Connect to ApprovalMax Data from PowerBuilder via ODBC

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

Connect to ApprovalMax 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.

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

ApprovalMax API Profile Settings

To authenticate to ApprovalMax and connect to your own data or to allow other users to connect to their data, the ApprovalMax Public API requires the OAuth 2.0 authorization code flow.

First, you will need to register an OAuth application with ApprovalMax. Sign in to the ApprovalMax Developer Portal (https://developer.approvalmax.com/applications) and create a new application. Your OAuth application will be assigned a Client ID and a Client Secret, and you must register at least one Redirect URI (Callback URL).

A Premium ApprovalMax subscription (or active trial) is required to use the Public API.

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 shown in your application settings on the ApprovalMax Developer Portal.
• OAuthClientSecret: Set this to the Client Secret that is shown in your application settings on the ApprovalMax Developer Portal.
• CallbackURL: Set this to the Redirect URI that is registered in your application settings.
• Scope: (Optional) Override the default OAuth scopes. The default value openid offline_access https://www.approvalmax.com/scopes/public_api/read grants read-only access to all tables in this profile and enables refresh tokens. Use the principle of least privilege when narrowing this scope.

The OAuth Authorization URL is https://identity.approvalmax.com/connect/authorize and the Token URL is https://identity.approvalmax.com/connect/token. Both authorization_code and refresh_token grant types are supported.

Create a Profile for the ODBC Driver for ApprovalMax

Follow the steps below to use the Database Painter tool to create a database profile based on an ODBC DSN (data source name) for ApprovalMax. In the Database Painter, you can use wizards and the UI to work with ApprovalMax 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 ApprovalMax DSN in the Data Source menu.
4. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using ApprovalMax 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 ApprovalMax data into a DataWindow. You can add the following code to the open method:

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