follow the steps below to add FinancialForce tables to your project:

  1. Select tables in FinancialForce, then right-click a table in FinancialForce, and click Add to Project.
  2. In the resulting dialog, select the option to create a data object for each resource.
  3. In the Select Location dialog, select your project.

    Create a Mapping

    Follow the steps below to add the FinancialForce source to a mapping:

    1. In the Object Explorer, right-click your project and then click New -> Mapping.
    2. Expand the node for the FinancialForce connection and then drag the data object for the table onto the editor.
    3. In the dialog that appears, select the Read option.

    Follow the steps below to map FinancialForce columns to a flat file:

    1. In the Object Explorer, right-click your project and then click New -> Data Object.
    2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
    3. In the properties for the FinancialForce object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
    4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
    5. Click and drag to connect columns.

    To transfer FinancialForce data, right-click in the workspace and then click Run Mapping.