• Connection String Options

Connection String OptionsBack To Top

1. AuthScheme
2. OrganizationURL
3. ApiVersion
4. AzureTenant
5. AzureEnvironment
6. InitiateOAuth
7. OAuthClientId
8. OAuthClientSecret
9. OAuthAccessToken
10. OAuthSettingsLocation
11. CallbackURL
12. OAuthGrantType
13. OAuthVerifier
14. OAuthRefreshToken
15. OAuthExpiresIn
16. OAuthTokenTimestamp
17. SSLServerCert
18. FirewallType
19. FirewallServer
20. FirewallPort
21. FirewallUser
22. FirewallPassword
23. ProxyAutoDetect
24. ProxyServer
25. ProxyPort
26. ProxyAuthScheme
27. ProxyUser
28. ProxyPassword
29. ProxySSLType
30. ProxyExceptions
31. Logfile
32. Verbosity
33. LogModules
34. MaxLogFileSize
35. MaxLogFileCount
36. Location
37. BrowsableSchemas
38. Tables
39. Views
40. AutoCache
41. CacheDriver
42. CacheConnection
43. CacheLocation
44. CacheTolerance
45. Offline
46. CacheMetadata
47. AllowDuplicateRecords
48. BatchSize
49. ConnectionLifeTime
50. ConnectOnOpen
51. IncludeFormattedValues
52. IncludeNavigationProperties
53. MaxRows
54. Other
55. Pagesize
56. PoolIdleTimeout
57. PoolMaxSize
58. PoolMinSize
59. PoolWaitTime
60. PseudoColumns
61. Readonly
62. RTK
63. SupportEnhancedSQL
64. Timeout
65. UseConnectionPooling

AuthScheme

Data Type

string

Default Value

"AzureAD"

Remarks

• AzureAD: Set this to perform Azure Active Directory OAuth authentication.
• AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.
• AzureServicePrincipal: Set this to authenticate as an Azure Service Principal.

OrganizationURL

Data Type

string

Default Value

""

Remarks

The URL you use to log into your Dynamics 365 organization. For instance, https://abc123.crm.dynamics.com/. This may also be known as the resource.

ApiVersion

Data Type

string

Default Value

"9.0"

Remarks

The API version being used. This can be specified to access a new version of the API once it is released. Otherwise, you can use the default.

AzureTenant

Data Type

string

Default Value

""

Remarks

The Microsoft Online tenant being used to access data. For instance, contoso.onmicrosoft.com. Alternatively, specify the tenant Id. This value is the directory Id in the Azure Portal > Azure Active Directory > Properties.

Typically it is not necessary to specify the Tenant. This can be automatically determined by Microsoft when using the OAuthGrantType set to CODE (default). However, it may fail in the case that the user belongs to multiple tenants. For instance, if an Admin of domain A invites a user of domain B to be a guest user. The user will now belong to both tenants. It is a good practice to specify the Tenant, although in general things should normally work without having to specify it.

The AzureTenant is required when setting OAuthGrantType to CLIENT. When using client credentials, there is no user context. The credentials are taken from the context of the app itself. While Microsoft still allows client credentials to be obtained without specifying which Tenant, it has a much lower probability of picking the specific tenant you want to work with. For this reason, we require AzureTenant to be explicitly stated for all client credentials connections to ensure you get credentials that are applicable for the domain you intend to connect to.

AzureEnvironment

Data Type

string

Default Value

"GLOBAL"

Remarks

In most cases, leaving the environment set to global will work. However, if your Azure Account has been added to a different environment, the AzureEnvironment may be used to specify which environment.

InitiateOAuth

Data Type

string

Default Value

"OFF"

Remarks

The following options are available:

1. OFF: Indicates that the OAuth flow will be handled entirely by the user. An OAuthAccessToken will be required to authenticate.
2. GETANDREFRESH: Indicates that the entire OAuth Flow will be handled by the driver. If no token currently exists, it will be obtained by prompting the user via the browser. If a token exists, it will be refreshed when applicable.
3. REFRESH: Indicates that the driver will only handle refreshing the OAuthAccessToken. The user will never be prompted by the driver to authenticate via the browser. The user must handle obtaining the OAuthAccessToken and OAuthRefreshToken initially.

OAuthClientId

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.

OAuthClientSecret

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.

OAuthAccessToken

Data Type

string

Default Value

""

Remarks

The OAuthAccessToken property is used to connect using OAuth. The OAuthAccessToken is retrieved from the OAuth server as part of the authentication process. It has a server-dependent timeout and can be reused between requests.

The access token is used in place of your user name and password. The access token protects your credentials by keeping them on the server.

OAuthSettingsLocation

Data Type

string

Default Value

"%APPDATA%\\CData\\D365Sales Data Provider\\OAuthSettings.txt"

Remarks

When InitiateOAuth is set to GETANDREFRESH or REFRESH, the driver saves OAuth values to avoid requiring the user to manually enter OAuth connection properties and allowing the credentials to be shared across connections or processes.

Alternatively to specifying a file path, memory storage can be used instead. Memory locations are specified by using a value starting with 'memory://' followed by a unique identifier for that set of credentials (ex: memory://user1). The identifier can be anything you choose but should be unique to the user. Unlike with the file based storage, you must manually store the credentials when closing the connection with memory storage to be able to set them in the connection when the process is started again. The OAuth property values can be retrieved with a query to the sys_connection_props system table. If there are multiple connections using the same credentials, the properties should be read from the last connection to be closed.

If left unspecified, the default location is "%APPDATA%\\CData\\D365Sales Data Provider\\OAuthSettings.txt" with %APPDATA% being set to the user's configuration directory:

Platform	%APPDATA%
Windows	The value of the APPDATA environment variable
Mac	~/Library/Application Support
Linux	~/.config

CallbackURL

Data Type

string

Default Value

""

Remarks

During the authentication process, the OAuth authorization server redirects the user to this URL. This value must match the callback URL you specify in your app settings.

OAuthGrantType

Data Type

string

Default Value

"CODE"

Remarks

The grant type for the OAuth flow. The following options are available: CODE,CLIENT,PASSWORD

OAuthVerifier

Data Type

string

Default Value

""

Remarks

The verifier code returned from the OAuth authorization URL. This can be used on systems where a browser cannot be launched such as headless systems.

Authentication on Headless Machines

See Establishing a Connection to obtain the OAuthVerifier value.

Set OAuthSettingsLocation along with OAuthVerifier. When you connect, the driver exchanges the OAuthVerifier for the OAuth authentication tokens and saves them, encrypted, to the specified file. Set InitiateOAuth to GETANDREFRESH automate the exchange.

Once the OAuth settings file has been generated, you can remove OAuthVerifier from the connection properties and connect with OAuthSettingsLocation set.

To automatically refresh the OAuth token values, set OAuthSettingsLocation and additionally set InitiateOAuth to REFRESH.

OAuthRefreshToken

Data Type

string

Default Value

""

Remarks

The OAuthRefreshToken property is used to refresh the OAuthAccessToken when using OAuth authentication.

OAuthExpiresIn

Data Type

string

Default Value

""

Remarks

Pair with OAuthTokenTimestamp to determine when the AccessToken will expire.

OAuthTokenTimestamp

Data Type

string

Default Value

""

Remarks

Pair with OAuthExpiresIn to determine when the AccessToken will expire.

SSLServerCert

Data Type

string

Default Value

""

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is 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

If not specified, any certificate trusted by the machine is accepted.

Certificates are validated as trusted by the machine based on the System's trust store. The trust store used is the 'javax.net.ssl.trustStore' value specified for the system. If no value is specified for this property, Java's default trust store is used (for example, JAVA_HOME\lib\security\cacerts).

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

FirewallType

Data Type

string

Default Value

"NONE"

Remarks

This property specifies the protocol that the driver will use to tunnel traffic through the FirewallServer proxy. Note that by default, the driver connects to the system proxy; to disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

Type	Default Port	Description
TUNNEL	80	When this is set, the driver opens a connection to Dynamics 365 Sales and traffic flows back and forth through the proxy.
SOCKS4	1080	When this is set, the driver sends data through the SOCKS 4 proxy specified by FirewallServer and FirewallPort and passes the FirewallUser value to the proxy, which determines if the connection request should be granted.
SOCKS5	1080	When this is set, the driver sends data through the SOCKS 5 proxy specified by FirewallServer and FirewallPort. If your proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

FirewallServer

Data Type

string

Default Value

""

Remarks

This property specifies the IP address, DNS name, or host name of a proxy allowing traversal of a firewall. The protocol is specified by FirewallType: Use FirewallServer with this property to connect through SOCKS or do tunneling. Use ProxyServer to connect to an HTTP proxy.

Note that the driver uses the system proxy by default. To use a different proxy, set ProxyAutoDetect to false.

FirewallPort

Data Type

int

Default Value

0

Remarks

This specifies the TCP port for a proxy allowing traversal of a firewall. Use FirewallServer to specify the name or IP address. Specify the protocol with FirewallType.

FirewallUser

Data Type

string

Default Value

""

Remarks

The FirewallUser and FirewallPassword properties are used to authenticate against the proxy specified in FirewallServer and FirewallPort, following the authentication method specified in FirewallType.

FirewallPassword

Data Type

string

Default Value

""

Remarks

This property is passed to the proxy specified by FirewallServer and FirewallPort, following the authentication method specified by FirewallType.

ProxyAutoDetect

Data Type

bool

Default Value

false

Remarks

This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.

NOTE: When this property is set to True, the proxy used is determined as follows:

• A search from the JVM properties (http.proxy, https.proxy, socksProxy, etc.) is performed.
• In the case that the JVM properties don't exist, a search from java.home/lib/net.properties is performed.
• In the case that java.net.useSystemProxies is set to True, a search from the SystemProxy is performed.
• In Windows only, an attempt is made to retrieve these properties from the Internet Options in the registry.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

ProxyServer

Data Type

string

Default Value

""

Remarks

The hostname or IP address of a proxy to route HTTP traffic through. The driver can use the HTTP, Windows (NTLM), or Kerberos authentication types to authenticate to an HTTP proxy.

If you need to connect through a SOCKS proxy or tunnel the connection, see FirewallType.

By default, the driver uses the system proxy. If you need to use another proxy, set ProxyAutoDetect to false.

ProxyPort

Data Type

int

Default Value

80

Remarks

The port the HTTP proxy is running on that you want to redirect HTTP traffic through. Specify the HTTP proxy in ProxyServer. For other proxy types, see FirewallType.

ProxyAuthScheme

Data Type

string

Default Value

"BASIC"

Remarks

This value specifies the authentication type to use to authenticate to the HTTP proxy specified by ProxyServer and ProxyPort.

Note that the driver will use the system proxy settings by default, without further configuration needed; if you want to connect to another proxy, you will need to set ProxyAutoDetect to false, in addition to ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.

The authentication type can be one of the following:

• BASIC: The driver performs HTTP BASIC authentication.
• DIGEST: The driver performs HTTP DIGEST authentication.
• NEGOTIATE: The driver retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
• PROPRIETARY: The driver does not generate an NTLM or Kerberos token. You must supply this token in the Authorization header of the HTTP request.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

ProxyUser

Data Type

string

Default Value

""

Remarks

The ProxyUser and ProxyPassword options are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

You can select one of the available authentication types in ProxyAuthScheme. If you are using HTTP authentication, set this to the user name of a user recognized by the HTTP proxy. If you are using Windows or Kerberos authentication, set this property to a user name in one of the following formats:

user@domain

domain\user

ProxyPassword

Data Type

string

Default Value

""

Remarks

This property is used to authenticate to an HTTP proxy server that supports NTLM (Windows), Kerberos, or HTTP authentication. To specify the HTTP proxy, you can set ProxyServer and ProxyPort. To specify the authentication type, set ProxyAuthScheme.

If you are using HTTP authentication, additionally set ProxyUser and ProxyPassword to HTTP proxy.

If you are using NTLM authentication, set ProxyUser and ProxyPassword to your Windows password. You may also need these to complete Kerberos authentication.

For SOCKS 5 authentication or tunneling, see FirewallType.

By default, the driver uses the system proxy. If you want to connect to another proxy, set ProxyAutoDetect to false.

ProxySSLType

Data Type

string

Default Value

"AUTO"

Remarks

This property determines when to use SSL for the connection to an HTTP proxy specified by ProxyServer. This value can be AUTO, ALWAYS, NEVER, or TUNNEL. The applicable values are the following:

AUTO	Default setting. If the URL is an HTTPS URL, the driver will use the TUNNEL option. If the URL is an HTTP URL, the component will use the NEVER option.
ALWAYS	The connection is always SSL enabled.
NEVER	The connection is not SSL enabled.
TUNNEL	The connection is through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

ProxyExceptions

Data Type

string

Default Value

""

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note that the driver uses the system proxy settings by default, without further configuration needed; if you want to explicitly configure proxy exceptions for this connection, you need to set ProxyAutoDetect = false, and configure ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.

Logfile

Data Type

string

Default Value

""

Remarks

Once this property is set, the driver will populate the log file as it carries out various tasks, such as when authentication is performed or queries are executed. If the specified file doesn't already exist, it will be created.

Connection strings and version information are also logged, though connection properties containing sensitive information are masked automatically.

If a relative filepath is supplied, the location of the log file will be resolved based on the path found in the Location connection property.

For more control over what is written to the log file, you can adjust the Verbosity property.

Log contents are categorized into several modules. You can show/hide individual modules using the LogModules property.

To edit the maximum size of a single logfile before a new one is created, see MaxLogFileSize.

If you would like to place a cap on the number of logfiles generated, use MaxLogFileCount.

Java Logging

Java logging is also supported. To enable Java logging, set Logfile to:

Logfile=JAVALOG://myloggername

As in the above sample, JAVALOG:// is a required prefix to use Java logging, and you will substitute your own Logger.

The supplied Logger's getLogger method is then called, using the supplied value to create the Logger instance. If a logging instance already exists, it will reference the existing instance.

When Java logging is enabled, the Verbosity will now correspond to specific logging levels.

Verbosity

Data Type

string

Default Value

"1"

Remarks

The verbosity level determines the amount of detail that the driver reports to the Logfile. Verbosity levels from 1 to 5 are supported. These are detailed in the Logging page.

LogModules

Data Type

string

Default Value

""

Remarks

Only the modules specified (separated by ';') will be included in the log file. By default all modules are included.

See the Logging page for an overview.

MaxLogFileSize

Data Type

string

Default Value

"100MB"

Remarks

When the limit is hit, a new log is created in the same folder with the date and time appended to the end. The default limit is 100 MB. Values lower than 100 kB will use 100 kB as the value instead.

Adjust the maximum number of logfiles generated with MaxLogFileCount.

MaxLogFileCount

Data Type

int

Default Value

-1

Remarks

When the limit is hit, a new log is created in the same folder with the date and time appended to the end and the oldest log file will be deleted.

The minimum supported value is 2. A value of 0 or a negative value indicates no limit on the count.

Adjust the maximum size of the logfiles generated with MaxLogFileSize.

Location

Data Type

string

Default Value

"%APPDATA%\\CData\\D365Sales Data Provider\\Schema"

Remarks

The path to a directory which contains the schema files for the driver (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is "%APPDATA%\\CData\\D365Sales Data Provider\\Schema" with %APPDATA% being set to the user's configuration directory:

Platform	%APPDATA%
Windows	The value of the APPDATA environment variable
Mac	~/Library/Application Support
Linux	~/.config

BrowsableSchemas

Data Type

string

Default Value

""

Remarks

Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.

Tables

Data Type

string

Default Value

""

Remarks

Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the driver.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

Views

Data Type

string

Default Value

""

Remarks

Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the driver.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

AutoCache

Data Type

bool

Default Value

false

Remarks

When AutoCache = true, the driver automatically maintains a cache of your table's data in the database of your choice.

Setting the Caching Database

When AutoCache = true, the driver caches to a simple, file-based cache. You can configure its location or cache to a different database with the following properties:

• CacheLocation: Specifies the path to the file store.
• CacheDriver and CacheConnection: Specifies a driver to a database and the connection string.

See Also

• CacheMetadata: This property reduces the amount of metadata that crosses the network by persisting table schemas retrieved from the Dynamics 365 Sales metadata. Metadata then needs to be retrieved only once instead of every connection.
• Explicitly Caching Data: This section provides more examples of using AutoCache in Offline mode.
• CACHE Statements: You can use the CACHE statement to persist any SELECT query, as well as manage the cache; for example, refreshing schemas.

CacheDriver

Data Type

string

Default Value

""

Remarks

You can cache to any database for which you have a JDBC driver, including CData JDBC drivers.

The cache database is determined based on the CacheDriver and CacheConnection properties. The CacheDriver is the name of the JDBC driver class that you want to use to cache data.

Note that you must also add the CacheDriver JAR file to the classpath.

The following examples show how to cache to several major databases. Refer to CacheConnection for more information on the JDBC URL syntax and typical connection properties.

Derby and Java DB

The driver simplifies Derby configuration. Java DB is the Oracle distribution of Derby. The JAR file is shipped in the JDK. You can find the JAR file, derby.jar, in the db subfolder of the JDK installation. In most caching scenarios, you need to specify only the following, after adding derby.jar to the classpath:

jdbc:d365sales:CacheLocation='c:/Temp/cachedir';InitiateOAuth=GETANDREFRESH;OrganizationUrl=https://myaccount.crm.dynamics.com/;

To customize the Derby JDBC URL, use CacheDriver and CacheConnection. For example, to cache to an in-memory database, use a JDBC URL like the following:

jdbc:d365sales:CacheDriver=org.apache.derby.jdbc.EmbeddedDriver;CacheConnection='jdbc:derby:memory';InitiateOAuth=GETANDREFRESH;OrganizationUrl=https://myaccount.crm.dynamics.com/;

SQLite

The following is a JDBC URL for the SQLite JDBC driver:

jdbc:d365sales:CacheDriver=org.sqlite.JDBC;CacheConnection='jdbc:sqlite:C:/Temp/sqlite.db';InitiateOAuth=GETANDREFRESH;OrganizationUrl=https://myaccount.crm.dynamics.com/;

MySQL

The following is a JDBC URL for the included CData JDBC Driver for MySQL:

  jdbc:d365sales:Cache Driver=cdata.jdbc.mysql.MySQLDriver;Cache Connection='jdbc:mysql:Server=localhost;Port=3306;Database=cache;User=root;Password=123456';InitiateOAuth=GETANDREFRESH;OrganizationUrl=https://myaccount.crm.dynamics.com/;

  

SQL Server

The following JDBC URL uses the Microsoft JDBC Driver for SQL Server:

jdbc:d365sales:Cache Driver=com.microsoft.sqlserver.jdbc.SQLServerDriver;Cache Connection='jdbc:sqlserver://localhost\sqlexpress:7437;user=sa;password=123456;databaseName=Cache';InitiateOAuth=GETANDREFRESH;OrganizationUrl=https://myaccount.crm.dynamics.com/;

Oracle

The following is a JDBC URL for the Oracle Thin Client:

jdbc:d365sales:Cache Driver=oracle.jdbc.OracleDriver;CacheConnection='jdbc:oracle:thin:scott/tiger@localhost:1521:orcldb';InitiateOAuth=GETANDREFRESH;OrganizationUrl=https://myaccount.crm.dynamics.com/;

NOTE: If using a version of Oracle older than 9i, the cache driver will instead be oracle.jdbc.driver.OracleDriver .

PostgreSQL

The following JDBC URL uses the official PostgreSQL JDBC driver:

jdbc:d365sales:CacheDriver=cdata.jdbc.postgresql.PostgreSQLDriver;CacheConnection='jdbc:postgresql:User=postgres;Password=admin;Database=postgres;Server=localhost;Port=5432;';InitiateOAuth=GETANDREFRESH;OrganizationUrl=https://myaccount.crm.dynamics.com/;

CacheConnection

Data Type

string

Default Value

""

Remarks

The cache database is determined based on the CacheDriver and CacheConnection properties. Both properties are required to use the cache database. Examples of common cache database settings can be found below. For more information on setting the caching database's driver, refer to CacheDriver.

The connection string specified in the CacheConnection property is passed directly to the underlying CacheDriver. Consult the documentation for the specific JDBC driver for more information on the available properties. Make sure to include the JDBC driver in your application's classpath.

Derby and Java DB

The driver simplifies caching to Derby, only requiring you to set the CacheLocation property to make a basic connection.

Alternatively, you can configure the connection to Derby manually using CacheDriver and CacheConnection. The following is the Derby JDBC URL syntax:

jdbc:derby:[subsubprotocol:][databaseName][;attribute=value[;attribute=value] ... ]

For example, to cache to an in-memory database, use the following:

jdbc:derby:memory

SQLite

To cache to SQLite, you can use the SQLite JDBC driver. The following is the syntax of the JDBC URL:

jdbc:sqlite:dataSource

• Data Source: The path to an SQLite database file. Or, use a value of :memory to cache in memory.

MySQL

The installation includes the CData JDBC Driver for MySQL. The following is an example JDBC URL:

jdbc:mysql:User=root;Password=root;Server=localhost;Port=3306;Database=cache

The following are typical connection properties:

• Server: The IP address or domain name of the server you want to connect to.
• Port: The port that the server is running on.
• User: The user name provided for authentication to the database.
• Password: The password provided for authentication to the database.
• Database: The name of the database.

SQL Server

The JDBC URL for the Microsoft JDBC Driver for SQL Server has the following syntax:

jdbc:sqlserver://[serverName[\instance][:port]][;database=databaseName][;property=value[;property=value] ... ]

For example:

jdbc:sqlserver://localhost\sqlexpress:1433;integratedSecurity=true

The following are typical SQL Server connection properties:

• Server: The name or network address of the computer running SQL Server. To connect to a named instance instead of the default instance, this property can be used to specify the host name and the instance, separated by a backslash.
• Port: The port SQL Server is running on.
• Database: The name of the SQL Server database.
• Integrated Security: Set this option to true to use the current Windows account for authentication. Set this option to false if you are setting the User and Password in the connection.

  To use integrated security, you will also need to add sqljdbc_auth.dll to a folder on the Windows system path. This file is located in the auth subfolder of the Microsoft JDBC Driver for SQL Server installation. The bitness of the assembly must match the bitness of your JVM.

• User Id: The user name provided for authentication with SQL Server. This property is only needed if you are not using integrated security.
• Password: The password provided for authentication with SQL Server. This property is only needed if you are not using integrated security.

Oracle

The following is the conventional JDBC URL syntax for the Oracle JDBC Thin driver:

jdbc:oracle:thin:[userId/password]@[//]host[[:port][:sid]]

For example:

jdbc:oracle:thin:scott/tiger@myhost:1521:orcl

The following are typical connection properties:

• Data Source: The connect descriptor that identifies the Oracle database. This can be a TNS connect descriptor, an Oracle Net Services name that resolves to a connect descriptor, or, after version 11g, an Easy Connect naming (the host name of the Oracle server with an optional port and service name).

• Password: The password provided for authentication with the Oracle database.
• User Id: The user Id provided for authentication with the Oracle database.

PostgreSQL

The following is the JDBC URL syntax for the official PostgreSQL JDBC driver:

jdbc:postgresql:[//[host[:port]]/]database[[?option=value][[&option=value][&option=value] ... ]]

For example, the following connection string connects to a database on the default host (localhost) and port (5432):

jdbc:postgresql:postgres

The following are typical connection properties:

• Host: The address of the server hosting the PostgreSQL database.
• Port: The port used to connect to the server hosting the PostgreSQL database.
• Database: The name of the database.
• User name: The user Id provided for authentication with the PostgreSQL database. You can specify this in the JDBC URL with the "user" parameter.
• Password: The password provided for authentication with the PostgreSQL database.

CacheLocation

Data Type

string

Default Value

"%APPDATA%\\CData\\D365Sales Data Provider"

Remarks

The CacheLocation is a simple, file-based cache. The driver uses Java DB, Oracle's distribution of the Derby database. To cache to Java DB, you will need to add the Java DB JAR file to the classpath. The JAR file, derby.jar, is shipped in the JDK and located in the db subfolder of the JDK installation.

If left unspecified, the default location is "%APPDATA%\\CData\\D365Sales Data Provider" with %APPDATA% being set to the user's configuration directory:

Platform	%APPDATA%
Windows	The value of the APPDATA environment variable
Mac	~/Library/Application Support
Linux	~/.config

See Also

• AutoCache: Set to implicitly create and maintain a cache for later offline use.
• CacheMetadata: Set to persist the Dynamics 365 Sales catalog in CacheLocation.

CacheTolerance

Data Type

int

Default Value

600

Remarks

The tolerance for stale data in the cache specified in seconds. This only applies when AutoCache is used. The driver checks with the data source for newer records after the tolerance interval has expired. Otherwise, it returns the data directly from the cache.

Offline

Data Type

bool

Default Value

false

Remarks

When Offline = true, all queries execute against the cache as opposed to the live data source. In this mode, certain queries like INSERT, UPDATE, DELETE, and CACHE are not allowed.

CacheMetadata

Data Type

bool

Default Value

false

Remarks

As you execute queries with this property set, table metadata in the Dynamics 365 Sales catalog are cached to the file store specified by CacheLocation if set or the user's home directory otherwise. A table's metadata will be retrieved only once, when the table is queried for the first time.

When to Use CacheMetadata

The driver automatically persists metadata in memory for up to two hours when you first discover the metadata for a table or view and therefore, CacheMetadata is generally not required. CacheMetadata becomes useful when metadata operations are expensive such as when you are working with large amounts of metadata or when you have many short-lived connections.

When Not to Use CacheMetadata

• When you are working with volatile metadata: Metadata for a table is only retrieved the first time the connection to the table is made. To pick up new, changed, or deleted columns, you would need to delete and rebuild the metadata cache. Therefore, it is best to rely on the in-memory caching for cases where metadata changes often.
• When you are caching to a database: CacheMetadata can only be used with CacheLocation. If you are caching to another database with the CacheDriver and CacheConnection properties, use AutoCache to cache implicitly. Or, use CACHE Statements to cache explicitly.

AllowDuplicateRecords

Data Type

string

Default Value

"true"

Remarks

Set this value to false to avoid adding duplicate records while performing Insert peration.

BatchSize

Data Type

int

Default Value

0

Remarks

When BatchSize is set to a value greater than 0, the batch operation will split the entire batch into separate batches of size BatchSize. The split batches will then be submitted to the server individually. This is useful when the server has limitations on the size of the request that can be submitted.

Setting BatchSize to 0 will submit the entire batch as specified.

ConnectionLifeTime

Data Type

int

Default Value

0

Remarks

The maximum lifetime of a connection in seconds. Once the time has elapsed, the connection object is disposed. The default is 0 which indicates there is no limit to the connection lifetime.

ConnectOnOpen

Data Type

bool

Default Value

false

Remarks

When set to true, a connection will be made to Dynamics 365 Sales when the connection is opened. This property enables the Test Connection feature available in various database tools.

This feature acts as a NOOP command as it is used to verify a connection can be made to Dynamics 365 Sales and nothing from this initial connection is maintained.

Setting this property to false may provide performance improvements (depending upon the number of times a connection is opened).

IncludeFormattedValues

Data Type

bool

Default Value

false

Remarks

For each column, an extra one is added to expose the formatted value. New columns will have "_display" postfix.

IncludeNavigationProperties

Data Type

bool

Default Value

false

Remarks

Navigation properties will not populate with information when retrieving data. Instead, navigation properties may be used to bind to an existing resource during inserts or updates. For example:

INSERT INTO accounts (_primarycontactid_value) VALUES ('123456')

To specify multiple values, use a comma-separated list. For instance:

INSERT INTO accounts (lead_customer_accounts) VALUES ('123,456')

MaxRows

Data Type

int

Default Value

-1

Remarks

Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.

Other

Data Type

string

Default Value

""

Remarks

The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.

Specify multiple properties in a semicolon-separated list.

Caching Configuration

CachePartial=True	Caches only a subset of columns, which you can specify in your query.
QueryPassthrough=True	Passes the specified query to the cache database instead of using the SQL parser of the driver.

Integration and Formatting

DefaultColumnSize	Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT	Determines whether to convert date-time values to GMT, instead of the local time of the machine.
RecordToFile=filename	Records the underlying socket data transfer to the specified file.

Pagesize

Data Type

int

Default Value

5000

Remarks

The Pagesize property affects the maximum number of results to return per page from Dynamics 365 Sales. Setting a higher value may result in better performance at the cost of additional memory allocated per page consumed.

PoolIdleTimeout

Data Type

int

Default Value

60

Remarks

The allowed idle time a connection can remain in the pool until the connection is closed. The default is 60 seconds.

PoolMaxSize

Data Type

int

Default Value

100

Remarks

The maximum connections in the pool. The default is 100. To disable this property, set the property value to 0 or less.

PoolMinSize

Data Type

int

Default Value

1

Remarks

The minimum number of connections in the pool. The default is 1.

PoolWaitTime

Data Type

int

Default Value

60

Remarks

The max seconds to wait for a connection to become available. If a new connection request is waiting for an available connection and exceeds this time, an error is thrown. By default, new requests wait forever for an available connection.

PseudoColumns

Data Type

string

Default Value

""

Remarks

This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".

Readonly

Data Type

bool

Default Value

false

Remarks

If this property is set to true, the driver will allow only SELECT queries. INSERT, UPDATE, DELETE, and stored procedure queries will cause an error to be thrown.

RTK

Data Type

string

Default Value

""

Remarks

The RTK property may be used to license a build. See the included licensing file to see how to set this property. The runtime key is only available if you purchased an OEM license.

SupportEnhancedSQL

Data Type

bool

Default Value

true

Remarks

When SupportEnhancedSQL = true, the driver offloads as much of the SELECT statement processing as possible to Dynamics 365 Sales and then processes the rest of the query in memory. In this way, the driver can execute unsupported predicates, joins, and aggregation.

When SupportEnhancedSQL = false, the driver limits SQL execution to what is supported by the Dynamics 365 Sales API.

Execution of Predicates

The driver determines which of the clauses are supported by the data source and then pushes them to the source to get the smallest superset of rows that would satisfy the query. It then filters the rest of the rows locally. The filter operation is streamed, which enables the driver to filter effectively for even very large datasets.

Execution of Joins

The driver uses various techniques to join in memory. The driver trades off memory utilization against the requirement of reading the same table more than once.

Execution of Aggregates

The driver retrieves all rows necessary to process the aggregation in memory.

Timeout

Data Type

int

Default Value

60

Remarks

If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.

If Timeout expires and the operation is not yet complete, the driver throws an exception.

UseConnectionPooling

Data Type

bool

Default Value

false

Remarks

This property enables connection pooling. The default is false. See Connection Pooling for information on using connection pools.