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Connect to FinancialForce from a Connection Pool in WebLogic

Use the CData JDBC Driver for FinancialForce to connect to FinancialForce data from Web applications running on WebLogic.

The CData JDBC Driver for FinancialForce enables you to follow standard procedures to integrate FinancialForce data into Java Web applications. This article shows how to deploy the CData JDBC Driver for FinancialForce in WebLogic Server.

Deploy the JDBC Driver in WebLogic Server

To deploy the driver, add the driver JAR to your classpath. The .lic file must be located in the same folder as the JAR. These files are located in the lib subfolder of the installation directory.

If you want to add the driver to all domains, prepend the path to the JAR to the WEBLOGIC_CLASSPATH environment variable in WL_HOME\common\bin\commEnv.cmd/sh. This script is located in WL_HOME\common\bin\. For example:

set WEBLOGIC_CLASSPATH=your-installation-directory\lib\cdata.jdbc.financialforce.jar;%WEBLOGIC_CLASSPATH%

In WebLogic 12.2.1 if you want to add the driver to a specific domain, you can simply place the driver JAR and .lic file into DOMAIN_HOME\lib; for example, ORACLE_HOME\user_projects\domains\MY_DOMAIN\lib. These files will be added to the server classpath at startup.

Earlier versions require that you manually add the driver to the classpath: Prepend the following to the PRE_CLASSPATH environment variable in setDomainEnv.cmd/sh. This script is located in the bin subfolder of the folder for that domain.

set PRE_CLASSPATH=your-installation-directory\lib\cdata.jdbc.financialforce.jar;%PRE_CLASSPATH%

After making these changes, restart the server.

Create a JDBC Data Source for FinancialForce

After deploying the driver, log into the WebLogic Administration Console and create the connection.

  1. In the Domain Structure tree, click Services -> Data Sources -> New -> Generic Data Source.
  2. On the JDBC Data Source Properties page, enter the following information:
    • Name: Enter a user-friendly name; for example, financialforcejdbc.
    • JNDI Name: Enter the path the JDBC data source will be bound to; for example, jdbc/FinancialForce.
    • Database Type: Select Other.

  3. Click Next to use the default options. On the last page, enter the following information and click Test Configuration:

    • Driver Class Name: Enter the driver class, cdata.jdbc.financialforce.FinancialForceDriver.
    • URL: Enter the JDBC URL. A typical JDBC URL is below:

      jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH

      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.

    • Database User Name: Enter the username, if not specified in the JDBC URL.
    • Password: Enter the password, if not specified in the JDBC URL.

After selecting the server where you want to deploy the JDBC data source, you can now connect to FinancialForce data.

More WebLogic Integration

The steps above show how configure the driver in a simple connection pooling scenario. For more use cases and information, see the JDBC sections in the WebLogic Data Sources chapter of the Oracle Fusion Middleware documentation.