Claude Compliance Reporting in OBIEE with the Claude Compliance JDBC Driver

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Deploy the Claude Compliance JDBC driver on OBIEE to provide real-time reporting across the enterprise.

The CData JDBC Driver for Claude Compliance is a standard database driver that can integrate real-time access to Claude Compliance data into your Java-based reporting server. This article shows how to deploy the driver to Oracle Business Intelligence Enterprise Edition (OBIEE) and create reports on Claude Compliance data that reflect any changes.

Deploy the JDBC Driver

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.claudecompliance.jar;%PRE_CLASSPATH%

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

Create a JDBC Data Source for Claude Compliance

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.claudecompliance.ClaudeComplianceDriver.
    • Connection String: Enter the JDBC URL.

      The driver connects to Claude Compliance using a Compliance Access Key, the only supported authentication method. Set the following connection property:

      • APIKey: The Compliance Access Key you created.

      Creating a Compliance Access Key

      1. Enable the Compliance API for your organization.
      2. Sign in to claude.ai as a primary owner or organization owner and open Organization settings > API > Keys.
      3. Select Create Key and assign only the scopes your integration needs:
        • read:compliance_activities for Activities and the typed activity views.
        • read:compliance_org_data for organizations, roles, groups, and settings.
        • read:compliance_user_data for users, chats, files, projects, and downloads.
        • delete:compliance_user_data for the explicit Delete stored procedures.
      4. Create the key and copy it when it appears. The key starts with sk-ant-api01- and is shown only once.

      Optionally, set OrganizationUUID to limit organization-scoped views (such as OrganizationUsers and ComplianceRoles) to a single linked organization. If it is left empty, those views default to the first available organization and do not include data from all linked organizations.

      Built-in Connection String Designer

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

      
      java -jar cdata.jdbc.claudecompliance.jar
      

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

      Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)

      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:claudecompliance:APIKey=your_compliance_access_key;
    • Username: Enter the username.
    • Password: Enter the password.
  4. In the Security section, select the allowed user roles. The required settings for a JDBC data source. (Salesforce is shown.)

Create Real-Time Claude Compliance Reports

You can now create reports and analyses based on real-time Claude Compliance data. Follow the steps below to use the standard report wizard to create an interactive report that reflects any changes to Claude Compliance 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 Claude Compliance JDBC data source you created.
  4. Select standard SQL and enter a query like the following:
    SELECT Id, Name FROM Projects WHERE OrganizationUuid = 'abcdef01-2345-6789-abcd-ef0123456789'
    The SQL query to be used to create the data set for the report
  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 Id onto the Drop Label Here box on the x-axis. The dimensions and measures for a chart. (Salesforce is shown.)
  10. Click Refresh to pick up any changes to the Claude Compliance data. An interactive, refresh-on-demand report. (Salesforce is shown.)

Ready to get started?

Download a free trial of the Claude Compliance Driver to get started:

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Learn more:

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Rapidly create and deploy powerful Java applications that integrate with Claude Compliance data including Activities, Chats, ChatMessages, CodeArtifacts, ComplianceRoles, Organizations, OrganizationUsers, Projects, and more!