Access Live Plaid Data in TIBCO Data Virtualization

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TIBCO DV Adapters


Use the CData TIBCO DV Adapter for Plaid to create a Plaid data source in TIBCO Data Virtualization Studio and gain access to live Plaid data from your TDV Server.

TIBCO Data Virtualization (TDV) is an enterprise data virtualization solution that orchestrates access to multiple and varied data sources. When paired with the CData TIBCO DV Adapter for Plaid, you get federated access to live Plaid data directly within TIBCO Data Virtualization. This article walks through deploying an adapter and creating a new data source based on Plaid.

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

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

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

Authenticate with Plaid Using OAuth

Since Plaid authenticates using the OAuth protocol and TDV Studio does not support browser-based authentication internally, you will need to create and run a simple Java application to retrieve the OAuth tokens. Once retrieved, the tokens are used to connect to Plaid directly from the adapter.

The following code sample shows how to authenticate with Plaid. You will simply need to execute the Java application with the tdv.plaid.jar file in the class path.

PlaidOAuth oauth = new PlaidOAuth();  
oauth.generateOAuthSettingsFile("InitiateOAuth=GETANDREFRESH;" + 
                                  "AccountId=123456789;" + 
                                  "OAuthSettingsLocation=C:\plaid\OAuthSettings.txt;");

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

Create a Plaid Data Source in TDV Studio

With the CData TIBCO DV Adapter for Plaid, you can easily create a data source for Plaid 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. Plaid) and click Next.
  3. Name the data source (e.g. CData Plaid Source).
  4. Fill in the required connection properties.

    You can connect to Plaid using the embedded OAuth connectivity. When you connect, the Plaid OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

    Optionally set the Account Id property to return data related to a specific Account.

    NOTE: Set the OAuthSettingsLocation property in the DV Adapter to the same value you used when performing the OAuth authentication (see above).

  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 Plaid tables, views, and stored procedures as resources.

After creating and introspecting the data source, you are ready to work with Plaid 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.