Managing Data Sources
Business Intelligence Data Sources are created automatically, as part of the Installation procedure.
However, if something goes wrong during Installation, or if you need to manage your data sources, for example if you have a customised mondrian file that you want to import, please follow the instructions below.
Data Source connections can be created either automatically or manually,
Automatic Handling
• By script - the most common way, which can normally be used, if you do not have any customised or translated files or reports.
Manual Handling
• Manual handling - which should be used if the script alternative fails, or if you, for example, are using customised files.
• Import of translated files (Analysis) - to be used when you have translated files, etc.
Automatic Handling: Create Data Source Connection By Script
Windows
To create Data Sources, run the following script:
<bi root>/server/pentaho-server/pentaho-solutions/qmaticbi/platform/createDatasources/create-Datasources.bat
Linux
To create Data Sources, run the following script:
<bi root>/server/pentaho-server/pentaho-solutions/qmaticbi/platform/createDatasources/create-Datasources.sh
For both Windows and Linux the script looks like this when run:
Enter Orchestra BI server name or IP [localhost]: localhost
Enter password for 'superadmin': ulan
createDatasources.bat: creating jdbc connection…
createDatasources.bat: creating analysis datasource…
createDatasources.bat: creating metadata datasource…
createDatasources.bat: done…
Press any key to continue…
When running the script, you may get a few warnings. These can, however, be ignored.
When done, the following data sources should be available:
• statdb
• QMATIC
If this is not the case, either try running the script again, or follow the instructions
After the script has been run, the QMATIC Datasource needs to be edited. For more information, see
step 7. 170.
Manual Handling: Create Data Source Connection
To be able to create Analyzer Reports, it is necessary to create a JDBC data source corresponding to the statdb database.
1. Open the Business Intelligence application.
2. In the Home screen, click Manage Data Sources.
3. Click the cog wheel icon,
, and select
New Connection.
4. Enter the following values in the dialog:
• Connection Name: statdb.
• Database Type: Generic database.
• Access: JNDI.
• JNDI Name: statDB.
5. Test if the connection was successful, by clicking the Test button.
6. Select OK to save the connection.
A data source, statdb, should now be available. If not, make sure that you have followed all of the above steps correctly.
Manual Handling: Import Analysis
To import the metadata file for Analyzer Reports (for example if you are using a customised mondrian file):
1. Open the Business Intelligence application.
2. In the Home screen, click Manage Data Sources.
3. Click the cog wheel icon,
, and select
Import->Analysis.
4. Browse to <orchestra root>/pentaho-solutions/qmaticbi/platform/ and select the wanted mondrian file, depending on your database, or browse to the location of your customised or translated mondrian file.
The path may be listed as
fakepath\qmatic.mondrian.xml in the GUI, but this is still correct.
5. Select Data Source: statdb.
6. Select Import.
A data source, QMATIC, should now be available.
This procedure is also followed to add the LIVE data source.
7. Select the QMATIC data source and click the cog wheel icon,
, then
Edit. Existing parameters of the QMATIC data source will be shown.
Make sure that the following parameter has been added. If not, add it by clicking on the plus icon,
.
Name: DynamicSchemaProcessor
Value: mondrian.i18n.LocalizingDynamicSchemaProcessor
8. Select Create New->Analysis Report, in the Home screen and verify that the LIVE / QMATIC cubes are available and that it is possible to create a new report. If not, make sure that you have followed all of the above steps correctly.
If you selected a translated/old/customised qmatic.mondrian.xml file, make sure that everything still looks as it should, with translations, etc.
Verify that default report folders have been created
In the Business Intelligence application, click Browse Files and verify that the following directories have been created, in the public folder:
• Orchestra Default Content
• Analysis Views
• Canned Reports
Manual Handling: Import Customer Specific Reports
Old customized reports can be imported, after upgrade, by a user with Administrator rights in the Business Intelligence application.
To import a single report file:
1. Click Browse Files.
2. Create any needed folders. For more information, see Creating a New Solution Folder, in the Orchestra Business Intelligence User’s Guide, found on Qmatic World.
3. Navigate to the folder where the report should be imported and then click Upload.
Note that Canned Reports consist of
two files: the report itself (
.prpt) and a properties file (
.properties). Both these need to be uploaded for the report to work properly.
4. Browse to the report to import and click OK. You will find your old reports in the subfolders of the following folder:
<orchestra root>/old_score_backup/pentaho-solutions/qmaticbi/
It is also possible to import an entire file structure in compressed (zip) format:
1. Click Browse Files.
2. Navigate to the folder where the imported files should be placed.
3. Click Upload.
4. Browse to the zip-file to import and click OK.