Build Sage X3 Cloud-Connected Web Apps in Servoy

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use Servoy Developer to easily connect to Sage X3 Cloud data and build web apps with connectivity to live Sage X3 Cloud data.

Servoy is a rapid application development and deployment platform. When paired with the CData JDBC Driver for Sage X3 Cloud, users can build Sage X3 Cloud-connected apps that work with live Sage X3 Cloud data. This article describes how to connect to Sage X3 Cloud from Servoy and build a simple web app to display and search Sage X3 Cloud data.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Sage X3 Cloud data. When you issue complex SQL queries to Sage X3 Cloud, the driver pushes supported SQL operations, like filters and aggregations, directly to Sage X3 Cloud 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 Sage X3 Cloud data using native data types.

Connect to Sage X3 Cloud in Servoy Developer

To build Sage X3 Cloud-connected apps, you need to first create a data provider in Servoy Developer using the CData JDBC Driver for Sage X3 Cloud.

  1. Install the JDBC Driver.
  2. Copy the JDBC Driver JAR file. (cdata.jdbc.sagex3cloud.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:sagex3cloud:AuthScheme=OAuth;URL=https://x3server/;OAuthAccessTokenUrl=https://auth-domain/oauth/token;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;Audience=https://api-audience;XAPIKey=your_api_key;Folder=SEED;

        Built-In Connection String Designer

        For assistance in constructing the JDBC URL, use the connection string designer built into the Sage X3 Cloud JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

        
        				java -jar cdata.jdbc.sagex3cloud.jar
        				

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

        Sage X3 Cloud uses the OAuth 2.0 Client Credentials flow, and an X-API-Key is also required for API access. Set AuthScheme to OAuth and specify the following connection properties:

        • URL: The base URL of your Sage X3 Cloud instance.
        • OAuthAccessTokenUrl: The OAuth token endpoint (e.g., https://your-auth-domain/oauth/token).
        • OAuthClientId: Your OAuth application client ID.
        • OAuthClientSecret: Your OAuth application client secret.
        • Audience: The API audience value for the token request.
        • XAPIKey: The X-API-Key provided by your Sage X3 Cloud administrator.
        • Folder: The Sage X3 folder name (e.g., SEED). This folder is used as the default schema.
        • Folders (optional): A comma-separated list of Sage X3 folders (e.g., SEED,PERF). Each folder is exposed as a separate schema, so you can query across folders with the Schema.Table syntax.

        The driver obtains an access token with the Client Credentials flow and sends it with the X-API-Key on every API request. With InitiateOAuth set to GETANDREFRESH (the default), the driver acquires and refreshes the token automatically.

        Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
      • Select the Driver class you just copied, for example, cdata.jdbc.sagex3cloud.SageX3CloudDriver
    Connecting to data through the JDBC Driver (Salesforce is shown).

Build a Sage X3 Cloud-Connected Web App

Once you have configured the connection to Sage X3 Cloud in the Servoy Developer resources, you are ready to build apps with access to live Sage X3 Cloud 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."
Creating a new form.

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 Sage X3 Cloud "table" (e.g., BPCNUM from the BPCUSTOMER 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);
    
The configured web app.

Save and Launch the App

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

A simple web app.

Download a free, 30-day trial of the CData JDBC Driver for Sage X3 Cloud and start building Sage X3 Cloud-connected apps with Servoy. Reach out to our Support Team if you have any questions.

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