Deploy the ADO.NET Provider for Monday.com on an SSRS Report Server

In this article, we will guide you through the deployment process of the CData ADO.NET Provider for Monday.com on an SQL Server Reporting Services (SSRS) report server. Additionally, you will learn how to establish a shared data source, which facilitates connectivity to real-time Monday.com data from various reports. You can then access these shared data sources from the Report Designer within Visual Studio. For detailed instructions on creating datasets in Report Designer using ADO.NET, please refer to the "Using ADO.NET" section in the help documentation.

Deploy the ADO.NET Provider

The provider installation automatically deploys the provider on report servers in native mode. On report servers in SharePoint mode, you can use the install-sprs.ps1 PowerShell script to deploy. Simply run the script from the lib subfolder in the installation directory, or pass in the "path" parameter.

Create a Shared Data Source for Monday.com

You can create shared data sources directly from a report server or SharePoint site. Alternatively, you can use Report Designer to create shared data sources.

Report Designer

You can use Report Designer to create shared data sources on native mode report servers and report servers on a SharePoint server farm.

1. In a Report Server Project in Visual Studio, right-click Shared Data Sources in Solution Explorer and click Add New Data Source.
2. Enter a name for the data source and in the Type menu select CData Monday Report.
3. In the Connection String box, enter the connection string to connect to Monday.com. A typical connection string is below: APIToken=eyJhbGciOiJIUzI1NiJ9.yJ0aWQiOjE0MTc4NzIxMiwidWlkIjoyNzI3ODM3OSwiaWFkIjoiMjAyMi0wMS0yMFQxMDo0NjoxMy45NDFaIiwicGV;

   You can connect to Monday.com using either API Token authentication or OAuth authentication.

   Connecting with an API Token

   Connect to Monday.com by specifying the APIToken. Set the AuthScheme to Token and obtain the APIToken as follows:

   • API tokens for admin users
     1. Log in to your Monday.com account and click on your avatar in the bottom left corner.
     2. Select Admin.
     3. Select "API" on the left side of the Admin page.
     4. Click the "Copy" button to copy the user's API token.
   • API tokens for non-admin users
     1. Click on your profile picture in the bottom left of your screen.
     2. Select "Developers"
     3. Click "Developer" and then "My Access Tokens" at the top.
     4. Select "Show" next to the API token, where you'll be able to copy it.

   Connecting with OAuth Authentication

   Alternatively, you can establish a connection using OAuth (refer to the OAuth section of the Help documentation).

   When you configure the connection, 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.

4. Set the folder and server URL in your project properties. If you are publishing to SharePoint, the values for all properties must be fully qualified URLs. For example:
   • Report Server: http://MyServerName/ReportServer
   • SharePoint: http://MyServerName/MySite/MySubsite
5. Right-click the shared data source and click Deploy.

Report Manager

On native mode installations of report server, you can use Report Manager to create shared data sources. You must have permissions to manage data sources on the report server.

1. From the Home page in Report Manager, click New Data Source. The New Data Source page is displayed.
2. Enter a name for the data source and in the Data Source Type menu, select CData Monday Report.
3. In the Connection String box, enter the connection string to connect to Monday.com. A typical connection string is below: APIToken=eyJhbGciOiJIUzI1NiJ9.yJ0aWQiOjE0MTc4NzIxMiwidWlkIjoyNzI3ODM3OSwiaWFkIjoiMjAyMi0wMS0yMFQxMDo0NjoxMy45NDFaIiwicGV;

   You can connect to Monday.com using either API Token authentication or OAuth authentication.

   Connecting with an API Token

   Connect to Monday.com by specifying the APIToken. Set the AuthScheme to Token and obtain the APIToken as follows:

   • API tokens for admin users
     1. Log in to your Monday.com account and click on your avatar in the bottom left corner.
     2. Select Admin.
     3. Select "API" on the left side of the Admin page.
     4. Click the "Copy" button to copy the user's API token.
   • API tokens for non-admin users
     1. Click on your profile picture in the bottom left of your screen.
     2. Select "Developers"
     3. Click "Developer" and then "My Access Tokens" at the top.
     4. Select "Show" next to the API token, where you'll be able to copy it.

   Connecting with OAuth Authentication

   Alternatively, you can establish a connection using OAuth (refer to the OAuth section of the Help documentation).

SharePoint

Follow the steps below to create a shared data source on a SharePoint site. Note that this step has the following prerequisites in SharePoint 2013:

• The Reporting Services add-in for SharePoint
• The Report Server Integration site collection feature

Follow the steps below to add the report server content types to your library:

1. Log into SharePoint and open the library where you want to save the .rsds file.
2. Click Library on the ribbon and then click Library Settings.
3. In the General Settings section, click Advanced Settings.
4. In the Content Types section, select Yes to allow the management of content types. The Content Types section is added to the Library Settings page.
5. On the Library Settings page, click Add from existing site content types.
6. In the Available Site Content Types list, select Report Data Source and click Add.

You can then create the shared data source. You will create an .rsds file that contains the connection information to Monday.com.

1. Log into SharePoint and open the library where you want to save the .rsds file.
2. On the ribbon click Documents -> New Document -> Report Data Source.
3. Enter a name for the data source.
4. In the Data Source Type menu, select CData Monday Report.
5. In the Connection String box, enter the connection string to connect to Monday.com. A typical connection string is below: APIToken=eyJhbGciOiJIUzI1NiJ9.yJ0aWQiOjE0MTc4NzIxMiwidWlkIjoyNzI3ODM3OSwiaWFkIjoiMjAyMi0wMS0yMFQxMDo0NjoxMy45NDFaIiwicGV;

   You can connect to Monday.com using either API Token authentication or OAuth authentication.

   Connecting with an API Token

   Connect to Monday.com by specifying the APIToken. Set the AuthScheme to Token and obtain the APIToken as follows:

   • API tokens for admin users
     1. Log in to your Monday.com account and click on your avatar in the bottom left corner.
     2. Select Admin.
     3. Select "API" on the left side of the Admin page.
     4. Click the "Copy" button to copy the user's API token.
   • API tokens for non-admin users
     1. Click on your profile picture in the bottom left of your screen.
     2. Select "Developers"
     3. Click "Developer" and then "My Access Tokens" at the top.
     4. Select "Show" next to the API token, where you'll be able to copy it.

   Connecting with OAuth Authentication

   Alternatively, you can establish a connection using OAuth (refer to the OAuth section of the Help documentation).