Create HCL Domino-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform designed to create real-time business dashboards, whether for your team or clients. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to HCL Domino data to create visualizations, reports, and more. This article provides step-by-step instructions on connecting to HCL Domino within Connect AI and creating visualizations using HCL Domino data in Klipfolio.

CData Connect AI offers a direct cloud-to-cloud interface for HCL Domino, enabling you to construct reports from real-time HCL Domino data data within Klipfolio—without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect AI efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to HCL Domino, harnessing server-side processing to swiftly retrieve the requested HCL Domino data data.

Configure HCL Domino Connectivity for Klipfolio

Connectivity to HCL Domino from Klipfolio is made possible through CData Connect AI. To work with HCL Domino data from Klipfolio, we start by creating and configuring a HCL Domino connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "HCL Domino" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to HCL Domino.

   Connecting to Domino

   To connect to Domino data, set the following properties:

   • URL: The host name or IP of the server hosting the Domino database. Include the port of the server hosting the Domino database. For example: http://sampleserver:1234/
   • DatabaseScope: The name of a scope in the Domino Web UI. The driver exposes forms and views for the schema governed by the specified scope. In the Domino Admin UI, select the Scopes menu in the sidebar. Set this property to the name of an existing scope.

   Authenticating with Domino

   Domino supports authenticating via login credentials or an Entra ID (formerly Azure AD) OAuth application:

   Login Credentials

   To authenticate with login credentials, set the following properties:

   • AuthScheme: Set this to "OAuthPassword"
   • User: The username of the authenticating Domino user
   • Password: The password associated with the authenticating Domino user

   The driver uses the login credentials to automatically perform an OAuth token exchange.

   EntraID (formerly AzureAD)

   This authentication method uses Entra ID (formerly Azure AD) as an IdP to obtain a JWT token. You need to create a custom OAuth application in Entra ID (formerly Azure AD) and configure it as an IdP. To do so, follow the instructions in the Help documentation. Then set the following properties:

   • AuthScheme: Set this to "EntraID (formerly AzureAD)"
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OAuthClientId: The Client ID obtained when setting up the custom OAuth application.
   • OAuthClientSecret: The Client secret obtained when setting up the custom OAuth application.
   • CallbackURL: The redirect URI defined when you registered your app. For example: https://localhost:33333
   • AzureTenant: The Microsoft Online tenant being used to access data. Supply either a value in the form companyname.microsoft.com or the tenant ID.

     The tenant ID is the same as the directory ID shown in the Azure Portal's Entra ID (formerly Azure AD) > Properties page.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add HCL Domino Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to HCL Domino data from Klipfolio.

Connect to HCL Domino from Klipfolio

The steps below outline connecting to CData Connect AI from Klipfolio to create a new HCL Domino data source.

1. Open Klipfolio
2. Click in Data Sources to add a new data source
3. Search for and select MSSQL as the Service 👁 Adding a new datasource.
   
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the MSSQL connection properties:
   • Host: tds.cdata.com
   • Port: 14333
   • Database: your database (e.g., Domino1)
   • Driver: MS SQL
   • Username: a Connect AI user (e.g. [email protected])
   • Password: the above user's PAT
   • SQL Query: any query to retrieve data (e.g. SELECT * FROM ByName )
   • Select the checkbox to "Include column headers"
   • Select the checkbox to "Use SSL/TLS"
   👁 Configuring the connection to Connect AI.
   
6. Click "Get data" to preview the HCL Domino data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save and Exit" 👁 Configuring the data model.
   

Create a Metric

With the data modeled, we are ready to create a Metric (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Create metrics"
2. Select a Data source
3. Select a Metric value and default aggregation
4. Select Segmentation(s)
5. Select a Date & time
6. Select a Data shape
7. Configure the Display settings
8. Click Save 👁 Configuring a Metric
   
9. Navigate to your Metric and further configure the visualization 👁 A configured Metric
   

SQL Access to HCL Domino Data from Cloud Applications

Now you have a Metric built from live HCL Domino data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating HCL Domino data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI.