Use the CData JDBC Driver for PingOne in MicroStrategy

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData JDBC Driver for PingOne, you gain database-like access to live PingOne data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a database instance for PingOne in MicroStrategy Developer and create a Warehouse Catalog for the PingOne data.

The CData JDBC Driver offers unmatched performance for interacting with live PingOne data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to PingOne, the driver pushes supported SQL operations, like filters and aggregations, directly to PingOne and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze PingOne data using native MicroStrategy data types.

Connect to PingOne in MicroStrategy Developer

You can connect to PingOne in MicroStrategy Developer by adding a database instance based on the CData JDBC Driver for PingOne.^* Before you begin, you will need to install the JDBC Driver for PingOne on the machine hosting the MicroStrategy Intelligence Server that your instance of MicroStrategy Developer is connected to.

1. Open MicroStrategy Developer and select a Project Source.
2. Navigate to Administration -> Configuration Managers -> Database Instances and right-click to add a new instance. 👁 Create a new Database Instance
   
3. Name the instance, select Generic DBMS as the database connection type, and create a new database connection. 👁 Create a new database connection.
   
4. In the database connection wizard, name the connection and create a new Database Login name, setting the user and password for PingOne. 👁 Create a new database login.
   
5. On the Advanced tab for the connection wizard, set the additional connection string parameters as follows.
   • Add the JDBC keyword to the connection string.
   • Set MSTR_JDBC_JAR_FOLDER to the path of the directory containing the JAR file for the JDBC driver. (C:\Program Files\CData JDBC Driver for PingOne\lib\ on Windows.)
   • Set DRIVER to cdata.jdbc.pingone.PingOneDriver, the driver class.
   • Set URL to the JDBC URL for the PingOne driver, which contains the necessary connection properties.

     To connect to PingOne, configure these properties:

     • : The region where the data for your PingOne organization is being hosted.
     • : The type of authentication to use when connecting to PingOne.
     • Either (required when using the default PingOne domain) or , configured as described below.

     Configuring WorkerAppEnvironmentId

     is the ID of the PingOne environment in which your Worker application resides. This parameter is used only when the environment is using the default PingOne domain (auth.pingone). It is configured after you have created the custom OAuth application you will use to authenticate to PingOne, as described in Creating a Custom OAuth Application in the Help documentation.

     First, find the value for this property:

     1. From the home page of your PingOne organization, move to the navigation sidebar and click Environments.
     2. Find the environment in which you have created your custom OAuth/Worker application (usually Administrators), and click Manage Environment. The environment's home page displays.
     3. In the environment's home page navigation sidebar, click Applications.
     4. Find your OAuth or Worker application details in the list.
     5. Copy the value in the Environment ID field. It should look similar to:
        

        WorkerAppEnvironmentId='11e96fc7-aa4d-4a60-8196-9acf91424eca'

     Now set to the value of the Environment ID field.

     Configuring AuthorizationServerURL

     is the base URL of the PingOne authorization server for the environment where your application is located. This property is only used when you have set up a custom domain for the environment, as described in the PingOne platform API documentation. See Custom Domains.

     Authenticating to PingOne with OAuth

     PingOne supports both OAuth and OAuthClient authentication. In addition to performing the configuration steps described above, there are two more steps to complete to support OAuth or OAuthCliet authentication:

     • Create and configure a custom OAuth application, as described in Creating a Custom OAuth Application in the Help documentation.
     • To ensure that the driver can access the entities in Data Model, confirm that you have configured the correct roles for the admin user/worker application you will be using, as described in Administrator Roles in the Help documentation.
     • Set the appropriate properties for the authscheme and authflow of your choice, as described in the following subsections.

     OAuth (Authorization Code grant)

     Set to OAuth.

     Desktop Applications

     Get and Refresh the OAuth Access Token

     After setting the following, you are ready to connect:

     • : GETANDREFRESH. To avoid the need to repeat the OAuth exchange and manually setting the each time you connect, use .
     • : The Client ID you obtained when you created your custom OAuth application.
     • : The Client Secret you obtained when you created your custom OAuth application.
     • : The redirect URI you defined when you registered your custom OAuth application. For example: https://localhost:3333

     When you connect, the driver opens PingOne's OAuth endpoint in your default browser. Log in and grant permissions to the application. The driver then completes the OAuth process:

     1. The driver obtains an access token from PingOne and uses it to request data.
     2. The OAuth values are saved in the location specified in , to be persisted across connections.

     The driver refreshes the access token automatically when it expires.

     For other OAuth methods, including Web Applications, Headless Machines, or Client Credentials Grant, refer to the Help documentation.

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.pingone.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.)
     

     When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   Typical additional connection string properties follow:

   JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.pingone.PingOneDriver;URL={jdbc:pingone:AuthScheme=OAuth;WorkerAppEnvironmentId=eebc33a8-xxxx-4f3a-yyyy-d3e5262fd49e;Region=NA;OAuthClientId=client_id;OAuthClientSecret=client_secret;InitiateOAuth=GETANDREFRESH;};
   

   👁 Configuring the connection to PingOne data using JDBC.
   
6. Ensure that you have not selected an ODBC data source (this will trigger MicroStrategy to use the additional connection string parameters to build the database instance) and click OK.
7. Click OK to close the database instance wizard.
8. In the Project Source, right-click the project and open the Project configuration.
9. Navigate to Database Instances, select the newly created database instance, and click OK. 👁 Adding the new database instance to the project.
   
10. Close MicroStrategy Developer and restart the connected MicroStrategy Intelligence Server to complete the database instance creation.

With the database instance configured, you will now be able to connect to PingOne data from the Warehouse Catalog and Data Import.

Connect to PingOne Data from the Warehouse Catalog

Once you have created a database instance based on the JDBC Driver for PingOne, you can connect to data from the Warehouse Catalog.

1. Select your project and click Schema -> Warehouse Catalog. 👁 Creating the Warehouse Catalog
   
2. In the Read Settings for the Catalog, click Settings and set the queries to retrieve the schema:
   • To retrieve the list of tables, use the following query:

     SELECT 
      * 
     FROM 
      SYS_TABLES
      

   • To retrieve the list of columns for selected tables, use the following query:

     SELECT DISTINCT 
      CatalogName NAME_SPACE, 
      TableName TAB_NAME, 
      ColumnName COL_NAME, 
      DataTypeName DATA_TYPE, 
      Length DATA_LEN, 
      NumericPrecision DATA_PREC, 
      NumericScale DATA_SCALE 
     FROM 
      SYS_TABLECOLUMNS 
     WHERE 
      TableName IN (#TABLE_LIST#) 
     ORDER BY
      1,2,3
      

   👁 Custom metadata queries.
   
3. Select tables to be used in the project. 👁 Selecting tables to be used in the project.
   

Using the CData JDBC Driver for PingOne in MicroStrategy, you can easily create robust visualizations and reports on PingOne data. Read our other articles on connecting to PingOne in MictroStrategy Web and connecting to PingOne in MicroStrategy Desktop for more information.

Note: Connecting using a JDBC Driver requires a 3- or 4-Tier Architecture.