Zuora Reporting in OBIEE with the Zuora JDBC Driver

The CData JDBC Driver for Zuora is a standard database driver that can integrate real-time access to Zuora data into your Java-based reporting server. This article shows how to deploy the driver to Oracle Business Intelligence Enterprise Edition (OBIEE) and create reports on Zuora data that reflect any changes.

Deploy the JDBC Driver

Follow the steps below to add the JDBC driver to WebLogic's classpath.

For WebLogic 12.2.1, simply place the driver JAR and .lic file into DOMAIN_HOME\lib; for example, ORACLE_HOME\user_projects\domains\MY_DOMAIN\lib. These files will be added to the server classpath at startup.

You can also manually add the driver to the classpath: This is required for earlier versions. Prepend the following to PRE_CLASSPATH in setDomainEnv.cmd (Windows) or setDomainEnv.sh (Unix). This script is located in the bin subfolder of the folder for that domain. For example: ORACLE_HOME\user_projects\domains\MY_DOMAIN\bin.

set PRE_CLASSPATH=your-installation-directory\lib\cdata.jdbc.zuora.jar;%PRE_CLASSPATH%

Restart all servers; for example, run the stop and start commands in DOMAIN_HOME\bitools\bin.

Create a JDBC Data Source for Zuora

After deploying the JDBC driver, you can create a JDBC data source from BI Publisher.

1. Log into BI Publisher, at the URL http://localhost:9502/analytics, for example, and click Administration -> Manage BI Publisher.
2. Click JDBC Connection -> Add Data Source.
3. Enter the following information:
   • Data Source Name: Enter the name that users will create connections to in their reports.
   • Driver Type: Select Other.
   • Database DriverClass: Enter the driver class, cdata.jdbc.zuora.ZuoraDriver.
   • Connection String: Enter the JDBC URL.

     Zuora uses the OAuth standard to authenticate users. See the online Help documentation for a full OAuth authentication guide.

     Configuring Tenant property

     In order to create a valid connection with the provider you need to choose one of the Tenant values (USProduction by default) which matches your account configuration. The following is a list with the available options:

     • USProduction: Requests sent to https://rest.zuora.com.
     • USAPISandbox: Requests sent to https://rest.apisandbox.zuora.com"
     • USPerformanceTest: Requests sent to https://rest.pt1.zuora.com"
     • EUProduction: Requests sent to https://rest.eu.zuora.com"
     • EUSandbox: Requests sent to https://rest.sandbox.eu.zuora.com"

     Selecting a Zuora Service

     Two Zuora services are available: Data Query and AQuA API. By default ZuoraService is set to AQuADataExport.

     DataQuery

     The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. We recommend to use this service for quick lightweight SQL queries.

     Limitations
     • The maximum number of input records per table after filters have been applied: 1,000,000
     • The maximum number of output records: 100,000
     • The maximum number of simultaneous queries submitted for execution per tenant: 5
     • The maximum number of queued queries submitted for execution after reaching the limitation of simultaneous queries per tenant: 10
     • The maximum processing time for each query in hours: 1
     • The maximum size of memory allocated to each query in GB: 2
     • The maximum number of indices when using Index Join, in other words, the maximum number of records being returned by the left table based on the unique value used in the WHERE clause when using Index Join: 20,000

     AQuADataExport

     AQuA API export is designed to export all the records for all the objects ( tables ). AQuA query jobs have the following limitations:

     Limitations
     • If a query in an AQuA job is executed longer than 8 hours, this job will be killed automatically.
     • The killed AQuA job can be retried three times before returned as failed.

     Built-in Connection String Designer

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

     java -jar cdata.jdbc.zuora.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.

     A typical JDBC URL is below:

     jdbc:zuora:OAuthClientID=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;Tenant=USProduction;ZuoraService=DataQuery;InitiateOAuth=GETANDREFRESH;

   • Username: Enter the username.
   • Password: Enter the password.
4. In the Security section, select the allowed user roles. 👁 The required settings for a JDBC data source. (Salesforce is shown.)
   

Create Real-Time Zuora Reports

You can now create reports and analyses based on real-time Zuora data. Follow the steps below to use the standard report wizard to create an interactive report that reflects any changes to Zuora data.

1. On the global header, click New -> Data Model.
2. On the Diagram tab, select SQL query in the menu.
3. Enter a name for the query and in the Data Source menu select the Zuora JDBC data source you created.
4. Select standard SQL and enter a query like the following:

   SELECT Id, BillingCity FROM Invoices WHERE BillingState = 'CA'

   👁 The SQL query to be used to create the data set for the report's data model. (Salesforce is shown.)
   
5. Click View Data to generate the sample data to be used as you build your report.
6. Select the number of rows to include in the sample data, click View, and then click Save As Sample Data.
7. Click Create Report -> Use Data Model.
8. Select Guide Me and on the Select Layout page select the report objects you want to include. In this example we select Chart and Table.
9. Drop a numeric column like BillingCity onto the Drop Value Here box on the y-axis. Drop a dimension column like Id onto the Drop Label Here box on the x-axis. 👁 The dimensions and measures for a chart. (Salesforce is shown.)
   
10. Click Refresh to pick up any changes to the Zuora data. 👁 An interactive, refresh-on-demand report. (Salesforce is shown.)