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 PostgreSQL data. This article demonstrates how to connect to PostgreSQL using Connect AI and integrate with live PostgreSQL data in Jitterbit.
CData Connect AI provides a pure OData interface for PostgreSQL, allowing you to query data from PostgreSQL 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 PostgreSQL, leveraging server-side processing to return the requested PostgreSQL data quickly.
Configure PostgreSQL Connectivity for Jitterbit
To work with PostgreSQL data from Jitterbit, we need to connect to PostgreSQL from Connect AI, provide user access to
the connection, and create a Workspace for the PostgreSQL data.
Connect to PostgreSQL from Connect AI
CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.
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Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection
- Select "PostgreSQL" from the Add Connection panel
👁 Selecting a data source
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Enter the necessary authentication properties to connect to PostgreSQL.
To connect to PostgreSQL, set the Server, Port (the default port is 5432), and Database connection properties and set the User and Password you wish to use to authenticate to the server. If the Database property is not specified, the data provider connects to the user's default database.
SSH Connectivity for PostgreSQL
You can use SSH (Secure Shell) to authenticate with PostgreSQL, whether the instance is hosted on-premises or in supported cloud environments. SSH authentication ensures that access is encrypted (as compared to direct network connections).
SSH Connections to PostgreSQL in Password Auth Mode
To connect to PostgreSQL via SSH in Password Auth mode, set the following connection properties:
- User: PostgreSQL User name
- Password: PostgreSQL Password
- Database: PostgreSQL database name
- Server: PostgreSQL Server name
- Port: PostgreSQL port number like 3306
- UserSSH: "true"
- SSHAuthMode: "Password"
- SSHPort: SSH Port number
- SSHServer: SSH Server name
- SSHUser: SSH User name
- SSHPassword: SSH Password
SSH Connections to PostgreSQL in Public Key Auth Mode
To connect to PostgreSQL via SSH in Password Auth mode, set the following connection properties:
- User: PostgreSQL User name
- Password: PostgreSQL Password
- Database: PostgreSQL database name
- Server: PostgreSQL Server name
- Port: PostgreSQL port number like 3306
- UserSSH: "true"
- SSHAuthMode: "Public_Key"
- SSHPort: SSH Port number
- SSHServer: SSH Server name
- SSHUser: SSH User name
- SSHClientCret: the path for the public key certificate file
👁 Configuring a connection (Salesforce is shown)
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Click Save & Test
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Navigate to the Permissions tab in the Add PostgreSQL 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.
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Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
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On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
👁 Creating a new PAT
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The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure PostgreSQL Endpoints for Jitterbit
After connecting to PostgreSQL, create a workspace for your desired table(s).
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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.
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Click Add to add new assets to the Workspace.
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Select the PostgreSQL connection (e.g. PostgreSQL1) and click Next.
👁 Selecting an Asset (Salesforce is shown).
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Select the table(s) you wish to work with and click Confirm.
👁 Selecting Tables (Salesforce is shown).
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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 PostgreSQL data from Jitterbit.
Connect to PostgreSQL from Jitterbit using Connect AI
To establish a connection from Jitterbit to CData Connect AI using the OData protocol, follow these steps.
- Log into Jitterbit.
- Create a project in Cloud Studio and provide a workspace environment for it.
👁 Creating a new project in Jitterbit.
- click Sources and enter OData in the search bar.
- Select the OData connector.
- 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.
- Click Test to test the connection, and then click Save Changes.
- Choose the operation you want to perform and drag it to the workflow in your project.
👁 Selecting the operation for the workflow.
- Double-click the query operation to see all the tables and derived views available in your OData endpoint.
👁 Viewing the available endpoints.
- Select a table and configure the query.
You can now transform and integrate live PostgreSQL data in Jitterbit.
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