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Analyze Zuora Data in Cognos Analytics



Use CData Connect Cloud to connect to Zuora from Cognos Analytics and analyze live Zuora data.

Cognos Analytics, powered by IBM Watson®, empowers users to cleanse and establish connections with their data while creating visualizations. When integrated with CData Connect Cloud, users gain immediate, real-time connectivity between cloud-based data sources and Cognos Analytics, facilitating data management, visualization, analytics, and more. This article provides step-by-step guidance on connecting to Zuora via CData Connect Cloud and subsequently analyzing Zuora data within Cognos Analytics.

NOTE: These instructions require Cognos Analytics 11.2.4 or higher

CData Connect Cloud offers a dedicated cloud-to-cloud interface for Zuora, enabling users to perform real-time analysis on Zuora data within Cognos without the need to replicate data to a natively supported database. Equipped with built-in optimized data processing capabilities, CData Connect Cloud efficiently directs all supported SQL operations, including filters and JOINs, directly to Zuora. This harnesses server-side processing to promptly provide the requested Zuora data.

Configure Zuora Connectivity for Cognos Analytics

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

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Zuora" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Zuora.

    Zuora uses the OAuth standard to authenticate users. See the online Help documentation for a full OAuth authentication guide.

    Configuring Tenant property

    In order to create a valid connection with the provider you need to choose one of the Tenant values (USProduction by default) which matches your account configuration. The following is a list with the available options:

    • USProduction: Requests sent to https://rest.zuora.com.
    • USAPISandbox: Requests sent to https://rest.apisandbox.zuora.com"
    • USPerformanceTest: Requests sent to https://rest.pt1.zuora.com"
    • EUProduction: Requests sent to https://rest.eu.zuora.com"
    • EUSandbox: Requests sent to https://rest.sandbox.eu.zuora.com"

    Selecting a Zuora Service

    Two Zuora services are available: Data Query and AQuA API. By default ZuoraService is set to AQuADataExport.

    DataQuery

    The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. We recommend to use this service for quick lightweight SQL queries.

    Limitations
    • The maximum number of input records per table after filters have been applied: 1,000,000
    • The maximum number of output records: 100,000
    • The maximum number of simultaneous queries submitted for execution per tenant: 5
    • The maximum number of queued queries submitted for execution after reaching the limitation of simultaneous queries per tenant: 10
    • The maximum processing time for each query in hours: 1
    • The maximum size of memory allocated to each query in GB: 2
    • The maximum number of indices when using Index Join, in other words, the maximum number of records being returned by the left table based on the unique value used in the WHERE clause when using Index Join: 20,000

    AQuADataExport

    AQuA API export is designed to export all the records for all the objects ( tables ). AQuA query jobs have the following limitations:

    Limitations
    • If a query in an AQuA job is executed longer than 8 hours, this job will be killed automatically.
    • The killed AQuA job can be retried three times before returned as failed.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Zuora Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your 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, you are ready to connect to Zuora data from Cognos Analytics.

Connect to Zuora from Cognos Analytics

The steps below outline connecting to CData Connect Cloud from Cognos Analytics to analyze live Zuora data.

Download the CData Connect Cloud JDBC Driver

  1. Download and install the CData Connect Cloud JDBC Driver: https://www.cdata.com/cloud/clients/download.aspx#jdbc.
  2. Copy the JAR file (cdata.jdbc.connect.jar) from the installation directory (e.g., C:\Program Files\CData\JDBC Driver for CData Connect\lib) to the "drivers" folder in your Cognos Analytics installation directory.

Configure the Connection to CData Connect Cloud

  1. Open IBM Cognos and navigate to Manage > Data server connections.
  2. Click the icon to add a data server.
  3. Select CData Connect Cloud.
  4. Set JDBC URL to the appropriate connection string. For example: jdbc:connect://AuthScheme=Basic;
  5. Set Driver class name to "cdata.jdbc.connect.ConnectDriver"
  6. Create and store authenticate credentials by selecting an authentication method
    • Set Username to your CData Connect Cloud username (e.g., user@mydomain.com)
    • Set Password to the PAT you previously generated.
  7. Click Test connection to confirm that the connection succeeds.

At this point, you are ready to analyze and visualize Zuora data in Cognos Analytics. For more information about using Cognos Analytics, please refer to the Cognos Analytics documentation.

Live Access to Zuora Data for Analytics

Now you have a direct, cloud-to-cloud connection to live Zuora data from Cognos Analytics. You can create new visualizations, build reports, and more — without replicating Zuora data.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.