Connect to Clari Data from PowerBuilder via ODBC

The CData ODBC Driver for Clari can be used from any platform or development technology that supports ODBC, including PowerBuilder. This article shows how to connect to Clari data and execute queries from the Database Painter and controls such as the DataWindow.

Connect to Clari as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Start by setting the Profile connection property to the location of the Clari Profile on disk (e.g. C:\profiles\Clari.apip). Next, set the ProfileSettings connection property to the connection string for Clari (see below).

Clari API Profile Settings

Obtain your API Key and API Secret from Clari workspace settings under Integrations > Clari Copilot API.

Create a Profile for the ODBC Driver for Clari

Follow the steps below to use the Database Painter tool to create a database profile based on an ODBC DSN (data source name) for Clari. In the Database Painter, you can use wizards and the UI to work with Clari data.

1. In PowerBuilder, click Tools -> Database Painter.
2. In the Objects window in the Database Painter, right-click the ODBC node and click New Profile.
3. On the Connection tab, enter a name for the profile and select the Clari DSN in the Data Source menu. 👁 The ODBC DSN, required to create the Database Profile. (Salesforce is shown.)
   
4. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Clari Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to ODBC data sources and execute queries. The following example shows how to retrieve Clari data into a DataWindow. You can add the following code to the open method:

SQLCA.DBMS = "ODBC"
SQLCA.DBParm = "ConnectString='DSN=CData API Source'"
CONNECT USING SQLCA;
dw_calls.SetTransObject(SQLCA);
dw_calls.Retrieve();