Integrate with ServiceDesk Plus Data in JReport Designer

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Create charts and reports based on ServiceDesk Plus data in JReport Designer.

The CData JDBC Driver for ServiceDesk Plus data enables access to live data from dashboards and reports as if ServiceDesk Plus were a relational database, allowing you to query ServiceDesk Plus data using familiar SQL queries. This article shows how to connect to ServiceDesk Plus data as a JDBC data source and create reports based on ServiceDesk Plus data in JReport Designer.

Connect to ServiceDesk Plus Data

  1. Edit C:\JReport\Designer\bin\setenv.bat to add the location of the JAR file to the ADDCLASSPATH variable:
    ...
    set ADDCLASSPATH=%JAVAHOME%\lib\tools.jar;C:\Program Files\CData\CData JDBC Driver for ServiceDesk Plus 2016\lib\cdata.jdbc.api.jar;
    ...
    
  2. Create a new data source by clicking File New Data Source.
  3. In the resulting dialog, create a name for the data source (CData JDBC Driver for ServiceDesk Plus), select JDBC, and click OK.
  4. In the Get JDBC Connection Information dialog you will configure your connection to the JDBC driver:
    • Driver: Be sure that the Driver box is checked and fill in the name of the class for the driver:
      cdata.jdbc.api.APIDriver
    • URL: Enter the JDBC URL. This starts with jdbc:api: and is followed by a semicolon-separated list of connection properties.

      Using OAuth Authentication

      ServiceDeskPlus uses Zoho OAuth 2.0 for secure authentication. To set up OAuth access:

      1. Register your application in the Zoho Developer Console at https://api-console.zoho.com
      2. Configure your redirect URI to match your application setup
      3. Note your Client ID and Client Secret from the application settings

      After setting the following connection properties, you are ready to connect:

      • AuthScheme: Set this to OAuth.
      • OAuthClientId: Set this to your Zoho application Client ID.
      • OAuthClientSecret: Set this to your Zoho application Client Secret.
      • Scope: Set this to the required ServiceDeskPlus permissions (default includes read access to requests, problems, assets, and projects).
      • Domain: Set this to your ServiceDeskPlus domain
      • Portal: Set this to your ServiceDeskPlus portal

      Example Connection String

      Profile=C:\profiles\ServiceDeskPlus.apip;ProfileSettings="Portal=itdesk;Domain=.in;Scope=SDPOnDemand.requests.READ SDPOnDemand.problems.READ SDPOnDemand.assets.READ SDPOnDemand.projects.READ";AuthScheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;
      

      Built-in Connection String Designer

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

      java -jar cdata.jdbc.api.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.

      Below is a typical JDBC URL:

      jdbc:api:Profile=C:\profiles\ServiceDeskPlus.apip;ProfileSettings="Portal=itdesk;Domain=.in;Scope=SDPOnDemand.requests.READ SDPOnDemand.problems.READ SDPOnDemand.assets.READ SDPOnDemand.projects.READ";AuthScheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;
    • User: The username to authenticate with; typically left blank.
    • Password: The password to authenticate with; typically left blank.
  5. In the Add Table dialog, select the tables you wish to include in your report (or in future reports using this data source) and click Add.

    Click Done once the dialog has completed loading the tables.

  6. In the Catalog Browser, you can create the queries that you will use to populate your reports. You can do this now, or after you create your report. In either case, expand () the data source (CData JDBC Driver for ServiceDesk Plus), right-click on Queries, and select Add Query.
  7. In the Add Table/View/Query dialog, expand () the JDBC URL and Tables and select the table(s) you wish to use in the query and click OK.
  8. In the Query Editor dialog, you can select the columns you wish to include or simply click the SQL button and manually input your own query. For example:
    SELECT ,  FROM AnnouncementComments WHERE AnnouncementId = '12345'
    

    With the query built, click OK to close the Query Editor dialog. At this point you are ready to add ServiceDesk Plus data to a new or existing report.

    NOTE: Now that the query is built, you can create a Business View based on the query. With a Business View, you can create Web reports or library components based on the query. For more information on this, refer to the JReport tutorials.

Add ServiceDesk Plus Data to a Report

You are now ready to create a report with ServiceDesk Plus data.

  1. Create a new report (File New Page Report) or open the Chart Wizard for an existing report.
  2. Select the Query (or create a new one; see above).
  3. Assign a Category and Value for the chart from the columns in your Query and click Finish.
  4. Click the View tab for your report to see the chart.

Ready to get started?

Connect to live data from ServiceDesk Plus with the API Driver

Connect to ServiceDesk Plus