Integrate Zoho Recruit Data in the Pentaho Report Designer

The CData JDBC driver for Zoho Recruit data enables access to live data from dashboards and reports. This article shows how to connect to Zoho Recruit data as a JDBC data source and publish reports based on Zoho Recruit data in Pentaho.

Connect and Create a Report

1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.

3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Zoho Recruit connection. In the resulting dialog, configure the connection properties as shown below.

   • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:api: and is followed by a semicolon-separated list of connection properties.

     To authenticate to ZohoRecruit, and connect to your own data or to allow other users to connect to their data, you can use the OAuth standard.

     Using OAuth Authentication

     First, you will need to register an OAuth application with ZohoRecruit. To do so, go to the Zoho Developer Console, add a new Client (Server-based application) and set a valid OAuth redirect URL. Your OAuth application will be assigned a client id and a client secret. Additionally, you will need to set the relevant Domain (.com, .eu, .in, .com.cn, or .jp), which defaults to .com.

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

     • AuthScheme: Set this to OAuth.
     • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
     • OAuthClientId: Set this to the client_id that is specified in your app settings.
     • OAuthClientSecret: Set this to the client_secret that is specified in your app settings.
     • CallbackURL: Set this to the Redirect URI that is specified in your app settings.
     • Domain: Set this in ProfileSettings to your ZohoRecruit account domain (e.g. .com, .eu, .in, .com.cn, .jp).

     Example connection string:

     Profile=C:\profiles\ZohoRecruit.apip;ProfileSettings='Domain=.com';AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;
     

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Zoho Recruit 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\ZohoRecruit.apip;ProfileSettings='Domain=.com';AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;

   • Custom Driver Class Name: Enter cdata.jdbc.api.APIDriver.
   • User Name: The username to authenticate with.
   • Password: The password to authenticate with.
   

Add Zoho Recruit Data to a Report

You are now ready to create a report with Zoho Recruit data.

1. Add the Zoho Recruit source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

2. Configure the query. This article uses the one below:

   SELECT ,  FROM Attachments WHERE Module = 'Candidates'

   
3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Attachments table.
4. Finally, run the report to see the chart.