DataBind Wijmo Grid to Clio Data

The API Server, when paired with the ADO.NET Provider for Clio (or any of 200+ other ADO.NET Providers), provides Clio data as Web services, which enable connectivity to live data. This article shows how to consume JSONP-formatted Clio data from a Wijmo Grid.

Set Up the API Server

Follow the steps below to begin producing secure Clio OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Clio

After you deploy the API Server and the ADO.NET Provider for Clio, provide authentication values and other connection properties needed to connect to Clio by clicking Settings -> Connections and adding a new connection in the API Server administration console.

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

Clio API Profile Settings

Clio uses OAuth-based authentication.

First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally set the Region in ProfileSettings connection property.

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

• AuthScheme: Set this to OAuth.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• OAuthClientId: Set this to the client_id that is specified in you app settings.
• OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
• CallbackURL: Set this to the Redirect URI that is specified in your app settings.
• Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

You can then choose the Clio entities you want to allow the API Server to access by clicking Settings -> Resources. This article uses Bills as an example.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.

Create a Real-Time Grid

Follow the steps below to consume Clio data from the Wijmo JavaScript controls:

1. Load the required Wijmo, jQuery, and Knockout libraries:

   
   <script src="http://code.jquery.com/jquery-1.11.1.min.js"></script>
   <script src="http://code.jquery.com/ui/1.11.0/jquery-ui.min.js"></script>
     
   <!--Theme-->
   <link href="http://cdn.wijmo.com/themes/aristo/jquery-wijmo.css" rel="stylesheet" type="text/css">
     
   <!--Wijmo Widgets CSS-->
   <link href="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.css" rel="stylesheet" type="text/css">
     
   <!--Wijmo Widgets JavaScript-->
   <script src="http://cdn.wijmo.com/jquery.wijmo-open.all.3.20161.90.min.js"></script>
   <script src="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.js"></script>
   <script src="http://cdn.wijmo.com/interop/wijmo.data.ajax.3.20161.90.js"></script>
    
   <!--Knockout JS Library-->
   <!-- Both of the links below can work -->
   <script src="http://cdn.wijmo.com/wijmo/external/knockout-2.2.0.js"></script> 
   <!--<script src="http://cdn.wijmo.com/amd-js/3.20161.90/knockout-3.1.0.js"></script>--> 
   
   <!--Wijmo Knockout Integration Library-->
   <script src="http://cdn.wijmo.com/interop/knockout.wijmo.3.20161.90.js"></script>
   

2. Create a ViewModel and connect to it using the ODataView. You will need to replace the placeholder values for the URL of the API Server, an API Server user, and the authtoken for that user.

   
   <script id="scriptInit">
   $.support.cors = true;
   var viewModel;
   
   function ViewModel() {
     var billsView = new wijmo.data.ODataView("http://MyServer:MyPort/api.rsc/Bills", {
     ajax: {
       dataType: "jsonp", 
       username: "MyUser",
       password: "MyAuthtoken",
       data: { "$inlinecount": null }
     },
     pageSize: 10
   });
     billsView.refresh();
     billsView.nextPage();
     this.bills = billsView;
     this.prevPage = function () {billsView.prevPage();};
     this.nextPage = function () {billsView.nextPage();};
   }
   
   $(document).ready(function () {
      viewModel = new ViewModel();
      ko.applyBindings(viewModel, $(".container").get(0));
   });
   </script>
   

3. DataBind: Below is a simple table with some paging buttons, which you can paste into the body section of your markup.

   
   <h2>Connect to Live Clio Data in Real Time</h2>
   
   <h3>Bills</h3>
   <div>
     <button title="previous page" class="pagebuttons" data-bind="click: prevPage, button: {}"><span class="ui-icon ui-icon-seek-prev" /></button>
     <button title="next page" class="pagebuttons" data-bind="click: nextPage, button: {}"><span class="ui-icon ui-icon-seek-next" /></button>
   </div>
   <table id="demo-grid" data-bind="wijgrid: { 
     data: bills, 
     showFilter: true, 
     allowPaging: true,
     pagerSettings: { position: 'none'},
     columnsAutogenerationMode: 'append',
   }" >
   </table>   
   

Below is the resulting grid. You can filter and sort through pages of Clio data.