Automated Continuous Anaplan Replication to SQL Server

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Anaplan data into your SQL Server instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure SQL Server as a Replication Destination

Using CData Sync, you can replicate Anaplan data to SQL Server. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection. 👁 Add a new connection.
   
2. Select the Destinations tab and locate the SQL Server connector. 👁 Configure a Destination connection to SQL Server.
   
3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the SQL Server connector. For more information about installing new connectors, see Connections in the Help documentation.
4. To connect to SQL Server, set the following connection properties:
   • Connection Name: Enter a connection name of your choice for the SQL Server connection.
   • Server: Enter the name or network address of the computer running SQL Server.
   • Port: Enter the port used to connect to the server hosting the SQL Server database.
   • Database: Enter the name of the SQL Server database.
   • User: Enter the username provided for authentication with SQL Server, if using forms authentication.
   • Password: Enter the password provided for authentication with SQL Server, if using forms authentication.

   Java Edition

   The Java version requires the Microsoft SQL Server JDBC driver, which can be downloaded from the Microsoft Download Center. Copy the JDBC driver to the lib folder of your Java Web server to make a connection.

   👁 Enter the connection details.
   
5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to SQL Server and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

👁 Add a label.

In this article, we will demonstrate how to load Anaplan data into SQL Server and utilize it as a destination.

Configure the Anaplan Connection

You can configure a connection to Anaplan from the Connections tab. To add a connection to your Anaplan account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Anaplan).
3. Configure the connection properties.
   
   

   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.

   👁 Configuring a Source connection (Salesforce is shown).
   
4. Click Connect to Anaplan to ensure that the connection is configured properly.
5. Click Save & Test to save the changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of Anaplan tables you wish to replicate into SQL Server, and click Add Tasks again.

👁 Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries. 👁 Configure a replication Transform.

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Anaplan data to SQL Server.

Run the Replication Job

Once all the required configurations are made for the job, select the Anaplan table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

👁 Run the job.

Free Trial & More Information

Now that you have seen how to replicate Anaplan data into SQL Server, visit our CData Sync page to explore more about CData Sync and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.