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URL: https://www.cdata.com/kb/tech/placid-ssis-task-import-2008.rst

โ‡ฑ Build Data Flows from Placid to SQL Server using SSIS


Build Data Flows from Placid to SQL Server using SSIS

๐Ÿ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily back up Placid data to SQL Server using the SSIS components for Placid.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Placid inside of a SQL Server SSIS workflow to transfer Placid data into a Microsoft SQL Server database.

Add the Components

To get started, add a new Placid source and SQL Server ADO.NET destination to a new data flow task.

๐Ÿ‘ The Data Flow task used in this example. (Salesforce is shown.)

Create a New Connection Manager

Follow the steps below to save Placid connection properties in a connection manager.

  1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select API. The CData Placid Connection Manager is displayed.
  3. Configure connection properties.

    Placid uses API Key authentication to control access to the API. API tokens are project-specific and can be obtained from your project settings on placid.app.

    Using API Key Authentication

    To obtain your API key, log in to placid.app, navigate to your project, open the project settings, and generate an API token from the API section. Note that each API token is scoped to a specific project.

    After setting the following connection properties, you are ready to connect:

    • AuthScheme: Set this to APIKey.
    • APIKey: Set this to your Placid project API token.

    Example connection string:

    Profile=C:\profiles\Placid.apip;AuthScheme=APIKey;ProfileSettings='APIKey=your_project_api_token';
    
    ๐Ÿ‘ Configuring a connection (Salesforce is shown).

Configure the Placid Source

Follow the steps below to specify the query to be used to extract Placid data.

  1. Double-click the Placid source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. For example:
    SELECT , FROM Collections WHERE = ''
    
    ๐Ÿ‘ The SQL query to retrieve records. (Salesforce is shown.)
  4. Close the Placid Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Placid data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen. ๐Ÿ‘ The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Placid data.

๐Ÿ‘ The completed import. (Salesforce is shown.)