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Create Informatica Mappings From/To a JDBC Data Source for OFX

Create OFX data objects in Informatica using the standard JDBC connection process: Copy the JAR and then connect.

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC Driver for OFX, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse OFX data in Informatica PowerCenter.

Deploy the Driver

To deploy the driver to the Informatica PowerCenter server, copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, to the following folder: Informatica-installation-directory\services\shared\jars\thirdparty.

To work with OFX data in the Developer tool, you will need to copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, into the following folders:

  • Informatica-installation-directory\client\externaljdbcjars
  • Informatica-installation-directory\externaljdbcjars

Create the JDBC Connection

Follow the steps below to connect from Informatica Developer:

  1. In the Connection Explorer pane, right-click your domain and click Create a Connection.
  2. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select JDBC.
  3. In the JDBC Driver Class Name property, enter: cdata.jdbc.ofx.OFXDriver
  4. In the Connection String property, enter the JDBC URL, using the connection properties for OFX.

    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.

    A typical connection string is below:

    jdbc:ofx:OFXUser=myUser;OFXPassword=myPassword;FIID=myFIID;

Browse OFX Tables

After you have added the driver JAR to the classpath and created a JDBC connection, you can now access OFX entities in Informatica. Follow the steps below to connect to OFX and browse OFX tables:

  1. Connect to your repository.
  2. In the Connection Explorer, right-click the connection and click Connect.
  3. Clear the Show Default Schema Only option.

You can now browse OFX tables in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create OFX Data Objects

Follow the steps below to add OFX tables to your project:

  1. Select tables in OFX, then right-click a table in OFX, and click Add to Project.
  2. In the resulting dialog, select the option to create a data object for each resource.
  3. In the Select Location dialog, select your project.

    Create a Mapping

    Follow the steps below to add the OFX source to a mapping:

    1. In the Object Explorer, right-click your project and then click New -> Mapping.
    2. Expand the node for the OFX connection and then drag the data object for the table onto the editor.
    3. In the dialog that appears, select the Read option.

    Follow the steps below to map OFX columns to a flat file:

    1. In the Object Explorer, right-click your project and then click New -> Data Object.
    2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
    3. In the properties for the OFX object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
    4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
    5. Click and drag to connect columns.

    To transfer OFX data, right-click in the workspace and then click Run Mapping.