Linux DSN Configuration
This section describes how to set up ODBC connectivity and configure DSNs on several Linux distributions: Debian-based systems, like Ubuntu, and Red Hat Linux platforms, like Red Hat Enterprise Linux (RHEL) and Fedora.
Minimum Linux Versions
Here are the minimum supported versions for Red Hat-based and Debian-based systems:
OS | Min. Version |
Ubuntu | 18.04 |
Debian | 10 |
RHEL | 8 |
Fedora | 28 |
SUSE | 15 |
Installing the Driver Dependencies
Run the following commands as root or with sudo to install the necessary dependencies:
- Debian/Ubuntu:
apt-get install libc6 libstdc++6 zlib1g libgcc1
- RHEL/Fedora:
yum install glibc libstdc++ zlib libgcc
Installing the Driver
You can use standard package management systems to install the driver.
On Debian-based systems, like Ubuntu, run the following command with root or sudo:
dpkg -i /path/to/driver/setup/BasecampODBCDriverforUnix.deb
On systems that support the RPM package format, run the following command with root or sudo:
rpm -ivh /path/to/driver/BasecampODBCDriverforUnix.rpm
Licensing the Driver
Run the following commands to license the driver. To activate a trial, omit the <key> input.
cd /opt/cdata/cdata-odbc-driver-for-basecamp/bin/
sudo ./install-license.sh <key>
Connecting through the Driver Manager
The driver manager loads the driver and passes function calls from the application to the driver. You need to register the driver with the driver manager and you define DSNs in the driver manager's configuration files.
The driver installation registers the driver with the unixODBC driver manager and creates a system DSN. The unixODBC driver manager can be used from Python and from many other applications. Your application may embed another driver manager.
Creating the DSN
See Using unixODBC to install unixODBC and configure DSNs. See Using the DataDirect Driver Manager to create a DSN to connect to OBIEE, Informatica, and SAS.
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.
- 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.
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.
Refreshing OAuth Values
The driver can refresh the temporary OAuth access tokens obtained during the browser-based OAuth authentication exchange. By default, the driver saves the encrypted tokens in the odbc.ini file corresponding to the DSN. Access to this odbc.ini file can be restricted in the case of System DSNs.
To enable the automatic token exchange, you can give the driver write access to the system odbc.ini. Or, you can set the OAuthSettingsLocation connection property to an alternate file path, to which the driver would have read and write access.
OAuthSettingsLocation=/tmp/oauthsettings.txt
Installing Dependencies for OAuth Authentication
The OAuth authentication standard requires the authenticating user to interact with Basecamp, using a web-browser. If the first OAuth interaction is to be done on the same machine the driver is installed on, for example, a desktop application, the driver needs access to the xdg-open program, which opens the default browser.
To satisfy this dependency, install the corresponding package with your package manager:
Debian/Ubuntu Package | RHEL/Fedora Package | File |
xdg-utils | xdg-utils | xdg-open |
Set the Driver Encoding
The ODBC drivers need to specify which encoding to use with the ODBC Driver Manager. By default, the CData ODBC Drivers for Unix are configured to use UTF-16 which is compatible with unixODBC, but other Driver Managers may require alternative encoding.
Alternatively, if you are using the ODBC driver from an application that uses the ANSI ODBC API it may be necessary to set the ANSI code page. For example, to import Japanese characters in an ANSI application, you can specify the code page in the config file '/opt/cdata/cdata-odbc-driver-for-basecamp/lib/cdata.odbc.basecamp.ini':
[Driver]
AnsiCodePage = 932