Integrate with HubDB Data in JReport Designer

The CData JDBC Driver for HubDB data enables access to live data from dashboards and reports as if HubDB were a relational database, allowing you to query HubDB data using familiar SQL queries. This article shows how to connect to HubDB data as a JDBC data source and create reports based on HubDB data in JReport Designer.

Connect to HubDB Data

1. Edit C:\JReport\Designer\bin\setenv.bat to add the location of the JAR file to the ADDCLASSPATH variable:

   ...
   set ADDCLASSPATH=%JAVAHOME%\lib\tools.jar;C:\Program Files\CData\CData JDBC Driver for HubDB 2016\lib\cdata.jdbc.hubdb.jar;
   ...
   

2. Create a new data source by clicking File New Data Source.
3. In the resulting dialog, create a name for the data source (CData JDBC Driver for HubDB), select JDBC, and click OK.
4. In the Get JDBC Connection Information dialog you will configure your connection to the JDBC driver:
   • Driver: Be sure that the Driver box is checked and fill in the name of the class for the driver:

     cdata.jdbc.hubdb.HubDBDriver

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

     There are two authentication methods available for connecting to HubDB data source: OAuth Authentication with a public HubSpot application and authentication with a Private application token.

     Using a Custom OAuth App

     AuthScheme must be set to "OAuth" in all OAuth flows. Be sure to review the Help documentation for the required connection properties for you specific authentication needs (desktop applications, web applications, and headless machines).

     Follow the steps below to register an application and obtain the OAuth client credentials:

     1. Log into your HubSpot app developer account.
        • Note that it must be an app developer account. Standard HubSpot accounts cannot create public apps.
     2. On the developer account home page, click the Apps tab.
     3. Click Create app.
     4. On the App info tab, enter and optionally modify values that are displayed to users when they connect. These values include the public application name, application logo, and a description of the application.
     5. On the Auth tab, supply a callback URL in the "Redirect URLs" box.
        • If you're creating a desktop application, set this to a locally accessible URL like http://localhost:33333.
        • If you are creating a Web application, set this to a trusted URL where you want users to be redirected to when they authorize your application.
     6. Click Create App. HubSpot then generates the application, along with its associated credentials.
     7. On the Auth tab, note the Client ID and Client secret. You will use these later to configure the driver.

     8. Under Scopes, select any scopes you need for your application's intended functionality.

        A minimum of the following scopes is required to access tables:

        • hubdb
        • oauth
        • crm.objects.owners.read
     9. Click Save changes.
     10. Install the application into a production portal with access to the features that are required by the integration.
         • Under "Install URL (OAuth)", click Copy full URL to copy the installation URL for your application.
         • Navigate to the copied link in your browser. Select a standard account in which to install the application.
         • Click Connect app. You can close the resulting tab.

     Using a Private App

     To connect using a HubSpot private application token, set the AuthScheme property to "PrivateApp."

     You can generate a private application token by following the steps below:

     1. In your HubDB account, click the settings icon (the gear) in the main navigation bar.
     2. In the left sidebar menu, navigate to Integrations > Private Apps.
     3. Click Create private app.
     4. On the Basic Info tab, configure the details of your application (name, logo, and description).
     5. On the Scopes tab, select Read or Write for each scope you want your private application to be able to access.
     6. A minimum of hubdb and crm.objects.owners.read is required to access tables.
     7. After you are done configuring your application, click Create app in the top right.
     8. Review the info about your application's access token, click Continue creating, and then Show token.
     9. Click Copy to copy the private application token.

     To connect, set PrivateAppToken to the private application token you retrieved.

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.hubdb.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:hubdb:AuthScheme=OAuth;OAuthClientID=MyOAuthClientID;OAuthClientSecret=MyOAuthClientSecret;CallbackURL=http://localhost:33333;InitiateOAuth=GETANDREFRESH;

   • User: The username to authenticate with; typically left blank.
   • Password: The password to authenticate with; typically left blank.
   👁 Configuring the connection to the JDBC Driver (Salesforce is shown.)
   

5. In the Add Table dialog, select the tables you wish to include in your report (or in future reports using this data source) and click Add.

   👁 Adding Tables. (Salesforce is shown.)
   

   Click Done once the dialog has completed loading the tables.

6. In the Catalog Browser, you can create the queries that you will use to populate your reports. You can do this now, or after you create your report. In either case, expand () the data source (CData JDBC Driver for HubDB), right-click on Queries, and select Add Query. 👁 Adding a query for data to be used in the report. (Salesforce is shown.)
   
7. In the Add Table/View/Query dialog, expand () the JDBC URL and Tables and select the table(s) you wish to use in the query and click OK. 👁 Selecting a table for the query. (Salesforce is shown.)
   
8. In the Query Editor dialog, you can select the columns you wish to include or simply click the SQL button and manually input your own query. For example:

   SELECT PartitionKey, Name FROM NorthwindProducts WHERE Id = '1'
   

   👁 Editing the query. (Salesforce is shown.)
   

   With the query built, click OK to close the Query Editor dialog. At this point you are ready to add HubDB data to a new or existing report.

   NOTE: Now that the query is built, you can create a Business View based on the query. With a Business View, you can create Web reports or library components based on the query. For more information on this, refer to the JReport tutorials.

Add HubDB Data to a Report

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

1. Create a new report (File New Page Report) or open the Chart Wizard for an existing report.
2. Select the Query (or create a new one; see above).
👁 Selecting the query to use. (Salesforce is shown.)

3. Assign a Category and Value for the chart from the columns in your Query and click Finish.
👁 Assigning columns to define the chart. (Salesforce is shown.)

4. Click the View tab for your report to see the chart.