Deploy the ADO.NET Provider for Adobe Target on an SSRS Report Server

In this article, we will guide you through the deployment process of the CData ADO.NET Provider for Adobe Target on an SQL Server Reporting Services (SSRS) report server. Additionally, you will learn how to establish a shared data source, which facilitates connectivity to real-time Adobe Target data from various reports. You can then access these shared data sources from the Report Designer within Visual Studio. For detailed instructions on creating datasets in Report Designer using ADO.NET, please refer to the "Using ADO.NET" section in the help documentation.

Deploy the ADO.NET Provider

The provider installation automatically deploys the provider on report servers in native mode. On report servers in SharePoint mode, you can use the install-sprs.ps1 PowerShell script to deploy. Simply run the script from the lib subfolder in the installation directory, or pass in the "path" parameter.

Create a Shared Data Source for Adobe Target

You can create shared data sources directly from a report server or SharePoint site. Alternatively, you can use Report Designer to create shared data sources.

Report Designer

You can use Report Designer to create shared data sources on native mode report servers and report servers on a SharePoint server farm.

1. In a Report Server Project in Visual Studio, right-click Shared Data Sources in Solution Explorer and click Add New Data Source.
2. Enter a name for the data source and in the Type menu select CData AdobeTarget Report.
3. In the Connection String box, enter the connection string to connect to Adobe Target. A typical connection string is below:

   Tenant=mycompanyname;InitiateOAuth=GETANDREFRESH;

   To connect to Adobe Target, you must provide the Tenant property along with OAuth connection properties mentioned below. Note that while other connection properties can influence processing behavior, they do not affect the ability to connect.

   To determine your Tenant name:

   1. Log in to Adobe Experience. The URL will look similar to: "https://experience.adobe.com/#/@mycompanyname/preferences/general-section".
   2. Extract the value after the "/#/@". In this example, it is "mycompanyname".
   3. Set the Tenant connection property to that value.

   User Accounts (OAuth)

   You must set AuthScheme to OAuthClient for all user account flows.

   Note: Adobe authentication via OAuth requires updating your token every two weeks.

   All Applications

   CData provides an embedded OAuth application that simplifies OAuth authentication. Alternatively, you can create a custom OAuth application. Review Creating a Custom OAuth App in the Help documentation for more information.

   Obtaining the OAuth Access Token

   Set the following properties to connect:

   • InitiateOAuth: Set to GETANDREFRESH to automatically perform the OAuth exchange and refresh the OAuthAccessToken as needed.
   • OAuthClientId : Set to the client Id assigned when you registered your app.
   • OAuthClientSecret : Set to the client secret assigned when you registered your app.
   • CallbackURL : Set to the redirect URI defined when you registered your app. For example: https://localhost:3333

   With these settings, the provider obtains an access token from Adobe Target, which it uses to request data. The OAuth values are stored in the location specified by OAuthSettingsLocation, ensuring they persist across connections.

   When you configure the connection, 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.

   👁 Properties to define a shared data source in Report Designer. (Salesforce is shown.)
   
4. Set the folder and server URL in your project properties. If you are publishing to SharePoint, the values for all properties must be fully qualified URLs. For example:
   • Report Server: http://MyServerName/ReportServer
   • SharePoint: http://MyServerName/MySite/MySubsite
5. Right-click the shared data source and click Deploy.

Report Manager

On native mode installations of report server, you can use Report Manager to create shared data sources. You must have permissions to manage data sources on the report server.

1. From the Home page in Report Manager, click New Data Source. The New Data Source page is displayed.
2. Enter a name for the data source and in the Data Source Type menu, select CData AdobeTarget Report.
3. In the Connection String box, enter the connection string to connect to Adobe Target. A typical connection string is below:

    Tenant=mycompanyname;InitiateOAuth=GETANDREFRESH;
    

   To connect to Adobe Target, you must provide the Tenant property along with OAuth connection properties mentioned below. Note that while other connection properties can influence processing behavior, they do not affect the ability to connect.

   To determine your Tenant name:

   1. Log in to Adobe Experience. The URL will look similar to: "https://experience.adobe.com/#/@mycompanyname/preferences/general-section".
   2. Extract the value after the "/#/@". In this example, it is "mycompanyname".
   3. Set the Tenant connection property to that value.

   User Accounts (OAuth)

   You must set AuthScheme to OAuthClient for all user account flows.

   Note: Adobe authentication via OAuth requires updating your token every two weeks.

   All Applications

   CData provides an embedded OAuth application that simplifies OAuth authentication. Alternatively, you can create a custom OAuth application. Review Creating a Custom OAuth App in the Help documentation for more information.

   Obtaining the OAuth Access Token

   Set the following properties to connect:

   • InitiateOAuth: Set to GETANDREFRESH to automatically perform the OAuth exchange and refresh the OAuthAccessToken as needed.
   • OAuthClientId : Set to the client Id assigned when you registered your app.
   • OAuthClientSecret : Set to the client secret assigned when you registered your app.
   • CallbackURL : Set to the redirect URI defined when you registered your app. For example: https://localhost:3333

   With these settings, the provider obtains an access token from Adobe Target, which it uses to request data. The OAuth values are stored in the location specified by OAuthSettingsLocation, ensuring they persist across connections.

   👁 Properties to define a shared data source in Report Manager. (Salesforce is shown.)
   

SharePoint

Follow the steps below to create a shared data source on a SharePoint site. Note that this step has the following prerequisites in SharePoint 2013:

• The Reporting Services add-in for SharePoint
• The Report Server Integration site collection feature

Follow the steps below to add the report server content types to your library:

1. Log into SharePoint and open the library where you want to save the .rsds file.
2. Click Library on the ribbon and then click Library Settings.
3. In the General Settings section, click Advanced Settings.
4. In the Content Types section, select Yes to allow the management of content types. The Content Types section is added to the Library Settings page.
5. On the Library Settings page, click Add from existing site content types.
6. In the Available Site Content Types list, select Report Data Source and click Add.

You can then create the shared data source. You will create an .rsds file that contains the connection information to Adobe Target.

1. Log into SharePoint and open the library where you want to save the .rsds file.
2. On the ribbon click Documents -> New Document -> Report Data Source.
3. Enter a name for the data source.
4. In the Data Source Type menu, select CData AdobeTarget Report.
5. In the Connection String box, enter the connection string to connect to Adobe Target. A typical connection string is below:

   Tenant=mycompanyname;InitiateOAuth=GETANDREFRESH;
   

   To connect to Adobe Target, you must provide the Tenant property along with OAuth connection properties mentioned below. Note that while other connection properties can influence processing behavior, they do not affect the ability to connect.

   To determine your Tenant name:

   1. Log in to Adobe Experience. The URL will look similar to: "https://experience.adobe.com/#/@mycompanyname/preferences/general-section".
   2. Extract the value after the "/#/@". In this example, it is "mycompanyname".
   3. Set the Tenant connection property to that value.

   User Accounts (OAuth)

   You must set AuthScheme to OAuthClient for all user account flows.

   Note: Adobe authentication via OAuth requires updating your token every two weeks.

   All Applications

   CData provides an embedded OAuth application that simplifies OAuth authentication. Alternatively, you can create a custom OAuth application. Review Creating a Custom OAuth App in the Help documentation for more information.

   Obtaining the OAuth Access Token

   Set the following properties to connect:

   • InitiateOAuth: Set to GETANDREFRESH to automatically perform the OAuth exchange and refresh the OAuthAccessToken as needed.
   • OAuthClientId : Set to the client Id assigned when you registered your app.
   • OAuthClientSecret : Set to the client secret assigned when you registered your app.
   • CallbackURL : Set to the redirect URI defined when you registered your app. For example: https://localhost:3333

   With these settings, the provider obtains an access token from Adobe Target, which it uses to request data. The OAuth values are stored in the location specified by OAuthSettingsLocation, ensuring they persist across connections.

   👁 Properties to define a shared data source in SharePoint. (Salesforce is shown.)