Connect to DocuSign Data from PowerBuilder via ODBC

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

Connect to DocuSign 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.

To connect to DocuSign, set the following connection properties:

• UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
• AccountId (optional): set it in the connection string if you have access to multiple Account Ids

Authenticating to DocuSign

DocuSign uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

Create a Profile for the ODBC Driver for DocuSign

Follow the steps below to use the Database Painter tool to create a database profile based on an ODBC DSN (data source name) for DocuSign. In the Database Painter, you can use wizards and the UI to work with DocuSign 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 DocuSign 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 DocuSign 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 DocuSign data into a DataWindow. You can add the following code to the open method:

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