Enabling SSIS in Visual Studio 2022

If you're using Visual Studio 2022, you will need to install the SQL Server Integration Services Projects extension to use SSIS.

1. Navigate to Extensions > Manage Extensions.
2. In the Manage Extensions window's search box, search for "SQL Server Integration Services Projects 2022" and select the extension in the list.
3. Click Download.
4. Close Visual Studio and run the downloaded Microsoft.DataTools.IntegrationServices.exe installer. Proceed through the installer with default settings.
5. Open Visual Studio. There should now be an "Integration Services Project" project template available.

Adding the Kintone Connection Manager

Create a new connection manager as follows:

1. Create a Visual Studio project with the "Integration Services Project" template.
2. In the project, right-click within the Connection Managers window and select New Connection from the menu.
3. In the Description column, select CData Kintone Connection Manager and click Add...
4. Configure the component as described in the next section.

Alternatively, if you have an existing project and CData Kintone Source or CData Kintone Destination:

1. Right-click your CData Kintone source or destination component in your data flow
2. Select Edit... to open an editor window.
3. Click the New... button next to the Connection manager: dropdown selector to create a connection manager.
4. Configure the component as described in the next section.

Connecting to Kintone

In addition to the authentication values, set the following parameters to connect to and retrieve data from Kintone:

• Url: The URL of your account.
• GuestSpaceId: Optional. Set this when using a guest space.

Authenticating to Kintone

Kintone supports the following authentication methods.

Password Authentication

You must set the following to authenticate to Kintone:

• User: The username of your account.
• Password: The password of your account.
• AuthScheme: Set AuthScheme to Password.

API Token

You must set the following to authenticate to Kintone:

• APIToken: The API Token.

  To generate an API token access the specific app and click on the cog wheel. Proceed to App Settings tab > API Token. Click on the Generate button, an API token will be generated. You can also specify multiple comma-seperated APITokens.

• AppId: The Application Ids.

  The AppId is the number of that specific app in the sequence under Apps in Kintone UI dashboard. You can also specify multiple comma-seperated AppIds.

• AuthScheme: Set AuthScheme to APIToken.

Additional Security

In addition to the mentioned authentication schemese, Kintone offers additional security in the form of both an additional Basic Auth header, and an SSL Certificate.

Using Client SSL

In addition to your authentication information, Kintone may be configured to require an SSL certificate to accept requests. To do so, set the following:

• SSLClientCert: The file containing the certificate of the SSL Cert. Or alternatively, the name of the certificate store for the client certificate.
• SSLClientCertType: The type of certificate.
• SSLClientCertSubject: (Optional) If searching for a certificate in the certificate store, the store is searched for subjects containing the value of the property.
• SSLClientCertPassword: If the certificate store is of a type that requires a password, this property is used to specify that password to open the certificate store.

Basic

Kintone environments using basic authentication will need to pass additional basic credentials. To do so, specify the following:

• BasicAuthUser: The basic login name.
• BasicAuthPassword: The basic password.

OAuth Authentication

If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. To enable this authentication from all OAuth flows, you must set AuthScheme to OAuth and create a custom OAuth application.

Note: OAuth authentication does not support cursor API. OAuth is not recommended for retrieving more than 10k rows.

The following subsections describe how to authenticate to Kintone from three common authentication flows. For information about how to create a custom OAuth application, see Creating a Custom OAuth Application. For a complete list of connection string properties available in Kintone, see Connection.

Desktop Applications

To authenticate with the credentials for a custom OAuth application, you must get and refresh the OAuth access token. After you do that, you are ready to connect.

Get and refresh the OAuth access token:

• InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
• OAuthClientId: The client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret: The client secret that was assigned when you registered your custom OAuth application.
• CallbackURL: The redirect URI that was defined when you registered your custom OAuth application.
• UseCursor: false.

When you connect, the component opens Kintone's OAuth endpoint in your default browser. Log in and grant permissions to the application.

After you grant permissions to the application, the component completes the OAuth process:

1. The component obtains an access token from Kintone and uses it to request data.
2. The OAuth values are saved in the path specified in OAuthSettingsLocation. These values persist across connections.

When the access token expires, the component refreshes it automatically.

Automatic refresh of the OAuth access token:

To have the component automatically refresh the OAuth access token:

1. Before connecting to data for the first time, set these connection parameters:
   • InitiateOAuth: REFRESH.
   • OAuthClientId: The client Id in your custom OAuth application settings.
   • OAuthClientSecret: The client secret in your custom OAuth application settings.
   • OAuthAccessToken: The access token returned by GetOAuthAccessToken.
   • OAuthSettingsLocation: The path where you want the component to save the OAuth values, which persist across connections.
   • UseCursor: false.
2. On subsequent data connections, set:
   • InitiateOAuth
   • OAuthSettingsLocation

Manual refresh of the OAuth access token:

The only value needed to manually refresh the OAuth access token is the OAuth refresh token.

1. To manually refresh the OAuthAccessToken after the ExpiresIn period (returned by GetOAuthAccessToken) has elapsed, call the RefreshOAuthAccessToken stored procedure.
2. Set these connection properties:
   • OAuthClientId: The Client Id in your custom OAuth application settings.
   • OAuthClientSecret: The Client Secret in your custom OAuth application settings.

3. Call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken.
4. After the new tokens have been retrieved, set the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken. This opens a new connection.

Store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

Headless Machines

If you need to log in to a resource that resides on a headless machine, you must authenticate on another device that has an internet browser. You can do this in either of the following ways:

• Option 1: Obtain the OAuthVerifier value.
• Option 2: Install the component on a machine with an internet browser and transfer the OAuth authentication values after you authenticate through the usual browser-based flow.

After you execute either Option 1 or Option 2, configure the driver to automatically refresh the access token on the headless machine.

Option 1: Obtaining and Exchanging a Verifier Code

To obtain a verifier code, you must authenticate at the OAuth authorization URL as follows:

1. Authenticate from the machine with an internet browser, and obtain the OAuthVerifier connection property.

   Set these properties:

   • InitiateOAuth: OFF.
   • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.

2. Call the GetOAuthAuthorizationURL stored procedure. The stored procedure returns the CallbackURL established when the custom OAuth application was registered. (See Creating a Custom OAuth Application.)

   Copy this URL and paste it into a new browser tab.

3. Log in and grant permissions to the component. The OAuth application redirects you the redirect URI, with a parameter called code appended. Note the value of this parameter; you will need it later, to configure the OAuthVerifier connection property.

4. Exchange the OAuth verifier code for OAuth refresh and access tokens. On the headless machine, to obtain the OAuth authentication values, set these properties:

   • InitiateOAuth: REFRESH.
   • OAuthVerifier: The noted verifier code (the value of the code parameter in the redirect URI).
   • OAuthSettingsLocation: Persist the encrypted OAuth authentication values to the specified file.
   • OAuthClientId: The client Id in your custom OAuth application settings.
   • OAuthClientSecret: The client secret in the custom OAuth application settings.
   • UseCursor: false.

5. Test the connection to generate the OAuth settings file.

6. You are ready to connect after you re-set these properties:

   • InitiateOAuth: REFRESH.
   • OAuthSettingsLocation: The file containing the encrypted OAuth authentication values. To enable the automatic refreshing of the access token, be sure that this file gives read and write permissions to the component.
   • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
   • UseCursor: false.

Option 2: Transferring OAuth Settings

Prior to connecting on a headless machine, you must install and create a connection with the driver on a device that supports an internet browser. Set the connection properties as described above in "Desktop Applications".

After completing the instructions in "Desktop Applications", the resulting authentication values are encrypted and written to the path specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.

Test the connection to generate the OAuth settings file, then copy the OAuth settings file to your headless machine.

To connect to data via the headless machine, set these connection properties:

• InitiateOAuth: REFRESH
• OAuthSettingsLocation: The path to the OAuth settings file you copied from the machine with the browser. To enable automatic refreshing of the access token, ensure that this file gives read and write permissions to the component.
• OAuthClientId: The client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
• UseCursor: false.