Manage DocuSign Data in DBArtisan as a JDBC Source

The CData JDBC Driver for DocuSign seamlessly integrates DocuSign data into database management tools like DBArtisan by enabling you to access DocuSign data as a database. This article shows how to create a JDBC source for DocuSign in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate DocuSign Data into DBArtisan Projects

Follow the steps below to register DocuSign data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic JDBC.
3. Click Manage.
4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory.
5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL.

   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, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the DocuSign JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.docusign.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   Below is a typical connection string:

   jdbc:docusign:OAuthClientId=MyClientId; OAuthClientSecret=MyClientSecret; CallbackURL=http://localhost:33333; InitiateOAuth=GETANDREFRESH
6. Finish the wizard to connect to DocuSign data. DocuSign entities are displayed in the Datasource Explorer.

You can now work with DocuSign data as you work with any other database. See the driver help documentation for more information on the queries supported by the DocuSign API.