Integrate with live Lakebase Data in Jitterbit

Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect AI, Jitterbit gets access to live Lakebase data. This article demonstrates how to connect to Lakebase using Connect AI and integrate with live Lakebase data in Jitterbit.

CData Connect AI provides a pure OData interface for Lakebase, allowing you to query data from Lakebase without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Lakebase, leveraging server-side processing to return the requested Lakebase data quickly.

Configure Lakebase Connectivity for Jitterbit

To work with Lakebase data from Jitterbit, we need to connect to Lakebase from Connect AI, provide user access to the connection, and create a Workspace for the Lakebase data.

Connect to Lakebase from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Lakebase" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Lakebase. To connect to Databricks Lakebase, start by setting the following properties:
   • DatabricksInstance: The Databricks instance or server hostname, provided in the format instance-abcdef12-3456-7890-abcd-abcdef123456.database.cloud.databricks.com.
   • Server: The host name or IP address of the server hosting the Lakebase database.
   • Port (optional): The port of the server hosting the Lakebase database, set to 5432 by default.
   • Database (optional): The database to connect to after authenticating to the Lakebase Server, set to the authenticating user's default database by default.

   OAuth Client Authentication

   To authenicate using OAuth client credentials, you need to configure an OAuth client in your service principal. In short, you need to do the following:

   1. Create and configure a new service principal
   2. Assign permissions to the service principal
   3. Create an OAuth secret for the service principal

   For more information, refer to the Setting Up OAuthClient Authentication section in the Help documentation.

   OAuth PKCE Authentication

   To authenticate using the OAuth code type with PKCE (Proof Key for Code Exchange), set the following properties:

   • AuthScheme: OAuthPKCE.
   • User: The authenticating user's user ID.

   For more information, refer to the Help documentation.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Lakebase Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Lakebase Endpoints for Jitterbit

After connecting to Lakebase, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
   👁 Adding a new Workspace.
   
2. Click Add to add new assets to the Workspace.
3. Select the Lakebase connection (e.g. Lakebase1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
   
4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
   
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Lakebase data from Jitterbit.

Connect to Lakebase from Jitterbit using Connect AI

To establish a connection from Jitterbit to CData Connect AI using the OData protocol, follow these steps.

1. Log into Jitterbit.
2. Create a project in Cloud Studio and provide a workspace environment for it. 👁 Creating a new project in Jitterbit.
   
3. click Sources and enter OData in the search bar.
4. Select the OData connector.
5. Enter the OData connection properties.
• Connection Name: enter a connection name.
• OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
• Authentication: select Basic Auth.
• User Name: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
• Password: enter the PAT you generated on the Settings page.
👁 Configuring connectivity to the Connect AI OData endpoint.

6. Click Test to test the connection, and then click Save Changes.
7. Choose the operation you want to perform and drag it to the workflow in your project. 👁 Selecting the operation for the workflow.
   
8. Double-click the query operation to see all the tables and derived views available in your OData endpoint. 👁 Viewing the available endpoints.
   
9. Select a table and configure the query.

You can now transform and integrate live Lakebase data in Jitterbit.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Jitterbit, try CData Connect AI today!