ManagedEngine ServiceDesk Plus (Zoho) Connector for SSRS

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.

In this article you will learn how to quickly and efficiently integrate ManagedEngine ServiceDesk Plus (Zoho) data in SSRS without coding. We will use high-performance ManagedEngine ServiceDesk Plus (Zoho) Connector to easily connect to ManagedEngine ServiceDesk Plus (Zoho) and then access the data inside SSRS.

Let's follow the steps below to see how we can accomplish that!

Download Documentation

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

  1. Download and install ODBC PowerPack.

  2. Search for gateway in start menu and Open ZappySys Data Gateway:
    Open ZappySys Data Gateway

  3. 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:
    ZappySys Data Gateway - Add User

  4. 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

    ZappySys Data Gateway - Add Data Source

  5. 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:

    ManagedengineServicedeskPlusZohoDSN
    ManagedEngine ServiceDesk Plus (Zoho)
    ODBC DSN Template Selection
  6. 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)
    1. Go to Zoho API Console
    2. Click Add Client link
    3. Select Server-based Applications option
    4. Enter desired client name (Display purpose only)
    5. Enter some URL for Company homepage
    6. 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.
    7. Click CREATE.
    8. Copy Client ID and Secret and paste on Zoho Connector UI.

    Fill in all required parameters and set optional parameters if needed:

    ManagedengineServicedeskPlusZohoDSN
    ManagedEngine ServiceDesk Plus (Zoho)
    OAuth [OAuth]
    https://sdpondemand.manageengine.com/api/v3
    Optional 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
    ODBC DSN Oauth Connection Configuration

  7. 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
    Open Query Builder in API ODBC Driver to read and write data to REST API
  8. 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
    Configure table/endpoint parameters in ODBC data source based on API Driver
    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 data much faster.
  9. 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.
    ManagedengineServicedeskPlusZohoDSN
    SELECT * FROM Requests
    API ODBC Driver-based data source data preview
    You can also access data quickly from the tables dropdown by selecting <Select table>.
    A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole 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).
  10. Click OK to finish creating the data source.

Read data in SSRS from ZappySys Data Gateway

  1. Open Visual Studio and create a new SSRS project
  2. Then add a new Shared Data Source (you can create a non-shared data source inside report too):

    Adding a Data Source in SSRS project
  3. Continue with creating the Shared Data Source. Select Microsoft SQL Server as Type and hit Build button to proceed further:

    Configuring a Data Source to access API data in SSRS project
  4. Once a window opens, configure it similarly. Configure "ManagedengineServicedeskPlusZohoDSN" as database name. Finally, hit Test Connection and OK:

    ManagedengineServicedeskPlusZohoDSN
    Configuring thoroughly a Data Source to access API data in SSRS project
  5. 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
    How Data Source in SSRS project looks like
  6. 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
    Specifying a query in SSRS Dataset to access API data #1
  7. Finally, once you complete the report, similar results will show up:

    ZappySys Data Gateway API data source results

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:

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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