Automate Harvest Data Replication to Couchbase

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

Configure Replication Destinations

Using CData Sync, you can replicate Harvest data to Couchbase. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Couchbase as a destination.
3. Enter the necessary connection properties.
   • Server - Enter either the host name or the IP address of your Couchbase server.
   • Auth Scheme - Select the authentication scheme. Basic is the default setting. For this setting, specify your login credentials:
     • User - Enter the username that you use to authenticate to Couchbase.
     • Password - Enter the password that you use to authenticate to Couchbase.
   • Couchbase Service - Select the Couchbase service that you want to use. The default service is N1QL.
   • Connection Mode - Select the connection mode that you want to use. The default mode is Direct.
   • Use SSL - Specify whether you want to use the Secure Sockets Layer (SSL) protocol. The default value is False.
   • Click Test Connection to ensure that the connection is configured properly.
   • Click Save Changes.

Configure the Harvest Connection

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

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

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

   Harvest API Profile Settings

   To authenticate to Harvest, you can use either Token authentication or the OAuth standard. Use Basic authentication to connect to your own data. Use OAuth to allow other users to connect to their data.

   Using Token Authentication

   To use Token Authentication, set the APIKey to your Harvest Personal Access Token in the ProfileSettings connection property. In addition to APIKey, set your AccountId in ProfileSettings to connect.

   Using OAuth Authentication

   First, register an OAuth2 application with Harvest. The application can be created from the "Developers" section of Harvest ID.

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

   • ProfileSettings: Set your AccountId in ProfileSettings.
   • AuthScheme: Set this to OAuth.
   • OAuthClientId: Set this to the client ID that you specified in your app settings.
   • OAuthClientSecret: Set this to the client secret that you specified in your app settings.
   • CallbackURL: Set this to the Redirect URI that you specified in your app settings.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage how the driver obtains and refreshes the OAuthAccessToken.
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 Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to 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 Harvest data to Couchbase.