Connect to Certinia Data in Aqua Data Studio

The CData JDBC Driver for Certinia integrates Certinia data with wizards and analytics in IDEs like Aqua Data Studio. This article shows how to connect to Certinia data through the connection manager and execute queries.

Create a JDBC Data Source

You can use the connection manager to define connection properties and save them in a new JDBC data source. The Certinia data source can then be accessed from Aqua Data Studio tools.

1. In Aqua Data Studio, select Register Server from the Servers menu.
2. In the Register Server form, select the 'Generic - JDBC' connection.
3. Enter the following JDBC connection properties:
   • Name: Enter a name for the data source; for example, Certinia.
   • Driver Location: Click the Browse button and select the cdata.jdbc.certinia.jar file, located in the lib subfolder of the installation directory.
   • Driver: Enter the Driver's class name, cdata.jdbc.certinia.CertiniaDriver.

   • URL: Enter the JDBC URL, which starts with jdbc:certinia: and is followed by a semicolon-separated list of connection properties.

     There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

     Authenticating with a Login and Token

     Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

     To disable the security token:

     1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
     2. Add your IP address to the list of trusted IP addresses.

     To obtain the security token:

     1. Open the personal information page on certinia.com.
     2. Click the link to reset your security token. The token will be emailed to you.
     3. Specify the security token in the SecurityToken connection property or append it to the Password.

     Authenticating with OAuth

     If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

     Connecting to Certinia Sandbox Accounts

     Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.certinia.jar
     

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

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     A typical JDBC URL is below:

     jdbc:certinia:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH;

   👁 The JDBC data source, defined by the JAR path, driver class, and JDBC URL. (QuickBooks is shown.)
   

Query Certinia Data

You can now query the tables exposed.