How to integrate Sage X3 Cloud with Apache Airflow

Apache Airflow supports the creation, scheduling, and monitoring of data engineering workflows. When paired with the CData JDBC Driver for Sage X3 Cloud, Airflow can work with live Sage X3 Cloud data. This article describes how to connect to and query Sage X3 Cloud data from an Apache Airflow instance and store the results in a CSV file.

With built-in optimized data processing, the CData JDBC driver offers unmatched performance for interacting with live Sage X3 Cloud data. When you issue complex SQL queries to Sage X3 Cloud, the driver pushes supported SQL operations, like filters and aggregations, directly to Sage X3 Cloud and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Sage X3 Cloud data using native data types.

Configuring the Connection to Sage X3 Cloud

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Sage X3 Cloud JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

java -jar cdata.jdbc.sagex3cloud.jar

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

Sage X3 Cloud uses the OAuth 2.0 Client Credentials flow, and an X-API-Key is also required for API access. Set AuthScheme to OAuth and specify the following connection properties:

• URL: The base URL of your Sage X3 Cloud instance.
• OAuthAccessTokenUrl: The OAuth token endpoint (e.g., https://your-auth-domain/oauth/token).
• OAuthClientId: Your OAuth application client ID.
• OAuthClientSecret: Your OAuth application client secret.
• Audience: The API audience value for the token request.
• XAPIKey: The X-API-Key provided by your Sage X3 Cloud administrator.
• Folder: The Sage X3 folder name (e.g., SEED). This folder is used as the default schema.
• Folders (optional): A comma-separated list of Sage X3 folders (e.g., SEED,PERF). Each folder is exposed as a separate schema, so you can query across folders with the Schema.Table syntax.

The driver obtains an access token with the Client Credentials flow and sends it with the X-API-Key on every API request. With InitiateOAuth set to GETANDREFRESH (the default), the driver acquires and refreshes the token automatically.

To host the JDBC driver in clustered environments or in the cloud, you will need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

The following are essential properties needed for our JDBC connection.

Establishing a JDBC Connection within Airflow

1. Log into your Apache Airflow instance.
2. On the navbar of your Airflow instance, hover over Admin and then click Connections.
3. Next, click the + sign on the following screen to create a new connection.
4. In the Add Connection form, fill out the required connection properties:
   • Connection Id: Name the connection, i.e.: sagex3cloud_jdbc
   • Connection Type: JDBC Connection
   • Connection URL: The JDBC connection URL from above, i.e.: jdbc:sagex3cloud:RTK=5246...;AuthScheme=OAuth;URL=https://x3server/;OAuthAccessTokenUrl=https://auth-domain/oauth/token;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;Audience=https://api-audience;XAPIKey=your_api_key;Folder=SEED;)
   • Driver Class: cdata.jdbc.sagex3cloud.SageX3CloudDriver
   • Driver Path: PATH/TO/cdata.jdbc.sagex3cloud.jar
   
5. Test your new connection by clicking the Test button at the bottom of the form.
6. After saving the new connection, on a new screen, you should see a green banner saying that a new row was added to the list of connections:

Creating a DAG

A DAG in Airflow is an entity that stores the processes for a workflow and can be triggered to run this workflow. Our workflow is to simply run a SQL query against Sage X3 Cloud data and store the results in a CSV file.

1. To get started, in the Home directory, there should be an "airflow" folder. Within there, we can create a new directory and title it "dags". In here, we store Python files that convert into Airflow DAGs shown on the UI.
2. Next, create a new Python file and title it sage x3 cloud_hook.py. Insert the following code inside of this new file:

   	import time
   	from datetime import datetime
   	from airflow.decorators import dag, task
   	from airflow.providers.jdbc.hooks.jdbc import JdbcHook
   	import pandas as pd
   
   	# Declare Dag
   	@dag(dag_id="sage x3 cloud_hook", schedule_interval="0 10 * * *", start_date=datetime(2022,2,15), catchup=False, tags=['load_csv'])
   	
   	# Define Dag Function
   	def extract_and_load():
   	# Define tasks
   		@task()
   		def jdbc_extract():
   			try:
   				hook = JdbcHook(jdbc_conn_id="jdbc")
   				sql = """ select * from Account """
   				df = hook.get_pandas_df(sql)
   				df.to_csv("/{some_file_path}/{name_of_csv}.csv",header=False, index=False, quoting=1)
   				# print(df.head())
   				print(df)
   				tbl_dict = df.to_dict('dict')
   				return tbl_dict
   			except Exception as e:
   				print("Data extract error: " + str(e))
               
   		jdbc_extract()
       
   	sf_extract_and_load = extract_and_load()
   

3. Save this file and refresh your Airflow instance. Within the list of DAGs, you should see a new DAG titled "sage x3 cloud_hook".
4. Click on this DAG and, on the new screen, click on the unpause switch to make it turn blue, and then click the trigger (i.e. play) button to run the DAG. This executes the SQL query in our sage x3 cloud_hook.py file and export the results as a CSV to whichever file path we designated in our code.
5. After triggering our new DAG, we check the Downloads folder (or wherever you chose within your Python script), and see that the CSV file has been created - in this case, account.csv.
6. Open the CSV file to see that your Sage X3 Cloud data is now available for use in CSV format thanks to Apache Airflow.

More Information & Free Trial

Download a free, 30-day trial of the CData JDBC Driver for Sage X3 Cloud and start working with your live Sage X3 Cloud data in Apache Airflow. Reach out to our Support Team if you have any questions.