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Bullhorn CRM JDBC ドライバーでOBIEE レポートとデータ連携

エンタープライズ全体にリアルタイムのレポートを提供するために、OBIEE にBullhorn CRM JDBC ドライバーをデプロイします。

CData JDBC driver for Bullhorn CRM は、Bullhorn CRM data データ連携をJava ベースのレポートサーバーにから実現する標準データベースドライバーです。ここでは、ドライバーをOracle Business Intelligence Enterprise Edition(OBIEE )にデプロイし、リアルタイムBullhorn CRM data レポートを作成する方法を説明します。

JDBC ドライバーをデプロイ

Follow the steps below to add the JDBC driver to WebLogic's classpath.

For WebLogic 12.2.1, simply place the driver JAR and .lic file into DOMAIN_HOME\lib; for example, ORACLE_HOME\user_projects\domains\MY_DOMAIN\lib.These files will be added to the server classpath at startup.

You can also manually add the driver to the classpath:This is required for earlier versions.Prepend the following to PRE_CLASSPATH in setDomainEnv.cmd (Windows) or setDomainEnv.sh (Unix).This script is located in the bin subfolder of the folder for that domain.For example:ORACLE_HOME\user_projects\domains\MY_DOMAIN\bin.

set PRE_CLASSPATH=your-installation-directory\lib\cdata.jdbc.bullhorncrm.jar;%PRE_CLASSPATH%

Restart all servers; for example, run the stop and start commands in DOMAIN_HOME\bitools\bin.

Bullhorn CRM のJDBC データソースを作成

After deploying the JDBC driver, you can create a JDBC data source from BI Publisher.

  1. Log into BI Publisher, at the URL http://localhost:9502/analytics, for example, and click Administration -> Manage BI Publisher.
  2. Click JDBC Connection -> Add Data Source.
  3. Enter the following information:
    • Data Source Name:Enter the name that users will create connections to in their reports.
    • Driver Type:Select Other.
    • Database DriverClass:Enter the driver class, cdata.jdbc.bullhorncrm.BullhornCRMDriver.
    • Connection String:Enter the JDBC URL.

      Begin by providing your Bullhorn CRM account credentials in the following:

      If you are uncertain about your data center code, codes like CLS2, CLS21, etc. are cluster IDs that are contained in a user's browser URL (address bar) once they are logged in.

      Example: https://cls21.bullhornstaffing.com/BullhornSTAFFING/MainFrame.jsp?#no-ba... indicates that the logged in user is on CLS21.

      Authenticating with OAuth

      Bullhorn CRM uses the OAuth 2.0 authentication standard. To authenticate using OAuth, create and configure a custom OAuth app. See the Help documentation for more information.

      ビルトイン接続文字列デザイナー

      For assistance in constructing the JDBC URL, use the connection string designer built into the Bullhorn CRM JDBC Driver.Either double-click the JAR file or execute the jar file from the command-line.

      java -jar cdata.jdbc.bullhorncrm.jar

      Fill in the connection properties and copy the connection string to the clipboard.

      When you configure the JDBC URL, you may also want to set the Max Rows connection property.This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

      A typical JDBC URL is below:

      jdbc:bullhorncrm:DataCenterCode=CLS33;OAuthClientId=myoauthclientid;OAuthClientSecret=myoauthclientsecret;InitiateOAuth=GETANDREFRESH
    • Username:Enter the username.
    • Password:Enter the password.
  4. In the Security section, select the allowed user roles.

リアルタイムのBullhorn CRM レポートを作成

You can now create reports and analyses based on real-time Bullhorn CRM data.Follow the steps below to use the standard report wizard to create an interactive report that reflects any changes to Bullhorn CRM data.

  1. On the global header, click New -> Data Model.
  2. On the Diagram tab, select SQL query in the menu.
  3. Enter a name for the query and in the Data Source menu select the Bullhorn CRM JDBC data source you created.
  4. Select standard SQL and enter a query like the following: SELECT Id, CandidateName FROM Candidate WHERE CandidateName = 'Jane Doe'
  5. Click View Data to generate the sample data to be used as you build your report.
  6. Select the number of rows to include in the sample data, click View, and then click Save As Sample Data.
  7. Click Create Report -> Use Data Model.
  8. Select Guide Me and on the Select Layout page select the report objects you want to include.In this example we select Chart and Table.
  9. Drop a numeric column like CandidateName onto the Drop Value Here box on the y-axis.Drop a dimension column like Id onto the Drop Label Here box on the x-axis.
  10. Click Refresh to pick up any changes to the Bullhorn CRM data.
 
 
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