Ready to get started?

Learn more about the CData JDBC Driver for FinancialForce or download a free trial:

Download Now

Configure the CData JDBC Driver for FinancialForce in a Connection Pool in Tomcat

Connect to FinancialForce data from a connection pool in Tomcat.

The CData JDBC Drivers support standard JDBC interfaces to integrate with Web applications running on the JVM. This article details how to connect to FinancialForce data from a connection pool in Tomcat.

Connect to FinancialForce Data through a Connection Pool in Tomcat

  1. Copy the CData JAR and CData .lic file to $CATALINA_HOME/lib. The CData JAR is located in the lib subfolder of the installation directory.
  2. Add a definition of the resource to the context. Specify the JDBC URL here.

    There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

    Authenticating with a Login and Token

    Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

    To disable the security token:

    1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
    2. Add your IP address to the list of trusted IP addresses.

    To obtain the security token:

    1. Open the personal information page on FinancialForce.com.
    2. Click the link to reset your security token. The token will be emailed to you.
    3. Specify the security token in the SecurityToken connection property or append it to the Password.

    Authenticating with OAuth

    If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

    Connecting to FinancialForce Sandbox Accounts

    Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.financialforce.jar

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

    You can see the JDBC URL specified in the resource definition below.

    <Resource name="jdbc/financialforce" auth="Container" type="javax.sql.DataSource" driverClassName="cdata.jdbc.financialforce.FinancialForceDriver" factory="org.apache.tomcat.jdbc.pool.DataSourceFactory" url="jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH" maxActive="20" maxIdle="10" maxWait="-1" />

    To allow a single application to access FinancialForce data, add the code above to the context.xml in the application's META-INF directory.

    For a shared resource configuration, add the code above to the context.xml located in $CATALINA_BASE/conf. A shared resource configuration provides connectivity to FinancialForce for all applications.

  3. Add a reference to the resource to the web.xml for the application. FinancialForce data JSP jdbc/FinancialForce javax.sql.DataSource Container
  4. Initialize connections from the connection pool: Context initContext = new InitialContext(); Context envContext = (Context)initContext.lookup("java:/comp/env"); DataSource ds = (DataSource)envContext.lookup("jdbc/FinancialForce"); Connection conn = ds.getConnection();

More Tomcat Integration

The steps above show how to connect to FinancialForce data in a simple connection pooling scenario. For more use cases and information, see the JNDI Datasource How-To in the Tomcat documentation.