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Integrate Microsoft CDS Data in Your Informatica Cloud Instance

Use the CData JDBC Driver for Microsoft CDS with the Informatica Cloud Secure Agent to access live Microsoft CDS data from Informatica Cloud.

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for Microsoft CDS, you get live access to Microsoft CDS data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Microsoft CDS through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the Microsoft CDS data through the JDBC Driver, install the Cloud Secure Agent.

  1. Navigate to the Administrator page in Informatica Cloud
  2. Select the Runtime Environments tab
  3. Click "Download Secure Agent"
  4. Make note of the Install Token
  5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Microsoft CDS JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Microsoft CDS through the JDBC Driver. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

  • Connection Name: Name your connection (i.e.: CData Microsoft CDS Connection)
  • Type: Select "JDBC_IC (Informatica Cloud)"
  • Runtime Environment: Select the runtime environment where you installed the Cloud Secure Agent
  • JDBC Connection URL: Set this to the JDBC URL for Microsoft CDS. Your URL will look similar to the following:

    jdbc:cds:OrganizationUrl=https://myaccount.crm.dynamics.com/InitiateOAuth=GETANDREFRESH;

    You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
    • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

    When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

    Built-In Connection String Designer

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

    java -jar cdata.jdbc.cds.jar

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

  • JDBC Jar Directory: Set this to the lib folder in the installation location for the JDBC Driver (on Windows, typically C:\Program Files\CData\CData JDBC Driver for Microsoft CDS\)
  • Driver Class: Set this to cdata.jdbc.cds.CDSDriver
  • Username: Set this to a placeholder value (since Microsoft CDS does not require a username)
  • Password: Set this to a placeholder value (since Microsoft CDS does not require a password)

Create a Mapping for Microsoft CDS Data

With the connection to Microsoft CDS configured, we can now access Microsoft CDS data in any Informatica process. The steps below walk through creating a mapping for Microsoft CDS to another data target.

  1. Navigate to the Data Integration page
  2. Click New.. and select Mapping from the Mappings tab
  3. Click the Source Object and in the Source tab, select the Connection and set the Source Type
  4. Click "Select" to choose the table to map
  5. In the Fields tab, select the fields from the Microsoft CDS table to map
  6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields.

With the mapping configured, you are ready to start integrating live Microsoft CDS data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for Microsoft CDS and start working with your live Microsoft CDS data in Informatica Cloud today.