Manage Planio Data in DBArtisan as a JDBC Source

The CData JDBC Driver for Planio seamlessly integrates Planio data into database management tools like DBArtisan by enabling you to access Planio data as a database. This article shows how to create a JDBC source for Planio in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate Planio Data into DBArtisan Projects

Follow the steps below to register Planio data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic JDBC.
3. Click Manage.
4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory. 👁 The JDBC driver definition in the Register Datasource wizard. (Salesforce is shown.)
   
5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL.

   Start by setting the Profile connection property to the location of the Planio Profile on disk (e.g. C:\profiles\Planio.apip). Next, set the ProfileSettings connection property to the connection string for Planio (see below).

   Planio API Profile Settings

   Enable the REST API in Planio Administration Settings, then go to My Account > API Access Key and click Show to reveal your API key. Your subdomain is the prefix of your Planio account URL.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.api.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Required JDBC connection properties in the Register Datasource wizard. (Salesforce is shown.)
   

   Below is a typical connection string:

   jdbc:api:Profile=C:\profiles\Planio.apip;ProfileSettings='APIKey=your_api_key;Subdomain=your_subdomain';

6. Finish the wizard to connect to Planio data. Planio entities are displayed in the Datasource Explorer.

You can now work with Planio data as you work with any other database. See the driver help documentation for more information on the queries supported by the Planio API.