How to Easily Query DocuSign Data in OpenOffice Base

Apache OpenOffice Base is a versatile, free database tool that makes connecting and managing data easy. With CData ODBC Driver for DocuSign, you can seamlessly integrate and query live DocuSign data, bringing real-time insights directly into OpenOffice.

This guide simplifies the setup, showing you how to connect DocuSign to OpenOffice Base so you can easily generate reports, analyze trends, and make informed decisions right within your familiar workspace.

Overview

Here is an overview of the steps:

1. CONFIGURE: Configure the DSN for DocuSign data in the CData ODBC Driver for DocuSign, using the required connection properties.
2. CONNECT: Set up the ODBC connection in OpenOffice Base using the configured DSN.
3. IMPORT: Once connected, review the available metadata and tables.
4. CREATE: Create a report based on the queried DocuSign data data.

Configure the DocuSign DSN Using the CData ODBC Driver for DocuSign

To start, configure the DSN (Data Source Name) for DocuSign data in your system using the CData ODBC Driver for DocuSign. Download and install a 30-day free trial with all the features from here.

Once installed, launch the ODBC Data Source Administrator:

• On Windows: Search for ODBC Data Source Administrator in the Start menu and open the application.
• On Mac: Open Applications, go to Utilities, and select ODBC Manager.
• On Linux: Use the command line to launch ODBC Data Source Administrator or use unixODBC if installed.

👁 ODBC Data Source Administrator

Once launched, double-click on the CData DocuSign data Source and enter the required values to establish a connection:

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. 👁 Configuring a DSN (Salesforce is shown)

Setup an ODBC Connection in OpenOffice Base

Once you've set up the DSN, it's time to connect to it in OpenOffice Base and start querying data:

• Launch OpenOffice Base and select Database from the home screen.
👁 Apache OpenOffice Base Homescreen

• In the Database Wizard, choose ODBC from the 'Connect to an existing database' option and click Next.
👁 Apache OpenOffice Base Database Wizard

• Click Browse to locate and select the DSN you created, then click OK.
👁 Apache OpenOffice Base DSN (Salesforce is shown)

• Enter the username associated with the DSN, click Test Connection to verify, and then click Next.
👁 Apache OpenOffice Base Database Wizard (Salesforce details are shown)

• Finally, click Finish to save the new database file to your desired directory. This will connect OpenOffice Base to your live DocuSign data data, ready for querying and analysis.
👁 Apache OpenOffice Base Database Save File

Your connection is now established — ready to query and analyze data seamlessly within OpenOffice Base.

Review the Metadata and Tables

After the database file is created and the connection is established, the table list will automatically display all available DocuSign data objects.

• Review the DocuSign data Object List: In the left pane, click on Tables to view the DocuSign data objects now available within OpenOffice Base.
• View Object Data: Click on any object to view its contents. The DocuSign data data will display directly within OpenOffice Base, allowing you to review records and fields with ease.

👁 Apache OpenOffice Base Metadata (Salesforce data is shown)

That's it! You have now successfully established a connection to DocuSign data in OpenOffice Base, with data readily available for analysis and reporting.

Create a Report

Now, let's generate a report based on your DocuSign data data.

• Open your database and go to the Reports tab, then select Create Report Using Wizard.
👁 Apache OpenOffice Base Report Screen

• In the Report Wizard, choose the DocuSign data table from the Table or Query section. Select the columns from Available Fields that you want to include in your report and move them to the Fields in Report section using the arrows.
👁 Apache OpenOffice Base Report Table Objects (Salesforce is shown)

• After configuring the fields, click Finish to generate your report.
👁 Publishing Apache OpenOffice Base Report (with Salesforce data)

• Analyze, adjust, save, and publish the report as needed.

Your report is now created, drawing live data directly from DocuSign data, and ready for analysis.

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