ODBC Driver for Zuora

Build 23.0.8839

Linux DSN Configuration

This section describes how to set up ODBC connectivity and configure DSNs on several Linux distributions: Debian-based systems, like Ubuntu, and Red Hat Linux platforms, like Red Hat Enterprise Linux (RHEL), CentOS, and Fedora.

Minimum Linux Versions

Here are the minimum supported versions for Red Hat-based and Debian-based systems:

OSMin. Version
Ubuntu11.04
Debian7
RHEL6.9
CentOS6.9
Fedora13
SUSE12.1

Installing the Driver Dependencies

Run the following commands as root or with sudo to install the necessary dependencies:

  • Debian/Ubuntu:
    apt-get install libc6 libstdc++6 zlib1g libgcc1
  • RHEL/CentOS/Fedora:
    yum install glibc libstdc++ zlib libgcc

Here are the corresponding libraries required by the driver:

Debian/Ubuntu PackageRHEL/CentOS/Fedora PackageFile
libc6glibclinux-vdso.1
libc6glibclibm.so.6
libc6glibclibrt.so.1
libc6glibclibdl.so.2
libc6glibclibpthread.so.0
libc6glibclibc.so.6
libc6glibcld-linux-x86-64.so.2
libstdc++6libstdc++libstdc++.so.6
zlib1gzliblibz.so.1
libgcc1libgcclibgcc_s.so.1

Installing the Driver

You can use standard package management systems to install the driver.

On Debian-based systems, like Ubuntu, run the following command with root or sudo:

dpkg -i /path/to/driver/setup/ZuoraODBCDriverforUnix.deb 

On systems that support the RPM package format, run the following command with root or sudo:

rpm -ivh /path/to/driver/ZuoraODBCDriverforUnix.rpm 

Licensing the Driver

Run the following commands to license the driver. To activate a trial, omit the <key> input.

cd /opt/cdata/cdata-odbc-driver-for-zuora/bin/
sudo ./install-license.sh <key>

Connecting through the Driver Manager

The driver manager loads the driver and passes function calls from the application to the driver. You need to register the driver with the driver manager and you define DSNs in the driver manager's configuration files.

The driver installation registers the driver with the unixODBC driver manager and creates a system DSN. The unixODBC driver manager can be used from Python and from many other applications. Your application may embed another driver manager.

Creating the DSN

See Using unixODBC to install unixODBC and configure DSNs. See Using the DataDirect Driver Manager to create a DSN to connect to OBIEE, Informatica, and SAS.

Connecting to Zuora

In order to create a valid connection with Zuora, you must configure the Tenant property. Choose the Tenant value that matches your account configuration. Available options:

  • USProduction: Requests sent to https://rest.zuora.com. (default)
  • USAPISandbox: Requests sent to https://rest.apisandbox.zuora.com"
  • USPerformanceTest: Requests sent to https://rest.pt1.zuora.com"
  • EUProduction: Requests sent to https://rest.eu.zuora.com"
  • EUSandbox: Requests sent to https://rest.sandbox.eu.zuora.com"

After you configure the Tenant you must create a custom OAuth application to generate a token. This is a simple one-time operation. For further information, see Creating a Custom OAuth Application.

Authenticating to Zuora

Desktop Applications

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

Set the following connection properties:

  • OAuthClientId: the client Id assigned when you registered your application.
  • OAuthClientSecret: the client secret that was assigned when you registered your application.
  • CallbackURL: the redirect URI that was defined when you registered your application.
When you connect, the driver opens Zuora's OAuth endpoint in your default browser.

Log in and grant permissions to the application.

Headless Machines

If you need to authenticate via OAuth with a user account 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 as described in "Obtain and Exchange a Verifier Code" below.
  • Option 2: Install the driver on a machine with an internet browser and transfer the OAuth authentication values after you authenticate through the usual browser-based flow, as described in "Transfer OAuth Settings" below.

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. Do the following:

  1. Set the following properties:
    • InitiateOAuth: OFF.
    • OAuthClientId: the client Id assigned when you registered your application.
    • OAuthClientSecret: the client secret assigned when you registered your application.
  2. Log in and grant permissions to the driver. You are redirected to the redirect URI.
  3. Record the code parameter that is appended to the redirect URI. You will use it later, when you set up the OAuthVerifier connection property.
  4. To exchange the OAuth verifier code for OAuth refresh and access tokens, set the following connection properties, which provide the OAuth authentication values:
    • InitiateOAuth: REFRESH.
    • OAuthVerifier: the noted verifier code (the value of the code parameter in the redirect URI).
    • OAuthClientId: the client Id in your custom OAuth application settings.
    • OAuthClientSecret: the client secret in the custom OAuth application settings.
    • OAuthSettingsLocation: persist the encrypted OAuth authentication values to the specified file.
  5. Test the connection to generate the OAuth settings file, then re-set the following properties to connect:
    • InitiateOAuth: REFRESH.
    • OAuthClientId: the client Id assigned when you registered your application.
    • OAuthClientSecret: the client secret assigned when you registered your application.
    • OAuthSettingsLocation: the file containing the encrypted OAuth authentication values. Make sure this file gives read and write permissions to the driver to enable the automatic refreshing of the access token.

Option 2: Transfer OAuth Settings

Before 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 previously 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 the following connection properties:

  • InitiateOAuth: REFRESH.
  • OAuthClientId: the client Id assigned when you registered your application.
  • OAuthClientSecret: the client secret assigned when you registered your application.
  • 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 driver.

Selecting a Zuora Service

We utilize two Zuora services: Data Query and AQuA API. By default ZuoraService is set to AQuADataExport.

DataQuery

The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. We recommend to use this service for quick lightweight SQL queries.

Limitations

  • The maximum number of input records per table after filters have been applied: 1,000,000
  • The maximum number of output records: 100,000
  • The maximum number of simultaneous queries submitted for execution per tenant: 5
  • The maximum number of queued queries submitted for execution after reaching the limitation of simultaneous queries per tenant: 10
  • The maximum processing time for each query in hours: 1
  • The maximum size of memory allocated to each query in GB: 2
  • The maximum number of indices when using Index Join, in other words, the maximum number of records being returned by the left table based on the unique value used in the WHERE clause when using Index Join: 20,000

Selecting a Zuora Service

We utilize two Zuora services: Data Query and AQuA API. By default ZuoraService is set to AQuADataExport.

DataQuery

The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. We recommend to use this service for quick lightweight SQL queries.

Limitations

  • The maximum number of input records per table after filters have been applied: 1,000,000
  • The maximum number of output records: 100,000
  • The maximum number of simultaneous queries submitted for execution per tenant: 5
  • The maximum number of queued queries submitted for execution after reaching the limitation of simultaneous queries per tenant: 10
  • The maximum processing time for each query in hours: 1
  • The maximum size of memory allocated to each query in GB: 2
  • The maximum number of indices when using Index Join, in other words, the maximum number of records being returned by the left table based on the unique value used in the WHERE clause when using Index Join: 20,000

AQuADataExport

AQuA API export is designed to export all the records for all the objects ( tables ). AQuA query jobs have the following limitations:

Limitations

  • If a query in an AQuA job is executed longer than 8 hours, this job will be killed automatically.
  • The killed AQuA job can be retried three times before returned as failed.

Refreshing OAuth Values

The driver can refresh the temporary OAuth access tokens obtained during the browser-based OAuth authentication exchange. By default, the driver saves the encrypted tokens in the odbc.ini file corresponding to the DSN. Access to this odbc.ini file can be restricted in the case of System DSNs.

To enable the automatic token exchange, you can give the driver write access to the system odbc.ini. Or, you can set the OAuthSettingsLocation connection property to an alternate file path, to which the driver would have read and write access.

    OAuthSettingsLocation=/tmp/oauthsettings.txt
    

Installing Dependencies for OAuth Authentication

The OAuth authentication standard requires the authenticating user to interact with Zuora, using a web-browser. If the first OAuth interaction is to be done on the same machine the driver is installed on, for example, a desktop application, the driver needs access to the xdg-open program, which opens the default browser.

To satisfy this dependency, install the corresponding package with your package manager:

Debian/Ubuntu PackageRHEL/CentOS/Fedora PackageFile
xdg-utilsxdg-utilsxdg-open

Set the Driver Encoding

The ODBC drivers need to specify which encoding to use with the ODBC Driver Manager. By default, the CData ODBC Drivers for Unix are configured to use UTF-16 which is compatible with unixODBC, but other Driver Managers may require alternative encoding.

Alternatively, if you are using the ODBC driver from an application that uses the ANSI ODBC API it may be necessary to set the ANSI code page. For example, to import Japanese characters in an ANSI application, you can specify the code page in the config file '/opt/cdata/cdata-odbc-driver-for-zuora/lib/cdata.odbc.zuora.ini':

[Driver]
AnsiCodePage = 932

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 23.0.8839