Integrate DocuSign Data in the Pentaho Report Designer

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

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

     To connect to DocuSign, set the following connection properties:

     • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
     • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

     Authenticating to DocuSign

     DocuSign uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.docusign.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:docusign:OAuthClientId=MyClientId; OAuthClientSecret=MyClientSecret; 
     CallbackURL=http://localhost:33333;
     

   • Custom Driver Class Name: Enter cdata.jdbc.docusign.DocuSignDriver.
   • 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 DocuSign Data to a Report

You are now ready to create a report with DocuSign data.

1. Add the DocuSign 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 DocumentId, DocumentName FROM Documents WHERE DocumentName = 'TPSReport'

   👁 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 Documents table.
4. Finally, run the report to see the chart.