Build Exact Online-Connected Web Apps in Servoy

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Exact Online JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Exact Online account data including Contacts, Opportunities, Accounts, and more!



Use Servoy Developer to easily connect to Exact Online data and build web apps with connectivity to live Exact Online data.

Servoy is a rapid application development and deployment platform. When paired with the CData JDBC Driver for Exact Online, users can build Exact Online-connected apps that work with live Exact Online data. This article describes how to connect to Exact Online from Servoy and build a simple web app to display and search Exact Online data.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Exact Online data. When you issue complex SQL queries to Exact Online, the driver pushes supported SQL operations, like filters and aggregations, directly to Exact Online and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying lets you work with Exact Online data using native data types.

Connect to Exact Online in Servoy Developer

To build Exact Online-connected apps, you need to first create a data provider in Servoy Developer using the CData JDBC Driver for Exact Online.

  1. Install the JDBC Driver.
  2. Copy the JDBC Driver JAR file. (cdata.jdbc.exactonline.jar) to the /application_server/drivers/ directory in the installation directory for Servoy.
  3. Open Servoy Developer.
  4. In the Solution Explorer, right-click Database Server (under Resources) and choose "Connect to existing database" -> "empty."
    1. Name the server.
    2. Click to show the advanced server settings.
      • Set the URL, for example: jdbc:exactonline:Region='United States';Division=5512;InitiateOAuth=GETANDREFRESH

        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.

      • Select the Driver class you just copied, for example, cdata.jdbc.exactonline.ExactOnlineDriver

Build a Exact Online-Connected Web App

Once you have configured the connection to Exact Online in the Servoy Developer resources, you are ready to build apps with access to live Exact Online data.

Create a New Solution

  1. In the Server Explorer, right-click "All solutions" and select "Create new solution."
  2. Name the solution.
  3. Select the checkbox to include the "search" module.
  4. Click "Finish."

Create a New Form

Right-click "Forms" and select "Create new form."

  1. Name the form.
  2. Select a Datasource.
  3. Set the type (e.g., Simple) and click "Finish."

Add a Data Grid to the Form

  1. Drag a Data Grid component (from Servoy NG-Grids) onto the form.
  2. Drag a column component onto the Data Grid and set the "dataprovider" property for each column component to a column from the Exact Online "table" (e.g., Name from the Accounts table).

    Continue adding columns as desired.

Add Searching to the App

Note that the "svySearch" extension is required to add search functionality (included by default when you create a new solution). If you did not add the extension when you created the solution or you are modifying an existing solution, you can add the search module by right-clicking Modules (in the solution) and selecting "Add Module." Select "svySearch" and click "OK."

  1. Drag a Text Field component onto the Form.
  2. Right-click the Form and select "Open in Script Editor."
  3. Create a new variable (JavaScript) to hold the search value:
    var searchText = '';
    
  4. Back on the Form, in the Text Field properties:
    1. Set the "dataprovider" property to the Form variable you just created.
    2. Double-click to add a method for the onAction event.
    3. Click to create the method in "Form," name the method (e.g., onEnter), and click "Create private."
    4. Click "OK & Show."
  5. Add the following JavaScript to the JavaScript file to use the Servoy framework to implement searching bound data based on the text in the Text Field:
    var search = scopes.svySearch.createSimpleSearch(foundset).setSearchText(searchText);
    search.setSearchAllColumns();
    search.loadRecords(foundset);
    

Save and Launch the App

Save the form and JavaScript file, then click Run -> Launch NGClient to start the web app.

Download a free, 30-day trial of the CData JDBC Driver for Exact Online and start building Exact Online-connected apps with Servoy. Reach out to our Support Team if you have any questions.