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

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC Driver for DocuSign, 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 DocuSign 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 DocuSign 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.docusign.DocuSignDriver

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

   To connect to DocuSign, set the following connection properties:

   • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
   • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

   Authenticating to DocuSign

   DocuSign uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.docusign.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:docusign:OAuthClientId=MyClientId; OAuthClientSecret=MyClientSecret; 
   CallbackURL=http://localhost:33333;
   

Browse DocuSign Tables

After you have added the driver JAR to the classpath and created a JDBC connection, you can now access DocuSign entities in Informatica. Follow the steps below to connect to DocuSign and browse DocuSign 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 DocuSign entities as relational tables. (Salesforce is shown.)
   

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

Create DocuSign Data Objects

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

1. Select tables in DocuSign, then right-click a table in DocuSign, 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 DocuSign source to a mapping:

   1. In the Object Explorer, right-click your project and then click New -> Mapping.
   2. Expand the node for the DocuSign 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 DocuSign table in the mapping. (Salesforce is shown.)
   

   Follow the steps below to map DocuSign 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 DocuSign 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 DocuSign data, right-click in the workspace and then click Run Mapping.

   👁 The completed mapping. (Salesforce is shown.)