Access Live Freshsales Data in TIBCO Data Virtualization

TIBCO Data Virtualization (TDV) is an enterprise data virtualization solution that orchestrates access to multiple and varied data sources. When paired with the CData API Driver for Tibco DV, you get federated access to live Freshsales data directly within TIBCO Data Virtualization. This article explains how to deploy an adapter and create a new data source based on Freshsales.

With built-in optimized data processing, the CData TIBCO DV Adapter offers unmatched performance for interacting with live Freshsales data. When you issue complex SQL queries to Freshsales, the adapter pushes supported SQL operations, like filters and aggregations, directly to Freshsales. Its built-in dynamic metadata querying allows you to work with and analyze Freshsales data using native data types.

Deploy the Freshsales TIBCO DV Adapter

1. In a console, navigate to the bin folder in the TDV Server installation directory. If there is a current version of the adapter installed, you will need to undeploy it.

   .\server_util.bat -server localhost -user admin -password ******** -undeploy -version 1 -name API
   

2. Extract the CData TIBCO DV Adapter to a local folder and deploy the JAR file (tdv.api.jar) to the server from the extract location.

   .\server_util.bat -server localhost -user admin -password ******** -deploy -package /PATH/TO/tdv.api.jar
   

You may need to restart the server to ensure the new JAR file is loaded properly, which can be accomplished by running the composite.bat script located at: C:\Program Files\TIBCO\TDV Server <version>\bin. Note that reauthenticating to the TDV Studio is required after restarting the server.

Sample Restart Call

.\composite.bat monitor restart

Once you deploy the adapter, you can create a new data source in TDV Studio for Freshsales.

Create a Freshsales Data Source in TDV Studio

With the CData API Driver for Tibco DV, you can easily create a data source for Freshsales and introspect the data source to add resources to TDV.

Create the Data Source

1. Right-click on the folder you wish to add the data source to and select New -> New Data Source
2. Scroll until you find the adapter (e.g. Freshsales) and click Next
3. Name the data source (e.g. CData Freshsales Source)
4. Fill in the required connection properties

Start by setting the Profile connection property to the location of the Freshsales Profile on disk (e.g. C:\profiles\Freshsales.apip). Next, set the ProfileSettings connection property to the connection string for Freshsales (see below).

Freshsales API Profile Settings

Retrieve your API Key from Profile Settings > API Settings in the top-right corner of Freshsales. Your Domain is the subdomain from your portal URL.


5. Click Create & Close.

Introspect the Data Source

Once the data source is created, you can introspect the data source by right-clicking and selecting Open. In the dashboard, click Add/Remove Resources and select the Tables, Views, and Stored Procedures to include as part of the data source. Click Next and Finish to add the selected Freshsales tables, views, and stored procedures as resources.

After creating and introspecting the data source, you are ready to work with Freshsales data in TIBCO Data Virtualization just like you would any other relational data source. You can create views, query using SQL, publish the data source, and more.