Integrate Certinia with External Services using SnapLogic

SnapLogic is an integration platform-as-a-service (iPaaS) that allows users to create data integration flows with no code. When paired with the CData JDBC Drivers, users get access to live data from more than 250+ SaaS, Big Data and NoSQL sources, including Certinia, in their SnapLogic workflows.

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

Connect to Certinia in SnapLogic

To connect to Certinia data in SnapLogic, download and install the CData Certinia JDBC Driver. Follow the installation dialog. When the installation is complete, the JAR file can be found in the installation directory (C:/Program Files/CData/CData JDBC Driver for Certinia/lib by default).

Upload the Certinia JDBC Driver

After installation, upload the JDBC JAR file to a location in SnapLogic (for example, projects/Jerod Johnson) from the Manager tab.

Configure the Connection

Once the JDBC Driver is uploaded, we can create the connection to Certinia.

1. Navigate to the Designer tab
2. Expand "JDBC" from Snaps and drag a "Generic JDBC - Select" snap onto the designer
3. Click Add Account (or select an existing one) and click "Continue"
4. In the next form, configure the JDBC connection properties:
   • Under JDBC JARs, add the JAR file we previously uploaded
   • Set JDBC Driver Class to cdata.jdbc.certinia.CertiniaDriver

   • Set JDBC URL to a JDBC connection string for the Certinia JDBC Driver, for example:

     jdbc:certinia:User=myUser;Password=myPassword;Security Token=myToken;RTK=XXXXXX;InitiateOAuth=GETANDREFRESH

     NOTE: RTK is a trial or full key. Contact our Support team for more information.

     Built-In Connection String Designer

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

     java -jar cdata.jdbc.certinia.jar

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

     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.

5. After entering the connection properties, click "Validate" and "Apply"

Read Certinia Data

In the form that opens after validating and applying the connection, configure your query.

• Set Schema name to "Certinia"
• Set Table name to a table for Certinia using the schema name, for example: "Certinia"."Account" (use the drop-down to see the full list of available tables)
• Add Output fields for each item you wish to work with from the table

Save the Generic JDBC - Select snap.

With connection and query configured, click the end of the snap to preview the data (highlighted below).

Once you confirm the results are what you expect, you can add additional snaps to funnel your Certinia data to another endpoint.

Piping Certinia Data to External Services

For this article, we will load data in a Google Spreadsheet. You can use any of the supported snaps, or even use a Generic JDBC snap with another CData JDBC Driver, to move data into an external service.

1. Start by dropping a "Worksheet Writer" snap onto the end of the "Generic JDBC - Select" snap.
2. Add an account to connect to Google Sheets
3. Configure the Worksheet Writer snap to write your Certinia data to a Google Spreadsheet

You can now execute the fully configured pipeline to extract data from Certinia and push it into a Google Spreadsheet.

Piping External Data to Certinia

As mentioned above, you can also use the JDBC Driver for Certinia in SnapLogic to write data to Certinia. Start by adding a Generic JDBC - Insert or Generic JDBC - Update snap to the dashboard.

1. Select the existing "Account" (connection) or create a new one
2. Configure the query:
   • Set Schema name to "Certinia"
   • Set Table name to a table for Certinia using the schema name, for example: "Certinia"."Account" (use the drop-down to see the full list of available tables)
3. Save the Generic JDBC - Insert/Update snap

At this point, you have configured a snap to write data to Certinia, inserting new records or updating existing ones.

More Information & Free Trial

Using the CData JDBC Driver for Certinia you can create a pipeline in SnapLogic for integrating Certinia data with external services. For more information about connecting to Certinia, check at our CData JDBC Driver for Certinia page. Download a free, 30 day trial of the CData JDBC Driver for Certinia and get started today.