Access Certinia Data from MySQL in HeidiSQL

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with the CData ODBC Driver for Certinia and SQL Gateway, HediSQL's reach extends to include access to live Certinia data. This article demonstrates how to connect to on-premise Certinia and query Certinia data in HeidiSQL.

Connect to Certinia Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

Authenticating with a Login and Token

Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

To disable the security token:

1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
2. Add your IP address to the list of trusted IP addresses.

To obtain the security token:

1. Open the personal information page on certinia.com.
2. Click the link to reset your security token. The token will be emailed to you.
3. Specify the security token in the SecurityToken connection property or append it to the Password.

Authenticating with OAuth

If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

Connecting to Certinia Sandbox Accounts

Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to Certinia data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

To connect to the SQL Gateway from HeidiSQL, you will need to run the SQL Gateway on a web-facing machine. After configuring the SQL Gateway, make note of the following information:

• The IP address or domain name of the machine hosting the SQL Gateway
• The data source name (likely CData Certinia Sys) of the MySQL service
• The port number of the MySQL service
• The credentials of a SQL Gateway user with access to the service

Configure Remote Access

If your ODBC Driver and the remoting service are installed on-premise (and not accessible from HeidiSQL), you can use the reverse SSH tunneling feature to enable remote access. For detailed instructions, read our Knowledge Base article: SQL Gateway SSH Tunneling Capabilities.

Connect to Certinia in HeidiSQL

Once you have a MySQL Service configured for the CData ODBC Driver for Certinia, you are ready to connect to the data in HeidiSQL. Start by creating a new connection Session in HeidiSQL, then choose the MySQL library type.

Configure the data set using the values for the MySQL service for Certinia you configured in SQL Gateway (be sure to use the DSN for the database name). Validate your connection and click Open.

Query Certinia from HeidiSQL

1. In the database listing on the left, find your connection to Certinia configured earlier.
2. In the database listing on the left, expand the appropriate connection and to view individual tables or data objects present within Certinia.
3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables

With the CData ODBC Driver for Certinia and SQL Gateway, you are able to easily query data from Certinia data in HeidiSQL. If you have any questions, such as needing to access your on-premises data from HeidiSQL, let our Support Team know.