Power BI Connector for Certinia

Build 24.0.9060

Creating the Data Source Name

This section describes how to edit the DSN configuration and then authenticate and connect to Certinia APIs.

DSN Configuration

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the installation process creates a both a user DSN and a system DSN, as described in Installing the Connector.

Note: The connector stores connection information in the Windows registry. To ensure that the connector can write to the registry, either run Power BI as an administrator or use a User DSN for your connection instead of a System DSN.

User DSN

Complete the following steps to edit the DSN configuration:

  1. Select Start > Search, and enter ODBC Data Sources in the Search box.
  2. Choose the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit).
  3. Select the system data source and click Configure.
  4. Edit the information on the Connection tab and click OK.

System DSN

Configure the system DSN the same way as the user DSN, except you will need to switch to the System DSN tab before performing Step 3.

If you're using Power BI's On-Premises Data Gateway with Standard mode, you must use the system DSN.

You must also specify a valid location for OAuthSettingsLocation (a path where OAuth credentials are locally stored to avoid repeated OAuth prompts).

This is because the Standard mode runs on service mode and can only access permitted locations, such as C:\Windows\ServiceProfiles\PBIEgwService\AppData\Local\Microsoft\On-premises data gateway.

Connecting to Certinia APIs

By default, the connector connects to production environments. Set UseSandbox to true to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

Authenticating to Certinia

The following authentication methods available for connecting to Certinia:

  • login credentials
  • SSO
  • OAuth

Login and Token

Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

To disable the security token:

  1. Log in to FinancialForce and enter Network Access in the Quick Find box in the setup section.
  2. Add your IP address to the list of trusted IP addresses.

To obtain the security token:

  1. Open the personal information page on FinancialForce.com.
  2. Click the link to reset your security token. The token will be emailed to you.
  3. Specify the security token in the SecurityToken connection property or append it to the Password.

OAuth

In all OAuth flows, you must set AuthScheme to OAuth. The following sections assume that you have done so.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating an Azure AD Application for information about creating custom applications and reasons for doing so.

For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.

After setting the following connection properties, you are ready to connect:

  • OAuthClientId: (custom applications only) Set this to the client Id in your application settings.
  • OAuthClientSecret: (custom applications only) Set this to the client secret in your application settings.
  • CallbackURL: Set this to the Redirect URL in your application settings.

When you connect the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application.

Headless Machines

To configure the driver to use OAuth with a user account on a headless machine, you need to authenticate on another device that has an internet browser.

  1. Choose one of these two options:

    • Option 1: Obtain the OAuthVerifier value as described in "Obtain and Exchange a Verifier Code" below.
    • Option 2: Install the connector on another machine and transfer the OAuth authentication values after you authenticate through the usual browser-based flow, as described in "Transfer OAuth Settings" below.

  2. Then configure the connector to automatically refresh the access token from the headless machine.

Option 1: Obtain and Exchange a Verifier Code

To obtain a verifier code, you must authenticate at the OAuth authorization URL.

Follow the steps below to authenticate from the machine with an internet browser and obtain the OAuthVerifier connection property.

  1. Choose one of these options:

    • If you are using the Embedded OAuth Application click Certinia OAuth endpoint to open the endpoint in your browser.
    • If you are using a custom OAuth application, create the Authorization URL by setting the following properties:
      • InitiateOAuth: Set to OFF.
      • OAuthClientId: Set to the client Id assigned when you registered your application.
      • OAuthClientSecret: Set to the client secret assigned when you registered your application.
      Then call the GetOAuthAuthorizationUrl stored procedure with the appropriate CallbackURL. Open the URL returned by the stored procedure in a browser.

  2. Log in and grant permissions to the connector. You are then redirected to the callback URL, which contains the verifier code.
  3. Save the value of the verifier code. Later you will set this in the OAuthVerifier connection property.
Next, you need to exchange the OAuth verifier code for OAuth refresh and access tokens. Set the following properties:

On the headless machine, set the following connection properties to obtain the OAuth authentication values:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthVerifier: Set this to the verifier code.
  • OAuthClientId: (custom applications only) Set this to the client Id in your custom OAuth application settings.
  • OAuthClientSecret: (custom applications only) Set this to the client secret in the custom OAuth application settings.
  • OAuthSettingsLocation: Set this to the location of the file where the driver saves the OAuth token values that persist across connections.

After the OAuth settings file is generated, you need to re-set the following properties to connect:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
  • OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
  • OAuthSettingsLocation: Set this to the location containing the encrypted OAuth authentication values. Make sure this location grants read and write permissions to the connector to enable the automatic refreshing of the access token.

Option 2: Transfer OAuth Settings

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

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

Once you have successfully tested the connection, copy the OAuth settings file to your headless machine.

On the headless machine, set the following connection properties to connect to data:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
  • OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
  • OAuthSettingsLocation: Set this to the location of your OAuth settings file. Make sure this location gives read and write permissions to the connector to enable the automatic refreshing of the access token.

OAuth Password Grant

Follow these steps to set up the Password Grant option:

  1. Set the AuthScheme to OAuthPassword to perform authentication with the password grant type.
  2. Set all the properties specified in either the web or desktop authentication sections above.
  3. Set the User and Password to your login credentials, as well as the SecurityToken if required.

Azure AD

This configuration requires two separate Azure AD applications:

  • The "Certinia" application used for single sign-on, and
  • A custom OAuth application with user_impersonation permission on the "Certinia" application. (See Creating a Custom OAuth App.)

To connect to Azure AD, set the AuthScheme to AzureAD, and set these properties:

  • SSOExchangeUrl: The Salesforce OAuth 2.0 token endpoint for the identity provider. This can be found in the Salesforce account settings by navigating to Administration Setup > Security Controls > SAML Single Sign-On Settings and then choosing the desired organization.
  • OAuthClientId: The application Id of the connector application, listed in the Overview section of the app registration.
  • OAuthClientSecret: The client secret value of the connector application. Azure AD displays this when you create a new client secret.
  • CallbackURL: The redirect URI of the connector application. For example: https://localhost:33333.

To authenticate to Azure AD, set these SSOProperties:

  • Resource: The application Id URI of the Certinia application, listed in the app registration's Overview section. In most cases this is the URL of your custom Certinia domain.
  • AzureTenant: The Id of the Azure AD tenant where the applications are registered.

Example connection string: 

AuthScheme=AzureAD;OAuthClientId=3ea1c786-d527-4399-8c3b-2e3696ae4b48;OauthClientSecret=xxx;CallbackUrl=https://localhost:33333;SSOExchangeUrl=https://domain.my.salesforce.com/services/oauth2/token?so=00D3000006JDF;SSOProperties='Resource=https://example.my.salesforce.com;AzureTenant=6ee709df-9de0-4cdf-10e6b7a51d95;AzureTenant=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx';

Okta

To connect to Okta, set the AuthScheme to Okta, and set these properties:

  • User: The Okta user.
  • Password: The Okta user's password.
  • SSOLoginURL: The SSO provider's login URL.
  • SSOExchangeUrl: The Salesforce OAuth 2.0 token endpoint for the identity provider. This can be found in the Salesforce account settings by navigating to Administration Setup > Security Controls > SAML Single Sign-On Settings and then choosing the desired organization.

If you are using a trusted application or proxy that overrides the Okta client request OR configuring MFA, you must use combinations of SSOProperties to authenticate using Okta. Set any of the following, as applicable:

  • APIToken: When authenticating a user via a trusted application or proxy that overrides the Okta client request context, set this to the API Token the customer created from the Okta organization.
  • MFAType: If you have configured the MFA flow, set this to one of the following supported types: OktaVerify, Email, or SMS.
  • MFAPassCode: If you have configured the MFA flow, set this to a valid passcode.
    If you set this to empty or an invalid value, the connector issues a one-time password challenge to your device or email. After the passcode is received, reopen the connection where the retrieved one-time password value is set to the MFAPassCode connection property.
  • MFARememberDevice: True by default. Okta supports remembering devices when MFA is required. If remembering devices is allowed according to the configured authentication policies, the connector sends a device token to extend MFA authentication lifetime. If you do not want MFA to be remembered, set this variable to False.

Example connection string: 

AuthScheme=Okta;SSOLoginURL='https://example.okta.com/home/appType/0bg4ivz6cJRZgCz5d6/46';User=oktaUserName;Password=oktaPassword;SSOExchangeUrl=https://domain.my.salesforce.com/services/oauth2/token?so=00D3000006JDF;

OneLogin

To connect to OneLogin, set the AuthScheme to OneLogin, and set these properties:

  • User: The OneLogin user.
  • Password: The OneLogin user's password.
  • SSOExchangeUrl: The Salesforce OAuth 2.0 token endpoint for the identity provider. This can be found in the Salesforce account settings by navigating to Administration Setup > Security Controls > SAML Single Sign-On Settings and then choosing the desired organization.

To authenticate to OneLogin, set these SSOProperties:

  • OAuthClientId: The OAuthClientId, which can be obtained by selecting Developers > API Credentials > Credential > ClientId.
  • OAuthClientSecret: The OAuthClientSecret, which can be obtained by selecting Developers > API Credentials > Credential > ClientSecret.
  • Subdomain: The subdomain of the OneLogin user accessing the SSO application. For example, if your OneLogin URL is splinkly.onelogin.com, splinkly is the subdomain value.
  • AppId: The Id of the SSO application.
  • Region (optional): The region your OneLogin account resides in. Legal values are US (default) or EU.

The following example connection string uses an API key to connect to OneLogin: 

AuthScheme=OneLogin;User=OneLoginUserName;Password=OneLoginPassword;SSOExchangeUrl=https://domain.my.salesforce.com/services/oauth2/token?so=00D3000006JDF;SSOProperties='OAuthClientID=3fc8394584f153ce3b7924d9cd4f686443a52b;OAuthClientSecret=ca9257fd5cc3277abb5818cea28c06fe9b3b285d73d06;Subdomain=OneLoginSubDomain;AppId=1433920';

To connect to PingFederate, set AuthScheme to PingFederate, and set these properties:

  • User: The PingFederate user.
  • Password: The PingFederate user's password.
  • SSOLoginURL: The SSO provider's login url.
  • AWSRoleARN (optional): If you have multiple role ARNs, specify the one you want to use for authorization.
  • AWSPrincipalARN (optional): If you have multiple principal ARNs, specify the one you want to use for authorization.
  • SSOExchangeUrl: The Salesforce OAuth 2.0 token endpoint for the identity provider. This can be found in the Salesforce account settings by navigating to Administration Setup > Security Controls > SAML Single Sign-On Settings and then choosing the desired organization.
  • SSOProperties (optional): Authscheme=Basic if you want to include your username and password as an authorization header in requests to Amazon S3.

To enable mutual SSL authentication for SSOLoginURL, the WS-Trust STS endpoint, configure these SSOProperties:

  • SSLClientCert
  • SSLClientCertType
  • SSLClientCertSubject
  • SSLClientCertPassword

Example connection string: 

authScheme=pingfederate;SSOLoginURL=https://mycustomserver.com:9033/idp/sts.wst;SSOExchangeUrl=https://us-east-1.signin.aws.amazon.com/platform/saml/acs/764ef411-xxxxxx;user=admin;password=PassValue;AWSPrincipalARN=arn:aws:iam::215338515180:saml-provider/pingFederate;AWSRoleArn=arn:aws:iam::215338515180:role/SSOTest2;

ADFS

To connect to ADFS, set the AuthScheme to ADFS, and set these properties:

  • User: The ADFS user.
  • Password: The ADFS user's password.
  • SSOLoginURL: The SSO provider's login url.
  • SSOExchangeUrl: The Salesforce OAuth 2.0 token endpoint for the identity provider. This can be found in the Salesforce account settings by navigating to Administration Setup > Security Controls > SAML Single Sign-On Settings and then choosing the desired organization.

To authenticate to ADFS, set these SSOProperties:

  • RelyingParty: The value of the ADFS server's Relying Party Identifier.

Example connection string: 

AuthScheme=ADFS;User=username;Password=password;SSOLoginURL='https://sts.company.com';SSOExchangeUrl=https://domain.my.salesforce.com/services/oauth2/token?so=00D3000006JDF;SSOProperties='RelyingParty=https://saml.salesforce.com';

ADFS Integrated

The ADFS Integrated flow indicates you are connecting with the currently logged in Windows user credentials. To use the ADFS Integrated flow, do not specify the User and Password, but otherwise follow the same steps in the ADFS guide above.

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Build 24.0.9060