Windows DSN Configuration

Using the Microsoft ODBC Data Source Administrator

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the DSN is created during the installation process.

Complete the following steps to edit the DSN configuration:

Select Start > Search, and enter ODBC Data Sources in the Search box.
Choose the version of the ODBC Administrator that corresponds to the bitness of your application (32-bit or 64-bit).
Click the System DSN tab.
Select the system data source and click Configure.
Edit the information on the Connection tab and click OK.

Note: For .NET Framework 4.0, the driver distributes Microsoft Visual C++ 2015-2022 Redistributable. For .NET Framework 3.5, the driver distributes Microsoft Visual C++ 2008 Redistributable.

Ensuring Registry Access

The driver stores connection information in the Windows registry. To ensure that the driver can write to the registry, perform either of the following actions:

Run the calling application as an administrator.
Connect via a User DSN instead of a System DSN.

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 location.

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 location containing the encrypted OAuth authentication values. Make sure this location 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 location 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 location of your OAuth settings file. Make sure this location gives read and write permissions to the driver to enable the automatic refreshing of the access token.

ODBC Driver for Basecamp