Build Sybase-Connected Dashboards Using Zoho Analytics

Zoho Analytics is a modern BI and Analytics platform that allows you to connect and analyze your data, while also creating visualizations and dashboards to discover hidden insights. When paired with CData Connect AI, Zoho Analytics provides instant, cloud-to-cloud access to Sybase data for reporting and analytics. This article demonstrates how to connect to Sybase using Connect AI and analyze Sybase data by creating dashboards in Zoho Analytics.

CData Connect AI provides a pure cloud-to-cloud interface for Sybase, allowing you to analyze Sybase data in Zoho Analytics — 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 Sybase, leveraging server-side processing to return the requested Sybase data quickly.

Configure Sybase Connectivity for Zoho Analytics

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

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

2. Select "Sybase" from the Add Connection panel

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

   To connect to Sybase, specify the following connection properties:

   • Server: Set this to the name or network address of the Sybase database instance.
   • Database: Set this to the name of the Sybase database running on the specified Server.

   Optionally, you can also secure your connections with TLS/SSL by setting UseSSL to true.

   Sybase supports several methods for authentication including Password and Kerberos.

   Connect Using Password Authentication

   Set the AuthScheme to Password and set the following connection properties to use Sybase authentication.

   • User: Set this to the username of the authenticating Sybase user.
   • Password: Set this to the username of the authenticating Sybase user.

   Connect using LDAP Authentication

   To connect with LDAP authentication, configure Sybase server-side to use the LDAP authentication mechanism.

   After configuring Sybase for LDAP, you can connect using the same credentials as Password authentication.

   Connect Using Kerberos Authentication

   To leverage Kerberos authentication, begin by enabling it setting AuthScheme to Kerberos. See the Using Kerberos section in the Help documentation for more information on using Kerberos authentication.

   You can find an example connection string below:

   Server=MyServer;Port=MyPort;User=SampleUser;Password=SamplePassword;Database=MyDB;Kerberos=true;KerberosKDC=MyKDC;KerberosRealm=MYREALM.COM;KerberosSPN=server-name

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Sybase 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 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 Sybase data from Zoho Analytics.

Connect to Sybase in Zoho Analytics Using CData Connect AI

To establish a connection from Zoho Analytics to CData Connect AI, follow these steps:

1. Log in to Zoho Analytics.

2. Create a new connection and select Cloud Databases to open the connection modal.

3. Enter the following information:
   • Database Type - select MS SQL Server.
   • Endpoint - enter tds.cdata.com
   • SQL Server Instance Name - leave this blank.
   • Port - enter 14333
   • Username - 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.
   • Database Name - enter the Connection Name of the CData Connect AI data source you want to connect to (for example, Sybase1).
   • Click Next.
   
4. Choose the table that you would like to import from, e.g. Products.

5. A Data Preview of the table should pop up. Next, enter a Workspace Name and Table Name to be able to refer to in Zoho Analytics. Click Next.

6. There is an option to schedule the import periodically. After configuring, click Create.

7. Now, the import has been initiated. Click OK.

8. View your new connection in the Zoho Analytics Explorer.

9. Click on the new connection to see the table.

10. Zoho Analytics can auto-generate dashboards for the user, as seen here:

We have successfully imported Sybase data into Zoho Analytics and created dashboards.

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