ETL Marketo in Oracle Data Integrator

Leverage existing skills by using the JDBC standard to read and write to Marketo: Through drop-in integration into ETL tools like Oracle Data Integrator (ODI), the CData JDBC Driver for Marketo connects real-time Marketo data to your data warehouse, business intelligence, and Big Data technologies.

JDBC connectivity enables you to work with Marketo just as you would any other database in ODI. As with an RDBMS, you can use the driver to connect directly to the Marketo APIs in real time instead of working with flat files.

This article covers a JDBC-based ETL -- Marketo to Oracle. After reverse engineering a data model of Marketo entities, you will create a mapping and select a data loading strategy -- since the driver supports SQL-92, this last step can easily be accomplished by selecting the built-in SQL to SQL Loading Knowledge Module.

Install the Driver

To install the driver, copy the driver JAR (cdata.jdbc.marketo.jar) and .lic file (cdata.jdbc.marketo.lic), located in the installation folder, into the ODI appropriate directory:

• UNIX/Linux without Agent: ~/.odi/oracledi/userlib
• UNIX/Linux with Agent: ~/.odi/oracledi/userlib and $ODI_HOME/odi/agent/lib
• Windows without Agent: %APPDATA%\Roaming\odi\oracledi\userlib
• Windows with Agent: %APPDATA%\odi\oracledi\userlib and %APPDATA%\odi\agent\lib

Restart ODI to complete the installation.

Reverse Engineer a Model

Reverse engineering the model retrieves metadata about the driver's relational view of Marketo data. After reverse engineering, you can query real-time Marketo data and create mappings based on Marketo tables.

1. In ODI, connect to your repository and click New -> Model and Topology Objects. 👁 Create a New Model
   
2. On the Model screen of the resulting dialog, enter the following information:
   • Name: Enter Marketo.
   • Technology: Select Generic SQL (for ODI Version 12.2+, select Microsoft SQL Server).
   • Logical Schema: Enter Marketo.
   • Context: Select Global.
   👁 Configuring the Model
   
3. On the Data Server screen of the resulting dialog, enter the following information:
   • Name: Enter Marketo.
   • Driver List: Select Oracle JDBC Driver.
   • Driver: Enter cdata.jdbc.marketo.MarketoDriver
   • URL: Enter the JDBC URL containing the connection string.

     Both the REST and SOAP APIs are supported and can be chosen by using the Schema property.

     For the REST API: The OAuthClientId, OAuthClientSecret, and RESTEndpoint properties, under the OAuth and REST Connection sections, must be set to valid Marketo user credentials.

     For the SOAP API: The UserId, EncryptionKey, and SOAPEndpoint properties, under the SOAP Connection section, must be set to valid Marketo user credentials.

     See the "Getting Started" chapter of the help documentation for a guide to obtaining these values.

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.marketo.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.)
     

     Below is a typical connection string:

     jdbc:marketo:Schema=REST;RESTEndpoint=https://311-IFS-929.mktorest.com/rest;OAuthClientId=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;
     

   👁 Configuring the Data Server
   
4. On the Physical Schema screen, enter the following information:
   • Name: Select from the Drop Down menu.
   • Database (Catalog): Enter CData.
   • Owner (Schema): If you select a Schema for Marketo, enter the Schema selected, otherwise enter Marketo.
   • Database (Work Catalog): Enter CData.
   • Owner (Work Schema): If you select a Schema for Marketo, enter the Schema selected, otherwise enter Marketo.
   👁 Configuring the Physical Schema
   
5. In the opened model click Reverse Engineer to retrieve the metadata for Marketo tables. 👁 Reverse Engineer the Model
   

Edit and Save Marketo Data

After reverse engineering you can now work with Marketo data in ODI. To edit and save Marketo data, expand the Models accordion in the Designer navigator, right-click a table, and click Data. Click Refresh to pick up any changes to the data. Click Save Changes when you are finished making changes. 👁 Viewing the data.

Create an ETL Project

Follow the steps below to create an ETL from Marketo. You will load Leads entities into the sample data warehouse included in the ODI Getting Started VM.

1. Open SQL Developer and connect to your Oracle database. Right-click the node for your database in the Connections pane and click new SQL Worksheet.

   Alternatively you can use SQLPlus. From a command prompt enter the following:

   sqlplus / as sysdba
   

2. Enter the following query to create a new target table in the sample data warehouse, which is in the ODI_DEMO schema. The following query defines a few columns that match the Leads table in Marketo:

   CREATE TABLE ODI_DEMO.TRG_LEADS (ANNUALREVENUE NUMBER(20,0),Email VARCHAR2(255));
   

3. In ODI expand the Models accordion in the Designer navigator and double-click the Sales Administration node in the ODI_DEMO folder. The model is opened in the Model Editor.
4. Click Reverse Engineer. The TRG_LEADS table is added to the model.
5. Right-click the Mappings node in your project and click New Mapping. Enter a name for the mapping and clear the Create Empty Dataset option. The Mapping Editor is displayed.
6. Drag the TRG_LEADS table from the Sales Administration model onto the mapping.
7. Drag the Leads table from the Marketo model onto the mapping.
8. Click the source connector point and drag to the target connector point. The Attribute Matching dialog is displayed. For this example, use the default options. The target expressions are then displayed in the properties for the target columns.
9. Open the Physical tab of the Mapping Editor and click LEADS_AP in TARGET_GROUP.
10. In the LEADS_AP properties, select LKM SQL to SQL (Built-In) on the Loading Knowledge Module tab. 👁 SQL-based access to Marketo enables you to use standard database-to-database knowledge modules.
    

You can then run the mapping to load Marketo data into Oracle.