Create Datasets from ServiceDesk Plus in Domo Workbench and Build Visualizations of ServiceDesk Plus Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for ServiceDesk Plus links Domo Workbench to operational ServiceDesk Plus data. You can build datasets from ServiceDesk Plus data using standard SQL queries in Workbench and then create real-time visualizations of ServiceDesk Plus data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live ServiceDesk Plus data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to ServiceDesk Plus, the driver pushes supported SQL operations, like filters and aggregations, directly to ServiceDesk Plus 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 ServiceDesk Plus data using native Domo data types.

Connect to ServiceDesk Plus as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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;

When you configure the DSN, 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.

After creating a DSN, you will need to create a dataset for ServiceDesk Plus in Domo Workbench using the ServiceDesk Plus DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for ServiceDesk Plus Data

You can follow the steps below to build a dataset based on a table in ServiceDesk Plus in Domo Workbench using the CData ODBC Driver for ServiceDesk Plus.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate.
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC ServiceDesk Plus AnnouncementComments), select ODBC Connection Provider as the transport method, and click through the wizard.
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData API Sys) for the System DSN.
7. Click to validate the configuration.
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM AnnouncementComments

   NOTE: By connecting to ServiceDesk Plus data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know ServiceDesk Plus-specific APIs or protocols.
9. Click preview.
10. Check over the generated schema, add any transformations, then save and run the dataset job.

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on ServiceDesk Plus data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the ServiceDesk Plus data in the Domo service.

1. Navigate to the Data Center.
2. In the data warehouse, select the ODBC data source and drill down to our new dataset.
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   

With the CData ODBC Driver for ServiceDesk Plus, you can build custom datasets based on ServiceDesk Plus data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.