This section shows how to set up ODBC connectivity and configure DSNs on macOS.

Minimum macOS Version

The CData ODBC Driver for Zuora driver requires macOS Sierra (10.12) or above.

Licensing the Driver

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

cd "/Applications/CData ODBC Driver for Zuora/bin"
sudo ./install-license.sh <key>

You'll be prompted for a name and password. These refer to your name and your machine's password.

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.

Uninstalling the Driver

The easiest way to uninstall the driver is to open a terminal and run the included uninstall.sh script, located in the installation directory. For example:

cd "/Applications/CData ODBC Driver for Zuora"
sudo ./uninstall.sh

Note: The script needs to be run from the installation directory.