Connect to XML Data as a SQL Server Linked Server

SQL Server Linked Servers enable the SQL Server Database Engine to read data from remote data sources and execute commands against the remote database servers outside of the instance of SQL Server. Typically, linked servers are configured to enable the execution of a T-SQL statement that includes tables in another instance of SQL Server, or another database product such as Oracle. When paired with CData Connect AI, linked servers provides instant access to XML data from your SQL Server database. This article demonstrates how to connect to XML using Connect AI and query XML data in SQL Server Management Studio (SSMS).

CData Connect AI provides a pure SQL Server interface for XML, allowing you to query data from XML 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 XML, leveraging server-side processing to return the requested XML data quickly.

Configure XML Connectivity for SQL Server

Connectivity to XML from SQL Linked Servers is made possible through CData Connect AI. To work with XML data from SQL Linked Servers, we start by creating and configuring a XML connection.

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

2. Select "XML" from the Add Connection panel

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

   Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) XML Files

   CData Drivers let you work with XML files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

   Setting connection properties for local files

   Set the URI property to local folder path.

   Setting connection properties for files stored in Amazon S3

   To connect to XML file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended XML files exist. In addition, at least set these properties:

   • AWSAccessKey: AWS Access Key (username)
   • AWSSecretKey: AWS Secret Key

   Setting connection properties for files stored in Box

   To connect to XML file(s) within Box, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Box.

   Dropbox

   To connect to XML file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

   SharePoint Online (SOAP)

   To connect to XML file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. Set User, Password, and StorageBaseURL.

   SharePoint Online REST

   To connect to XML file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

   Google Drive

   To connect to XML file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

   The DataModel property is the controlling property over how your data is represented into tables and toggles the following basic configurations.

   • Document (default): Model a top-level, document view of your XML data. The data provider returns nested elements as aggregates of data.
   • FlattenedDocuments: Implicitly join nested documents and their parents into a single table.
   • Relational: Return individual, related tables from hierarchical data. The tables contain a primary key and a foreign key that links to the parent document.

   See the Modeling XML Data chapter for more information on configuring the relational representation. You will also find the sample data used in the following examples. The data includes entries for people, the cars they own, and various maintenance services performed on those cars.

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

Connect to XML from SQL Server using Connect AI

To establish a connection from SQL Server Linked Server to the CData Connect AI Virtual SQL Server API, follow these steps.

1. Open Microsoft SQL Server Management Studio.
2. In the Object Explorer pane, open Server Objects, right-click Linked Servers, and select New Linked Server.

3. The New Linked Server dialogue opens. On the General page, enter the following information:
   • Enter a name for the server in the Linked server field.
   • Select the radio button Other data source and select SQL Server Native Client 11.0 as the provider.
   • In the Data source field, enter tds.cdata.com,14333
   • In the Catalog field, enter enter the Connection Name of the CData Connect AI data source you want to connect to (for example, XML1).
   
4. Select the Security page. At the bottom, select the radio button labeled Be made using this security context and enter the following information:
   • Remote login - enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
   • With password - enter the PAT you generated on the Settings page.
   
5. Click OK to create the server.
Your linked server can now be used to access the data in the data source you specified. If you need to access data from more sources, create another linked server for each one.

Execute Queries

You can now execute queries to the XML linked server from any tool that can connect to SQL Server. An example SQL query would be:

		SELECT * FROM [CDATA CONNECT CLOUD].[XML1].[XML].[people]
	

We have successfully created a linked server that allows us to query XML data.

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