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Design BIRT Reports on Sugar CRM Data

Provide current Sugar CRM data to your embedded analytics.

The CData JDBC Driver for Sugar CRM integrates connectivity to Sugar CRM APIs into your data-driven Java applications. You can use the CData JDBC Driver for Sugar 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.

    本製品をSugarCRM に認証するには、以下を有効なSugarCRM ユーザー資格情報に設定する必要があります。User:SugarCRM アカウントのユーザー。Password:SugarCRM アカウントのパスワード。

    OAuth consumer key とconsumer secret は、Admin -> OAuth Keys で生成することができます。OAuthClientId にOAuth consumer key を、OAuthClientSecret にconsumer secret を設定します。

    さらに、SugarCRM への接続を確立するには以下を指定します。URL:'http://{sugar crm instance}.com' の形式で、SugarCRM アカウントに紐付いているURL に設定。Platform:認証中にログインの競合が発生した場合は、SugarCRM UI で作成したプラットフォームのいずれかに設定。

    SugarCRM 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。メタデータのキャッシュ で説明しているように、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 Sugar CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.sugarcrm.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:sugarcrm:User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;
  7. Right-click the Data Sets folder and select the JDBC data source for Sugar 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 Name, AnnualRevenue FROM Accounts
  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 Sugar 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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