Build Automated Workflows with Live Oracle Data in Workato

Workato is a cloud-based automation platform that helps businesses integrate applications and automate workflows. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Oracle data for visualizations, dashboards, and more. This article shows how to connect to Oracle and build workflows with live Oracle data in Workato.

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Oracle, allowing you to easily build visualizations from live Oracle data in Workato. As you build automations, Workato generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Oracle, leveraging server-side processing to quickly return Oracle data.

Configure Oracle Connectivity for Workato

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

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

   To connect to Oracle, you'll first need to update your PATH variable and ensure it contains a folder location that includes the native DLLs. The native DLLs can be found in the lib folder inside the installation directory. Once you've done this, set the following to connect:

   • Port: The port used to connect to the server hosting the Oracle database.
   • User: The user Id provided for authentication with the Oracle database.
   • Password: The password provided for authentication with the Oracle database.
   • Service Name: The service name of the Oracle database.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Oracle 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 Oracle data from Workato.

Automate Oracle Data Workflows in Workato

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

1. Log into Workato.
2. In the navigation bar, click Projects.
3. In your new (or existing) project, click Create > Connection.
4. In the search bar, enter "SQL Server" and open the Connect to SQL Server screen.
5. In Connect to SQL Server, enter the connection name and the following connecting settings:
   • Location: enter the name of the project.
   • Connection type: select Cloud.
   • Host: enter tds.cdata.com
   • Port: enter 14333
   • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
   • Password: enter the PAT you previously generated page.
   • Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, OracleOCI1).
6. Click Connect to see the Connection established message.
7. Next, set up your recipe. In your project, click Create > Recipe.
8. In Set up your recipe, enter the name and location of your recipe.
9. Select Run on a schedule.
10. Select the action to occur on the schedule.
11. Select a table from your Connect Cloud connection and any applicable filters.
12. Click Save to save the recipe.
13. Click Test Jobs to test you recipe.

Real-Time Access to Oracle Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Oracle data from Workato for workflows and automations. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Workato, refer to our Connect Cloud page.