Access Live Certinia Data in Coginiti Pro

Coginiti Pro is a single tool for all your SQL data and analytics needs, designed specifically for data engineers, analysts, and data scientists. When paired with the CData JDBC Driver for Certinia, Coginiti Pro can access and query live Certinia data. This article describes how to connect to and query Certinia data from Coginiti Pro.

With built-in optimized data processing, the CData JDBC Driver for Certinia offers unmatched performance for interacting with live Certinia data. When you issue complex SQL queries to Certinia, the driver pushes supported SQL operations, like filters and aggregations, directly to Certinia and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). In addition, its built-in dynamic metadata querying allows you to work with and analyze Certinia data using native data types.

Gather Connection Properties and Build a Connection String

Download the CData JDBC Driver for Certinia installer, unzip the package, and run the JAR file to install the driver. Then gather the required 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.

NOTE: To use the JDBC driver in Coginiti Pro, you may need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Built-in Connection String Designer

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

java -jar cdata.jdbc.certinia.jar

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

Fill in the connection properties (including the RTK) and copy the connection string to the clipboard.

Create a JDBC Data Source for Certinia Data

1. Open Coginiti Pro and in the File menu, select "Edit Drivers."
2. In the newly opened wizard, click "Add" and select "Generic." 👁 Adding a Generic JDBC Driver.
   

3. In the "JDBC Drivers" wizard, set the driver properties (below) and click "Create Driver."

   • Set JDBC Driver Name to a useful name, like CData JDBC Driver for Certinia.
   • Click "Add Files" to add the JAR file from the "lib" folder in the installation directory (e.g. cdata.jdbc.certinia.jar)
   • Select the Class Name: cdata.jdbc.certinia.CertiniaDriver.
   👁 Creating a new Generic data source (Salesforce is shown).
   

Create a Connection using the CData JDBC Driver for Certinia

1. In the File menu, click "Edit Connections."
2. In the newly opened wizard, click "Add" and select "Generic." 👁 Adding a Generic JDBC Connection.
   
3. In the "Connections" wizard, set the connection properties.
   • Set Connection name to an identifying name.
   • Set Database JDBC driver to the Driver you configured earlier.
   • Set JDBC URL to the JDBC URL configured using the built-in connection string designer (e.g. jdbc:certinia:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH;
   👁 Creating a connection (Salesforce is shown).
   
4. Click "Test" to ensure the connection is configured properly. Click "Save."

Query Certinia Using SQL

1. Open the Connections tab by clicking on database icon: .
2. Click the plus sign () to add a new query tab.

3. Once the query console is open, write the SQL script you wish to execute and click "Run at Cursor".

   NOTE: You can use the explorer on the left to determine table/view names and column names.

   Using the explorer

   1. In the "Select connection" field, select the connection you wish to query.
   2. Expand your newly created connection, expand the "CData" catalog, and expand the Certinia catalog.
   3. Expand "Tables" or "Views" to find the entity you wish to query.
   4. Expand your selected entity to explore the fields (columns).
   👁 Querying data (Salesforce is shown).
   

Free Trial & More Information

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