Video Tutorial - Integrate ManagedEngine ServiceDesk Plus (Zoho) data in SSRS
This video covers the following topics and more, so please watch carefully. After watching the video, follow the steps outlined in this article:
- How to download and install the required PowerPack for
ManagedEngine ServiceDesk Plus (Zoho) integration in SSRS - How to configure the connection for
ManagedEngine ServiceDesk Plus (Zoho) - Features of the
ZappySys API Driver (Authentication / Query Language / Examples / Driver UI) - How to use the
ManagedEngine ServiceDesk Plus (Zoho) in SSRS
Create Data Source in ZappySys Data Gateway based on API Driver
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Download and install ODBC PowerPack.
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Search for gateway in start menu and Open ZappySys Data Gateway:
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Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
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Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.
ManagedengineServicedeskPlusZohoDSN
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When the Configuration window appears give your data source a name if you haven't done that already, then select "ManagedEngine ServiceDesk Plus (Zoho)" from the list of Popular Connectors. If "ManagedEngine ServiceDesk Plus (Zoho)" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:
ManagedengineServicedeskPlusZohoDSNManagedEngine ServiceDesk Plus (Zoho) -
Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.
OAuth Connection for ManageEngine ServiceDesk Plus API [API reference]
Steps how to get and use ManagedEngine ServiceDesk Plus (Zoho) credentials : OAuth [OAuth]
To register custom App, perform the following steps (Detailed steps found in the help link at the end)- Go to Zoho API Console
- Click Add Client link
- Select Server-based Applications option
- Enter desired client name (Display purpose only)
- Enter some URL for Company homepage
- For Authorized Redirect URI enter https://zappysys.com/oauth (Or enter your own but we recommend using ZappySys one if possible). This URL must match on Zoho Connector UI.
- Click CREATE.
- Copy Client ID and Secret and paste on Zoho Connector UI.
Fill in all required parameters and set optional parameters if needed:
ManagedengineServicedeskPlusZohoDSNManagedEngine ServiceDesk Plus (Zoho)OAuth [OAuth]https://sdpondemand.manageengine.com/api/v3Optional Parameters ClientId ClientSecret Permissions SDPOnDemand.requests.ALL AccountUrl https://accounts.zoho.com RedirectUrl https://zappysys.com/oauth RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True -
Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:
ZappySys API Driver - ManagedEngine ServiceDesk Plus (Zoho)ManagedEngine (Zoho) ServiceDesk Plus Connector can be used to integrate ServiceDesk Plus data in your App / BI Tools. You can read/write Requests, Tasks, Comments, Worklogs and many other items.ManagedengineServicedeskPlusZohoDSN -
Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in SSRS to retrieve data from ManagedEngine ServiceDesk Plus (Zoho). Hit OK button to use this query in the next step.
SELECT * FROM Requests
Some parameters configured in this window will be passed to the ManagedEngine ServiceDesk Plus (Zoho) API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful datamuch faster . -
Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in SSRS:
ZappySys API Driver - ManagedEngine ServiceDesk Plus (Zoho)ManagedEngine (Zoho) ServiceDesk Plus Connector can be used to integrate ServiceDesk Plus data in your App / BI Tools. You can read/write Requests, Tasks, Comments, Worklogs and many other items.ManagedengineServicedeskPlusZohoDSNSELECT * FROM Requests
You can also access data quickly from the tables dropdown by selecting <Select table>.AWHERE
clause,LIMIT
keyword will be performed on the client side, meaning that thewhole result set will be retrieved from the ManagedEngine ServiceDesk Plus (Zoho) API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in ManagedEngine ServiceDesk Plus (Zoho) servers). -
Click OK to finish creating the data source.
Read data in SSRS from ZappySys Data Gateway
- Open Visual Studio and create a new SSRS project
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Then add a new Shared Data Source (you can create a non-shared data source inside report too):
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Continue with creating the Shared Data Source. Select Microsoft SQL Server as Type and hit Build button to proceed further:
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Once a window opens, configure it similarly. Configure "ManagedengineServicedeskPlusZohoDSN" as database name. Finally, hit Test Connection and OK:
ManagedengineServicedeskPlusZohoDSN -
Another window opens, and it should look similarly to this one below which ends the creation of a Data Source:
DataSource=localhost,5000;Initial Catalog=ManagedengineServicedeskPlusZohoDSN -
Now it's time to create a Dataset. If you don't have a report created, in one of the wizard's steps it will look like this:
SELECT * FROM Requests -
Finally, once you complete the report, similar results will show up:
Passing Parameters to SSRS Report / Filter data
If you want to parameterize your report, then refer to this article
Actions supported by ManagedEngine ServiceDesk Plus (Zoho) Connector
Learn how to perform common ManagedEngine ServiceDesk Plus (Zoho) actions directly in SSRS with these how-to guides:
- Delete Request
- Get Asset Details
- Get Assets
- Get Change Details
- Get Change Note Details
- Get Change Notes
- Get Change Task Comment Details
- Get Change Task Comments
- Get Change Task Details
- Get Change Task Worklog Details
- Get Change Task Worklogs
- Get Change Tasks
- Get Change Worklog Details
- Get Change Worklogs
- Get Changes
- Get Contract Details
- Get Contracts
- Get Problem Details
- Get Problem Note Details
- Get Problem Notes
- Get Problem Task Comment Details
- Get Problem Task Comments
- Get Problem Task Details
- Get Problem Task Worklog Details
- Get Problem Task Worklogs
- Get Problem Tasks
- Get Problem Worklog Details
- Get Problem Worklogs
- Get Problems
- Get Project Details
- Get Project Members
- Get Project Milestone Tasks
- Get Project Milestones
- Get Project Note Details
- Get Project Notes
- Get Project Task Comment Details
- Get Project Task Comments
- Get Project Task Details
- Get Project Task Worklog Details
- Get Project Task Worklogs
- Get Project Tasks
- Get Project Worklog Details
- Get Project Worklogs
- Get Projects
- Get Purchase Order Details
- Get Purchase Orders
- Get Release Details
- Get Release Note Details
- Get Release Notes
- Get Release Task Comment Details
- Get Release Task Comments
- Get Release Task Details
- Get Release Task Worklog Details
- Get Release Task Worklogs
- Get Release Tasks
- Get Release Worklog Details
- Get Release Worklogs
- Get Releases
- Get Request Details
- Get Request Note Details
- Get Request Notes
- Get Request Task Comment Details
- Get Request Task Comments
- Get Request Task Details
- Get Request Task Worklog Details
- Get Request Task Worklogs
- Get Request Tasks
- Get Request Worklog Details
- Get Request Worklogs
- Get Requests
- Get Task Details
- Get Tasks
- Test Connection
- Generic Request
- Generic Request (Bulk Write)
Conclusion
In this article we showed you how to connect to ManagedEngine ServiceDesk Plus (Zoho) in SSRS and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to ManagedEngine ServiceDesk Plus (Zoho), but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).
We encourage you to download ManagedEngine ServiceDesk Plus (Zoho) Connector for SSRS and see how easy it is to use it for yourself or your team.
If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.
Download ManagedEngine ServiceDesk Plus (Zoho) Connector for SSRS Documentation
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