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URL: https://www.cdata.com/kb/tech/connectcloud-sync-csv.rst

⇱ Automated Continuous CData Connect AI Replication to Local Delimited Files


Automated Continuous CData Connect AI Replication to Local Delimited Files

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Sync for automated, continuous, customizable CData Connect AI replication to delimited files (CSV/TSV).

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live CData Connect AI data into local delimited files (CSV/TSV), allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure CSV/TSV as a Replication Destination

Using CData Sync, you can replicate CData Connect AI data to delimited files, like CSV or TSV. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select CSV as a destination. πŸ‘ Configure a Destination connection to CSV.
  3. Enter the necessary connection properties. To connect to a directory for storing delimited files, set the following:
    • Destination Folder: Set this location on the disk for the delimited files.
    • Include Column Headers: Set this to True for the first row in each file to represent the column names.
  4. Click Test Connection to ensure that the connection is configured properly. πŸ‘ Configure a Destination connection.
  5. Click Save Changes.

Configure the CData Connect AI Connection

You can configure a connection to CData Connect AI from the Connections tab. To add a connection to your CData Connect AI account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (CData Connect AI).
  3. Configure the connection properties.

    There are two ways to connect to Connect AI: OAuth authentication and Basic authentication.

    To connect to Connect AI using OAuth, set Auth Scheme to "OAuth." When the OAuth login page appears in your default web browser, log in to Connect AI to proceed.

    If you are unable to use browser-based OAuth authentication to connect to Connect AI, you can use Basic authentication. In this case, set Auth Scheme to "Basic,"" and then set the User and Personal Access Token for Connect AI.

    Connect to a Workspace

    To connect the JDBC client to a specific workspace, you specify the workspace name in the Advanced tab of the JDBC driver for Connect AI.

    πŸ‘ Configuring a Source connection (Salesforce is shown).
  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

πŸ‘ Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

πŸ‘ Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication. πŸ‘ Configure a replication Transform.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

πŸ‘ Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your CData Connect AI data to delimited files.