How to Easily Query Clio Data in OpenOffice Base

Apache OpenOffice Base is a versatile, free database tool that makes connecting and managing data easy. With CData API Driver for ODBC, you can seamlessly integrate and query live Clio data, bringing real-time insights directly into OpenOffice.

This guide simplifies the setup, showing you how to connect Clio to OpenOffice Base so you can easily generate reports, analyze trends, and make informed decisions right within your familiar workspace.

Overview

Here is an overview of the steps:

1. CONFIGURE: Configure the DSN for Clio data in the CData API Driver for ODBC, using the required connection properties.
2. CONNECT: Set up the ODBC connection in OpenOffice Base using the configured DSN.
3. IMPORT: Once connected, review the available metadata and tables.
4. CREATE: Create a report based on the queried Clio data data.

Configure the Clio DSN Using the CData API Driver for ODBC

To start, configure the DSN (Data Source Name) for Clio data in your system using the CData API Driver for ODBC. Download and install a 30-day free trial with all the features from here.

Once installed, launch the ODBC Data Source Administrator:

• On Windows: Search for ODBC Data Source Administrator in the Start menu and open the application.
• On Mac: Open Applications, go to Utilities, and select ODBC Manager.
• On Linux: Use the command line to launch ODBC Data Source Administrator or use unixODBC if installed.

Once launched, double-click on the CData Clio data Source and enter the required values to establish a connection:

Start by setting the Profile connection property to the location of the Clio Profile on disk (e.g. C:\profiles\Clio.apip). Next, set the ProfileSettings connection property to the connection string for Clio (see below).

Clio API Profile Settings

Clio uses OAuth-based authentication.

First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally set the Region in ProfileSettings connection property.

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to OAuth.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• OAuthClientId: Set this to the client_id that is specified in you app settings.
• OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
• CallbackURL: Set this to the Redirect URI that is specified in your app settings.
• Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

Setup an ODBC Connection in OpenOffice Base

Once you've set up the DSN, it's time to connect to it in OpenOffice Base and start querying data:

• Launch OpenOffice Base and select Database from the home screen.

• In the Database Wizard, choose ODBC from the 'Connect to an existing database' option and click Next.

• Click Browse to locate and select the DSN you created, then click OK.

• Enter the username associated with the DSN, click Test Connection to verify, and then click Next.

• Finally, click Finish to save the new database file to your desired directory. This will connect OpenOffice Base to your live Clio data data, ready for querying and analysis.

Your connection is now established — ready to query and analyze data seamlessly within OpenOffice Base.

Review the Metadata and Tables

After the database file is created and the connection is established, the table list will automatically display all available Clio data objects.

• Review the Clio data Object List: In the left pane, click on Tables to view the Clio data objects now available within OpenOffice Base.
• View Object Data: Click on any object to view its contents. The Clio data data will display directly within OpenOffice Base, allowing you to review records and fields with ease.

That's it! You have now successfully established a connection to Clio data in OpenOffice Base, with data readily available for analysis and reporting.

Create a Report

Now, let's generate a report based on your Clio data data.

• Open your database and go to the Reports tab, then select Create Report Using Wizard.

• In the Report Wizard, choose the Clio data table from the Table or Query section. Select the columns from Available Fields that you want to include in your report and move them to the Fields in Report section using the arrows.

• After configuring the fields, click Finish to generate your report.

• Analyze, adjust, save, and publish the report as needed.

Your report is now created, drawing live data directly from Clio data, and ready for analysis.

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