Establishing a Connection

Creating a JDBC Data Source

You can create a JDBC data source to connect from your Java application. Creating a JDBC data source based on the CData JDBC Driver for DocuSign consists of three basic steps:

Add the driver JAR file to the classpath. The JAR file is located in the lib subfolder of the installation directory. Note that the .lic file must be located in the same folder as the JAR file.
Provide the driver class. For example:
```
cdata.jdbc.docusign.DocuSignDriver
```
Provide the JDBC URL. For example:
```
jdbc:docusign:InitiateOAuth=GETANDREFRESH;OAuthClientId=MyClientId;OAuthClientSecret=MyClientSecret;CallbackURL=http://localhost:33333

or

jdbc:cdata:docusign:InitiateOAuth=GETANDREFRESH;OAuthClientId=MyClientId;OAuthClientSecret=MyClientSecret;CallbackURL=http://localhost:33333
```
The second format above can be used whenever there is a conflict in your application between drivers using the same URL format to ensure you are using the CData driver. The URL must start with either "jdbc:docusign:" or "jdbc:cdata:docusign:" and can include any of the connection properties in name-value pairs separated with semicolons.

Important connection properties

UseSandbox
UseSandbox indicates whether the current user account is sandbox or not. This is false by default. Set to true if you are using a sandbox account. All the OAuth flows documented below assume that you have set UseSandbox beforehand.

AccountId
AccountId is an optional connection property. It sets automatically after the authentication succeeds. As an alternative, you can manually set it in the connection string if you have access to multiple Account Ids. In order to retrieve account ids, query the UserInfo view.

Authenticating to DocuSign

DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you must create a custom app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See Creating a Custom OAuth App for more information about creating custom applications.

Desktop Applications

Follow the steps below to authenticate with the credentials for a custom OAuth app. See Creating a Custom OAuth App.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

OAuthClientId: Set this to the Integrator Key assigned when you registered your app.
OAuthClientSecret: Set this to the Secret Key assigned when you registered your app.
CallbackURL: Set this to the redirect URI defined when you registered your app.
InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.

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:

Extracts the access token from the callback URL and authenticates requests.
Refreshes the access token when it expires.
Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

Web Applications

When connecting via a Web application, you need to register a custom OAuth app with DocuSign. See Creating a Custom OAuth App. You can then use the driver to get and manage the OAuth token values. Get an OAuth Access Token

Set the following connection properties to obtain the OAuthAccessToken:

OAuthClientId: Set this to the Integrator Key assigned when you registered your app.
OAuthClientSecret: Set this to the Secret Key assigned when you registered your app.

Then call stored procedures to complete the OAuth exchange:

Call the GetOAuthAuthorizationURL stored procedure. Set the AuthMode input to WEB and set the CallbackURL input to the Redirect URI you specified in your app settings.

The stored procedure returns the URL to the OAuth endpoint.
Open the URL, log in, and authorize the application. You are redirected back to the callback URL.
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 callback URL.

Refresh the OAuth Access Token

You can either set InitiateOAuth to REFRESH to automatically refresh the OAuth access token when it expires or call the RefreshOAuthAccessToken stored procedure to refresh the token manually.

Automatic Refresh

To refresh the token with InitiateOAuth, set the following on the first data connection:

OAuthAccessToken: Set this to the access token returned by GetOAuthAccessToken.
InitiateOAuth: Set this to REFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
OAuthSettingsLocation: Set this to the path where the driver saves the OAuth values. These values persist across connections.
OAuthClientId: Set this to the Integrator Key assigned when you registered your app.
OAuthClientSecret: Set this to the Secret Key assigned when you registered your app.
OAuthRefreshToken: Set this to the refresh token returned by GetOAuthAccessToken.

On subsequent data connections, set the following:

InitiateOAuth
OAuthSettingsLocation

Manual Refresh

You can use the RefreshOAuthAccessToken stored procedure to manually refresh the OAuthAccessToken. Call the stored procedure after the ExpiresIn parameter value returned by GetOAuthAccessToken has elapsed. You need to set the following connection properties:

OAuthClientId: Set this to the Client Id in your app settings.
OAuthClientSecret: Set this to the Client Secret in your app settings.

Then call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuthRefreshToken returned by GetOAuthAccessToken.

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 these two options:
- Option 1: Obtain the OAuthVerifier value as described in "Obtain and Exchange a Verifier Code" below.
- Option 2: Install the driver on another machine 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 from 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 DocuSign OAuth endpoint to open the endpoint in your browser.
- If you are using a custom OAuth application, create the Authorization URL by setting the following properties:
  - InitiateOAuth: Set to OFF.
  - OAuthClientId: Set to the client Id assigned when you registered your application.
  - OAuthClientSecret: Set to the client secret assigned when you registered your application.
  Then call the GetOAuthAuthorizationURL stored procedure with the appropriate CallbackURL. Open the URL returned by the stored procedure in a browser.
Log in and grant permissions to the driver. You are then redirected to the callback URL, which contains the verifier code.
Save the value of the verifier code. Later you will set this in the OAuthVerifier connection property.

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

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

InitiateOAuth: Set this to REFRESH.
OAuthVerifier: Set this to the verifier code.
OAuthClientId: Set this to the client Id in your custom OAuth application settings.
OAuthClientSecret: Set this to the client secret in the custom OAuth application settings.
OAuthSettingsLocation: Set this to the path to the file where the driver saves the OAuth token values that persist across connections.

After the OAuth settings file is generated, you need to 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 file containing the encrypted OAuth authentication values. Make sure this file grants 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 create and install a connection with the driver on a device that supports an internet browser. Set the connection properties as described in "Desktop Applications" above.

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

Once 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: 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 path to your OAuth settings file. Make sure this file gives read and write permissions to the driver to enable the automatic refreshing of the access token.