Build Automated Workflows with Live Amazon Athena Data in Workato

Workato is a cloud-based automation platform that helps businesses integrate applications and automate workflows. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Amazon Athena data for visualizations, dashboards, and more. This article shows how to connect to Amazon Athena and build workflows with live Amazon Athena data in Workato.

CData Connect AI provides a pure SQL Server, cloud-to-cloud interface for Amazon Athena, allowing you to easily build visualizations from live Amazon Athena data in Workato. As you build automations, Workato generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to Amazon Athena, leveraging server-side processing to quickly return Amazon Athena data.

Getting Started

---

Configure Amazon Athena Connectivity for Workato

Connectivity to Amazon Athena from Workato is made possible through CData Connect AI. To work with Amazon Athena data from Workato, we start by creating and configuring a Amazon Athena connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Amazon Athena" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Amazon Athena.

   Authenticating to Amazon Athena

   To authorize Amazon Athena requests, provide the credentials for an administrator account or for an IAM user with custom permissions: Set to the access key Id. Set to the secret access key.

   Note: Though you can connect as the AWS account administrator, it is recommended to use IAM user credentials to access AWS services.

   Obtaining the Access Key

   To obtain the credentials for an IAM user, follow the steps below:

   1. Sign into the IAM console.
   2. In the navigation pane, select Users.
   3. To create or manage the access keys for a user, select the user and then select the Security Credentials tab.

   To obtain the credentials for your AWS root account, follow the steps below:

   1. Sign into the AWS Management console with the credentials for your root account.
   2. Select your account name or number and select My Security Credentials in the menu that is displayed.
   3. Click Continue to Security Credentials and expand the Access Keys section to manage or create root account access keys.

   Authenticating from an EC2 Instance

   If you are using the CData Data Provider for Amazon Athena 2018 from an EC2 Instance and have an IAM Role assigned to the instance, you can use the IAM Role to authenticate. To do so, set to true and leave and empty. The CData Data Provider for Amazon Athena 2018 will automatically obtain your IAM Role credentials and authenticate with them.

   Authenticating as an AWS Role

   In many situations it may be preferable to use an IAM role for authentication instead of the direct security credentials of an AWS root user. An AWS role may be used instead by specifying the . This will cause the CData Data Provider for Amazon Athena 2018 to attempt to retrieve credentials for the specified role. If you are connecting to AWS (instead of already being connected such as on an EC2 instance), you must additionally specify the and of an IAM user to assume the role for. Roles may not be used when specifying the and of an AWS root user.

   Authenticating with MFA

   For users and roles that require Multi-factor Authentication, specify the and connection properties. This will cause the CData Data Provider for Amazon Athena 2018 to submit the MFA credentials in a request to retrieve temporary authentication credentials. Note that the duration of the temporary credentials may be controlled via the (default 3600 seconds).

   Connecting to Amazon Athena

   In addition to the and properties, specify , and . Set to the region where your Amazon Athena data is hosted. Set to a folder in S3 where you would like to store the results of queries.

   If is not set in the connection, the data provider connects to the default database set in Amazon Athena.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Amazon Athena Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Amazon Athena data from Workato.

Automate Amazon Athena Data Workflows in Workato

To establish a connection from Workato to the CData Connect AI Virtual SQL Server, follow these steps.

1. Log into Workato.
2. In the navigation bar, click Projects.
3. In your new (or existing) project, click Create > Connection. 👁 Creating a new Connection.
   
4. In the search bar, enter "SQL Server" and open the Connect to SQL Server screen.
5. In Connect to SQL Server, enter the connection name and the following connecting settings:
   • Location: enter the name of the project.
   • Connection type: select Cloud.
   • Host: enter tds.cdata.com
   • Port: enter 14333
   • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
   • Password: enter the PAT you previously generated page.
   • Database: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, AmazonAthena1).
   👁 Configuring the connection to CData Connect AI.
   
6. Click Connect to see the Connection established message.
7. Next, set up your recipe. In your project, click Create > Recipe. 👁 Creating a new Recipe.
   
8. In Set up your recipe, enter the name and location of your recipe.
9. Select Run on a schedule.
10. Select the action to occur on the schedule.
11. Select a table from your Connect AI connection and any applicable filters. 👁 Selecting tables for the Recipe (Jira is shown).
    
12. Click Save to save the recipe.
13. Click Test Jobs to test you recipe.

Real-Time Access to Amazon Athena Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Amazon Athena data from Workato for workflows and automations. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Workato, refer to our Connect AI page.