Automated Continuous Clio Replication to Vertica

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Clio data into your Vertica instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Vertica as a Replication Destination

Using CData Sync, you can replicate Clio data to Vertica. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Vertica as a destination.
3. Enter the necessary connection properties:
   • Server: The host name or IP address of the Vertica database.
   • Database: The name of the database hosted on the Vertica Server.
   • User: The username of the authenticating Vertica database user.
   • Password: The password of the authenticating Vertica database user.
   • Port: The port for Vertica (5443 by default). This property is optional.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Clio Connection

You can configure a connection to Clio from the Connections tab. To add a connection to your Clio account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Clio).
3. Configure the connection properties.
   
   

   Start by setting the Profile connection property to the location of the Clio Profile on disk (e.g. C:\profiles\Clio.apip). Next, set the ProfileSettings connection property to the connection string for Clio (see below).

   Clio API Profile Settings

   Clio uses OAuth-based authentication.

   First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally you will need to set the Region in ProfileSettings connection property.

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientId: Set this to the client_id that is specified in you app settings.
   • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
   • CallbackURL: Set this to the Redirect URI that is specified in your app settings.
   • Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.
4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Clio data to Vertica.