macOS DSN Configuration

This section shows how to set up ODBC connectivity and configure DSNs on macOS.

Minimum macOS Version

The CData ODBC Driver for Basecamp driver requires macOS Sierra (10.12) or above.

Licensing the Driver

In a terminal, run the following commands to license the driver. To activate a trial, omit the <key> input.

cd "/Applications/CData ODBC Driver for Basecamp/bin"
sudo ./install-license.sh <key>

You'll be prompted for a name and password. These refer to your name and your machine's password.

Connecting to Basecamp

In addition to authenticating, set the following connection properties to access Basecamp tables.

Schema: Set this to "V2" or "V3" to connect to a Basecamp 2 or Basecamp 3 account.
ProjectId: This is a required parameter for most table operations. You can query the Projects table to obtain this value.
If you do not specify the ProjectId connection property, the driver will use the first project Id returned from the Projects table in your first authentication to Basecamp.
AccountId: You can find the AccountId in the URL after you log in to Basecamp in a web browser:
```
http://basecamp.com/<AccountId>
```

Authenticating to Basecamp

Basecamp 2 uses basic or OAuth 2.0 authentication. You can use basic authentication to connect to your own account, or you can use OAuth to enable other users to log into their own accounts.

Basecamp 3 requires OAuth 2.0.

Basic

In basic authentication, you use your login credentials to connect. Set the following properties:

User: This is the username you use to log in to Basecamp.
Password: This is the password you use to log in to Basecamp.
AuthScheme: Set this to Basic.

OAuth

AuthScheme must be set to OAuth in all user account flows.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom application. See Creating a Custom OAuth App for information on creating custom applications and reasons for doing so.

For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.

After setting the following connection properties, you are ready to connect:

OAuthClientId: (custom applications only) Set to the Client ID in your application settings.
OAuthClientSecret: (custom applications only) Set to the Client Secret in your application settings.

When you connect, the driver opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The driver then completes the OAuth process as follows:

Headless Machines

To configure the driver to use OAuth with a user account on a headless machine, you need to authenticate on another device that has an internet browser.

Choose one of two options:
- Option 1: Obtain the OAuthVerifier value as described in "Obtain and Exchange a Verifier Code" below.
- Option 2: Install the driver on a machine with a browser and transfer the OAuth authentication values after you authenticate through the usual browser-based flow, as described in "Transfer OAuth Settings" below.
Then configure the driver to automatically refresh the access token on the headless machine.

Option 1: Obtain and Exchange a Verifier Code

To obtain a verifier code, you must authenticate at the OAuth authorization URL.

Follow the steps below to authenticate from the machine with an internet browser and obtain the OAuthVerifier connection property.

Choose one of these options:
- If you are using the Embedded OAuth Application click Basecamp OAuth endpoint to open the endpoint in your browser.
- If you are using a Custom OAuthd Application, create the Authorization URL by setting the following properties:
  - InitiateOAuth: Set to OFF.
  - OAuthClientId: Set to the client Id assigned when you registered your application.
  - OAuthClientSecret: Set to the client secret assigned when you registered your application.
  Then call the GetOAuthAuthorizationURL stored procedure with the appropriate CallbackURL. Open the URL returned by the stored procedure in a browser.
Log in and grant permissions to the driver. You are then redirected to the callback URL, which contains the verifier code.
Save the value of the verifier code. Later you will set this in the OAuthVerifier connection property.

Next, you need to exchange the OAuth verifier code for OAuth refresh and access tokens. Set the following properties:

On the headless machine, set the following connection properties to obtain the OAuth authentication values.

InitiateOAuth: Set this to REFRESH.
OAuthVerifier: Set this to the verifier code.
OAuthClientId: (custom applications only) Set this to the client Id in your custom OAuth application settings.
OAuthClientSecret: (custom applications only) Set this to the client secret in the custom OAuth application settings.
OAuthSettingsLocation: Set this to persist the encrypted OAuth authentication values to the specified file.

After the OAuth settings file is generated, you need to re-set the following properties to connect:

InitiateOAuth: Set this to REFRESH.
OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
OAuthSettingsLocation: Set this to the file containing the encrypted OAuth authentication values. Make sure this file gives read and write permissions to the driver to enable the automatic refreshing of the access token.

Option 2: Transfer OAuth Settings

Prior to connecting on a headless machine, you need to install and create a connection with the driver on a device that supports an internet browser. Set the connection properties as described in "Desktop Applications" above.

After completing the instructions in "Desktop Applications", the resulting authentication values are encrypted and written to the path specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.

After you have successfully tested the connection, copy the OAuth settings file to your headless machine.

On the headless machine, set the following connection properties to connect to data:

InitiateOAuth: Set this to REFRESH.
OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
OAuthSettingsLocation: Set this to the path to your OAuth settings file. Make sure this file gives read and write permissions to the driver to enable the automatic refreshing of the access token.

Uninstalling the Driver

The easiest way to uninstall the driver is to open a terminal and run the included uninstall.sh script, located in the installation directory. For example:

cd "/Applications/CData ODBC Driver for Basecamp"
sudo ./uninstall.sh

Note: The script needs to be run from the installation directory.