Rapidly Develop Certinia-Driven Apps with Active Query Builder

Write standard .NET to expose Certinia data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Certinia enables standards-based access to Certinia. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

Connect to Certinia as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Use SQL to Interact with Certinia

Follow the steps below to create a WinForms visual query builder.

1. Open Active Query Builder for .NET WinForms. 👁 Opening Active Query Builder.
   
2. In the new Windows Forms project go to the "File" menu and click "Connect..."
3. Under Database Connections, click "Add..." 👁 Adding a new Connection.
   
4. Set your desired Connection Name (e.g. CData Certinia), set Connection Type to "ODBC" and locate your previously configured DSN in the "User/System" DSN dropdown. 👁 Selecting a previously configured DSN (Amazon Athena is shown).
   
5. Click "OK" to save the new connection.
6. Back in the Database Connection wizard, select the newly created connection and click "OK." 👁 A newly added Connection (Amazon Athena is shown).
   
7. Click "File" > "New Query" to create a QueryBuilder

You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.