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Access FinancialForce Data as a Remote Oracle Database

Use the Oracle ODBC Gateway and Heterogeneous Services technology to access FinancialForce data from your Oracle system.

The Oracle Database Gateway for ODBC and Heterogeneous Services technology enable you to connect to ODBC data sources as remote Oracle databases. This article shows how to use the CData ODBC Driver for FinancialForce to create a database link from FinancialForce to Oracle and to query FinancialForce data through the SQL*Plus tool. You can also create the database link and execute queries from SQL Developer.

Connect to FinancialForce as an ODBC Data Source

Information for connecting to FinancialForce follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

Windows

If you have not already, first specify 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.

Note: If you need to modify the DSN or create other FinancialForce DSNs, you must use a system DSN and the bitness of the DSN must match your Oracle system. You can access and create 32-bit DSNs on a 64-bit system by opening the 32-bit ODBC Data Source Administrator from C:\Windows\SysWOW64\odbcad32.exe.

Linux

If you are installing the CData ODBC Driver for FinancialForce in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData FinancialForce Source] Driver = CData ODBC Driver for FinancialForce Description = My Description User = myUser Password = myPassword Security Token = myToken

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Set Connection Properties for Compatibility with Oracle

The driver provides several connection properties that streamline accessing FinancialForce data just as you would an Oracle database. Set the following properties when working with FinancialForce data in SQL*Plus and SQL Developer. For compatibility with Oracle, you will need to set the following connection properties, in addition to authentication and other required connection properties.

  • MapToWVarchar=False

    Set this property to map string data types to SQL_VARCHAR instead of SQL_WVARCHAR. By default, the driver uses SQL_WVARCHAR to accommodate various international character sets. You can use this property to avoid the ORA-28528 Heterogeneous Services data type conversion error when the Unicode type is returned.

  • MaximumColumnSize=4000

    Set this property to restrict the maximum column size to 4000 characters.

  • IncludeDualTable=True

    Set this property to mock the Oracle DUAL table. SQL Developer uses this table to test the connection.

Linux Configuration

In Linux environments, Oracle uses UTF-8 to communicate with the unixODBC Driver manager, whereas the default driver encoding is UTF-16. To resolve this, open the file /opt/cdata/cdata-driver-for-financialforce/lib/cdata.odbc.financialforce.ini in a text editor and set the encoding.

cdata.odbc.financialforce.ini

[Driver] DriverManagerEncoding = UTF-8

Configure the ODBC Gateway, Oracle Net, and Oracle Database

Follow the procedure below to set up an ODBC gateway to FinancialForce data that enables you to query live FinancialForce data as an Oracle database.

  1. Create the file initmyfinancialforcedb.ora in the folder oracle-home-directory/hs/admin and add the following setting:

    initmyfinancialforcedb.ora

    HS_FDS_CONNECT_INFO = "CData FinancialForce Sys"
  2. Add an entry to the listener.ora file. This file is located in oracle-home-directory/NETWORK/admin.

    If you are using the Database Gateway for ODBC, your listener.ora needs to have a SID_LIST_LISTENER entry that resembles the following:

    listener.ora

    SID_LIST_LISTENER = (SID_LIST = (SID_DESC = (SID_NAME = myfinancialforcedb) (ORACLE_HOME = your-oracle-home) (PROGRAM = dg4odbc) ) )

    If you are using Heterogeneous Services, your listener.ora needs to have a SID_LIST_LISTENER entry that resembles the following:

    listener.ora

    SID_LIST_LISTENER = (SID_LIST = (SID_DESC = (SID_NAME = myfinancialforcedb) (ORACLE_HOME = your-oracle-home) (PROGRAM = hsodbc) ) )
  3. Add the connect descriptor below in tnsnames.ora, located in oracle-home-directory/NETWORK/admin:

    tnsnames.ora

    myfinancialforcedb = (DESCRIPTION= (ADDRESS=(PROTOCOL=tcp)(HOST=localhost)(PORT=1521)) (CONNECT_DATA=(SID=myfinancialforcedb)) (HS=OK) )
  4. Restart the listener.
  5. Test the configuration with the following command:

    tnsping myfinancialforcedb
  6. Open SQL*Plus and create the database link with the command below:

    CREATE DATABASE LINK myfinancialforcedb CONNECT TO "user" IDENTIFIED BY "password" USING 'myfinancialforcedb';

You can now execute queries in SQL*Plus like the one below (note the double quotation marks around the table name):

SELECT * from "Account"@myfinancialforcedb WHERE Industry = 'Floppy Disks';