Connecting to

You can establish a connection and authenticate to the only via the OAuth 2 authentication method. The API requires an access token created with the authorization code grant flow to authorize the requests.

Authenticating to

supports OAuth authentication only. AuthScheme must be set to OAuth in all OAuth flows.

Desktop Applications

You must create a custom OAuth application to authenticate via a desktop application. See Creating a Custom OAuth App for more information.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId: Set this to the App Id(client Id) assigned when you registered your application.
• OAuthClientSecret: Set this to the Cert Id (client secret) assigned when you registered your application.
• RuName: Set this to the Redirect URL name of the OAuth application in the 'Application access' section.
• CallbackURL (Optional): Set this to a local Redirect URL (ex. http://localhost:33333) in case your OAuth application's auth accepted URL is set to https://oauth.cdata.com/oauth/ or to the actual one in case you are using another redirect URL.
• (Optional) UseSandbox: Set this to True if you are connecting to the Sandbox environment

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

1. Extracts the access token from the callback URL and authenticates requests.
2. Obtains a new access token when the old one expires.
3. Saves OAuth values in OAuthSettingsLocation. These values persist across connections.

Web Applications

When connecting via a Web application, you need to register a custom OAuth application with . You can then use the adapter to get and manage the OAuth token values. See Creating a Custom OAuth App for more information.

Get an OAuth Access Token

Set the following connection properties to obtain the OAuthAccessToken:

• OAuthClientId: Set this to the client Id in your application settings.
• OAuthClientSecret: Set this to the client secret in your application settings.
• RuName: Set this to the Redirect URL name of the OAuth application in the Application access section.
• UseSandbox (Optional): Set this to True if you are connecting to the Sandbox environment.

Then call stored procedures to complete the OAuth exchange:

1. Call the GetOAuthAuthorizationURL stored procedure. Set the AuthMode input to WEB and the CallbackURL to the Redirect URI you specified in your application settings. The stored procedure returns the URL to the OAuth endpoint.
2. Navigate to the URL that the stored procedure returned in Step 1. Log in and authorize the web application. You are redirected back to the callback URL.
3. Call the GetOAuthAccessToken stored procedure. Set the AuthMode input to WEB. Set the Verifier input to the "code" parameter in the query string of the redirect URI. If necessary, set the Scope parameter to request custom scopes.

   Name	Value
   AuthMode	WEB
   Verifier	Set this to the verifier code.

To make requests to , set OAuthAccessToken to the values returned in step 3.

To automatically refresh the token when it expires, set InitiateOAuth to REFRESH.

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.

1. 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 adapter on a machine with an internet browser and transfer the OAuth authentication values after you authenticate through the usual browser-based flow, as described in "Transfer OAuth Settings" below.
2. Then configure the adapter 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.

1. Set 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.
   • RuName: Set this to the Redirect URL name of the OAuth application in the 'Application access' section.
   Then call the GetOAuthAuthorizationURL stored procedure with the appropriate CallbackURL. Open the URL returned by the stored procedure in a browser.
2. Log in and grant permissions to the adapter. You are then redirected to the redirect URI. There will be a parameter called code appended to the redirect URI. Note the value of this parameter. 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.

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

• InitiateOAuth: Set to REFRESH.
• OAuthClientId: Set this to the App ID (Client ID) from your key set.
• OAuthClientSecret: Set this to the Cert ID (Client Secret) from your key set.
• RuName: Set this to the Redirect URL name of the OAuth application in the 'Application access' section.
• OAuthVerifier: Set to the verifier code.
• OAuthSettingsLocation: Set to persist the encrypted OAuth authentication values to the specified location.

Test the connection to generate the OAuth settings file, then re-set the following properties to connect:

• InitiateOAuth: Set this to REFRESH.
• OAuthClientId: Set this to the client Id assigned when you registered your application.
• OAuthClientSecret: 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 adapter 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.

1. On a machine with an internet browser, install the adapter and connect after setting the following properties:
   • OAuthSettingsLocation: Set to a writable location.
   • InitiateOAuth: Set to GETANDREFRESH.
   • OAuthClientId: Set this to the App ID (Client ID) from your key set.
   • OAuthClientSecret: Set this to the Cert ID (Client Secret) from your key set.
   • RuName: Set this to the Redirect URL name of the OAuth application in the 'Application access' section.
   • (Optional) CallbackURL: Set this to a local Redirect URL (for example, http://localhost:33333) in case your OAuth application's "auth accepted URL" is set to https://oauth.cdata.com/oauth/ or to the actual one in case you are using another redirect URL.
2. Test the connection to authenticate. The resulting authentication values are written, encrypted, to the location specified by OAuthSettingsLocation. 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 to REFRESH.
   • OAuthSettingsLocation: Set to the location of your OAuth settings file. Make sure this location gives read and write permissions to the adapter to enable the automatic refreshing of the access token.