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Use the CData JDBC Driver for Magento in MicroStrategy Web

Connect to Magento data in MicroStrategy Web using the CData JDBC Driver for Magento.

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData JDBC Driver for Magento, you gain database-like access to live Magento data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding Magento as an external data source in MicroStrategy Web and creating a simple visualization of Magento data.

The CData JDBC driver offers unmatched performance for interacting with live Magento data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to Magento, the driver pushes supported SQL operations, like filters and aggregations, directly to Magento and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Magento data using native MicroStrategy data types.

Connect to and Visualize Magento Data using MicroStrategy Web

You can connect to Magento in MicroStrategy Web by adding a data source based on the CData JDBC Driver for Magento.* Before you begin, you will need install the JDBC Driver for Magento on the machine hosting the MicroStrategy Intelligence Server that your instance of MicroStrategy Web is connected to. Once you have created a data source you can build dynamic visualizations of Magento data in MicroStrategy Web.

  1. Open MicroStrategy Web and select your project.
  2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
  3. In the Import from Tables wizard, click to add a new Data Source.
  4. Select Generic in the Database menu and select Generic DBMS in the Version menu.
  5. Click the link to show the connection string and opt to edit the connection string. In the Driver menu, select MicroStrategy Cassandra ODBC Driver (MicroStrategy requires a certified driver to interface through JDBC, the actual driver will not be used).
  6. Set the connection string to the following: JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.magento.MagentoDriver;URL={jdbc:magento:OAuthClientId=MyConsumerKey;OAuthClientSecret=MyConsumerSecret;CallbackURL=http://127.0.0.1:33333;Url=https://mymagentohost.com;};

    Magento uses the OAuth 1 authentication standard. To connect to the Magento REST API, you will need to obtain values for the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with your Magento system. See the "Getting Started" section in the help documentation for a guide to obtaining the OAuth values and connecting.

    You will also need to provide the URL to your Magento system. The URL depends on whether you are using the Magento REST API as a customer or administrator.

    • Customer: To use Magento as a customer, make sure you have created a customer account in the Magento homepage. To do so, click Account -> Register. You can then set the URL connection property to the endpoint of your Magento system.

    • Administrator: To access Magento as an administrator, set CustomAdminPath instead. This value can be obtained in the Advanced settings in the Admin menu, which can be accessed by selecting System -> Configuration -> Advanced -> Admin -> Admin Base URL.

      If the Use Custom Admin Path setting on this page is set to YES, the value is inside the Custom Admin Path text box; otherwise, set the CustomAdminPath connection property to the default value, which is "admin".

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.magento.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.

  7. Right-click on the new data source, and choose Edit catalog options.
  8. Edit the SQL Statement to SELECT * FROM SYS_SCHEMAS to read the metadata from the JDBC Driver.
  9. Select the new data source to view the available tables. You may need to manually click the search icon in the Available Tables section to see the tables.
  10. Drag tables into the pane to import them. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
  11. Click Finish, choose to the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData JDBC drivers.
  12. Choose a visualization, choose fields to display and apply any filters to create a new visualization of Magento data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Magento, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the driver.
  13. Once you have finished configuring the dossier, click File -> Save.

Using the CData JDBC Driver for Magento in MicroStrategy Web, you can easily create robust visualizations and reports on Magento data. Read our other articles on connecting to Magento in MicroStrategy and connecting to Magento in MicroStrategy Desktop for more examples.


Note: Connecting using a JDBC Driver requires a 3- or 4-Tier Architecture.