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Link Zuora with FileMaker Pro



Use the MySQL Remoting feature of the JDBC driver to integrate Zuora data in Filemaker Pro for Mac or Windows.

This article shows how to use the CData JDBC Driver for Zuora to integrate with the External SQL Sources (ESS) feature in FileMaker Pro, which allows you to link records in FileMaker Pro with related records in your other operational data stores.

You will use the MySQL Remoting feature to access Zuora as a remote MySQL database. The CData JDBC Driver for Zuora implements both the JDBC and MySQL standards to integrate with applications like FileMaker Pro that support connections to traditional databases like MySQL but not generic JDBC connections.

Selecting a FileMaker Pro Integration

There are two data access modes in FileMaker Pro:

  • Data Import: Zuora data is copied into a FileMaker Pro database and can be refreshed on demand. To streamline this solution, use the CData ODBC driver, as FileMaker Pro supports ODBC natively, but it does not support JDBC.

    To use this approach, see ODBC Zuora Integration in FileMaker Pro.

  • ESS: Instead of working with a local copy of the data, you can use the JDBC driver to create an external SQL source. The remote data can be modified in FileMaker Pro and tables can be used in the relationships graph like standard FileMaker Pro tables.

Outlining the ESS Setup

The JDBC driver is part of a data access chain. Compared to a native ODBC integration, FileMaker Pro integrations that use MySQL remoting have several additional components. This article shows how to link each of the following components with FileMaker Pro:

  1. The CData JDBC driver.
  2. The CData MySQL Remoting daemon (included with the driver).
  3. An ODBC driver for MySQL.

    On Windows, FileMaker Pro requires the official MySQL driver, the MySQL Connector\ODBC (currently, the best option is Connector\ODBC 5.1.13).

    On macOS, FileMaker Pro requires the Actual Technologies Open Databases ODBC driver.

  4. An ODBC driver manager.

    On Windows, the driver manager is built in. On macOS, you will need to install a driver manager before installing the ODBC driver; install the iODBC driver manager.

Start the Remoting Daemon

Follow the steps below to enable the MySQL Remoting feature:

  1. Open Terminal and change to the lib subfolder in the installation folder.

    $ cd "/Applications/CData/CData JDBC Driver for Zuora/lib"
  2. Edit the configuration file (cdata.jdbc.zuora.remoting.ini by default):
    • Update the [databases] section with the JDBC Connection URL for Zuora: zuora = "OAuthClientID=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;Tenant=USProduction;ZuoraService=DataQuery;InitiateOAuth=GETANDREFRESH"

      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.

      See the help documentation for more information about the available connection properties and other configuration options for remoting.

  3. Start the MySQL daemon by specifying the configuration file or settings on the command line. The example below uses the included sample configuration file.

    $ java -jar cdata.jdbc.zuora.jar -f "cdata.jdbc.zuora.remoting.ini"

Create the DSN

After connecting successfully to Zuora and starting the MySQL daemon, create a MySQL ODBC data source. When working with ODBC data sources, you specify connection properties in a DSN (data source name).

If you have not already obtained an ODBC driver and driver manager, refer to "Outlining the ESS Setup" to determine the components supported for your platform.

macOS

Follow the steps below to use the iODBC graphical administrator tool:

  1. Open iODBC by searching in the launchpad.
  2. On the System DSN tab, click Add and select Actual Open Source Databases.
  3. Provide the following information to complete the wizard:
    • Name: Enter the DSN.
    • Server: Enter 127.0.0.1 or the address of the machine where the MySQL daemon is running.
    • Port: Enter the port that the daemon is listening on. For example, 3306.
    • Database: Enter the name of a database specified in the config file for the daemon. For example, Zuora.
    • In the Metadata tab, check the boxes for:
      • "Ignore schema in column specifications"
      • "Don't use INFORMATION_SCHEMA for metadata"
  4. Click Test Connection and enter your credentials in the dialog.

Windows

You can use the built-in Microsoft ODBC Data Source Administrator to create the ODBC DSN.

  1. From the Control Panel, select Set Up Data Sources (ODBC). The ODBC Data Source Administrator is displayed.
  2. On the System DSN tab, click Add and select the MySQL ODBC driver.
  3. Provide the following information to complete the wizard:
    • Name: Enter the DSN.
    • Server: Enter 127.0.0.1 or the address of the machine where the MySQL daemon is running.
    • Port: Enter the port that the daemon is listening on. For example, 3306.
    • Database: Enter the name of a database specified in the config file for the daemon. For example, Zuora.
    • In the Metadata tab, check the boxes for:
      • "Ignore schema in column specifications"
      • "Don't use INFORMATION_SCHEMA for metadata"
  4. Click Test Connection and enter your credentials in the dialog.

Create Zuora Shadow Tables

Shadow tables exist in an external SQL source but can be used in much the same way as other tables in your FileMaker database; you can add them in the relationships graph, browse data, and create layouts on them.

  1. Click File -> Manage -> Database.
  2. On the Relationships tab of the resulting dialog, click the Add a Table button in the Table/Relationships section.
  3. In the Data Source menu, select Add ODBC Data Source and then select the DSN you created in the previous section.

After specifying the username and password for the DSN, you can add Zuora tables to the relationships graph. You can now scroll through, sort, and summarize Zuora data by clicking View -> Browse Mode, just as you would a remote MySQL database.