When you configure the JDBC URL, you may also want to set the Max Rows connection property. Either double-click the JAR file or execute the jar file from the command-line.įill in the connection properties and copy the connection string to the clipboard. See the "Getting Started" chapter in the help documentation for more information.įor assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce JDBC Driver. SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication. The Login method requires you to have the username, password, and security token of the user. There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. This starts with jdbc:salesforce: and is followed by a semicolon-separated list of connection properties. In the resulting dialog, configure the connection properties as shown below.Ĭustom Connection URL property: Enter the JDBC URL. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.Ĭreate a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Salesforce connection.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.
#Pentaho data integration url how to#
This article shows how to connect to Salesforce data as a JDBC data source and publish reports based on Salesforce data in Pentaho. The CData JDBC Driver for Salesforce data enables access to live data from dashboards and reports.