How to connect to Certinia Data with Squirrel SQL client

The CData JDBC Driver for Certinia enables you to execute queries to Certinia data in tools like Squirrel SQL Client. In this article, you will create a JDBC data source for Certinia data and execute queries.

Add the JDBC Driver for Certinia

Follow the steps below to add the driver JAR.

1. In Squirrel SQL, click Windows -> View Drivers.
2. Click the plus icon to open the Add Driver wizard.
3. In the Name box, enter a user-friendly name for the driver; for example, CData JDBC Driver for Certinia.
4. In the Example URL box, enter jdbc:certinia:
5. In the Extra Class Path tab, click Add.
6. In the file explorer dialog that opens, select the JAR file for the driver, located in the lib subfolder of the installation directory.
7. Click List Drivers to populate the Class Name menu with the class name for the driver, cdata.jdbc.certinia.CertiniaDriver.

Define Connection Properties

Follow the steps below to save connection properties in the driver alias.

1. Click Windows -> View Aliases.
2. In the pane that lists the aliases, click the plus icon.

3. In the Add Alias wizard that opens, the following fields are required for the JDBC driver:

   • Name: Enter a name for the alias; for example, CData Certinia Source.
   • Driver: Select the CData JDBC Driver for Certinia.
   • URL: Enter jdbc:certinia:
   👁 The alias definition, containing the connection parameters. (Salesforce is shown.)
   
4. If you want to define any additional properties, click Properties.
5. In the Driver properties tab of the dialog that appears, select the Use driver properties checkbox.
6. In the Specify column, select the checkboxes for 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.

   Below is a typical connection string:

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

   👁 Connection properties automatically detected by Squirrel SQL. (Salesforce is shown.)
   
7. In the dialog that appears after you click OK, click connect to test the connection.

Discover Schemas and Query Certinia Data

After the metadata has loaded, a new tab for the Certinia data source is displayed. On the Objects subtab, you can discover schema information, such as the available tables and views.

👁 Column metadata for a table. (Salesforce is shown.)

To view table data, select the table on the Objects tab. The table data is then loaded in a grid on the Content tab.

To execute an SQL query, enter the query on the SQL tab and then click Run SQL (the runner icon). For example:

SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'