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Design BIRT Reports on Act CRM Data

Provide current Act CRM data to your embedded analytics.

The CData JDBC Driver for Act CRM integrates connectivity to Act CRM APIs into your data-driven Java applications. You can use the CData JDBC Driver for Act CRM with the BIRT (Business Intelligence Reporting Tools) platform to create BIRT reports that reflect changes to your data in real time.

  1. If you have not already done so, install the BIRT Framework plugin and the Database Development plugin for Eclipse.
  2. Click File -> New -> Report. The Report Design perspective is opened.
  3. In the Data Explorer, right-click Data Sources and click New Data Source.
  4. Select the Create from a Data Source Type in the Following List option and select JDBC Data Source.
  5. Click Manage Drivers and add the driver JAR, located in the lib subfolder of the installation folder.
  6. In the Database URL box, enter the JDBC URL containing the connection string.

    Authentication セクションのUserPassword プロパティに、有効なAct! ユーザー資格情報を設定する必要があります。認証値に加えて、以下も参照してください。

    • Act! Premium への接続

      認証値に加えて、Act! へのURL も設定が必要です。例:https://eup1-iis-04.eu.hosted.act.com/。

      さらに、接続するActDatabase を指定する必要があります。これは、ご自分のアカウントの[About Act! Premium]メニューのページ右上にある[?]で確認することができます。表示されたウィンドウの[Database Name]を使用します。

    • Act! Premium Cloud への接続

      Act! Premium Cloud アカウントに接続するには、ActCloudName プロパティも指定する必要があります。このプロパティはCloud アカウントのURL アドレスで確認できます。例:https://eup1-iis-04.eu.hosted.act.com/ActCloudName/。

    ActCRM メタデータの取得は高負荷になる可能性があることに注意してください。CacheMetadata プロパティを設定して、メタデータをローカルに格納することをお勧めします。

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.actcrm.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:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;
  7. Right-click the Data Sets folder and select the JDBC data source for Act CRM.
  8. In the resulting dialog, build the SELECT query to be used to retrieve the data for the report. This article uses the following query: SELECT ActivityDisplayName, Subject FROM Activities
  9. In the Palette, drag a Chart onto the editor. The chart wizard is displayed.
  10. After selecting the chart type, drag columns onto the chart fields on the Select Data tab.
  11. Click Run -> View Report -> In Web Viewer to view the report.

Your BIRT reports can now pick up any updates to Act CRM data.

To publish the report to your application server, add the driver JAR to the BIRT Viewer's classpath. For more information, see the CData KB for guides to deploying the JDBC Driver on Java application servers.

 
 
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