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Sugar CRM Reporting and Star Schemas in OBIEE
Create a star schema that shows perspectives on Sugar CRM facts in real time.
The CData ODBC Driver for Sugar CRM is a standard database driver that can integrate real-time access to Sugar CRM data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational Sugar CRM data into Oracle Business Intelligence Enterprise Edition (OBIEE).
See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access Sugar CRM Data as a Remote Oracle Database.
Connect to Sugar CRM 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.
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.
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.
Import Sugar CRM Metadata
Follow the steps below to use the OBIEE Client Tools to import Sugar CRM metadata into an OBIEE repository. You can then integrate Sugar CRM data into your business models.
Open the Administration Tool and click File -> New Repository.
- In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
- Select the metadata types you want to import under the Relational Sources option and then select Sugar CRM tables.
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Sugar ODBC Driver
The Sugar ODBC Driver is a powerful tool that allows you to connect with live Sugar account data, directly from any applications that support ODBC connectivity.
Access CRM data like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.
