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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 Jetty



The Clio JDBC Driver supports connection pooling: This article shows how to connect faster to Clio data from Web apps in Jetty.

The CData JDBC driver for Clio is easy to integrate with Java Web applications. This article shows how to efficiently connect to Clio data in Jetty by configuring the driver for connection pooling. You will configure a JNDI resource for Clio in Jetty.

Configure the JDBC Driver for Salesforce as a JNDI Data Source

Follow the steps below to connect to Salesforce from Jetty.

  1. Enable the JNDI module for your Jetty base. The following command enables JNDI from the command-line:

    java -jar ../start.jar --add-to-startd=jndi
  2. Add the CData and license file, located in the lib subfolder of the installation directory, into the lib subfolder of the context path.
  3. Declare the resource and its scope. Enter the required connection properties in the resource declaration. This example declares the Clio data source at the level of the Web app, in WEB-INF\jetty-env.xml.

    <Configure id='cliodemo' class="org.eclipse.jetty.webapp.WebAppContext"> <New id="cliodemo" class="org.eclipse.jetty.plus.jndi.Resource"> <Arg><Ref refid="cliodemo"/></Arg> <Arg>jdbc/cliodb</Arg> <Arg> <New class="cdata.jdbc.api.APIDriver"> <Set name="url">jdbc:api:</Set> <Set name="Profile">C:\profiles\Clio.apip</Set> <Set name="ProfileSettings">'Region</Set> <Set name="Authscheme">OAuth</Set> <Set name="OAuthClientId">your_client_id</Set> <Set name="OAuthClientSecret">your_client_secret</Set> <Set name="CallbackUrl">your_callback_url</Set> </New> </Arg> </New> </Configure>

    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.
  4. Configure the resource in the Web.xml:

    jdbc/cliodb javax.sql.DataSource Container
  5. You can then access Clio with a lookup to java:comp/env/jdbc/cliodb: InitialContext ctx = new InitialContext(); DataSource myclio = (DataSource)ctx.lookup("java:comp/env/jdbc/cliodb");

More Jetty Integration

The steps above show how to configure the driver in a simple connection pooling scenario. For more use cases and information, see the Working with Jetty JNDI chapter in the Jetty documentation.