Integrate HubDB Data in the Pentaho Report Designer

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

   • Custom Connection URL property: 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.

     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
   • Custom Driver Class Name: Enter cdata.jdbc.hubdb.HubDBDriver.
   • User Name: The username to authenticate with.
   • Password: The password to authenticate with.

Add HubDB Data to a Report

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

1. Add the HubDB 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 PartitionKey, Name FROM NorthwindProducts WHERE Id = '1'
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 NorthwindProducts table.
4. Finally, run the report to see the chart.