Query, Visualize, and Share live Rebilly Data in Redash

Redash is a collaboration tool that lets you query, visualize, and share your data. When paired with CData Connect AI, Redash gets access to live Rebilly data. This article demonstrates how to connect to Rebilly using Connect AI and work with live Rebilly data in Redash.

CData Connect AI provides a pure SQL Server interface for Rebilly, allowing you to query data from Rebilly without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Rebilly, leveraging server-side processing to return the requested Rebilly data quickly.

Configure Rebilly Connectivity for Redash

Connectivity to Rebilly from Redash is made possible through CData Connect AI. To work with Rebilly data in Redash, we start by creating and configuring a Rebilly connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Rebilly" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Rebilly.

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

   Rebilly API Profile Settings

   Generate an API Key in Rebilly by navigating to Automations > Integrations > Custom Integrations > API Keys and selecting Secret as the type.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Rebilly Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Personal Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Rebilly data from Redash.

Connect to Rebilly from Redash using Connect AI

To establish a connection from Redash to CData Connect AI using the Virtual SQL Server, follow these steps:

1. Log into Redash.
2. Click the settings widget on the top right.
3. Click New Data Source.
4. Select Microsoft SQL Server as the Data Source Type.
5. On the configuration tab, set the following properties:
   • Database Name: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, Salesforce1).
   • Server: enter the virtual SQL Server host name (tds.cdata.com)
   • User: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
   • Password: enter the PAT you generated on the Settings page.
   • Port: enter 14333
   
6. Click Create.
7. Click Test Connection to ensure that the connection is configured properly.

You can now work with live Rebilly data in Redash.

Get CData Connect AI

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