Access Live Talkdesk Data in Coginiti Pro

Coginiti Pro is a single tool for all your SQL data and analytics needs, designed specifically for data engineers, analysts, and data scientists. When paired with the CData JDBC Driver for Talkdesk, Coginiti Pro can access and query live Talkdesk data. This article describes how to connect to and query Talkdesk data from Coginiti Pro.

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

Gather Connection Properties and Build a Connection String

Download the CData JDBC Driver for Talkdesk installer, unzip the package, and run the JAR file to install the driver. Then gather the required connection properties.

Talkdesk uses the OAuth 2.0 Client Credentials grant. There is no browser-based authorization step and no callback URL.

Set the following connection properties:

• AccountName: The name of your Talkdesk account.
• Region: The region where your Talkdesk instance is deployed. Supported values are US (default), EU, CA, AU, UK, and FedRamp.
• OAuthClientId: The Client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret: The Client Secret assigned to your custom OAuth application.

Creating a Custom OAuth Application

1. Log in to your Talkdesk account and select OAuth Clients from the navigation menu.
2. Click Create OAuth Client and give the client a descriptive name.
3. Set Grant Type to Client Credentials.
4. Click Add scopes and select the scopes for the data you want to access.
5. Click Create and copy the Client Id and Client Secret.

When you connect, the driver automatically requests an access token from Talkdesk, caches it, and refreshes it when it expires. Make sure the scopes selected for the application match the views you plan to query, or the token request can fail.

NOTE: To use the JDBC driver in Coginiti Pro, you may 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.

Built-in Connection String Designer

For assistance constructing the JDBC URL, use the connection string designer built into the Talkdesk JDBC Driver. Double-click the JAR file or execute the jar file from the command line.

java -jar cdata.jdbc.talkdesk.jar

Fill in the connection properties (including the RTK) and copy the connection string to the clipboard.

Create a JDBC Data Source for Talkdesk Data

1. Open Coginiti Pro and in the File menu, select "Edit Drivers."
2. In the newly opened wizard, click "Add" and select "Generic."

3. In the "JDBC Drivers" wizard, set the driver properties (below) and click "Create Driver."

   • Set JDBC Driver Name to a useful name, like CData JDBC Driver for Talkdesk.
   • Click "Add Files" to add the JAR file from the "lib" folder in the installation directory (e.g. cdata.jdbc.talkdesk.jar)
   • Select the Class Name: cdata.jdbc.talkdesk.TalkdeskDriver.
   

Create a Connection using the CData JDBC Driver for Talkdesk

1. In the File menu, click "Edit Connections."
2. In the newly opened wizard, click "Add" and select "Generic."
3. In the "Connections" wizard, set the connection properties.
   • Set Connection name to an identifying name.
   • Set Database JDBC driver to the Driver you configured earlier.
   • Set JDBC URL to the JDBC URL configured using the built-in connection string designer (e.g. jdbc:talkdesk:AccountName=myAccount;Region=US;OAuthClientId=myClientId;OAuthClientSecret=myClientSecret;
   
4. Click "Test" to ensure the connection is configured properly. Click "Save."

Query Talkdesk Using SQL

1. Open the Connections tab by clicking on database icon: .
2. Click the plus sign () to add a new query tab.

3. Once the query console is open, write the SQL script you wish to execute and click "Run at Cursor".

   NOTE: You can use the explorer on the left to determine table/view names and column names.

   Using the explorer

   1. In the "Select connection" field, select the connection you wish to query.
   2. Expand your newly created connection, expand the "CData" catalog, and expand the Talkdesk catalog.
   3. Expand "Tables" or "Views" to find the entity you wish to query.
   4. Expand your selected entity to explore the fields (columns).
   

Free Trial & More Information

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