Replicate Multiple CData Connect AI Accounts

CData Sync is a standalone application designed to support a variety of replication scenarios, such as replicating both sandbox and production instances into your database. It includes a web-based interface that simplifies the management of multiple CData Connect AI connections. In this article, we demonstrate how to use the web app to replicate multiple CData Connect AI accounts into a single database.

Configure Replication Destinations

Using CData Sync, you can replicate data from CData Connect AI to any number of databases, both cloud-based and on-premises. In this example, we use SQLite as the replication destination to demonstrate the process. To add it as a destination, navigate to the Connections tab.

For each destination database:

1. Click Add Connection. 👁 Add a new connection.
   
2. Select the Destinations tab and locate the SQLite connector. 👁 Configure a Destination connection to SQLite.
   
3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the SQLite connector. For more information about installing new connectors, see Connections in the Help documentation.
4. To connect to SQLite, set the following connection properties:
   • Connection Name: Enter a connection name of your choice.
   • Data Source: Enter the path to the database. You can replicate to an existing database or to a new one. The application must have permission to access the database.
👁 Enter the connection details.

5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to SQLite and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

👁 Add a label.

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.

   👁 Configuring a Source connection (Salesforce is shown).
   
4. Click Connect to CData Connect AI to ensure that the connection is configured properly.
5. Click Save & Test to save the 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.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of CData Connect AI tables you wish to replicate into SQLite, and click Add Tasks again.

👁 Choose the account table 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 with the help of SQL queries. 👁 Configure a replication Transform.

The statement below caches and incrementally updates a table of CData Connect AI data:

REPLICATE Account;

You can specify a file containing the replication queries you want to use to update a particular database. Separate the replication statements with semicolons. The following options are useful when replicating multiple CData Connect AI accounts into the same database:

• Use a different table prefix in the REPLICATE SELECT statement:

  REPLICATE PROD_Account SELECT * FROM Account;
  

• Alternatively, use a different schema:

  REPLICATE PROD.Account SELECT * FROM Account;
  

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

👁 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 disparate on-premises, cloud-based, and other databases.

Run the Replication Job

Once all the required configurations are made for the job, select the CData Connect AI table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

👁 Run the job.

Free Trial & More Information

Now that you've seen how to replicate and configure multiple jobs to manage the replication of your CData Connect AI data to various on-premises, cloud-based, and other databases, visit our CData Sync page to learn more and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.