Create Informatica Mappings From/To a JDBC Data Source for Clio

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC Driver for Clio, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Clio data in Informatica PowerCenter.

Deploy the Driver

To deploy the driver to the Informatica PowerCenter server, copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, to the following folder: Informatica-installation-directory\services\shared\jars\thirdparty.

To work with Clio data in the Developer tool, you will need to copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, into the following folders:

• Informatica-installation-directory\client\externaljdbcjars
• Informatica-installation-directory\externaljdbcjars

Create the JDBC Connection

Follow the steps below to connect from Informatica Developer:

1. In the Connection Explorer pane, right-click your domain and click Create a Connection.
2. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select JDBC.
3. In the JDBC Driver Class Name property, enter:

   cdata.jdbc.api.APIDriver

4. In the Connection String property, enter the JDBC URL, using the connection properties for Clio.

   Start by setting the Profile connection property to the location of the Clio Profile on disk (e.g. C:\profiles\Clio.apip). Next, set the ProfileSettings connection property to the connection string for Clio (see below).

   Clio API Profile Settings

   Clio uses OAuth-based authentication.

   First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally set the Region in ProfileSettings connection property.

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientId: Set this to the client_id that is specified in you app settings.
   • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
   • CallbackURL: Set this to the Redirect URI that is specified in your app settings.
   • Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.api.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 connection string is below:

   jdbc:api:Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;

Browse Clio Tables

After you have added the driver JAR to the classpath and created a JDBC connection, you can now access Clio entities in Informatica. Follow the steps below to connect to Clio and browse Clio tables:

1. Connect to your repository.
2. In the Connection Explorer, right-click the connection and click Connect.
3. Clear the Show Default Schema Only option. 👁 The driver models Clio entities as relational tables. (Salesforce is shown.)
   

You can now browse Clio tables in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create Clio Data Objects

Follow the steps below to add Clio tables to your project:

1. Select tables in Clio, then right-click a table in Clio, and click Add to Project.
2. In the resulting dialog, select the option to create a data object for each resource.
3. In the Select Location dialog, select your project.

   Create a Mapping

   Follow the steps below to add the Clio source to a mapping:

   1. In the Object Explorer, right-click your project and then click New -> Mapping.
   2. Expand the node for the Clio connection and then drag the data object for the table onto the editor.
   3. In the dialog that appears, select the Read option.
   👁 The source Clio table in the mapping. (Salesforce is shown.)
   

   Follow the steps below to map Clio columns to a flat file:

   1. In the Object Explorer, right-click your project and then click New -> Data Object.
   2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
   3. In the properties for the Clio object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
   4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
   5. Click and drag to connect columns.

   To transfer Clio data, right-click in the workspace and then click Run Mapping.

   👁 The completed mapping. (Salesforce is shown.)