Configure the CData JDBC Driver for Clio in a Connection Pool in Tomcat

The CData JDBC Drivers support standard JDBC interfaces to integrate with Web applications running on the JVM. This article details how to connect to Clio data from a connection pool in Tomcat.

Connect to Clio Data through a Connection Pool in Tomcat

1. Copy the CData JAR and CData .lic file to $CATALINA_HOME/lib. The CData JAR is located in the lib subfolder of the installation directory.
2. Add a definition of the resource to the context. Specify the JDBC URL here.

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

   Clio API Profile Settings

   Clio uses OAuth-based authentication.

   First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally set the Region in ProfileSettings connection property.

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

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientId: Set this to the client_id that is specified in you app settings.
   • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
   • CallbackURL: Set this to the Redirect URI that is specified in your app settings.
   • Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Clio JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.api.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   You can see the JDBC URL specified in the resource definition below.

   <Resource name="jdbc/api" auth="Container" type="javax.sql.DataSource" driverClassName="cdata.jdbc.api.APIDriver" factory="org.apache.tomcat.jdbc.pool.DataSourceFactory" url="jdbc:api:Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;" maxActive="20" maxIdle="10" maxWait="-1" />
   

   To allow a single application to access Clio data, add the code above to the context.xml in the application's META-INF directory.

   For a shared resource configuration, add the code above to the context.xml located in $CATALINA_BASE/conf. A shared resource configuration provides connectivity to Clio for all applications.

3. Add a reference to the resource to the web.xml for the application.

    Clio data JSP
    jdbc/API
    javax.sql.DataSource
    Container
   
   

4. Initialize connections from the connection pool:

   Context initContext = new InitialContext();
   Context envContext = (Context)initContext.lookup("java:/comp/env");
   DataSource ds = (DataSource)envContext.lookup("jdbc/API");
   Connection conn = ds.getConnection();
    

More Tomcat Integration

The steps above show how to connect to Clio data in a simple connection pooling scenario. For more use cases and information, see the JNDI Datasource How-To in the Tomcat documentation.