Use the CData JDBC Driver for Okta in MicroStrategy

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData JDBC Driver for Okta, you gain database-like access to live Okta data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a database instance for Okta in MicroStrategy Developer and create a Warehouse Catalog for the Okta data.

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

Connect to Okta in MicroStrategy Developer

You can connect to Okta in MicroStrategy Developer by adding a database instance based on the CData JDBC Driver for Okta.^* Before you begin, you will need to install the JDBC Driver for Okta on the machine hosting the MicroStrategy Intelligence Server that your instance of MicroStrategy Developer is connected to.

1. Open MicroStrategy Developer and select a Project Source.
2. Navigate to Administration -> Configuration Managers -> Database Instances and right-click to add a new instance.
3. Name the instance, select Generic DBMS as the database connection type, and create a new database connection.
4. In the database connection wizard, name the connection and create a new Database Login name, setting the user and password for Okta.
5. On the Advanced tab for the connection wizard, set the additional connection string parameters as follows.
   • Add the JDBC keyword to the connection string.
   • Set MSTR_JDBC_JAR_FOLDER to the path of the directory containing the JAR file for the JDBC driver. (C:\Program Files\CData JDBC Driver for Okta\lib\ on Windows.)
   • Set DRIVER to cdata.jdbc.okta.OktaDriver, the driver class.
   • Set URL to the JDBC URL for the Okta driver, which contains the necessary connection properties.

     To connect to Okta, set the Domain connection string property to your Okta domain.

     You will use OAuth to authenticate with Okta, so you need to create a custom OAuth application.

     Creating a Custom OAuth Application

     From your Okta account:

     1. Sign in to your Okta developer edition organization with your administrator account.
     2. In the Admin Console, go to Applications > Applications.
     3. Click Create App Integration.
     4. For the Sign-in method, select OIDC - OpenID Connect.
     5. For Application type, choose Web Application.
     6. Enter a name for your custom application.
     7. Set the Grant Type to Authorization Code. If you want the token to be automatically refreshed, also check Refresh Token.
     8. Set the callback URL:
        • For desktop applications and headless machines, use http://localhost:33333 or another port number of your choice. The URI you set here becomes the CallbackURL property.
        • For web applications, set the callback URL to a trusted redirect URL. This URL is the web location the user returns to with the token that verifies that your application has been granted access.
     9. In the Assignments section, either select Limit access to selected groups and add a group, or skip group assignment for now.
     10. Save the OAuth application.
     11. The application's Client Id and Client Secret are displayed on the application's General tab. Record these for future use. You will use the Client Id to set the OAuthClientId and the Client Secret to set the OAuthClientSecret.
     12. Check the Assignments tab to confirm that all users who must access the application are assigned to the application.
     13. On the Okta API Scopes tab, select the scopes you wish to grant to the OAuth application. These scopes determine the data that the app has permission to read, so a scope for a particular view must be granted for the driver to have permission to query that view. To confirm the scopes required for each view, see the view-specific pages in Data Model < Views in the Help documentation.

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.okta.jar

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

     When you configure the JDBC URL, 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.

   Typical additional connection string properties follow:

   JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.okta.OktaDriver;URL={jdbc:okta:Domain=dev-44876464.okta.com;};
6. Ensure that you have not selected an ODBC data source (this will trigger MicroStrategy to use the additional connection string parameters to build the database instance) and click OK.
7. Click OK to close the database instance wizard.
8. In the Project Source, right-click the project and open the Project configuration.
9. Navigate to Database Instances, select the newly created database instance, and click OK.
10. Close MicroStrategy Developer and restart the connected MicroStrategy Intelligence Server to complete the database instance creation.

With the database instance configured, you will now be able to connect to Okta data from the Warehouse Catalog and Data Import.

Connect to Okta Data from the Warehouse Catalog

Once you have created a database instance based on the JDBC Driver for Okta, you can connect to data from the Warehouse Catalog.

1. Select your project and click Schema -> Warehouse Catalog.
2. In the Read Settings for the Catalog, click Settings and set the queries to retrieve the schema:
   • To retrieve the list of tables, use the following query: SELECT * FROM SYS_TABLES
   • To retrieve the list of columns for selected tables, use the following query: SELECT DISTINCT CatalogName NAME_SPACE, TableName TAB_NAME, ColumnName COL_NAME, DataTypeName DATA_TYPE, Length DATA_LEN, NumericPrecision DATA_PREC, NumericScale DATA_SCALE FROM SYS_TABLECOLUMNS WHERE TableName IN (#TABLE_LIST#) ORDER BY 1,2,3
3. Select tables to be used in the project.

Using the CData JDBC Driver for Okta in MicroStrategy, you can easily create robust visualizations and reports on Okta data. Read our other articles on connecting to Okta in MictroStrategy Web and connecting to Okta in MicroStrategy Desktop for more information.

Note: Connecting using a JDBC Driver requires a 3- or 4-Tier Architecture.