Query, Visualize, and Share live SAP SuccessFactors LMS Data in Redash

Redash is a collaboration tool that lets you query, visualize, and share your data. When paired with CData Connect AI, Redash gets access to live SAP SuccessFactors LMS data. This article demonstrates how to connect to SAP SuccessFactors LMS using Connect AI and work with live SAP SuccessFactors LMS data in Redash.

CData Connect AI provides a pure SQL Server interface for SAP SuccessFactors LMS, allowing you to query data from SAP SuccessFactors LMS 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 SAP SuccessFactors LMS, leveraging server-side processing to return the requested SAP SuccessFactors LMS data quickly.

Configure SAP SuccessFactors LMS Connectivity for Redash

Connectivity to SAP SuccessFactors LMS from Redash is made possible through CData Connect AI. To work with SAP SuccessFactors LMS data in Redash, we start by creating and configuring a SAP SuccessFactors LMS connection.

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

2. Select "SAP SuccessFactors LMS" from the Add Connection panel

3. Enter the necessary authentication properties to connect to SAP SuccessFactors LMS.

   SAP SuccessFactors LMS uses OAuth authentication. Before connecting, you must configure an OAuth application tied to your SAP SuccessFactors LMS account.

   To establish a connection, set the following properties:

   • User: Your SAP SuccessFactors LMS username.
   • CompanyId: Your SAP SuccessFactors company identifier.
   • Url: The SAP SuccessFactors API URL (e.g., https://api4.successfactors.com).
   • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.

   See the Getting Started chapter of the help documentation for a guide to creating a custom OAuth app and using OAuth.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add SAP SuccessFactors LMS 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 SAP SuccessFactors LMS data from Redash.

Connect to SAP SuccessFactors LMS from Redash using Connect AI

To establish a connection from Redash to CData Connect AI using the Virtual SQL Server, follow these steps:

1. Log into Redash.
2. Click the settings widget on the top right.
3. Click New Data Source.
4. Select Microsoft SQL Server as the Data Source Type.
5. On the configuration tab, set the following properties:
   • Database Name: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, Salesforce1).
   • Server: enter the virtual SQL Server host name (tds.cdata.com)
   • User: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
   • Password: enter the PAT you generated on the Settings page.
   • Port: enter 14333
   
6. Click Create.
7. Click Test Connection to ensure that the connection is configured properly.

You can now work with live SAP SuccessFactors LMS data in Redash.

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