Use Biml to Build SSIS Tasks to Replicate Okta Data to SQL Server

Use Biml to dynamically build SSIS tasks using CData SSIS Components to replicate Okta data to SQL Server.

Using SQL Server as a backup for critical business data provides an essential safety net against loss and enables business users to more easily connect that data with features like reporting, analytics, and more. Biml is an XML dialect that can be used to create Microsoft SQL Server BI objects, like SSIS packages. Pairing CData SSIS Components with Biml empowers you to easily build SSIS packages with access to Okta data. Key benefits include:

Built-in metadata discovery — CData SSIS components expose metadata just like working with SQL Server, even dynamically generating schema for schema-less data sources
Dynamic SSIS task generation — Use code nuggets in Biml to build SSIS tasks by iterating over discovered metadata
Read from Okta — Native source components make Okta look just like a database

This article demonstrates how to use Biml with the CData SSIS Components for Okta to dynamically build SSIS tasks (one for each Okta entity) to replicate Okta data to a Microsoft SQL Server database. We step through the Biml file one section at a time but have included the complete Biml file at the end of the article.

In order to use Biml in an SSIS Project in Visual Studio, install BimlExpress. Once you install BimlExpress, open Visual Studio, create a new Integration Services project, and add a new Biml file.

Building the Biml File

With Biml, you can write scripting to dynamically generate SSIS projects, packages, and tasks. To see the Biml file for an existing project (and gain insights on using Biml with CData SSIS Tasks), simply create your tasks and then right-click the project and select Convert SSIS Packages to Biml.

C# Code

Use directives <#@ .. #> to import necessary namespaces and the assembly for the CData SSIS Components for Okta.

<#@ template language="C#" hostspecific="true"#>
<#@ import namespace="System.Data"#>
<#@ import namespace="System.IO"#>
<#@ import namespace="System.Collections"#>
<#@ import namespace="System.Data.CData.Okta"#>
<#@ assembly name="C:\Program Files\CData[product_name] 2018\lib\CData.SSIS2017.Okta.dll"#>

In a new control nugget <# ... #>, create variables for values that will be used throughout the Biml script, including a connection string for Okta and structures to store the Okta metadata.

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.
```
var oktaConnectionString = "Domain=dev-44876464.okta.com;InitiateOAuth=GETANDREFRESH";
var replicationServer = "SERVER";
var replicationCatalog = "CATALOG";
var replicationUserID = "sqluser";
var replicationPassword = "sqlpassword";

List<string> allEntityNames = new List<string>();
Hashtable entitySchema = new Hashtable();
```

In the same control nugget used to defined variables, use ADO.NET code to programmatically query the Okta entities (tables) and fields (columns).

using (OktaConnection connection = new OktaConnection(oktaConnectionString)) {
  connection.Open();
  var entities = connection.GetSchema("Tables").Rows;
  foreach (DataRow entity in entities)
  {
    allEntityNames.Add(entity["TABLE_NAME"].ToString());
  }
  foreach (string entity in allEntityNames){
    var columns = connection.GetSchema("Columns", new string [] {entity}).Rows;
    entitySchema.Add(entity,columns);
  }
}

Class Nugget

In our Biml script to create the replication tasks, there are several places where repeated XML elements are created dynamically (mostly for columns in SSIS tasks). Instead of repeating the code, add a class nugget <#+ ... #> and create a helper class with methods to consolidate repeated code (full code at the end of the article).

Add public static variables to determine which type of XML element to create.

public static int OUTPUT_WITH_ERROR = 0;
public static int EXTERNAL = 1;
public static int OUTPUT = 2;
public static int DATAOVERRIDE_COLUMN = 4;

Add a public method to build a SQL statement for use in the ExecuteSQL task used to drop existing tables and create a new table for the replicated data.

// Dynamically builds a DROP TABLE and CREATE statement
// for each entity (table) in Okta using the table name and metadata.
public static string GetDeleteAndCreateStatement(string tableName, DataRowCollection columns) {
  ...
}

Add a public method to build the collection of column-based XML elements.

 
// Dynamically build various column-based XML elements
// for each entity (table) in Okta based on the column 
// metadata and the parent element
public static string GetColumnDefs(DataRowCollection columns, int columnType){
  ...
}

Biml Script

Now that you have the table metadata and a Helper class to reduce repeated code, write the Biml script to dynamically create your replication packages.

Start by adding a CustomSsisConnection element for the CData SSIS Tasks. Note that the ObjectData attribute must be XML encoded. A typical connecting string looks similar to the following (note the use of the oktaConnectionString variable for the ConnectionString property:

<OktaConnectionManager>
  <Property Name="ConnectionString"><#=oktaConnectionString#></Property>
</OktaConnectionManager>

After configuring the connection to the CData SSIS Task, configure a connection to the replication database. The completed Connections element looks like the following (note the use of text nuggets <#= ... #> to add variables for connection string values):

<Connections>
  <CustomSsisConnection Name="CData Okta Connection Manager" CreationName = "CDATA_OKTA" ObjectData = "&lt;OktaConnectionManager&gt; &lt;Property Name=&quot;ConnectionString&quot;&gt; <#=oktaConnectionString#>&lt;/Property&gt; &lt;/OktaConnectionManager&gt;" />
  <Connection Name="Destination" ConnectionString="Data Source=<#=replicationServer#>;User ID=<#=replicationUserID#>;Password=<#=replicationPassword#>;Initial Catalog=<#=replicationCatalog#>;Provider=SQLNCLI11.1;"/>
</Connections>

With the Connections element configured, you are ready to build our replication package. In the package, the Biml script create an ExecuteSQL task and a Dataflow task for each table to be replicated.

To build each set of tasks, use a while loop in a control nugget to iterate through the entity (table) names:

int entityCounter = 0; while(entityCounter < allEntityNames.Count){
var tableName = allEntityNames[entityCounter].ToString();
DataRowCollection columns = ((DataRowCollection)entitySchema[tableName]);

ExecuteSQL Task
In the ExecuteSQL task, execute a SQL query to drop any existing tables that have the same name as our Okta entity (table) and create a new table based on the metadata discovered using the CData SSIS Component.

To create the query dynamically, use the Helper.GetDeleteAndCreateStatement() helper function.

Dataflow Task

Within the Dataflow use a CustomComponent as the source component and an OleDbDestination as the destination.

CustomComponent Element

The CustomComponent element uses the CData SSIS Source component to retrieve Okta data. Start by configuring the component to use with the CData component.


<CustomComponent Name="CData Okta Source" ComponentTypeName="CData.SSIS.Okta.OktaSource" Version="18" ContactInfo="[email protected]" UsesDispositions="true">
...
</CustomComponent>

DataflowOverrides and OutputPaths Elements

The next step after configuring the connection is to add Columns elements to the OutputPath child element of the DataflowOverrides element. To do so, call the Helper.GetColumnDefs() helper function.

Use the same Helper class to add columns to the OutputColumns and ExternalColumns child elements of the various OutputPaths elements.

The definitions created provide information about the input, output, and error information for the SSIS component.


<DataflowOverrides>
  <OutputPath OutputPathName="CData Okta Source Output">
    <Columns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.DATAOVERRIDE_COLUMN) #>
    </Columns>
  </OutputPath>
</DataflowOverrides>
...
<OutputPaths>
  <OutputPath Name="CData Okta Source Output">
    <OutputColumns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.OUTPUT_WITH_ERROR) #>
    </OutputColumns>
    <ExternalColumns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.EXTERNAL) #>
    </ExternalColumns>
  </OutputPath>
  <OutputPath Name="CData Okta Source Error Output" IsErrorOutput="true">
    <OutputColumns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.OUTPUT) #      
    </OutputColumns>
  </OutputPath>
</OutputPaths>

CustomProperties Element

The CData SSIS tasks are surfaced in SSIS as custom components with a series of required CustomProperties:


<CustomProperties>
  <CustomProperty Name="SQLStatement" DataType="Null" UITypeEditor="Microsoft.DataTransformationServices.Controls.ModalMultilineStringEditor, Microsoft.DataTransformationServices.Controls, Version= 10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91" SupportsExpression="true"></CustomProperty>
  <CustomProperty Name="AccessMode" DataType="Int32" TypeConverter="CData.SSIS.Okta.AccessModeToStringConverter">0</CustomProperty>
  <CustomProperty Name="TableOrView" DataType="String" UITypeEditor="Microsoft.DataTransformationServices.Controls.ModalMultilineStringEditor, Microsoft.DataTransformationServices.Controls, Version= 10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91" SupportsExpression="true">[<#=tableName#>]</CustomProperty>
  <CustomProperty Name="ExecStoredProcedure" DataType="Boolean">false</CustomProperty>
</CustomProperties>

Connections Element

The last element to add to the CustomComponent element is a Connections element, attaching the previously defined connection to the task:


<Connections>
  <Connection Name="Okta 2018 Connection" ConnectionName="CData Okta Connection Manager" />
</Connections>

OleDbDestination Element

The final piece of the Dataflow task is the OleDbDestination element. Attach the previously defined OleDbConnection to the element, set the InputPath and ExternalTableOutput:


<OleDbDestination Name="OLE DB Destination" ConnectionName="Destination" CheckConstraints="false">
  <InputPath OutputPathName="CData Okta Source.CData Okta Source Output" />
  <ExternalTableOutput Table="[<#=tableName#>]" />
</OleDbDestination>

Use a control nugget to increment the counter used to iterate over the collection of entity (table) names. Do this within the Tasks element, after the end of the Dataflow element:
```
...
          </Dataflow>          
<# entityCounter++;}#>
        </Tasks>
    </Package>
  </Packages>
</Biml>
```

Build the SSIS Project

Once the Biml file is written, right-click on the Biml file in Server Explorer and select Generate SSIS Packages. At this point, Visual Studio and BimlExpress will translate the Biml file into SSIS package(s), ready to be run.

Run the package to begin replicating your Okta data to a SQL Server database (or any other destination you choose).

Free Trial & More Information

With the CData SSIS Components for Okta, you get SQL access to your Okta data directly from SSIS packages. And with Biml, you can automatically generate those packages. For more information about the CData SSIS Components for Okta, refer to the product page. You can always get started with a free, 30-day trial. As always, our world-class CData Support Team is available if you have any questions.

Complete Biml File


<#@ template language="C#" hostspecific="true"#>
<#@ import namespace="System.Data"#>
<#@ import namespace="System.IO"#>
<#@ import namespace="System.Collections"#>
<#@ import namespace="System.Data.CData.Okta"#>
<#@ assembly name="C:\Program Files\CData\CData SSIS Components for Okta 2018\lib\CData.SSIS2017.Okta.dll"#>
<#
var oktaConnectionString = "Domain=dev-44876464.okta.com;InitiateOAuth=GETANDREFRESH";
var replicationServer = "JDG";
var replicationCatalog = "BIML";
var replicationUserID = "sqltest";
var replicationPassword = "sqltest";

List<string> allEntityNames = new List<string>();
Hashtable entitySchema = new Hashtable();
using (OktaConnection connection = new OktaConnection(oktaConnectionString)) {
    connection.Open();
    var entities = connection.GetSchema("Tables").Rows;
    foreach (DataRow entity in entities)
    {
        allEntityNames.Add(entity["TABLE_NAME"].ToString());
    }
    foreach (string entity in allEntityNames){
        var columns = connection.GetSchema("Columns", new string [] {entity}).Rows;
        entitySchema.Add(entity,columns);
    }
}#>
<Biml xmlns="http://schemas.varigence.com/biml.xsd">
  <Connections>
    <CustomSsisConnection Name="CData Okta Connection Manager" CreationName="CDATA_OKTA" ObjectData="&lt;OktaConnectionManager&gt;&lt;Property Name=&quot;ConnectionString"&gt;<#=oktaConnectionString#>&lt;/Property&gt;&lt;/OktaConnectionManager&gt;"/>
    <Connection Name="Destination" ConnectionString="Data Source=<#=replicationServer#>;User ID=<#=replicationUserID#>;Password=<#=replicationPassword#>;Initial Catalog=<#=replicationCatalog#>;Provider=SQLNCLI11.1;"/>
  </Connections>
  <Packages>
    <Package Name="Replicate Okta Package" Language="None" ConstraintMode="LinearOnCompletion" ProtectionLevel="EncryptSensitiveWithUserKey">
      <Tasks>
<# int entityCounter = 0; while(entityCounter < allEntityNames.Count){
   var tableName = allEntityNames[entityCounter].ToString();
   if (tableName.Equals("IdpEventLog")) break;
   DataRowCollection columns = ((DataRowCollection)entitySchema[tableName]);#>
        <ExecuteSQL Name="Create <#=tableName#> Replication Table" ConnectionName="Destination">
          <DirectInput>
<#=HelperClass.GetDeleteAndCreateStatement(tableName,columns)#>
          </DirectInput>
        </ExecuteSQL>
        <Dataflow Name="Replicate <#=tableName#>">
          <Transformations>
            <CustomComponent Name="CData Okta Source" ComponentTypeName="CData.SSIS.Okta.OktaSource" Version="18" ContactInfo="[email protected]" UsesDispositions="true">
              <DataflowOverrides>
                <OutputPath OutputPathName="CData Okta Source Output">
                  <Columns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.DATAOVERRIDE_COLUMN) #>
                  </Columns>
                </OutputPath>
              </DataflowOverrides>
              <CustomProperties>
                <CustomProperty Name="SQLStatement" DataType="Null" UITypeEditor="Microsoft.DataTransformationServices.Controls.ModalMultilineStringEditor, Microsoft.DataTransformationServices.Controls, Version= 10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91" SupportsExpression="true"></CustomProperty>
                <CustomProperty Name="AccessMode" DataType="Int32" TypeConverter="CData.SSIS.Okta.AccessModeToStringConverter">0</CustomProperty>
                <CustomProperty Name="TableOrView" DataType="String" UITypeEditor="Microsoft.DataTransformationServices.Controls.ModalMultilineStringEditor, Microsoft.DataTransformationServices.Controls, Version= 10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91" SupportsExpression="true">[<#=tableName#>]</CustomProperty>
                <CustomProperty Name="ExecStoredProcedure" DataType="Boolean">false</CustomProperty>
              </CustomProperties>
              <OutputPaths>
                <OutputPath Name="CData Okta Source Output">
                  <OutputColumns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.OUTPUT_WITH_ERROR) #>
                  </OutputColumns>
                  <ExternalColumns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.EXTERNAL) #>
                  </ExternalColumns>
                </OutputPath>
                <OutputPath Name="CData Okta Source Error Output" IsErrorOutput="true">
                  <OutputColumns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.OUTPUT) #>                     
                  </OutputColumns>
                </OutputPath>
              </OutputPaths>
              <Connections>
                <Connection Name="Okta 2018 Connection" ConnectionName="CData Okta Connection Manager" />
              </Connections>
            </CustomComponent>
            <OleDbDestination Name="OLE DB Destination" ConnectionName="Destination" CheckConstraints="false">
              <InputPath OutputPathName="CData Okta Source.CData Okta Source Output" />
              <ExternalTableOutput Table="[<#=tableName#>]" />
            </OleDbDestination>
          </Transformations>
        </Dataflow>          
<# entityCounter++;}#>
      </Tasks>
    </Package>
  </Packages>
</Biml>

<#+
public static class HelperClass {
    
    public static int OUTPUT_WITH_ERROR = 0;
    public static int EXTERNAL = 1;
    public static int OUTPUT = 2;
    public static int DATAOVERRIDE_COLUMN = 4;
    
    public static string GetDeleteAndCreateStatement(string tableName, DataRowCollection columns) {
        var dropAndCreateStatement = 
            "IF EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'[{0}]') AND type IN (N'U'))\r\n" + 
            "DROP TABLE [{0}];\r\n" + 
            "CREATE TABLE [{0}]\r\n" + 
            "(\r\n" + 
            "{1}\r\n" + 
            ")\r\n" + 
            "ON \"default\";";
        string columnDefs = "";
        foreach (DataRow column in columns){
            string columnDef = "    [{0}] {1}";
            string dataType = column["DATA_TYPE"].ToString();
            if (dataType.ToLower().StartsWith("bool")) {
                dataType = "bit";
            } else if (dataType.ToLower().Equals("real")) {
                dataType = "float";
            } else if (dataType.ToLower().Contains("varchar")) {
                var columnLength = column["CHARACTER_MAXIMUM_LENGTH"];
                dataType = "nvarchar(" + ((int)columnLength > 4000 ? "MAX" : columnLength) + ")";         
            } 
            columnDefs += String.Format(columnDef,column["COLUMN_NAME"],dataType) + ",\r\n";
            
        }
        columnDefs = columnDefs.Remove(columnDefs.LastIndexOf(",\r\n"),",\r\n".Length);
        return String.Format(dropAndCreateStatement,tableName,columnDefs);
    }
    
    public static string GetColumnDefs(DataRowCollection columns, int columnType){
        var columnDefTemplate = "";
        var columnElements = "";
        
        if (columnType == DATAOVERRIDE_COLUMN) {
            columnDefTemplate = "                      <Column ErrorRowDisposition=\"FailComponent\" TruncationRowDisposition=\"FailComponent\" ColumnName=\"{0}\" />\r\n";
            foreach(DataRow column in columns) {
                var columnName = column["COLUMN_NAME"];
                columnElements += String.Format(columnDefTemplate,columnName);
            }
            return columnElements;
        } 
        if (columnType == OUTPUT_WITH_ERROR)
            columnDefTemplate = "                      <OutputColumn Name=\"{0}\" {1} ExternalMetadataColumnName=\"{0}\" ErrorRowDisposition=\"FailComponent\" TruncationRowDisposition=\"FailComponent\" />\r\n";
        else if (columnType == EXTERNAL)
            columnDefTemplate = "                      <ExternalColumn Name=\"{0}\" {1} />\r\n";
        else if (columnType == OUTPUT)
            columnDefTemplate = "                      <OutputColumn Name=\"{0}\" {1} />\r\n";
        
        foreach(DataRow column in columns){ 
            var columnName = column["COLUMN_NAME"];
            var dataTypeRaw = column["DATA_TYPE"].ToString().ToLower();
            var typeAndRelatedInfo = "";
            if (dataTypeRaw.Equals("bool")) {
                typeAndRelatedInfo = "DataType=\"Boolean\"";
            } else if (dataTypeRaw.Equals("date")) {
                typeAndRelatedInfo = "DataType=\"Date\" SsisDataTypeOverride=\"DT_DBDATE\"";
            } else if (dataTypeRaw.Equals("datetime")) {
                typeAndRelatedInfo = "DataType=\"DateTime\"";
            } else if (dataTypeRaw.Equals("real")) {
                typeAndRelatedInfo = ((int)column["NumericPrecision"] > 0 ? "Precision=\"18\" " : " ") + ((int)column["NumericScale"] > 0 ? "Scale=\"15\" " : " ") + "DataType=\"Decimal\"";
            } else if (dataTypeRaw.Equals("varchar")) {
                var columnLength = column["CHARACTER_MAXIMUM_LENGTH"];
                if ((int)columnLength > 4000) {
                    typeAndRelatedInfo = "DataType=\"String\"";
                } else {
                    typeAndRelatedInfo = "Length=\"" + columnLength + "\" DataType=\"String\" CodePage=\"1252\"";
                }
            }
            columnElements += String.Format(columnDefTemplate,columnName,typeAndRelatedInfo);
        }
        return columnElements;
    }
}
#>

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