Connect to DocuSign Data in the Denodo Platform

Denodo Platform is a data virtualization product providing a single point of contact for enterprise database data. When paired with the CData JDBC Driver for DocuSign, Denodo users can work with live DocuSign data alongside other enterprise data sources. This article walks through creating a virtual data source for DocuSign in the Denodo Virtual DataPort Administrator.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live DocuSign data. When you issue complex SQL queries to DocuSign, the driver pushes supported SQL operations, like filters and aggregations, directly to DocuSign and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze DocuSign data using native data types.

Create the DocuSign Virtual Port

To connect to live DocuSign data from Denodo, you need to copy the JDBC Driver JAR file to the external library directory for Denodo and create a new JDBC Data Source from the Virtual DataPort Administrator tool.

1. Download the CData JDBC Driver for DocuSign installer, unzip the package, and run the JAR file to install the driver.
2. Copy the JAR File (and license file if it exists) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for DocuSign\lib\) to the Denodo external library directory (C:\Denodo\Denodo Platform\lib-external\jdbc-drivers\cdata-docusign-19).
3. Open the Denodo Virtual DataPort Administrator tool and navigate to the Server Explorer tab.
4. Right-click "admin" and select New -> Data source -> JDBC.
5. Configure the JDBC Connection:
   • Name: your choice, e.g.: docusign
   • Database adapter: Generic
   • Driver class path: C:\Denodo\Denodo Platform\lib-external\jdbc-drivers\cdata-docusign-19
   • Driver class: cdata.jdbc.docusign.DocuSignDriver

   • Database URI: Set this to a JDBC URL using the necessary connection properties. For example,

     jdbc:docusign:OAuthClientId=MyClientId; OAuthClientSecret=MyClientSecret; CallbackURL=http://localhost:33333; InitiateOAuth=GETANDREFRESH

     Information on creating the Database URI follows:

     Built-In Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the DocuSign JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.docusign.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     To connect to DocuSign, set the following connection properties:

     • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
     • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

     Authenticating to DocuSign

     DocuSign 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 Help documentation more information.

6. Click the "Test connection" button to confirm the configuration and click Save.

View DocuSign Data in the VirtualPort Administrator Tool

After creating the data source, you can create a base view of DocuSign data for use in the Denodo Platform.

1. Click the "Create base view" button in the newly created VirtualPort (admin.DocuSign).
2. Expand the object tree and select the objects (tables) you wish to import.
3. Click the "Create selected" button to create views of the DocuSign data.
   Optional: Click "Create associations from foreign keys" to define relationships between the objects.
4. With the view(s) created, navigate to a table (cdata_docusign_documents) in the Server Explorer and double-click the selected table.
5. In the new tab, click "Execution panel" to open a query panel.
6. Customize the query in the "Execute" tab or use the default:

   SELECT * FROM cdata_docusign_documents CONTEXT ('i18n'='us_est', 'cache_wait_for_load'='true')
   

7. Click Execute to view the data.

With the base view created, you can now work with live DocuSign data like you would any other data source in Denodo Platform, for example, querying DocuSign in the Denodo Data Catalog.

Download a free, 30-day trial of the CData JDBC Driver for DocuSign and start working with your live DocuSign data in Denodo Platform. Reach out to our Support Team if you have any questions.