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Manage OFX Data in DBArtisan as a JDBC Source

Use wizards in DBArtisan to create a JDBC data source for OFX.

The CData JDBC Driver for OFX seamlessly integrates OFX data into database management tools like DBArtisan by enabling you to access OFX data as a database. This article shows how to create a JDBC source for OFX in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate OFX Data into DBArtisan Projects

Follow the steps below to register OFX data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic JDBC.
  3. Click Manage.
  4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory.
  5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL.

    The OFXUser and OFXPassword properties, under the Authentication section, must be set to valid OFX user credentials. In addition to this, you will need to configure FIURL, FIOrganizationName, and FIID, which will be specific for the financial institution. You will also need to provide application-specific settings, including OFXVersion, ApplicationVersion, and ApplicationId.

    To connect to some services, you will need to provide additional account information such as AccountId, AccountType, BankId, BrokerId, and CCNumber.

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.ofx.jar

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

    Below is a typical connection string:

    jdbc:ofx:OFXUser=myUser;OFXPassword=myPassword;FIID=myFIID;
  6. Finish the wizard to connect to OFX data. OFX entities are displayed in the Datasource Explorer.

You can now work with OFX data as you work with any other database. See the driver help documentation for more information on the queries supported by the OFX API.