Integrate Talkdesk Data in Your Informatica Cloud Instance

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for Talkdesk, you get live access to Talkdesk data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Talkdesk through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the Talkdesk data through the JDBC Driver, install the Cloud Secure Agent.

1. Navigate to the Administrator page in Informatica Cloud
2. Select the Runtime Environments tab
3. Click "Download Secure Agent"
4. Make note of the Install Token
5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Talkdesk JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Talkdesk through the JDBC Driver.

Adding the JDBC Driver to the Secure Agent Machine

1. Navigate to the following directory on the Secure Agent machine:

   %Secure Agent installation directory%/ext/connectors/thirdparty/

2. Create a folder and add the driver JAR file (cdata.jdbc.talkdesk.jar) based on the type of mapping that you want to configure.

   For mappings, create the following folder and add the driver JAR file:

   informatica.jdbc_v2/common

   For mappings in advanced mode, also create the following folder and add the driver JAR file:

   informatica.jdbc_v2/spark

3. Restart the Secure Agent.

Connecting to Talkdesk in Informatica Cloud

After installing the driver JAR file, you are ready to configure your connection to Talkdesk in Informatica Cloud. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

• Connection Name: Name your connection (i.e.: CData Talkdesk Connection)
• Type: Select "JDBC_V2"
• Runtime Environment: Select the runtime environment where you installed the Secure Agent
• JDBC Driver Class Name: The name of the JDBC driver class: cdata.jdbc.talkdesk.TalkdeskDriver
• JDBC Connection URL: Set this to the JDBC URL for Talkdesk. Your URL will look similar to the following:
  
  

  jdbc:talkdesk:AccountName=myAccount;Region=US;OAuthClientId=myClientId;OAuthClientSecret=myClientSecret;

  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.

  Built-In Connection String Designer

  For assistance in constructing the JDBC URL, use the connection string designer built into the Talkdesk JDBC Driver. Either 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 and copy the connection string to the clipboard.

  
• Username: Set this to a placeholder value (since Talkdesk does not require a username)
• Password: Set this to a placeholder value (since Talkdesk does not require a password)

Create a Mapping for Talkdesk Data

With the connection to Talkdesk configured, we can now access Talkdesk data in any Informatica process. The steps below walk through creating a mapping for Talkdesk to another data target.

1. Navigate to the Data Integration page
2. Click New.. and select Mapping from the Mappings tab
3. Click the Source Object and in the Source tab, select the Connection and set the Source Type
4. Click "Select" to choose the table to map
5. In the Fields tab, select the fields from the Talkdesk table to map
6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields.

With the mapping configured, you are ready to start integrating live Talkdesk data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for Talkdesk and start working with your live Talkdesk data in Informatica Cloud today.