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Connect to live data from Harvest with the API Driver

Connect to Harvest

Access Harvest Data as a Remote Oracle Database



Use the Oracle ODBC Gateway and Heterogeneous Services technology to access Harvest data from your Oracle system.

The Oracle Database Gateway for ODBC and Heterogeneous Services technology enable you to connect to ODBC data sources as remote Oracle databases. This article shows how to use the CData ODBC Driver for Harvest to create a database link from Harvest to Oracle and to query Harvest data through the SQL*Plus tool. You can also create the database link and execute queries from SQL Developer.

Connect to Harvest as an ODBC Data Source

Information for connecting to Harvest follows, along with different instructions for configuring a DSN in Windows and Linux environments.

Start by setting the Profile connection property to the location of the Harvest Profile on disk (e.g. C:\profiles\Harvest.apip). Next, set the ProfileSettings connection property to the connection string for Harvest (see below).

Harvest API Profile Settings

To authenticate to Harvest, you can use either Token authentication or the OAuth standard. Use Basic authentication to connect to your own data. Use OAuth to allow other users to connect to their data.

Using Token Authentication

To use Token Authentication, set the APIKey to your Harvest Personal Access Token in the ProfileSettings connection property. In addition to APIKey, set your AccountId in ProfileSettings to connect.

Using OAuth Authentication

First, register an OAuth2 application with Harvest. The application can be created from the "Developers" section of Harvest ID.

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

  • ProfileSettings: Set your AccountId in ProfileSettings.
  • AuthScheme: Set this to OAuth.
  • OAuthClientId: Set this to the client ID that you specified in your app settings.
  • OAuthClientSecret: Set this to the client secret that you specified in your app settings.
  • CallbackURL: Set this to the Redirect URI that you specified in your app settings.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage how the driver obtains and refreshes the OAuthAccessToken.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Note: If you need to modify the DSN or create other Harvest DSNs, you must use a system DSN and the bitness of the DSN must match your Oracle system. You can access and create 32-bit DSNs on a 64-bit system by opening the 32-bit ODBC Data Source Administrator from C:\Windows\SysWOW64\odbcad32.exe.

Linux

If you are installing the CData ODBC Driver for Harvest in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData API Source] Driver = CData ODBC Driver for Harvest Description = My Description Profile = C:\profiles\Harvest.apip ProfileSettings = 'APIKey = my_personal_key AccountId = _your_account_id'

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Set Connection Properties for Compatibility with Oracle

The driver provides several connection properties that streamline accessing Harvest data just as you would an Oracle database. Set the following properties when working with Harvest data in SQL*Plus and SQL Developer. For compatibility with Oracle, you will need to set the following connection properties, in addition to authentication and other required connection properties.

  • MapToWVarchar=False

    Set this property to map string data types to SQL_VARCHAR instead of SQL_WVARCHAR. By default, the driver uses SQL_WVARCHAR to accommodate various international character sets. You can use this property to avoid the ORA-28528 Heterogeneous Services data type conversion error when the Unicode type is returned.

  • MaximumColumnSize=4000

    Set this property to restrict the maximum column size to 4000 characters.

  • IncludeDualTable=True

    Set this property to mock the Oracle DUAL table. SQL Developer uses this table to test the connection.

Linux Configuration

In Linux environments, Oracle uses UTF-8 to communicate with the unixODBC Driver manager, whereas the default driver encoding is UTF-16. To resolve this, open the file /opt/cdata/cdata-driver-for-api/lib/cdata.odbc.api.ini in a text editor and set the encoding.

cdata.odbc.api.ini

[Driver] DriverManagerEncoding = UTF-8

Configure the ODBC Gateway, Oracle Net, and Oracle Database

Follow the procedure below to set up an ODBC gateway to Harvest data that enables you to query live Harvest data as an Oracle database.

  1. Create the file initmyharvestdb.ora in the folder oracle-home-directory/hs/admin and add the following setting:

    initmyharvestdb.ora

    HS_FDS_CONNECT_INFO = "CData API Sys"
  2. Add an entry to the listener.ora file. This file is located in oracle-home-directory/NETWORK/admin.

    If you are using the Database Gateway for ODBC, your listener.ora needs to have a SID_LIST_LISTENER entry that resembles the following:

    listener.ora

    SID_LIST_LISTENER = (SID_LIST = (SID_DESC = (SID_NAME = myharvestdb) (ORACLE_HOME = your-oracle-home) (PROGRAM = dg4odbc) ) )

    If you are using Heterogeneous Services, your listener.ora needs to have a SID_LIST_LISTENER entry that resembles the following:

    listener.ora

    SID_LIST_LISTENER = (SID_LIST = (SID_DESC = (SID_NAME = myharvestdb) (ORACLE_HOME = your-oracle-home) (PROGRAM = hsodbc) ) )
  3. Add the connect descriptor below in tnsnames.ora, located in oracle-home-directory/NETWORK/admin:

    tnsnames.ora

    myharvestdb = (DESCRIPTION= (ADDRESS=(PROTOCOL=tcp)(HOST=localhost)(PORT=1521)) (CONNECT_DATA=(SID=myharvestdb)) (HS=OK) )
  4. Restart the listener.
  5. Test the configuration with the following command:

    tnsping myharvestdb
  6. Open SQL*Plus and create the database link with the command below:

    CREATE DATABASE LINK myharvestdb CONNECT TO "user" IDENTIFIED BY "password" USING 'myharvestdb';

You can now execute queries in SQL*Plus like the one below (note the double quotation marks around the table name):

SELECT * from "Invoices"@myharvestdb WHERE State = 'open';