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Connect to Sugar CRM Data from PowerBuilder

This article demonstrates how to access Sugar CRM data from PowerBuilder using the Sugar CRM JDBC Driver.

The CData JDBC Driver for Sugar 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 Sugar CRM in PowerBuilder.

This article shows how to create a basic PowerBuilder application that uses the CData JDBC Driver for Sugar CRM to perform reads and writes.

Connect to Sugar 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 Sugar 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.sugarcrm.SugarCRMDriver
    • URL: Enter the JDBC URL.

      The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

      You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

      Additionally, specify the URL to the SugarCRM account.

      Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

      Built-in Connection String Designer

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

      java -jar cdata.jdbc.sugarcrm.jar

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

      jdbc:sugarcrm:User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;
  5. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Sugar 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 Sugar 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.sugarcrm.SugarCRMDriver',URL='jdbc:sugarcrm:User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;"; CONNECT USING SQLCA; dw_accounts.SetTransObject(SQLCA); dw_accounts.Retrieve();