Connect to ConstantContact Data from Crystal Reports

Crystal Reports is a business intelligence application by SAP designed to help you analyze your data with well-formatted, pixel-perfect, and multi-page reports. When paired with CData Connect AI, Crystal Reports gets access to live ConstantContact data. This article demonstrates how to connect to ConstantContact using Connect AI and report on ConstantContact data in Crystal Reports.

CData Connect AI provides a pure SQL Server interface for ConstantContact, allowing you to query data from ConstantContact without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to ConstantContact, leveraging server-side processing to return the requested ConstantContact data quickly.

Configure ConstantContact Connectivity for Crystal Reports

Connectivity to ConstantContact from Crystal Reports is made possible through CData Connect AI. To work with ConstantContact data from Crystal Reports, we start by creating and configuring a ConstantContact connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "ConstantContact" from the Add Connection panel

3. Enter the necessary authentication properties to connect to ConstantContact.

   Start by setting the Profile connection property to the location of the ConstantContact Profile on disk (e.g. C:\profiles\ConstantContact.apip). Next, set the ProfileSettings connection property to the connection string for Profile (see below).

   ConstantContact API Profile Settings

   ConstantContact uses OAuth-based authentication.

   First, register an OAuth application with ConstantContact. You can do so from the ConstantContact API Guide (https://v3.developer.constantcontact.com/api_guide/index.html), under "MyApplications" > "New Application". Your Oauth application will be assigned a client id (API Key) and you can generate a client secret (Secret).

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientId: Set this to the client_id that is specified in you app settings.
   • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
   • CallbackURL: Set this to the Redirect URI you specified in your app settings.
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add ConstantContact Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to ConstantContact data from Crystal Reports.

Connect to ConstantContact from Crystal Reports using Connect AI

To establish a connection from Crystal Reports to CData Connect AI, you will need to download the JDBC driver.

1. Open the Client Tools page of CData Connect AI.
2. Search for and select JDBC.
3. Download and run the setup file.
4. When the installation is complete, locate the JDBC Connect JAR file in the JDBC driver's installation directory, for example, C:\Program Files\CData\JDBC Driver for CData Connect\lib.
5. Copy the JDBC Connect JAR file (cdata.jdbc.connect.jar).

After copying the JDBC CData Connect JAR file, you will need to paste it into the Crystal Reports installation location and configure the connection to Connect AI.

1. Find the installation directory for Crystal Reports, for example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java\lib
2. Paste the JDBC Connect JAR file into the Crystal Reports installation directory.
3. Go to the parent java folder. For example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java This folder should contain a CRConfig file.
4. Open CRConfig in a text editor.
5. Add the path to the JDBC CData Connect JAR file in the of the CRConfig file, for example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java\lib
6. Log into Crystal Reports and start a blank report.
7. In the Database Expert dialog, click Create New Connection.
8. Select the JDBC data source and the tables you want to add. Click OK.
9. In the Connection dialog, enter the Connection URL (e.g. jdbc:connect:AuthScheme=Basic;user=username;password=PAT;) and Database Classname (e.g. cdata.jdbc.connect.ConnectDriver).
10. Click Finish. The Database Expert dialog displays all available connections.

You can now create reports with the connected data.

Get CData Connect AI

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