Integrate Adobe Target Data in the Pentaho Report Designer

The CData JDBC driver for Adobe Target data enables access to live data from dashboards and reports. This article shows how to connect to Adobe Target data as a JDBC data source and publish reports based on Adobe Target 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 Adobe Target connection. In the resulting dialog, configure the connection properties as shown below.

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

     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.

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.adobetarget.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

     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:adobetarget:Tenant=mycompanyname;InitiateOAuth=GETANDREFRESH;

   • Custom Driver Class Name: Enter cdata.jdbc.adobetarget.AdobeTargetDriver.
   • User Name: The username to authenticate with.
   • Password: The password to authenticate with.
   👁 Required connection properties defined in the JDBC URL. (Salesforce is shown.)
   

Add Adobe Target Data to a Report

You are now ready to create a report with Adobe Target data.

1. Add the Adobe Target 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 Id, Name FROM Activities WHERE Type = 'AB'

   👁 The query to retrieve data, specified in the JDBC data source configuration wizard. (Salesforce is shown.)
   
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 Activities table.
4. Finally, run the report to see the chart.