Create HubDB-Connected Enterprise Applications in OutSystems
OutSystems is a low-code platform which provides the tools for companies to developer, deploy, and manage omnichannel enterprise applications. When paired with CData Connect AI, you get instant, cloud-to-cloud access to HubDB data for business applications. This article shows how to create a virtual database for HubDB in Connect AI and build a simple app from HubDB data in OutSystems.
The CData Connect AI provides a pure cloud-to-cloud interface for HubDB, allowing you to build reports from live HubDB data in OutSystems — without replicating the data to a natively supported database. As you create applications to work with data, OutSystems generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to HubDB, leveraging server-side processing to quickly return the requested HubDB data.
Configure HubDB Connectivity for OutSystems
Connectivity to HubDB from OutSystems is made possible through CData Connect AI. To work with HubDB data from OutSystems, we start by creating and configuring a HubDB connection.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "HubDB" from the Add Connection panel
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Enter the necessary authentication properties to connect to HubDB.
There are two authentication methods available for connecting to HubDB data source: OAuth Authentication with a public HubSpot application and authentication with a Private application token.
Using a Custom OAuth App
AuthScheme must be set to "OAuth" in all OAuth flows. Be sure to review the Help documentation for the required connection properties for you specific authentication needs (desktop applications, web applications, and headless machines).
Follow the steps below to register an application and obtain the OAuth client credentials:
- Log into your HubSpot app developer account.
- Note that it must be an app developer account. Standard HubSpot accounts cannot create public apps.
- On the developer account home page, click the Apps tab.
- Click Create app.
- On the App info tab, enter and optionally modify values that are displayed to users when they connect. These values include the public application name, application logo, and a description of the application.
- On the Auth tab, supply a callback URL in the "Redirect URLs" box.
- If you're creating a desktop application, set this to a locally accessible URL like http://localhost:33333.
- If you are creating a Web application, set this to a trusted URL where you want users to be redirected to when they authorize your application.
- Click Create App. HubSpot then generates the application, along with its associated credentials.
- On the Auth tab, note the Client ID and Client secret. You will use these later to configure the driver.
Under Scopes, select any scopes you need for your application's intended functionality.
A minimum of the following scopes is required to access tables:
- hubdb
- oauth
- crm.objects.owners.read
- Click Save changes.
- Install the application into a production portal with access to the features that are required by the integration.
- Under "Install URL (OAuth)", click Copy full URL to copy the installation URL for your application.
- Navigate to the copied link in your browser. Select a standard account in which to install the application.
- Click Connect app. You can close the resulting tab.
Using a Private App
To connect using a HubSpot private application token, set the AuthScheme property to "PrivateApp."
You can generate a private application token by following the steps below:
- In your HubDB account, click the settings icon (the gear) in the main navigation bar.
- In the left sidebar menu, navigate to Integrations > Private Apps.
- Click Create private app.
- On the Basic Info tab, configure the details of your application (name, logo, and description).
- On the Scopes tab, select Read or Write for each scope you want your private application to be able to access.
- A minimum of hubdb and crm.objects.owners.read is required to access tables.
- After you are done configuring your application, click Create app in the top right.
- Review the info about your application's access token, click Continue creating, and then Show token.
- Click Copy to copy the private application token.
To connect, set PrivateAppToken to the private application token you retrieved.
- Log into your HubSpot app developer account.
- Click Save & Test
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Navigate to the Permissions tab in the Add HubDB Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured and a PAT generated, you are ready to connect to HubDB data from OutSystems.
Connect to HubDB from OutSystems
The steps below outline connecting to CData Connect AI from OutSystems to create a new HubDB database connection.
- Open OutSystems Service Studio
- Click the gear icon to open Environment Management in the Service Center
- Click Administration and select "Database Connections"
- Click "New Database Connection"
- Configure the database connection:
- Name: name the connection (e.g. CData Connect AI HubDB)
- DBMS: SQL Server / Azure SQL
- Username: a Connect AI user (e.g. [email protected])
- Password: the PAT for the Connect AI user
- Server: tds.cdata.com,14333
- Schema: the name of your HubDB connection (e.g. HubDB1)
- Click "Test Connection"
- Click "Create"
Map HubDB Tables or Views to Entities in an Extension Module
Once you create the database connection for HubDB, you can create an extension that maps the tables or views to OutSystems entities. If you have not already done so, create an Application in Service Studio.
- Open the Service Studio and open the existing Application
- Click "Add Module," set the "Module Name" (e.g. hubdb_db_extension), set "Module Type" to "Extension," and click "Create Module"
- In Integration Studio, connect to your environment
- Right-click "Entities" in the extension tree and select "Connect to External Table or View..."
- Follow the steps in the wizard, selecting the tables and views you wish to work with
- In the Integration Studio, click "1-Click Publish"
- In the "1-Click Publish" wizard, click "Configure" when the process completes
- In the Service Center, associate the logical database name of the extension to the database connection that the extension will use and click "Apply"
- In the Service Center, associate the logical database name of the extension to the database connection that the extension will use and click "Apply"
- In your application, click "Manage Dependencies..."
- Add a dependency to the Extension and select the Entities that you will use in your application
At this point, you can access and work with HubDB data just like you would with the standard OutSystems entities.
Get CData Connect AI
With Connect AI and OutSystems, you can easily build HubDB-connected applications. Request a free trial of Connect AI and start working with HubDB data in OutSystems today.