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Design BIRT Reports on Sugar CRM Data

Provide current Sugar CRM data to your embedded analytics.

The CData JDBC Driver for Sugar CRM integrates connectivity to Sugar CRM APIs into your data-driven Java applications. You can use the CData JDBC Driver for Sugar CRM with the BIRT (Business Intelligence Reporting Tools) platform to create BIRT reports that reflect changes to your data in real time.

  1. If you have not already done so, install the BIRT Framework plugin and the Database Development plugin for Eclipse.
  2. Click File -> New -> Report. The Report Design perspective is opened.
  3. In the Data Explorer, right-click Data Sources and click New Data Source.
  4. Select the Create from a Data Source Type in the Following List option and select JDBC Data Source.
  5. Click Manage Drivers and add the driver JAR, located in the lib subfolder of the installation folder.
  6. In the Database URL box, enter the JDBC URL containing the connection string.

    The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

    You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

    Additionally, specify the URL to the SugarCRM account.

    Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.sugarcrm.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.

    A typical JDBC URL is below:

    jdbc:sugarcrm:User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;
  7. Right-click the Data Sets folder and select the JDBC data source for Sugar CRM.
  8. In the resulting dialog, build the SELECT query to be used to retrieve the data for the report. This article uses the following query: SELECT Name, AnnualRevenue FROM Accounts
  9. In the Palette, drag a Chart onto the editor. The chart wizard is displayed.
  10. After selecting the chart type, drag columns onto the chart fields on the Select Data tab.
  11. Click Run -> View Report -> In Web Viewer to view the report.

Your BIRT reports can now pick up any updates to Sugar CRM data.

To publish the report to your application server, add the driver JAR to the BIRT Viewer's classpath. For more information, see the CData KB for guides to deploying the JDBC Driver on Java application servers.