Connect to Anaplan Data in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for Anaplan, HULFT Integrate can work with live Anaplan data. This article explains how to connect to Anaplan and move the data into a CSV file.

With built-in optimized data processing, the CData JDBC driver offers unmatched performance for interacting with live Anaplan data. When you issue complex SQL queries to Anaplan, the driver pushes supported SQL operations, like filters and aggregations, directly to Anaplan 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 Anaplan data using native data types.

Enable Access to Anaplan

To enable access to Anaplan data from HULFT Integrate projects:

1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.anaplan.jar (and cdata.jdbc.anaplan.lic), to the jdbc_adapter subfolder for the Integrate Server
2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to Anaplan Data

Once you copy the JAR files, you can create a project with access to Anaplan data. Start by opening Integrate Studio and creating a new project.

1. Name the project
2. Ensure the "Create script" checkbox is checked
3. Click Next 👁 Creating a new project.
   
4. Name the script (e.g.: AnaplantoCSV)

Once you create the project, add components to the script to copy Anaplan data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for Anaplan. Set the following properties:
   • Name: Anaplan Connection Settings
   • Driver class name: cdata.jdbc.anaplan.AnaplanDriver
   • URL: jdbc:anaplan:OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackURL=your_callback_url;Region=US1;InitiateOAuth=GETANDREFRESH;
     
     👁 JDBC connection settings (Salesforce is shown).
     

     Built-in Connection String Designer

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

     		java -jar cdata.jdbc.anaplan.jar
     		

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

     Authenticating to Anaplan

     The driver supports authenticating with Basic, Certificate, or OAuth. In every case, set Region to the region where your Anaplan account data is hosted (e.g., , which is the default).

     Using Basic Authentication

     Set AuthScheme to , then supply your Anaplan User and Password. If your workspace uses single sign-on (SSO), you must be assigned as an Exception User to use Basic authentication.

     Using Certificate Authentication

     Set AuthScheme to , then supply the Certificate, CertificateType, and PrivateKey properties (and the matching CertificatePassword / PrivateKeyPassword if either is encrypted). The certificate must be a CA-issued X.509 certificate registered with your Anaplan tenant administrator.

     Using OAuth Authentication

     Register a custom OAuth application in Anaplan, then set the following properties:

     • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
     • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
     • CallbackURL: The redirect URI defined when you registered your application.
     • InitiateOAuth: Set to to have the driver manage the OAuth token exchange and refresh automatically.

     See the Getting Started chapter of the help documentation for a guide to creating a custom OAuth app and using OAuth.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     
2. Write your SQL statement. For example:

   SELECT Region, Product FROM Sales

3. Click "Extraction test" to ensure the connection and query are configured properly
4. Click "Execute SQL statement and set output schema"
5. Click "Finish" 👁 Configuring the Execute Select SQL operation
   

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

1. Set a file to write the query results to (e.g. Sales.csv)
2. Set "Input data" to the "Select SQL" component
3. Add columns for each field selected in the SQL query
4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
5. Click "Finish"

Map Anaplan Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Anaplan data into a CSV file.

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