Create HCL Domino-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform designed to create real-time business dashboards, whether for your team or clients. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to HCL Domino data to create visualizations, reports, and more. This article provides step-by-step instructions on connecting to HCL Domino within Connect Cloud and creating visualizations using HCL Domino data in Klipfolio.

CData Connect Cloud offers a direct cloud-to-cloud interface for HCL Domino, enabling you to construct reports from real-time HCL Domino data data within Klipfolio—without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect Cloud efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to HCL Domino, harnessing server-side processing to swiftly retrieve the requested HCL Domino data data.

Configure HCL Domino Connectivity for Klipfolio

Connectivity to HCL Domino from Klipfolio is made possible through CData Connect Cloud. To work with HCL Domino data from Klipfolio, we start by creating and configuring a HCL Domino connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "HCL Domino" from the Add Connection panel
3. Enter the necessary authentication properties to connect to HCL Domino.

   Prerequisites

   The connector requires the Proton component to be installed. Normally, Proton is distributed as part of the AppDev pack. See the HCL documentation for instructions on acquiring and installing Proton or the AppDev pack.

   Once the Proton service is installed and running, you will also need to create a user account and download its Internet certificate. This certificate can be used to set the connector certificate connection properties.

   Authenticating to Domino

   • Server: The name or IP address of the server running Domino with the Proton service.
   • Port: The port number that the Proton service is listening on.
   • Database: The name of the database file, including the .nsf extension.
   • SSLClientCertType: This must match the format of the certificate file. Typically this will be either PEMKEY_FILE for .pem certificates or PFXFILE for .pfx certificates.
   • SSLClientCert: The path to the certificate file.
   • SSLServerCert: This can be set to (*) if you trust the server. This is usually the case, but if you want to perform SSL validation, you may provide a certificate or thumbprint instead. See the documentation for SSLServerCert for details.

   Additional Server Configuration

   The connector supports querying Domino views if any are defined. Before views can be queried by the connector they must be registered with the design catalog.

   Please refer to the Catalog Administration section of the AppDev pack documentation for details on how to do this.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add HCL Domino Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your 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, you are ready to connect to HCL Domino data Klipfolio.

Connect to HCL Domino from Klipfolio

The steps below outline connecting to CData Connect Cloud from Klipfolio to create a new HCL Domino data source.

1. Open Klipfolio
2. Click in Data Sources to add a new data source
3. Search for and select MSSQL as the Service
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the MSSQL connection properties:
   • Host: tds.cdata.com
   • Port: 14333
   • Database: your database (e.g., Domino1)
   • Driver: MS SQL
   • Username: a Connect Cloud user (e.g. user@mydomain.com)
   • Password: the above user's PAT
   • SQL Query: any query to retrieve data (e.g. SELECT * FROM ByName )
   • Select the checkbox to "Include column headers"
   • Select the checkbox to "Use SSL/TLS"
6. Click "Get data" to preview the HCL Domino data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save and Exit"

Create a Metric

With the data modeled, we are ready to create a Metric (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Create metrics"
2. Select a Data source
3. Select a Metric value and default aggregation
4. Select Segmentation(s)
5. Select a Date & time
6. Select a Data shape
7. Configure the Display settings
8. Click Save
9. Navigate to your Metric and further configure the visualization

SQL Access to HCL Domino Data from Cloud Applications

Now you have a Metric built from live HCL Domino data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating HCL Domino data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud.