Create Informatica Mappings From/To a JDBC Data Source for Tableau CRM Analytics

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC Driver for Tableau CRM Analytics, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Tableau CRM Analytics data in Informatica PowerCenter.

Deploy the Driver

To deploy the driver to the Informatica PowerCenter server, copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, to the following folder: Informatica-installation-directory\services\shared\jars\thirdparty.

To work with Tableau CRM Analytics data in the Developer tool, you will need to copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, into the following folders:

• Informatica-installation-directory\client\externaljdbcjars
• Informatica-installation-directory\externaljdbcjars

Create the JDBC Connection

Follow the steps below to connect from Informatica Developer:

1. In the Connection Explorer pane, right-click your domain and click Create a Connection.
2. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select JDBC.
3. In the JDBC Driver Class Name property, enter:

   cdata.jdbc.tableaucrm.TableauCRMDriver

4. In the Connection String property, enter the JDBC URL, using the connection properties for Tableau CRM Analytics.

   Tableau CRM Analytics uses the OAuth 2 authentication standard. Obtain the OAuthClientId and OAuthClientSecret by registering an app with Tableau CRM Analytics.

   See the Getting Started section of the Help documentation for an authentication guide.

   Multi-Factor Authentication (MFA)

   If the connected Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies alongside the standard OAuth flow.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.tableaucrm.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.)
   

   A typical connection string is below:

   jdbc:tableaucrm:OAuthClientId=MyConsumerKey;OAuthClientSecret=MyConsumerSecret;CallbackURL=http://localhost:portNumber;InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode

Browse Tableau CRM Analytics Tables

After you have added the driver JAR to the classpath and created a JDBC connection, you can now access Tableau CRM Analytics entities in Informatica. Follow the steps below to connect to Tableau CRM Analytics and browse Tableau CRM Analytics tables:

1. Connect to your repository.
2. In the Connection Explorer, right-click the connection and click Connect.
3. Clear the Show Default Schema Only option. 👁 The driver models Tableau CRM Analytics entities as relational tables. (Salesforce is shown.)
   

You can now browse Tableau CRM Analytics tables in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create Tableau CRM Analytics Data Objects

Follow the steps below to add Tableau CRM Analytics tables to your project:

1. Select tables in Tableau CRM Analytics, then right-click a table in Tableau CRM Analytics, and click Add to Project.
2. In the resulting dialog, select the option to create a data object for each resource.
3. In the Select Location dialog, select your project.

   Create a Mapping

   Follow the steps below to add the Tableau CRM Analytics source to a mapping:

   1. In the Object Explorer, right-click your project and then click New -> Mapping.
   2. Expand the node for the Tableau CRM Analytics connection and then drag the data object for the table onto the editor.
   3. In the dialog that appears, select the Read option.
   👁 The source Tableau CRM Analytics table in the mapping. (Salesforce is shown.)
   

   Follow the steps below to map Tableau CRM Analytics columns to a flat file:

   1. In the Object Explorer, right-click your project and then click New -> Data Object.
   2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
   3. In the properties for the Tableau CRM Analytics object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
   4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
   5. Click and drag to connect columns.

   To transfer Tableau CRM Analytics data, right-click in the workspace and then click Run Mapping.

   👁 The completed mapping. (Salesforce is shown.)