Build Act-On-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your Act-On data directly from your datapine visualizations and dashboards. This article describes connecting to Act-On in CData Connect Cloud and building a simple Act-On-connected visualization in datapine.

CData Connect Cloud provides a pure SQL Server interface for Act-On, allowing you to query data from Act-On without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Act-On, leveraging server-side processing to return the requested Act-On data quickly.

Configure Act-On Connectivity for datapine

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

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

   ActOn uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.

   See the Getting Started guide in the CData driver documentation for more information.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Act-On 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.

Connecting to Act-On from datapine

Once you configure your connection to Act-On in Connect Cloud, you are ready to connect to Act-On from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. ActOn1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect Cloud username (e.g. user@mydomain.com)
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
6. In the References step, define any relationships between your selected tables and click "Save and Proceed"
7. In the Data Transfer step, click "Go to Analyzer"

Visualize Act-On Data in datapine

After connecting to CData Connect Cloud, you are ready to visualize your Act-On data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to Act-On from datapine, you are now able to visualize and analyze real-time Act-On data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!