Connect to Clio Data in RapidMiner

This article shows how you can easily integrate the CData JDBC driver for Clio into your processes in RapidMiner. This article uses the CData JDBC Driver for Clio to transfer Clio data to a process in RapidMiner.

Connect to Clio in RapidMiner as a JDBC Data Source

You can follow the procedure below to establish a JDBC connection to Clio:

1. Add a new database driver for Clio: Click Connections -> Manage Database Drivers.
2. In the resulting wizard, click the Add button and enter a name for the connection.
3. Enter the prefix for the JDBC URL:

   jdbc:api:
   

4. Enter the path to the cdata.jdbc.api.jar file, located in the lib subfolder of the installation directory.
5. Enter the driver class:

   cdata.jdbc.api.APIDriver
   

   👁 The JDBC driver configuration. (Salesforce is shown.)
   
6. Create a new Clio connection: Click Connections -> Manage Database Connections.
7. Enter a name for your connection.
8. For Database System, select the Clio driver you configured previously.
9. Enter your connection string in the Host box.

   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:

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

10. Enter your username and password if necessary. 👁 The connection to the JDBC data source. (Salesforce is shown.)
    

You can now use your Clio connection with the various RapidMiner operators in your process. To retrieve Clio data, drag the Retrieve operator from the Operators view. 👁 A Retrieve operation to select data. (Salesforce is shown.)
With the Retrieve operator selected, you can then define which table to retrieve in the Parameters view by clicking the folder icon next to the "repository entry." In the resulting Repository Browser, you can expand your connection node to select the desired example set.

Finally, wire the output to the Retrieve process to a result, and run the process to see the Clio data.