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Feed DocuSign Data into FineReport

How to set DocuSign data as a JDBC data source in FineReport.

The CData JDBC Driver for DocuSign fully implements the JDBC standard and can provide DocuSign data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set DocuSign data as JDBC data source in FineReport and view DocuSign data as a table in the Report Designer.

Set Up a JDBC Data Source of DocuSign Data

Follow the instruction below to set DocuSign data as a FineReport database connection.

  1. Copy the cdata.jdbc.docusign.jar file from the lib folder in the CData JDBC Driver for DocuSign installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.docusign.lic file as well.
  2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.

Next we will set up the data connection definition in the window.

  1. Database: Others
  2. JDBC Driver: cdata.jdbc.docusign.DocuSign Driver
  3. URL: A standard JDBC connection string using semicolon-separated connection properties.

    To connect to DocuSign, set the following connection properties:

    • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
    • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

    Authenticating to DocuSign

    DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.docusign.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:docusign:OAuthClientId=MyClientId; OAuthClientSecret=MyClientSecret; CallbackURL=http://localhost:33333;
  4. Click Connection pool attributes and set Test before getting connections to No.

Click Test connection to ensure you have configured the connection properly. With the connection to DocuSign set up, you can use it as FineReport data source.

Select DocuSign Data in the Report Designer.

  1. Click to add a new template data set and select DB query to open the database query window.
  2. Choose the JDBC connection that you created from the dropdown list.
  3. The DocuSign entities will appear as tables on the left pane.
  4. Write a SELECT statement for the DocuSign data tables and columns that you want to load.
  5. Click preview and data is shown as table.

With these simple steps, DocuSign can be used as a JDBC data source in FineReport.