Integrate Claude Compliance Data in the Pentaho Report Designer

The CData JDBC driver for Claude Compliance data enables access to live data from dashboards and reports. This article shows how to connect to Claude Compliance data as a JDBC data source and publish reports based on Claude Compliance data in Pentaho.

Connect and Create a Report

1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.

3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Claude Compliance connection. In the resulting dialog, configure the connection properties as shown below.

   • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:claudecompliance: and is followed by a semicolon-separated list of connection properties.

     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.

     

     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.

     Below is a typical JDBC URL:

     jdbc:claudecompliance:APIKey=your_compliance_access_key;

   • Custom Driver Class Name: Enter cdata.jdbc.claudecompliance.ClaudeComplianceDriver.
   • User Name: The username to authenticate with.
   • Password: The password to authenticate with.
   

Add Claude Compliance Data to a Report

You are now ready to create a report with Claude Compliance data.

1. Add the Claude Compliance source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

2. Configure the query. This article uses the one below:

   SELECT Id, Name FROM Projects WHERE OrganizationUuid = 'abcdef01-2345-6789-abcd-ef0123456789'

   
3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Projects table.
4. Finally, run the report to see the chart.