How to Easily Query Sugar CRM Data in OpenOffice Base

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

This guide simplifies the setup, showing you how to connect Sugar CRM 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 Sugar CRM data in the CData ODBC Driver for Sugar, 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 Sugar CRM data data.

Configure the Sugar CRM DSN Using the CData ODBC Driver for Sugar

To start, configure the DSN (Data Source Name) for Sugar CRM data in your system using the CData ODBC Driver for Sugar. 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 Sugar CRM data Source and enter the required values to establish a connection:

The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

Additionally, specify the URL to the SugarCRM account.

Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

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 Sugar CRM 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 Sugar CRM data objects.

• Review the Sugar CRM data Object List: In the left pane, click on Tables to view the Sugar CRM data objects now available within OpenOffice Base.
• View Object Data: Click on any object to view its contents. The Sugar CRM 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 Sugar CRM data in OpenOffice Base, with data readily available for analysis and reporting.

Create a Report

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

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

• In the Report Wizard, choose the Sugar CRM 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 Sugar CRM data, and ready for analysis.

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