Build a Simple VCL Application for Copper Data

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for Copper, you gain access to live Copper data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to retrieve Copper data. This article will walk through connecting to Copper and creating a simple VCL application with the Form Designer.

Create a Connection to Copper Data

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 Copper Profile on disk (e.g. C:\profiles\Copper.apip). Next, set the ProfileSettings connection property to the connection string for Copper (see below).

Copper API Profile Settings

In Copper CRM, go to Settings > Integrations > API Keys and click Generate API Key. Provide both the API key and the email address associated with your account.

You can then follow the steps below to use the Data Explorer to create a FireDAC connection to Copper data.

1. In a new VCL Forms application, expand the FireDAC node in the Data Explorer.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection.
4. Enter a name for the connection.
5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Copper.

Create VCL Applications with Connectivity to Copper Data

Follow the procedure below to start executing queries to Copper data from a simple VCL application that displays the results of a query in a grid.

1. Drop a TFDConnection component onto the form and set the following properties:

   • ConnectionDefName: Select the FireDAC connection to Copper data.
   • Connected: Select True from the menu and, in the dialog that appears, enter your credentials.

2. Drop a TFDQuery component onto the form and set the properties below:

   • Connection: Set this property to the TFDConnection component, if this component is not already specified.

   • SQL: Click the button in the SQL property and enter a query. For example:

     SELECT Id, Name FROM Account WHERE SettingEnableLeads = 'true'
     

   • Active: Set this property to true.

3. Drop a TDataSource component onto the form and set the following property:

   • DataSet: In the menu for this property, select the name of the TFDQuery component.

4. Drop a TDBGrid control onto the form and set the following property:

   • DataSource: Select the name of the TDataSource.
5. Drop a TFDGUIxWaitCursor onto the form — this is required to avoid a run-time error.

You now have an executable application that displays the results of the SQL Query set in the TFDQuery object.

Related Articles

Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.

• DataBind Controls to Copper Data in C++Builder
• DataBind Controls to Copper Data in Delphi
• Viewing Copper Data in RAD Studio Data Explorer