Connect to Talkdesk Data from PowerBuilder via ODBC

The CData ODBC Driver for Talkdesk can be used from any platform or development technology that supports ODBC, including PowerBuilder. This article shows how to connect to Talkdesk data and execute queries from the Database Painter and controls such as the DataWindow.

Connect to Talkdesk as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Talkdesk uses the OAuth 2.0 Client Credentials grant. There is no browser-based authorization step and no callback URL.

Set the following connection properties:

• AccountName: The name of your Talkdesk account.
• Region: The region where your Talkdesk instance is deployed. Supported values are US (default), EU, CA, AU, UK, and FedRamp.
• OAuthClientId: The Client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret: The Client Secret assigned to your custom OAuth application.

Creating a Custom OAuth Application

1. Log in to your Talkdesk account and select OAuth Clients from the navigation menu.
2. Click Create OAuth Client and give the client a descriptive name.
3. Set Grant Type to Client Credentials.
4. Click Add scopes and select the scopes for the data you want to access.
5. Click Create and copy the Client Id and Client Secret.

When you connect, the driver automatically requests an access token from Talkdesk, caches it, and refreshes it when it expires. Make sure the scopes selected for the application match the views you plan to query, or the token request can fail.

Create a Profile for the ODBC Driver for Talkdesk

Follow the steps below to use the Database Painter tool to create a database profile based on an ODBC DSN (data source name) for Talkdesk. In the Database Painter, you can use wizards and the UI to work with Talkdesk data.

1. In PowerBuilder, click Tools -> Database Painter.
2. In the Objects window in the Database Painter, right-click the ODBC node and click New Profile.
3. On the Connection tab, enter a name for the profile and select the Talkdesk DSN in the Data Source menu.
4. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Talkdesk Data with PowerBuilder Controls

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

SQLCA.DBMS = "ODBC"
SQLCA.DBParm = "ConnectString='DSN=CData Talkdesk Source'"
CONNECT USING SQLCA;
dw_users.SetTransObject(SQLCA);
dw_users.Retrieve();