Process & Analyze Vault CRM Data in Databricks (AWS)

Databricks is a cloud-based service that provides data processing capabilities through Apache Spark. When paired with the CData JDBC Driver, customers can use Databricks to perform data engineering and data science on live Vault CRM data. This article explains how to host the CData JDBC Driver in AWS, as well as connect to and process live Vault CRM data in Databricks.

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

Install the CData JDBC Driver in Databricks

To work with live Vault CRM data in Databricks, install the driver on your Databricks cluster.

1. Navigate to your Databricks administration screen and select the target cluster.
2. On the Libraries tab, click "Install New."
3. Select "Upload" as the Library Source and "Jar" as the Library Type.
4. Upload the JDBC JAR file (cdata.jdbc.vaultcrm.jar) from the installation location (typically C:\Program Files\CData[product_name]\lib).

👁 Loading the JDBC JAR File into AWS

Access Vault CRM Data in your Notebook: Python

With the JAR file installed, we are ready to work with live Vault CRM data in Databricks. Start by creating a new notebook in your workspace. Name the notebook, select Python as the language (though Scala is available as well), and choose the cluster where you installed the JDBC driver. When the notebook launches, we can configure the connection, query Vault CRM, and create a basic report.

Configure the Connection to Vault CRM

Connect to Vault CRM by referencing the JDBC Driver class and constructing a connection string to use in the JDBC URL. Additionally, you will need to set the property in the JDBC URL (unless you are using a Beta driver). You can view the licensing file included in the installation for information on how to set this property.

Step 1: Connection Information

driver = "cdata.jdbc.vaultcrm.VaultCRMDriver"
url = "jdbc:vaultcrm:RTK=5246...;User=myuser;Password=mypassword;Server=localhost;Database=mydatabase;"

Built-in Connection String Designer

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

java -jar cdata.jdbc.vaultcrm.jar

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

You are ready to connect after specifying the following connection properties:

• Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
• User: The username you use to login to your account.
• Password: The password you use to login to your account.

👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)

Load Vault CRM Data

Once you configure the connection, you can load Vault CRM data as a dataframe using the CData JDBC Driver and the connection information.

Step 2: Reading the data

remote_table = spark.read.format ( "jdbc" ) \
	.option ( "driver" , driver) \
	.option ( "url" , url) \
	.option ( "dbtable" , "NorthwindProducts") \
	.load ()

Display Vault CRM Data

Check the loaded Vault CRM data by calling the display function.

Step 3: Checking the result

display (remote_table.select ("ProductId"))

👁 Displaying Vault CRM Data

Analyze Vault CRM Data in Databricks

If you want to process data with Databricks SparkSQL, register the loaded data as a Temp View.

Step 4: Create a view or table

remote_table.createOrReplaceTempView ( "SAMPLE_VIEW" )

With the Temp View created, you can use SparkSQL to retrieve the Vault CRM data for reporting, visualization, and analysis.

% sql

SELECT ProductId, ProductName FROM SAMPLE_VIEW ORDER BY ProductName DESC LIMIT 5

👁 Displaying Vault CRM Data

The data from Vault CRM is only available in the target notebook. If you want to use it with other users, save it as a table.

remote_table.write.format ( "parquet" ) .saveAsTable ( "SAMPLE_TABLE" )

Download a free, 30-day trial of the CData JDBC Driver for Vault CRM and start working with your live Vault CRM data in Databricks. Reach out to our Support Team if you have any questions.