FinancialForce 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FinancialForce JDBC ドライバーをデプロイします。

CData JDBC driver for FinancialForce は、FinancialForce 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FinancialForce 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.financialforce.jar;%PRE_CLASSPATH%

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

FinancialForce 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.financialforce.FinancialForceDriver.
    • Connection String:Enter the JDBC URL.

      There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

      Authenticating with a Login and Token

      Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

      To disable the security token:

      1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
      2. Add your IP address to the list of trusted IP addresses.

      To obtain the security token:

      1. Open the personal information page on FinancialForce.com.
      2. Click the link to reset your security token. The token will be emailed to you.
      3. Specify the security token in the SecurityToken connection property or append it to the Password.

      Authenticating with OAuth

      If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

      Connecting to FinancialForce Sandbox Accounts

      Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

      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 FinancialForce JDBC Driver.Either double-click the JAR file or execute the jar file from the command-line.

      java -jar cdata.jdbc.financialforce.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:financialforce:User=myUser;Password=myPassword;Security Token=myToken;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FinancialForce レポートを作成

You can now create reports and analyses based on real-time FinancialForce data.Follow the steps below to use the standard report wizard to create an interactive report that reflects any changes to FinancialForce 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 FinancialForce JDBC data source you created.
  4. Select standard SQL and enter a query like the following: SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'
  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 Name onto the Drop Value Here box on the y-axis.Drop a dimension column like BillingState onto the Drop Label Here box on the x-axis.
  10. Click Refresh to pick up any changes to the FinancialForce data.
 
 
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