Cloud

Build 25.0.9434
  • Highrise
    • Getting Started
      • Establishing a Connection
      • Creating a Custom OAuth App
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • Tables
        • Cases
        • Comments
        • Companies
        • CustomFields
        • DealCategories
        • Deals
        • Groups
        • Notes
        • People
        • TaskCategories
      • Views
        • Account
        • Deletions
        • Emails
        • GroupUsers
        • Memberships
        • Tags
        • Tasks
        • Users
      • Stored Procedures
      • System Tables
        • sys_catalogs
        • sys_schemas
        • sys_tables
        • sys_tablecolumns
        • sys_procedures
        • sys_procedureparameters
        • sys_keycolumns
        • sys_foreignkeys
        • sys_primarykeys
        • sys_indexes
        • sys_connection_props
        • sys_sqlinfo
        • sys_identity
        • sys_information
    • Connection String Options
      • Authentication
        • AuthScheme
        • AccountId
        • APIToken
      • OAuth
        • OAuthClientId
        • OAuthClientSecret
      • SSL
        • SSLServerCert
      • Logging
        • Verbosity
      • Schema
        • BrowsableSchemas
      • Miscellaneous
        • MaxRows
        • PseudoColumns
        • Timeout
    • Third Party Copyrights

Highrise - CData Cloud

Overview

CData Cloud offers access to Highrise across several standard services and protocols, in a cloud-hosted solution. Any application that can connect to a SQL Server database can connect to Highrise through CData Cloud.

CData Cloud allows you to standardize and configure connections to Highrise as though it were any other OData endpoint or standard SQL Server.

Key Features

  • Full SQL Support: Highrise appears as standard relational databases, allowing you to perform operations - Filter, Group, Join, etc. - using standard SQL, regardless of whether these operations are supported by the underlying API.
  • CRUD Support: Both read and write operations are supported, restricted only by security settings that you can configure in Cloud or downstream in the source itself.
  • Secure Access: The administrator can create users and define their access to specific databases and read-only operations or grant full read & write privileges.
  • Comprehensive Data Model & Dynamic Discovery: CData Cloud provides comprehensive access to all of the data exposed in the underlying data source, including full access to dynamic data and easily searchable metadata.

CData Cloud

Getting Started

This page provides a guide to Establishing a Connection to Highrise in CData Cloud, as well as information on the available resources, and a reference to the available connection properties.

Connecting to Highrise

Establishing a Connection shows how to authenticate to Highrise and configure any necessary connection properties to create a database in CData Cloud

Accessing Data from CData Cloud Services

Accessing data from Highrise through the available standard services and CData Cloud administration is documented in further details in the CData Cloud Documentation.

CData Cloud

Establishing a Connection

Connect to Highrise by selecting the corresponding icon in the Database tab. Required properties are listed under Settings. The Advanced tab lists connection properties that are not typically required.

Authenticating to Highrise

Highrise supports OAuth and API token authentication schemes.

OAuth

Highrise uses the OAuth authentication standard. To authenticate to Highrise, you need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL.

In all OAuth flows, you must set AuthScheme to OAuth. The following sections assume you have done so.

API Token

To authenticate to Highrise with an API token, set the following:

  • AuthScheme: Set AuthScheme to APIToken.
  • APIToken: The APIToken of the user. To obtain your API token, log in to your Highrise account and click the My Info link. If you are an admin or a user, this is located under the "Settings" section of the account. See Find Your API Token in the Highrise documentation for more information.
  • AccountId: The Account Id of the user.

CData Cloud

Creating a Custom OAuth App

When To Create a Custom OAuth Application

CData embeds OAuth Application Credentials with CData branding that can be used when connecting via a .

You may choose to use your own OAuth Application Credentials when you want to

  • control branding of the Authentication Dialog
  • control the redirect URI that the application redirects the user to after the user authenticates
  • customize the permissions that you are requesting from the user

Create a Custom App

You will need to log in to https://integrate.37signals.com and register an application to obtain the OAuth client credentials, the OAuthClientId and OAuthClientSecret. You will also need to configure a CallbackURL.

Authenticate to Highrise in a Desktop Application

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

  • OAuthClientId: Set this to the Client Id in your application settings.
  • OAuthClientSecret: Set this to the Client Secret in your application settings.
  • CallbackURL: Set this to the Redirect URL you specified in your application settings.
  • AccountId: Copy this from the URL after you log in to Highrise. For example, if your instance URL is https://MyInstance12345.highrisehq.com/, set the AccountId property to ' MyInstance12345 '.

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

  1. Extracts the access token from the callback URL and authenticates requests.
  2. Refreshes the access token when it expires.
  3. Saves OAuth values in OAuthSettingsLocation. These values persist across connections.

Authenticate to Highrise from a Web Application

To obtain the access token, set the following connection properties:

  • OAuthClientId: Set this to the Client Id in your application settings.
  • OAuthClientSecret: Set this to the Client Secret in your application settings.
  • CallbackURL: Set this to a page on your website you would like users to be redirected to after authorizing your application.

When connecting via a Web application, or if the Cloud is not authorized to open a browser window, you need to exchange a verifier code for the OAuthAccessToken:

  1. Call GetOAuthAuthorizationURL. The stored procedure returns the URL to the OAuth endpoint.
  2. Log in and authorize the application. You are redirected back to the callback URL.
  3. Extract the verifier code from the "code" query string parameter of the CallbackURL and call GetOAuthAccessToken.
To make requests to Highrise, set OAuthAccessToken and AccountId. When the access token expires, call RefreshOAuthAccessToken. Given a refresh token as input, it returns a valid OAuth access token.

CData Cloud

SSL Configuration

Customizing the SSL Configuration

By default, the Cloud attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

CData Cloud

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

  • ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
  • ProxyPort: the TCP port that the proxy server is running on.
  • ProxyAuthScheme: the authentication method the Cloud uses when authenticating to the proxy server.
  • ProxyUser: the username of a user account registered with the proxy server.
  • ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

  • To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
  • To tunnel the connection, set FirewallType to TUNNEL.
  • To authenticate, specify FirewallUser and FirewallPassword.
  • To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

CData Cloud

Data Model

The CData Cloud models the Highrise API as relational tables, views, and stored procedures. The Cloud uses the Highrise API to process supported filters. The Cloud processes other filters client-side within the Cloud.

Tables

The CData Cloud models writable Highrise APIs as easy-to-access Tables. Most tables are defined in simple, text-based schema files. However, some tables, such as Companies, Deals, and People, are dynamic. When you connect, the Cloud gets the metadata for dynamic tables by calling the appropriate Web services.

Views

Views are read-only tables. Typically, data that cannot be modified is represented in views.

Stored Procedures

The Cloud also surfaces Stored Procedures, function-like interfaces to Highrise that surface additional capabilities of the API.

CData Cloud

Tables

The Cloud models the data in Highrise as a list of tables in a relational database that can be queried using standard SQL statements.

CData Cloud - Highrise Tables

Name Description
Cases Create, update, delete, and query Cases that are visible to the authenticated user.
Comments Create, update, delete, and query Comments associated with a Note or Email and visible to the authenticated user.
Companies Create, update, delete, and query Highrise Companies. This table is dynamic.
CustomFields Return all custom fields used in the account.
DealCategories Create, update, delete, and query Deal Categories.
Deals Create, update, delete, and query Highrise Deals. This table is dynamic.
Groups Query, create, update and delete your account's groups
Notes Create, update, delete, and query Notes that are visible to the authenticated user and related to a specific Person, Company, Case, or Deal.
People Create, update, delete, and query Highrise People. This table is dynamic.
TaskCategories Create, update, delete, and query Task Categories.

CData Cloud

Cases

Create, update, delete, and query Cases that are visible to the authenticated user.

Table Specific Information

Insert

To insert a new Case, provide at least the Name:

INSERT INTO Cases (Name) VALUES ('my case') 

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier for the case.

Name String False

The name of the case.

IsClosed Boolean True

Whether the case is closed. The default is open.

ClosedAt Datetime False

The date and time when the case was closed.

VisibleTo String False

Who the case is visible to: Everyone, Owner, or NamedGroup.

OwnerId Integer False

The unique identifier of the owner.

GroupId Integer False

The unique identifier of the group.

AuthorId Integer False

The unique identifier of the author.

CreatedAt Datetime True

The date and time when the case was created.

UpdatedAt Datetime True

The date and time when the case was last updated.

Parties String True

The parties of the case.

CData Cloud

Comments

Create, update, delete, and query Comments associated with a Note or Email and visible to the authenticated user.

Table Specific Information

Select

To retrieve Comments, provide a SubjectType that the Note belongs to, such as Notes or Emails, and the Subject Id.

SELECT * FROM Comments WHERE SubjectType = 'notes' AND SubjectId = '351922361'

Insert

The following query inserts a Comment. At least the Comment Body and ParentId must be provided.

INSERT INTO Comments (Body, ParentId) VALUES ('me comment', '351199012') 

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the comment.

Body String False

The body of the comment.

ParentId Integer False

The Id of the parent of the comment.

SubjectId Integer True

The Id of the subject of the comment.

SubjectType String True

The subject type of the comment.

SubjectName String True

The subject name of the comment.

CollectionId Integer True

The Id of the collection.

CollectionType String True

The type of the collection.

VisibleTo String True

Who the comment is visible to: Everyone, Owner, or NamedGroup.

GroupId Integer True

The Id of the group.

OwnerId Integer True

The Id of the owner.

AuthorId Integer True

The Id of the author of the comment.

CreatedAt Datetime True

The date and time when the comment was created.

UpdatedAt Datetime True

The date and time when the comment was last updated.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
ParentType String

Whether the comment is associated with a note or email.

The allowed values are note, email.

The default value is note.

CData Cloud

Companies

Create, update, delete, and query Highrise Companies. This table is dynamic.

Table Specific Information

Select

For datetime columns only the '>' and '>=' operators are supported.

SELECT * FROM Companies WHERE UpdatedAt > '2012-01-12' 

Insert

To insert a new Company, provide at least a Company Name and a Background for the Company.

INSERT INTO Companies (Name, Background) VALUES ('Company name', 'The description') 

Columns

Name Type ReadOnly References Description
Id [KEY] String False

The Id column for the table Companies.

Name String False

The Name column for the table Companies.

Background String False

The Background column for the table Companies.

EmailAddressAggregate String False

The EmailAddressAggregate column for the table Companies.

PhoneNumberAggregate String False

The PhoneNumberAggregate column for the table Companies.

AddressAggregate String False

The AddressAggregate column for the table Companies.

InstantMessengerAggregate String False

The InstantMessengerAggregate column for the table Companies.

TwitterAccountAggregate String False

The TwitterAccountAggregate column for the table Companies.

WebAddressAggregate String False

The WebAddressAggregate column for the table Companies.

AvatarURL String False

The AvatarURL column for the table Companies.

VisibleTo String False

The VisibleTo column for the table Companies.

OwnerId String False

The OwnerId column for the table Companies.

GroupId String False

The GroupId column for the table Companies.

AuthorId String True

The AuthorId column for the table Companies.

CreatedAt String True

The CreatedAt column for the table Companies.

UpdatedAt String True

The UpdatedAt column for the table Companies.

PartyCustomField1 String False

A CustomField of type party.

PartyCustomField2 String False

A CustomField of type party.

SubjectData String False

A Subject Dat for the table Companies.

CData Cloud

CustomFields

Return all custom fields used in the account.

Table Specific Information

Select

Retrieve Custom Fields created for your account.

SELECT * FROM CustomFields

You can also retrieve Custom Fields by type.

SELECT * FROM CustomFields WHERE type = 'deal'

Insert

To insert a new Custom Field, provide the Label. Only Custom Fields of type 'party' can be created.

INSERT INTO CustomFields (Label) VALUES ('My new Custom Field')

Update

Change the Label of a field by providing its Id.

UPDATE CustomFields SET Label = 'Test' WHERE Id = '4321'

Delete

Delete a Custom Field by specifying its Id.

DELETE FROM CustomFields WHERE Id = '4321'

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the custom field.

Label String False

The label for the custom field.

Type String True

The type for the custom field.

The allowed values are party, deal.

CData Cloud

DealCategories

Create, update, delete, and query Deal Categories.

Table Specific Information

Insert

To insert a new Deal Category, at least a Category Name and a Color must be provided.

INSERT INTO DealCategories (Name, Color) VALUES ('A unique deal category', '5df4b5')  

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier for the category.

Name String False

The name of the category.

Color String False

The color as a hex value.

AccountId Integer True

A reference to the account.

ElementsCount Integer True

The number of elements in the category.

CreatedAt Datetime True

The date and time when this record was created.

UpdatedAt Datetime True

The date and time when this record was last updated.

CData Cloud

Deals

Create, update, delete, and query Highrise Deals. This table is dynamic.

Table Specific Information

Select

For datetime columns only the '>' and '>=' operators are supported in the WHERE clause. The following query selects Deals that were updated after a given date.

SELECT * FROM Deals WHERE UpdatedAt > '2012-01-12'

Insert

Name, CategoryId, Background, Currency, Price, PriceType, Duration, and PartyId are required to create a new Deal.

INSERT INTO Deals (Name, CategoryId, Background, Currency, Price, PriceType, Duration, PartyId) VALUES ('deal with someone', 4195389, 'black', 'usd', 500, 'fixed', 123545, 149760370)  

Columns

Name Type ReadOnly References Description
Id [KEY] String False

The Id column for the table Deals.

Name String False

The Name column for the table Deals.

AccountId String False

The AccountId column for the table Deals.

AuthorId String False

The AuthorId column for the table Deals.

Background String False

The Background column for the table Deals.

CategoryId String False

The CategoryId column for the table Deals.

Currency String False

The Currency column for the table Deals.

Duration String False

The Duration column for the table Deals.

VisibleTo String False

The VisibleTo column for the table Deals.

GroupId String False

The GroupId column for the table Deals.

OwnerId String False

The OwnerId column for the table Deals.

PartyId String False

The PartyId column for the table Deals.

Price String False

The Price column for the table Deals.

PriceType String False

The PriceType column for the table Deals.

ResponsiblePartyId String False

The ResponsiblePartyId column for the table Deals.

Status String False

The Status column for the table Deals.

StatusChangedOn String True

The StatusChangedOn column for the table Deals.

CreatedAt String True

The CreatedAt column for the table Deals.

UpdatedAt String True

The UpdatedAt column for the table Deals.

DealCustomField1 String False

A Custom Field of type deal.

DealCustomField2 String False

A Custom Field of type deal.

CData Cloud

Groups

Query, create, update and delete your account's groups

Table Specific Information

Select

Retrieve the list of groups created in your Highrise account.

SELECT * FROM Groups

Insert

Create a new group by providing its name.

INSERT INTO Groups (Name) VALUES ('ABC123')

Update

Modify a group's name by providing the group's Id

UPDATE Groups SET Name = 'ABC' WHERE Id = '123'

Delete

Delete a group by providing the group's Id

DELETE FROM Groups WHERE Id = '123'

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the group.

Name String False

The name of the group.

CData Cloud

Notes

Create, update, delete, and query Notes that are visible to the authenticated user and related to a specific Person, Company, Case, or Deal.

Table Specific Information

Select

To retrieve Notes, provide a SubjectType that the Note belongs to, such as People, Companies, Cases, or Deals, and the Subject Id.

SELECT * FROM Notes WHERE SubjectType = 'Companies' AND SubjectId = 149760370
To retrieve information related to a specific note, provide the Id of the note.
SELECT * FROM Notes WHERE Id = 351922361
To retrieve all the notes from all the companies, you can use a subquery with IN operator.
SELECT * FROM Notes WHERE SubjectType = 'Companies' AND SubjectId IN (SELECT Id FROM Companies)

For datetime columns only the '>' and '>=' operators are supported in the WHERE clause.

SELECT * FROM Notes WHERE SubjectType = 'Companies' AND SubjectId = 149760370 AND UpdatedAt > '2012-01-12'

Insert

The Note's Body, Subject Id, and Subject Type are required to create a new Note.

INSERT INTO Notes (Body, SubjectId, SubjectType) VALUES ('my note', 149760370, 'Companies') 

Update

To update an existing Note, you must provide its Id.

UPDATE NOTES SET Body = 'updated note' WHERE Id = 499468019

Delete

To delete an existing Note, you must provide its Id.

DELETE FROM NOTES WHERE Id = 499929021

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the note.

Title String True

The title of the note.

Body String False

The body of the note.

AuthorId Integer True

The Id of the author of the note.

SubjectId Integer True

The Id of the subject of the note. This can be a reference to a person, company, case, or deal.

SubjectType String True

The subject type of the note: Person, Company, Case, Deal.

SubjectName String True

The subject name of the note.

CollectionId Integer True

The Id of the collection associated with the note.

CollectionType String True

The type of the collection associated with the note.

VisibleTo String True

Who the note is visible to: Everyone, Owner, or NamedGroup.

OwnerId Integer True

The Id of the owner associated with the note.

GroupId Integer True

The Id of the group associated with the note.

CreatedAt Datetime True

The date and time when the note was created.

UpdatedAt Datetime True

The date and time when the note was last updated.

Attachments String False

The attachments attached with the notes.

CData Cloud

People

Create, update, delete, and query Highrise People. This table is dynamic.

Table Specific Information

Select

For datetime columns only the '>' and '>=' operators are supported.

SELECT * FROM People WHERE UpdatedAt > '2016-04-18' 

Insert

To insert a Person provide at least First Name, Last Name, and the Job Title.

INSERT INTO People (FirstName, LastName, Title) VALUES ('FirstName', 'LastName', 'CEO') 

Columns

Name Type ReadOnly References Description
Id [KEY] String False

The Id column for the table People.

FirstName String False

The FirstName column for the table People.

LastName String False

The LastName column for the table People.

Title String False

The Title column for the table People.

Background String False

The Background column for the table People.

EmailAddressAggregate String False

The EmailAddressAggregate column for the table People.

PhoneNumberAggregate String False

The PhoneNumberAggregate column for the table People.

AddressAggregate String False

The AddressAggregate column for the table People.

InstantMessengerAggregate String False

The InstantMessengerAggregate column for the table People.

TwitterAccountAggregate String False

The TwitterAccountAggregate column for the table People.

WebAddressAggregate String False

The WebAddressAggregate column for the table People.

CompanyID String False

The CompanyID column for the table People.

CompanyName String False

The CompanyName column for the table People.

LinkedInURL String False

The LinkedInURL column for the table People.

AvatarURL String False

The AvatarURL column for the table People.

VisibleTo String False

The VisibleTo column for the table People.

OwnerId String False

The OwnerId column for the table People.

GroupId String False

The GroupId column for the table People.

AuthorId String True

The AuthorId column for the table People.

CreatedAt String True

The CreatedAt column for the table People.

UpdatedAt String True

The UpdatedAt column for the table People.

PartyCustomField1 String False

A CustomField of type party.

PartyCustomField2 String False

A CustomField of type party.

CData Cloud

TaskCategories

Create, update, delete, and query Task Categories.

Table Specific Information

Insert

To insert a new Task Category, provide at least a Category Name and a Color.

INSERT INTO TaskCategories (Name, Color) VALUES ('A unique task category', '5df4b5')  

Columns

Name Type ReadOnly References Description
Id [KEY] Integer True

The unique identifier of the task category.

Name String False

The name of the task category.

Color String False

The color as a hex value.

AccountId Integer True

The Id of the account associated with the task category.

ElementsCount Integer True

The number of task categories.

CreatedAt Datetime True

The date and time when the task category was created.

UpdatedAt Datetime True

The date and time when the task category was last updated.

CData Cloud

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Cloud - Highrise Views

Name Description
Account Retrieve information about the current user's account.
Deletions Query deleted resources.
Emails Query Emails that are visible to the authenticated user and related to a specific Person, Company, Case, or Deal.
GroupUsers Query the groups created in your account and the users that are associated with the groups.
Memberships Query information about your account's memberships.
Tags Query information about your account's tags.
Tasks Retrieve Tasks created in the account.
Users Return information about your account's active users.

CData Cloud

Account

Retrieve information about the current user's account.

Table Specific Information

Select

Retrieve information about current user's account

SELECT * FROM Account

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the account in Highrise.
Name String The name the account is registered for.
Subdomain String The account's subdomain.
Plan String The plan the account was opened with.
OwnerId Integer The identifier of the account's user.
PeopleCount Integer The number of persons maintained in the account.
Storage Integer The bytes taken up in the account.
SSLEnabled Boolean Whether SSL is enabled for the account.
CreatedAt Datetime The date and time when the account was created.
UpdatedAt Datetime The date and time when the task category was last updated.
ColorTheme String The ColorTheme for the account.

CData Cloud

Deletions

Query deleted resources.

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the deleted resource.
Type String The type of resource.
DeletedAt Datetime The date and time when the resource was deleted.

CData Cloud

Emails

Query Emails that are visible to the authenticated user and related to a specific Person, Company, Case, or Deal.

Table Specific Information

Select

To retrieve Emails, provide a SubjectType that the Email belongs to, such as People, Company, Case, or Deal, and the Subject Id.

SELECT * FROM Emails WHERE SubjectType = 'People' AND SubjectId = '1234567' 
SELECT * FROM Emails WHERE SubjectType = 'Company' AND SubjectId = '1234567' 

To retrieve information related to a specific email, provide the Id of the email.

SELECT * FROM Emails WHERE Id = '1234567'

To retrieve all the emails from all the companies, you can use a subquery with IN operator.

SELECT * FROM Emails WHERE SubjectType = 'Company' AND SubjectId IN (SELECT Id FROM Companies)

For datetime columns only the '>' and '>=' operators are supported.

SELECT * FROM Emails WHERE SubjectType = 'People' AND SubjectId = '1234567' AND UpdatedAt > "2016-01-01"

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the email.
Title String The title of the email.
Body String The body of the email.
AuthorId Integer The Id of the author of the email.
SubjectId Integer The Id of the subject of the email.
SubjectType String The subject type of the email. The allowed values are People, Company, Case, Deal.
SubjectName String The subject name of the email.
CollectionId Integer The Id of the collection.
CollectionType String The type of the collection.
VisibleTo String Who the email is visible to: Everyone, Owner, or NamedGroup.
OwnerId Integer The Id of the owner associated with the email.
GroupId Integer The Id of the group associated with the email.
CreatedAt Datetime The date and time when the email was created.
UpdatedAt Datetime The date and time when the email was last updated.
Attachments String The attachments attached with the email.

CData Cloud

GroupUsers

Query the groups created in your account and the users that are associated with the groups.

Table Specific Information

Select

Retrieve all the groups of your account and all the users in each group

SELECT * FROM GroupUsers 

You can also retrieve all users that belong to one group

SELECT * FROM GroupUsers WHERE GroupId = '123'

Columns

Name Type References Description
GroupId [KEY] Integer The unique identifier of the group.
GroupName String The name of the group.
UserId [KEY] Integer Id of the user belonging to the group.
Username String Name of the user belonging to the group.
UserEmailAddress String Name of the user belonging to the group.

CData Cloud

Memberships

Query information about your account's memberships.

Table Specific Information

Select

Retrieve all group memberships in your account

SELECT * FROM Memberships

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the membership.
GroupId Integer The group identifier of this membership.
UserId Integer The user identifier of this membership.
CreatedAt Datetime The date and time when the user was added to the group.
UpdatedAt Datetime The date and time when the membership was last updated.

CData Cloud

Tags

Query information about your account's tags.

Table Specific Information

Select

Retrieve all tags in your account

SELECT * FROM Tags

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the tag.
Name String The name of the tag.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
SubjectType String The subject type of the tag. The allowed values are People, Company, Case, Deal.
SubjectId Integer The Id of the subject of the tag.

CData Cloud

Tasks

Retrieve Tasks created in the account.

Table Specific Information

Select

Retrieve all tasks that are visible to the current user

SELECT * FROM Tasks

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the task.
AuthorId Integer The Id of the user that created the task.
OwnerId Integer The Id of the user owning the task.
Body String The instructions of the task.
Frame String The description for the deadline of the task, such as today,tomorrow,this_week,next_week,later, overdue.
CategoryId Integer The category id of the task.
DoneAt Datetime The date and time when the task was completed.
DueAt Datetime The date and time when the task is due for completion.
AlertAt Datetime The date and time when the user will be alerted next about the task.
SubjectId Integer The Id of the subject the task is created for.
SubjectName String The Name of the subject the task is created for.
SubjectType String The subject's type. The types are Case,People,Deal,Company
CreatedAt Datetime The date and time when the task category was created.
UpdatedAt Datetime The date and time when the task category was last updated.
RecordingId Integer The recording Id for the task.

CData Cloud

Users

Return information about your account's active users.

Table Specific Information

Select

Retrieve all users of your account

SELECT * FROM Users

Columns

Name Type References Description
Id [KEY] Integer The unique identifier of the user.
Name String The name of the user.
EmailAddress String The email address of the user.
Admin Boolean Whether the user has admin privileges
CreatedAt Datetime The date and time when the user was created.
UpdatedAt Datetime The date and time when the user was last updated.

CData Cloud

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the Cloud beyond simple SELECT/INSERT/UPDATE/DELETE operations with Highrise.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Highrise, along with an indication of whether the procedure succeeded or failed.

CData Cloud - Highrise Stored Procedures

Name Description

CData Cloud

System Tables

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for Highrise:

  • sys_catalogs: Lists the available databases.
  • sys_schemas: Lists the available schemas.
  • sys_tables: Lists the available tables and views.
  • sys_tablecolumns: Describes the columns of the available tables and views.
  • sys_procedures: Describes the available stored procedures.
  • sys_procedureparameters: Describes stored procedure parameters.
  • sys_keycolumns: Describes the primary and foreign keys.
  • sys_indexes: Describes the available indexes.

Data Source Tables

The following tables return information about how to connect to and query the data source:

  • sys_connection_props: Returns information on the available connection properties.
  • sys_sqlinfo: Describes the SELECT queries that the Cloud can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries:

  • sys_identity: Returns information about batch operations or single updates.

CData Cloud

sys_catalogs

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs

Columns

Name Type Description
CatalogName String The database name.

CData Cloud

sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

          SELECT * FROM sys_schemas
          

Columns

Name Type Description
CatalogName String The database name.
SchemaName String The schema name.

CData Cloud

sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

          SELECT * FROM sys_tables
          

Columns

Name Type Description
CatalogName String The database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view.
TableType String The table type (table or view).
Description String A description of the table or view.
IsUpdateable Boolean Whether the table can be updated.

CData Cloud

sys_tablecolumns

Describes the columns of the available tables and views.

The following query returns the columns and data types for the People table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='People' 

Columns

Name Type Description
CatalogName String The name of the database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view containing the column.
ColumnName String The column name.
DataTypeName String The data type name.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
Length Int32 The storage size of the column.
DisplaySize Int32 The designated column's normal maximum width in characters.
NumericPrecision Int32 The maximum number of digits in numeric data. The column length in characters for character and date-time data.
NumericScale Int32 The column scale or number of digits to the right of the decimal point.
IsNullable Boolean Whether the column can contain null.
Description String A brief description of the column.
Ordinal Int32 The sequence number of the column.
IsAutoIncrement String Whether the column value is assigned in fixed increments.
IsGeneratedColumn String Whether the column is generated.
IsHidden Boolean Whether the column is hidden.
IsArray Boolean Whether the column is an array.
IsReadOnly Boolean Whether the column is read-only.
IsKey Boolean Indicates whether a field returned from sys_tablecolumns is the primary key of the table.
ColumnType String The role or classification of the column in the schema. Possible values include SYSTEM, LINKEDCOLUMN, NAVIGATIONKEY, REFERENCECOLUMN, and NAVIGATIONPARENTCOLUMN.

CData Cloud

sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

          SELECT * FROM sys_procedures
          

Columns

Name Type Description
CatalogName String The database containing the stored procedure.
SchemaName String The schema containing the stored procedure.
ProcedureName String The name of the stored procedure.
Description String A description of the stored procedure.
ProcedureType String The type of the procedure, such as PROCEDURE or FUNCTION.

CData Cloud

sys_procedureparameters

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the RefreshOAuthAccessToken stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'RefreshOAuthAccessToken' AND Direction = 1 OR Direction = 2

To include result set columns in addition to the parameters, set the IncludeResultColumns pseudo column to True:

SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'RefreshOAuthAccessToken' AND IncludeResultColumns='True'

Columns

Name Type Description
CatalogName String The name of the database containing the stored procedure.
SchemaName String The name of the schema containing the stored procedure.
ProcedureName String The name of the stored procedure containing the parameter.
ColumnName String The name of the stored procedure parameter.
Direction Int32 An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
DataTypeName String The name of the data type.
NumericPrecision Int32 The maximum precision for numeric data. The column length in characters for character and date-time data.
Length Int32 The number of characters allowed for character data. The number of digits allowed for numeric data.
NumericScale Int32 The number of digits to the right of the decimal point in numeric data.
IsNullable Boolean Whether the parameter can contain null.
IsRequired Boolean Whether the parameter is required for execution of the procedure.
IsArray Boolean Whether the parameter is an array.
Description String The description of the parameter.
Ordinal Int32 The index of the parameter.
Values String The values you can set in this parameter are limited to those shown in this column. Possible values are comma-separated.
SupportsStreams Boolean Whether the parameter represents a file that you can pass as either a file path or a stream.
IsPath Boolean Whether the parameter is a target path for a schema creation operation.
Default String The value used for this parameter when no value is specified.
SpecificName String A label that, when multiple stored procedures have the same name, uniquely identifies each identically-named stored procedure. If there's only one procedure with a given name, its name is simply reflected here.
IsCDataProvided Boolean Whether the procedure is added/implemented by CData, as opposed to being a native Highrise procedure.

Pseudo-Columns

Name Type Description
IncludeResultColumns Boolean Whether the output should include columns from the result set in addition to parameters. Defaults to False.

CData Cloud

sys_keycolumns

Describes the primary and foreign keys.

The following query retrieves the primary key for the People table:

         SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='People' 
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
IsKey Boolean Whether the column is a primary key in the table referenced in the TableName field.
IsForeignKey Boolean Whether the column is a foreign key referenced in the TableName field.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.

CData Cloud

sys_foreignkeys

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

         SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.
ForeignKeyType String Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key.

CData Cloud

sys_primarykeys

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

         SELECT * FROM sys_primarykeys
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
KeySeq String The sequence number of the primary key.
KeyName String The name of the primary key.

CData Cloud

sys_indexes

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

          SELECT * FROM sys_indexes WHERE IsPrimary='false'
          

Columns

Name Type Description
CatalogName String The name of the database containing the index.
SchemaName String The name of the schema containing the index.
TableName String The name of the table containing the index.
IndexName String The index name.
ColumnName String The name of the column associated with the index.
IsUnique Boolean True if the index is unique. False otherwise.
IsPrimary Boolean True if the index is a primary key. False otherwise.
Type Int16 An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3).
SortOrder String The sort order: A for ascending or D for descending.
OrdinalPosition Int16 The sequence number of the column in the index.

CData Cloud

sys_connection_props

Returns information on the available connection properties and those set in the connection string.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''

Columns

Name Type Description
Name String The name of the connection property.
ShortDescription String A brief description.
Type String The data type of the connection property.
Default String The default value if one is not explicitly set.
Values String A comma-separated list of possible values. A validation error is thrown if another value is specified.
Value String The value you set or a preconfigured default.
Required Boolean Whether the property is required to connect.
Category String The category of the connection property.
IsSessionProperty String Whether the property is a session property, used to save information about the current connection.
Sensitivity String The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms.
PropertyName String A camel-cased truncated form of the connection property name.
Ordinal Int32 The index of the parameter.
CatOrdinal Int32 The index of the parameter category.
Hierarchy String Shows dependent properties associated that need to be set alongside this one.
Visible Boolean Informs whether the property is visible in the connection UI.
ETC String Various miscellaneous information about the property.

CData Cloud

sys_sqlinfo

Describes the SELECT query processing that the Cloud can offload to the data source.

See SQL Compliance for SQL syntax details.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

NameDescriptionPossible Values
AGGREGATE_FUNCTIONSSupported aggregation functions.AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNTWhether COUNT function is supported.YES, NO
IDENTIFIER_QUOTE_OPEN_CHARThe opening character used to escape an identifier.[
IDENTIFIER_QUOTE_CLOSE_CHARThe closing character used to escape an identifier.]
SUPPORTED_OPERATORSA list of supported SQL operators.=, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BYWhether GROUP BY is supported, and, if so, the degree of support.NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
OJ_CAPABILITIESThe supported varieties of outer joins supported.NO, LEFT, RIGHT, FULL, INNER, NOT_ORDERED, ALL_COMPARISON_OPS
OUTER_JOINSWhether outer joins are supported.YES, NO
SUBQUERIESWhether subqueries are supported, and, if so, the degree of support.NO, COMPARISON, EXISTS, IN, CORRELATED_SUBQUERIES, QUANTIFIED
STRING_FUNCTIONSSupported string functions.LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE
NUMERIC_FUNCTIONSSupported numeric functions.ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE
TIMEDATE_FUNCTIONSSupported date/time functions.NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT
REPLICATION_SKIP_TABLESIndicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNSA string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication.
IDENTIFIER_PATTERNString value indicating what string is valid for an identifier.
SUPPORT_TRANSACTIONIndicates if the provider supports transactions such as commit and rollback.YES, NO
DIALECTIndicates the SQL dialect to use.
KEY_PROPERTIESIndicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMASIndicates if multiple schemas may exist for the provider.YES, NO
SUPPORTS_MULTIPLE_CATALOGSIndicates if multiple catalogs may exist for the provider.YES, NO
DATASYNCVERSIONThe CData Data Sync version needed to access this driver.Standard, Starter, Professional, Enterprise
DATASYNCCATEGORYThe CData Data Sync category of this driver.Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQLWhether enhanced SQL functionality beyond what is offered by the API is supported.TRUE, FALSE
SUPPORTS_BATCH_OPERATIONSWhether batch operations are supported.YES, NO
SQL_CAPAll supported SQL capabilities for this driver.SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX
PREFERRED_CACHE_OPTIONSA string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERYIndicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side.YES, NO
PSEUDO_COLUMNSA string array indicating the available pseudo columns.
MERGE_ALWAYSIf the value is true, The Merge Mode is forcibly executed in Data Sync.TRUE, FALSE
REPLICATION_MIN_DATE_QUERYA select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTIONAllows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATEAllows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERYA select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTIONAllows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATEA list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTIDIndicates whether the CheckCache statement should be done against the parent key column.TRUE, FALSE
CREATE_SCHEMA_PROCEDURESIndicates stored procedures that can be used for generating schema files.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'
Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns

Name Type Description
NAME String A component of SQL syntax, or a capability that can be processed on the server.
VALUE String Detail on the supported SQL or SQL syntax.

CData Cloud

sys_identity

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

         SELECT * FROM sys_identity
          

Columns

Name Type Description
Id String The database-generated Id returned from a data modification operation.
Batch String An identifier for the batch. 1 for a single operation.
Operation String The result of the operation in the batch: INSERTED, UPDATED, or DELETED.
Message String SUCCESS or an error message if the update in the batch failed.

CData Cloud

sys_information

Describes the available system information.

The following query retrieves all columns:

SELECT * FROM sys_information

Columns

NameTypeDescription
ProductStringThe name of the product.
VersionStringThe version number of the product.
DatasourceStringThe name of the datasource the product connects to.
NodeIdStringThe unique identifier of the machine where the product is installed.
HelpURLStringThe URL to the product's help documentation.
LicenseStringThe license information for the product. (If this information is not available, the field may be left blank or marked as 'N/A'.)
LocationStringThe file path location where the product's library is stored.
EnvironmentStringThe version of the environment or rumtine the product is currently running under.
DataSyncVersionStringThe tier of CData Sync required to use this connector.
DataSyncCategoryStringThe category of CData Sync functionality (e.g., Source, Destination).

CData Cloud

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeWhether to connect to Highrise with OAuth2 or APIToken.
AccountIdAccount Id of the currently authenticated user.
APITokenAPIToken of the currently authenticated user.

OAuth


PropertyDescription
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

SSL


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.

Logging


PropertyDescription
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Schema


PropertyDescription
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Miscellaneous


PropertyDescription
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
CData Cloud

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AuthSchemeWhether to connect to Highrise with OAuth2 or APIToken.
AccountIdAccount Id of the currently authenticated user.
APITokenAPIToken of the currently authenticated user.
CData Cloud

AuthScheme

Whether to connect to Highrise with OAuth2 or APIToken.

Possible Values

OAuth2, APIToken

Data Type

string

Default Value

"OAuth2"

Remarks

  • OAuth2: Set this to perform OAuth2 authentication.
  • APIToken: Set this to perform APIToken authentication.

CData Cloud

AccountId

Account Id of the currently authenticated user.

Data Type

string

Default Value

""

Remarks

Account Id of the currently authenticated user. This property is required to execute commands.

CData Cloud

APIToken

APIToken of the currently authenticated user.

Data Type

string

Default Value

""

Remarks

APIToken of the currently authenticated user.

CData Cloud

OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.


PropertyDescription
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
CData Cloud

OAuthClientId

Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.

Data Type

string

Default Value

""

Remarks

This property is required in two cases:

  • When using a custom OAuth application, such as in web-based authentication flows, service-based authentication, or certificate-based flows that require application registration.
  • If the driver does not provide embedded OAuth credentials.

(When the driver provides embedded OAuth credentials, this value may already be provided by the Cloud and thus not require manual entry.)

OAuthClientId is generally used alongside other OAuth-related properties such as OAuthClientSecret and OAuthSettingsLocation when configuring an authenticated connection.

OAuthClientId is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can usually find this value in your identity provider’s application registration settings. Look for a field labeled Client ID, Application ID, or Consumer Key.

While the client ID is not considered a confidential value like a client secret, it is still part of your application's identity and should be handled carefully. Avoid exposing it in public repositories or shared configuration files.

For more information on how this property is used when configuring a connection, see Establishing a Connection.

CData Cloud

OAuthClientSecret

Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

Data Type

string

Default Value

""

Remarks

This property (sometimes called the application secret or consumer secret) is required when using a custom OAuth application in any flow that requires secure client authentication, such as web-based OAuth, service-based connections, or certificate-based authorization flows. It is not required when using an embedded OAuth application.

The client secret is used during the token exchange step of the OAuth flow, when the driver requests an access token from the authorization server. If this value is missing or incorrect, authentication fails with either an invalid_client or an unauthorized_client error.

OAuthClientSecret is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can obtain this value from your identity provider when registering the OAuth application.

Notes:

  • This value should be stored securely and never exposed in public repositories, scripts, or unsecured environments.
  • Client secrets may also expire after a set period. Be sure to monitor expiration dates and rotate secrets as needed to maintain uninterrupted access.

For more information on how this property is used when configuring a connection, see Establishing a Connection

CData Cloud

SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
CData Cloud

SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Data Type

string

Default Value

""

Remarks

If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are rejected.

This property can take the following forms:

Description Example
A full PEM Certificate (example shortened for brevity) -----BEGIN CERTIFICATE-----
MIIChTCCAe4CAQAwDQYJKoZIhv......Qw==
-----END CERTIFICATE-----
A path to a local file containing the certificate C:\cert.cer
The public key (example shortened for brevity) -----BEGIN RSA PUBLIC KEY-----
MIGfMA0GCSq......AQAB
-----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space- or colon-separated) ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space- or colon-separated) 34a929226ae0819f2ec14b4a3d904f801cbb150d

Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.

CData Cloud

Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.


PropertyDescription
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
CData Cloud

Verbosity

Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Data Type

string

Default Value

"1"

Remarks

This property defines the level of detail the Cloud includes in the log file. Higher verbosity levels increase the detail of the logged information, but may also result in larger log files and slower performance due to the additional data being captured.

The default verbosity level is 1, which is recommended for regular operation. Higher verbosity levels are primarily intended for debugging purposes. For more information on each level, refer to Logging.

When combined with the LogModules property, Verbosity can refine logging to specific categories of information.

CData Cloud

Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.


PropertyDescription
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
CData Cloud

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Data Type

string

Default Value

""

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

CData Cloud

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.


PropertyDescription
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
CData Cloud

MaxRows

Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.

Data Type

int

Default Value

-1

Remarks

The default value for this property, -1, means that no row limit is enforced unless the query explicitly includes a LIMIT clause. (When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting.)

Setting MaxRows to a whole number greater than 0 ensures that queries do not return excessively large result sets by default.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

CData Cloud

PseudoColumns

Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.

Data Type

string

Default Value

""

Remarks

This property allows you to define which pseudocolumns the Cloud exposes as table columns.

To specify individual pseudocolumns, use the following format:

Table1=Column1;Table1=Column2;Table2=Column3

To include all pseudocolumns for all tables use:

*=*

CData Cloud

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.

Data Type

int

Default Value

60

Remarks

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.

Disabling the timeout allows operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server.

Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

CData Cloud

Third Party Copyrights

LZMA from 7Zip LZMA SDK

LZMA SDK is placed in the public domain.

Anyone is free to copy, modify, publish, use, compile, sell, or distribute the original LZMA SDK code, either in source code form or as a compiled binary, for any purpose, commercial or non-commercial, and by any means.

LZMA2 from XZ SDK

Version 1.9 and older are in the public domain.

Xamarin.Forms

Xamarin SDK

The MIT License (MIT)

Copyright (c) .NET Foundation Contributors

All rights reserved.

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

NSIS 3.10

Copyright (C) 1999-2025 Contributors THE ACCOMPANYING PROGRAM IS PROVIDED UNDER THE TERMS OF THIS COMMON PUBLIC LICENSE ("AGREEMENT"). ANY USE, REPRODUCTION OR DISTRIBUTION OF THE PROGRAM CONSTITUTES RECIPIENT'S ACCEPTANCE OF THIS AGREEMENT.

1. DEFINITIONS

"Contribution" means:

a) in the case of the initial Contributor, the initial code and documentation distributed under this Agreement, and b) in the case of each subsequent Contributor:

i) changes to the Program, and

ii) additions to the Program;

where such changes and/or additions to the Program originate from and are distributed by that particular Contributor. A Contribution 'originates' from a Contributor if it was added to the Program by such Contributor itself or anyone acting on such Contributor's behalf. Contributions do not include additions to the Program which: (i) are separate modules of software distributed in conjunction with the Program under their own license agreement, and (ii) are not derivative works of the Program.

"Contributor" means any person or entity that distributes the Program.

"Licensed Patents " mean patent claims licensable by a Contributor which are necessarily infringed by the use or sale of its Contribution alone or when combined with the Program.

"Program" means the Contributions distributed in accordance with this Agreement.

"Recipient" means anyone who receives the Program under this Agreement, including all Contributors.

2. GRANT OF RIGHTS

a) Subject to the terms of this Agreement, each Contributor hereby grants Recipient a non-exclusive, worldwide, royalty-free copyright license to reproduce, prepare derivative works of, publicly display, publicly perform, distribute and sublicense the Contribution of such Contributor, if any, and such derivative works, in source code and object code form.

b) Subject to the terms of this Agreement, each Contributor hereby grants Recipient a non-exclusive, worldwide, royalty-free patent license under Licensed Patents to make, use, sell, offer to sell, import and otherwise transfer the Contribution of such Contributor, if any, in source code and object code form. This patent license shall apply to the combination of the Contribution and the Program if, at the time the Contribution is added by the Contributor, such addition of the Contribution causes such combination to be covered by the Licensed Patents. The patent license shall not apply to any other combinations which include the Contribution. No hardware per se is licensed hereunder.

c) Recipient understands that although each Contributor grants the licenses to its Contributions set forth herein, no assurances are provided by any Contributor that the Program does not infringe the patent or other intellectual property rights of any other entity. Each Contributor disclaims any liability to Recipient for claims brought by any other entity based on infringement of intellectual property rights or otherwise. As a condition to exercising the rights and licenses granted hereunder, each Recipient hereby assumes sole responsibility to secure any other intellectual property rights needed, if any. For example, if a third party patent license is required to allow Recipient to distribute the Program, it is Recipient's responsibility to acquire that license before distributing the Program.

d) Each Contributor represents that to its knowledge it has sufficient copyright rights in its Contribution, if any, to grant the copyright license set forth in this Agreement.

3. REQUIREMENTS

A Contributor may choose to distribute the Program in object code form under its own license agreement, provided that:

a) it complies with the terms and conditions of this Agreement; and

b) its license agreement:

i) effectively disclaims on behalf of all Contributors all warranties and conditions, express and implied, including warranties or conditions of title and non-infringement, and implied warranties or conditions of merchantability and fitness for a particular purpose;

ii) effectively excludes on behalf of all Contributors all liability for damages, including direct, indirect, special, incidental and consequential damages, such as lost profits;

iii) states that any provisions which differ from this Agreement are offered by that Contributor alone and not by any other party; and

iv) states that source code for the Program is available from such Contributor, and informs licensees how to obtain it in a reasonable manner on or through a medium customarily used for software exchange.

When the Program is made available in source code form:

a) it must be made available under this Agreement; and

b) a copy of this Agreement must be included with each copy of the Program.

Contributors may not remove or alter any copyright notices contained within the Program.

Each Contributor must identify itself as the originator of its Contribution, if any, in a manner that reasonably allows subsequent Recipients to identify the originator of the Contribution.

4. COMMERCIAL DISTRIBUTION

Commercial distributors of software may accept certain responsibilities with respect to end users, business partners and the like. While this license is intended to facilitate the commercial use of the Program, the Contributor who includes the Program in a commercial product offering should do so in a manner which does not create potential liability for other Contributors. Therefore, if a Contributor includes the Program in a commercial product offering, such Contributor ("Commercial Contributor") hereby agrees to defend and indemnify every other Contributor ("Indemnified Contributor") against any losses, damages and costs (collectively "Losses") arising from claims, lawsuits and other legal actions brought by a third party against the Indemnified Contributor to the extent caused by the acts or omissions of such Commercial Contributor in connection with its distribution of the Program in a commercial product offering. The obligations in this section do not apply to any claims or Losses relating to any actual or alleged intellectual property infringement. In order to qualify, an Indemnified Contributor must: a) promptly notify the Commercial Contributor in writing of such claim, and b) allow the Commercial Contributor to control, and cooperate with the Commercial Contributor in, the defense and any related settlement negotiations. The Indemnified Contributor may participate in any such claim at its own expense.

For example, a Contributor might include the Program in a commercial product offering, Product X. That Contributor is then a Commercial Contributor. If that Commercial Contributor then makes performance claims, or offers warranties related to Product X, those performance claims and warranties are such Commercial Contributor's responsibility alone. Under this section, the Commercial Contributor would have to defend claims against the other Contributors related to those performance claims and warranties, and if a court requires any other Contributor to pay any damages as a result, the Commercial Contributor must pay those damages.

5. NO WARRANTY

EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, THE PROGRAM IS PROVIDED ON AN "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, EITHER EXPRESS OR IMPLIED INCLUDING, WITHOUT LIMITATION, ANY WARRANTIES OR CONDITIONS OF TITLE, NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Each Recipient is solely responsible for determining the appropriateness of using and distributing the Program and assumes all risks associated with its exercise of rights under this Agreement, including but not limited to the risks and costs of program errors, compliance with applicable laws, damage to or loss of data, programs or equipment, and unavailability or interruption of operations.

6. DISCLAIMER OF LIABILITY

EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, NEITHER RECIPIENT NOR ANY CONTRIBUTORS SHALL HAVE ANY LIABILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING WITHOUT LIMITATION LOST PROFITS), HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OR DISTRIBUTION OF THE PROGRAM OR THE EXERCISE OF ANY RIGHTS GRANTED HEREUNDER, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

7. GENERAL

If any provision of this Agreement is invalid or unenforceable under applicable law, it shall not affect the validity or enforceability of the remainder of the terms of this Agreement, and without further action by the parties hereto, such provision shall be reformed to the minimum extent necessary to make such provision valid and enforceable.

If Recipient institutes patent litigation against a Contributor with respect to a patent applicable to software (including a cross-claim or counterclaim in a lawsuit), then any patent licenses granted by that Contributor to such Recipient under this Agreement shall terminate as of the date such litigation is filed. In addition, if Recipient institutes patent litigation against any entity (including a cross-claim or counterclaim in a lawsuit) alleging that the Program itself (excluding combinations of the Program with other software or hardware) infringes such Recipient's patent(s), then such Recipient's rights granted under Section 2(b) shall terminate as of the date such litigation is filed.

All Recipient's rights under this Agreement shall terminate if it fails to comply with any of the material terms or conditions of this Agreement and does not cure such failure in a reasonable period of time after becoming aware of such noncompliance. If all Recipient's rights under this Agreement terminate, Recipient agrees to cease use and distribution of the Program as soon as reasonably practicable. However, Recipient's obligations under this Agreement and any licenses granted by Recipient relating to the Program shall continue and survive.

Everyone is permitted to copy and distribute copies of this Agreement, but in order to avoid inconsistency the Agreement is copyrighted and may only be modified in the following manner. The Agreement Steward reserves the right to publish new versions (including revisions) of this Agreement from time to time. No one other than the Agreement Steward has the right to modify this Agreement. IBM is the initial Agreement Steward. IBM may assign the responsibility to serve as the Agreement Steward to a suitable separate entity. Each new version of the Agreement will be given a distinguishing version number. The Program (including Contributions) may always be distributed subject to the version of the Agreement under which it was received. In addition, after a new version of the Agreement is published, Contributor may elect to distribute the Program (including its Contributions) under the new version. Except as expressly stated in Sections 2(a) and 2(b) above, Recipient receives no rights or licenses to the intellectual property of any Contributor under this Agreement, whether expressly, by implication, estoppel or otherwise. All rights in the Program not expressly granted under this Agreement are reserved.

This Agreement is governed by the laws of the State of New York and the intellectual property laws of the United States of America. No party to this Agreement will bring a legal action under this Agreement more than one year after the cause of action arose. Each party waives its rights to a jury trial in any resulting litigation.

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