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Connect to live data from Clio with the API Driver

Connect to Clio

Connect to Clio Data from a Connection Pool in JBoss



Integrate Clio data into Java servlets: Use the Management Console in JBoss to install the Clio JDBC Driver.

CData JDBC drivers can be configured in JBoss by following the standard procedure for connection pooling. This article details how to access Clio data from a connection pool in JBoss applications. This article details how to use the JBoss Management Interface to configure the CData JDBC Driver for Clio. You will then access Clio data from a connection pool.

Create a JDBC Data Source for Clio from the Management Console

Follow the steps below to add the driver JAR and define required connection properties.

  1. In the Runtime menu, select the Domain or Server menu, depending on whether you are deploying to a managed domain or to a stand-alone server, and click "Manage deployments" to open the Deployments page.
  2. Click Add. In the resulting wizard, add the JAR file and license for the driver, located in the lib subfolder of the installation directory. Finish the wizard with the defaults, select the driver, and click Enable.
  3. In the Configuration menu, click Subsystems -> Connector -> Datasources. This opens the JDBC Datasources page.
  4. Click Add and, in the resulting wizard, enter a name for the driver and the JNDI name. For example: java:jboss/root/jdbc/API
  5. Select the driver that you added above.
  6. Enter the JDBC URL and the username and password. The syntax of the JDBC URL is jdbc:api: followed by a semicolon-separated list of connection properties.

    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 you will need to 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.

    A typical connection string is below:

    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;
  7. Test the connection and finish the wizard. Select the Clio data source and click Enable.

More JBoss Integration

The steps above show how to configure the driver in a simple connection pooling scenario. For more information, refer to the Data Source Management chapter in the JBoss EAP documentation.