ETL MYOB AccountRight in Oracle Data Integrator

Leverage existing skills by using the JDBC standard to read and write to MYOB AccountRight: Through drop-in integration into ETL tools like Oracle Data Integrator (ODI), the CData JDBC Driver for MYOB AccountRight connects real-time MYOB AccountRight data to your data warehouse, business intelligence, and Big Data technologies.

JDBC connectivity enables you to work with MYOB AccountRight just as you would any other database in ODI. As with an RDBMS, you can use the driver to connect directly to the MYOB AccountRight APIs in real time instead of working with flat files.

This article walks through a JDBC-based ETL -- MYOB AccountRight to Oracle. After reverse engineering a data model of MYOB AccountRight entities, you will create a mapping and select a data loading strategy -- since the driver supports SQL-92, this last step can easily be accomplished by selecting the built-in SQL to SQL Loading Knowledge Module.

Install the Driver

To install the driver, copy the driver JAR and .lic file, located in the installation folder, into the ODI appropriate directory:

• UNIX/Linux without Agent: ~/.odi/oracledi/userlib
• UNIX/Linux with Agent: $ODI_HOME/odi/agent/lib
• Windows without Agent: %APPDATA%\Roaming\odi\oracledi\userlib
• Windows with Agent: %APPDATA%\Roaming\odi\agent\lib

Restart ODI to complete the installation.

Reverse Engineer a Model

Reverse engineering the model retrieves metadata about the driver's relational view of MYOB AccountRight data. After reverse engineering, you can query real-time MYOB AccountRight data and create mappings based on MYOB AccountRight tables.

1. In ODI, connect to your repository and click New -> Model and Topology Objects.
2. On the Model screen of the resulting dialog, enter the following information:
   • Name: Enter MYOB.
   • Technology: Select Generic SQL (for ODI Version 12.2+, select Microsoft SQL Server).
   • Logical Schema: Enter MYOB.
   • Context: Select Global.
3. On the Data Server screen of the resulting dialog, enter the following information:
   • Name: Enter MYOB.
   • Driver List: Select Oracle JDBC Driver.
   • Driver: Enter cdata.jdbc.myob.MYOBDriver
   • URL: Enter the JDBC URL containing the connection string.

     These properties are required when connecting to a company file (both for Cloud and On-Premise instances).

     • CompanyFileId: You can find this by starting MYOB, opening your data file, and selecting Help -> About MYOB
     • User: The username associated with your company file.
     • Password: The password associated with your company file.

     Connecting to a Cloud Instance

     To connect to a cloud instance of MYOB, you can use the embedded OAuth credentials or create an OAuth app with MYOB. This process is detailed in the Help documentation.

     Connecting to an On-Premise instance:

     When connecting to an on-premise instance, you will need to set the following connection property in addition to those above:

     • InitiateOauth: Set this to OFF.
     • Url: The Url of your MYOB instance.

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.myob.jar

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

     Below is a typical connection string:

     jdbc:myob:OAuthClientId=YourClientId; OAuthClientSecret=YourClientSecret; CompanyFileId=yourCompanyFileId; CallbackURL=http://localhost:33333; User=companyFileUser; Password=companyFilePassword; InitiateOAuth=GETANDREFRESH
4. On the Physical Schema screen, enter the following information:
   • Name: Select from the Drop Down menu.
   • Database (Catalog): Enter CData.
   • Owner (Schema): If you select a Schema for MYOB AccountRight, enter the Schema selected, otherwise enter MYOB.
   • Database (Work Catalog): Enter CData.
   • Owner (Work Schema): If you select a Schema for MYOB AccountRight, enter the Schema selected, otherwise enter MYOB.
5. In the opened model click Reverse Engineer to retrieve the metadata for MYOB AccountRight tables.

Edit and Save MYOB AccountRight Data

After reverse engineering you can now work with MYOB AccountRight data in ODI. To edit and save MYOB AccountRight data, expand the Models accordion in the Designer navigator, right-click a table, and click Data. Click Refresh to pick up any changes to the data. Click Save Changes when you are finished making changes.

Create an ETL Project

Follow the steps below to create an ETL from MYOB AccountRight. You will load Accounts entities into the sample data warehouse included in the ODI Getting Started VM.

1. Open SQL Developer and connect to your Oracle database. Right-click the node for your database in the Connections pane and click new SQL Worksheet.

   Alternatively you can use SQLPlus. From a command prompt enter the following:

   sqlplus / as sysdba
2. Enter the following query to create a new target table in the sample data warehouse, which is in the ODI_DEMO schema. The following query defines a few columns that match the Accounts table in MYOB AccountRight: CREATE TABLE ODI_DEMO.TRG_ACCOUNTS (NAME NUMBER(20,0),Id VARCHAR2(255));
3. In ODI expand the Models accordion in the Designer navigator and double-click the Sales Administration node in the ODI_DEMO folder. The model is opened in the Model Editor.
4. Click Reverse Engineer. The TRG_ACCOUNTS table is added to the model.
5. Right-click the Mappings node in your project and click New Mapping. Enter a name for the mapping and clear the Create Empty Dataset option. The Mapping Editor is displayed.
6. Drag the TRG_ACCOUNTS table from the Sales Administration model onto the mapping.
7. Drag the Accounts table from the MYOB AccountRight model onto the mapping.
8. Click the source connector point and drag to the target connector point. The Attribute Matching dialog is displayed. For this example, use the default options. The target expressions are then displayed in the properties for the target columns.
9. Open the Physical tab of the Mapping Editor and click ACCOUNTS_AP in TARGET_GROUP.
10. In the ACCOUNTS_AP properties, select LKM SQL to SQL (Built-In) on the Loading Knowledge Module tab.

You can then run the mapping to load MYOB AccountRight data into Oracle.