The following article provides an example of the steps involved in connecting an external reporting tool to the external data reporting database.
For this article we will be connecting to ZoHo Analytics.
You will need to whitelist the IP address range that ZoHo Analytics uses, we will be using the EU data center addresses. We will need to enter the CIDR references (these are the shortened version if the IP Ranges) Note: They may not be referred to as the CIDR IP addresses but some other name to indicate the shorthand version of IP ranges
Fig 1 – Example IP Ranges
Enter the IP addresses into the Whitelist IP addresses field separated by a comma and press [Install]
Fig 2 – Reporting Tool IP entry
Log into your ZoHo Account and navigate to Analytics to see a selection of tools that can be used.
Open up ZoHo Analytics and choose ‘Cloud Database’ option and follow the connection and Import steps.
Fig 3 – ZoHo Analytics
Connecting to your intelligentcontract database
Step 1 – Connect to Cloud Database
You will be presented with a screen to enter your connection details, enter your database link (Endpoint), Username, Password and database name provided by the Plugin, tick ‘Use SSL’ and then press [Next]
Fig 4 – Server Connection Details
Note: By ticking SSL you are ensuring that access to your database is encrypted, if you do not tick this box then your data will be less secure.
In some instances when ticking the SSL additional information may be required, in these instances please contact the helpdesk and we can confirm if we can support this product and provide you with the information you require.
Step 2 – Select Data to Import
You will be presented with various options to select the data you wish to import. Here we will be importing multiple table of Task and task Transactions, press [Next]
Fig 5 – Table Selection
Step 3 – Import Settings
You can update your Workspace to have a name, description and also rename the tables from their database name to a more recognisable value if required, and press [Next]
Fig 6 – Import Settings
Step 4 – Schedule this Import Periodically
You can set a schedule of when you wish these tables to be automatically updated with the latest data.
If required, using the drop down list select a value, if left to ‘Not Scheduled’ then you will need to manually refresh the data in the tables each time you want to run a Report to make sure you have the latest table data.
Fig 7 – Schedule Update
Step 5 - Data Population in Tables
Now you will be presented with your workspace complete with your tables, click on the table to see the underlying data.
Fig 8 – Workspace with Tables
If your table is empty of data it is because the database sync has not yet completed. Click on ‘Data Sources’ on the right hand side to see the status of the sync, once it has reach ‘Success’ your tables will be populated with data.
Fig 9 – Database Sync Status
Fig 10 – Populated tables
Once your tables have been populated you can link them together using the schema attached to this article.
From here you can then create your required Report and Dashboard.