Connect to Pipeliner CRM Data from PowerBuilder via JDBC

The CData JDBC driver for Pipeliner CRM is a standards-based control that can be used from any platform or development technology that supports JDBC, including PowerBuilder. This article shows how to use the CData JDBC Driver for Pipeliner CRM in PowerBuilder.

This article shows how to create a basic PowerBuilder application that uses the CData JDBC Driver for Pipeliner CRM to retrieve data.

Connect to Pipeliner CRM Data from PowerBuilder

Follow the steps below to use the Database Painter tool to create a database profile based on an JDBC URL for Pipeliner CRM. You can use a database profile to save connection properties. In the Database Painter, you can graphically manipulate data as well as execute SQL queries.

1. Add the driver JAR to the PowerBuilder classpath. Set the CLASSPATH system environment variable to the path to the driver JAR, located in the lib subfolder of the installation directory.

   Note: If you are using PowerBuilder Classic, you can also add the path to the driver JAR by clicking Tools -> System Options -> Java.

2. Click Tools -> Database Painter.
3. Right-click the JDBC node and click New Profile.
4. In the Database Profile Setup dialog, enter the following:
   • Profile Name: Enter a user-friendly name for the profile.
   • Driver Name: Enter the class name of the driver, cdata.jdbc.api.APIDriver
   • URL: Enter the JDBC URL.

     Start by setting the Profile connection property to the location of the Pipeliner CRM Profile on disk (e.g. C:\profiles\Pipeliner.apip). Next, set the ProfileSettings connection property to the connection string for Pipeliner CRM (see below).

     Pipeliner CRM API Profile Settings

     Navigate to Administration > Obtain API Key within your Pipeliner CRM workspace to retrieve the API Token, API Password, Space ID, and Service URL.

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.api.jar
     

     Fill in the connection properties and copy the connection string to the clipboard. A typical JDBC URL is below:

     jdbc:api:Profile=C:\profiles\Pipeliner.apip;ProfileSettings='User=your_api_token;Password=your_api_password;SpaceId=your_space_id;ServiceUrl=your_service_url';

   
5. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Pipeliner CRM Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to JDBC data sources and execute queries. The following example shows how to retrieve Pipeliner CRM data into a DataWindow. You can add the following code to the open method:

SQLCA.DBMS = "JDBC"
SQLCA.AutoCommit = False
SQLCA.DBParm = "Driver='cdata.jdbc.api.APIDriver',URL='jdbc:api:Profile=C:\profiles\Pipeliner.apip;ProfileSettings='User=your_api_token;Password=your_api_password;SpaceId=your_space_id;ServiceUrl=your_service_url';";
CONNECT USING SQLCA;
dw_account.SetTransObject(SQLCA);
dw_account.Retrieve();