Query Exact Online Data in DataGrip

DataGrip is a database IDE that allows SQL developers to query, create, and manage databases. When paired with the CData JDBC Driver for Exact Online, DataGrip can work with live Exact Online data. This article shows how to establish a connection to Exact Online data in DataGrip and use the table editor to load Exact Online data.

Create a New Driver Definition for Exact Online

The steps below describe how to create a new Data Source in DataGrip for Exact Online.

1. In DataGrip, click File -> New > Project and name the project
2. In the Database Explorer, click the plus icon () and select Driver.
3. In the Driver tab:
   • Set Name to a user-friendly name (e.g. "CData Exact Online Driver")
   • Set Driver Files to the appropriate JAR file. To add the file, click the plus (), select "Add Files," navigate to the "lib" folder in the driver's installation directory and select the JAR file (e.g. cdata.jdbc.exactonline.jar).
   • Set Class to cdata.jdbc.exactonline.ExactOnline.jar
   Additionally, in the advanced tab you can change driver properties and some other settings like VM Options, VM environment, VM home path, DBMS, etc
   • For most cases, change the DBMS type to "Unknown" in Expert options to avoid native SQL Server queries (Transact-SQL), which might result in an invalid function error
4. Click "Apply" then "OK" to save the Connection

Configure a Connection to Exact Online

1. Once the connection is saved, click the plus (), then "Data Source" then "CData Exact Online Driver" to create a new Exact Online Data Source.
2. In the new window, configure the connection to Exact Online with a JDBC URL.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.exactonline.jar

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

   Exact Online uses the OAuth authentication standard. The InitiateOAuth connection property facilitates the OAuth flow -- by default, this is set to GETANDREFRESH. You can also use the embedded OAuth credentials or you can register an OAuth app with Exact to obtain your own. In addition to the OAuth values, provide the Region. If Division is not set, the default Division is determined.

   See the "Getting Started" chapter of the help documentation for more information.

   
3. Set URL to the connection string, e.g., jdbc:exactonline:Region='United States';Division=5512;InitiateOAuth=GETANDREFRESH
4. Click "Apply" and "OK" to save the connection string

At this point, you will see the data source in the Data Explorer.

Execute SQL Queries Against Exact Online

To browse through the Exact Online entities (available as tables) accessible through the JDBC Driver, expand the Data Source.

To execute queries, right click on any table and select "New" -> "Query Console."

In the Console, write the SQL query you wish to execute. For example: SELECT Name, CreditLinePurchase FROM Accounts

Download a free, 30-day trial of the CData JDBC Driver for Exact Online and start working with your live Exact Online data in DataGrip. Reach out to our Support Team if you have any questions.