Intellicus Enterprise Reporting and Business Insights 19.1

Connecting to Databases

0 views June 28, 2020 0

Under Working With Database Connections, you will find the instructions to create connections to various data sources and description to set their associated properties. Intellicus helps you fetch data from multiple data sources at once. Refer to the description of your required data sources to understand the process to create the connection and verify if the connection to your data source is made successfully. This process is completely secure in Intellicus.

Intellicus Server supports multiple database connections.  A database connection needs to be configured for Intellicus to fetch data for reports and to access metadata.

You need to have Super Administrator privileges to be able to setup database connections.

To get to the Database connections page, click Navigate > Administration > Configure > Databases.

Connection configuration page
Figure 1: Connection Configuration page

If Intellicus is running under security disabled mode, specify the following URL in the browser’s address bar to get this page.

If you are using the computer that acts as web server,

http://localhost:<portnumber>/intellicus/pattern/conf and then click Databases tab

In other cases,

http://<IP of the server:port number>/Intellicus/pattern/conf and then click Databases tab

On this screen, you can

  • Add a new database connection
  • Update an existing database connection
  • Remove an existing database connection
  • Test a database connection’s validity

Action Buttons

  • Add: To start configuring a new connection.
  • Modify: To modify selected connection.
  • Delete: To delete selected connection.
  • Refresh Schema: To manually refresh schema of the selected connection.

Finding a Connection

List of connections can be filtered based on:

  • Starting characters (Starts with)
  • Characters that appear anywhere in the connection name (Contains)

Finding connections
Figure 2: Finding Connections

To filter the list of connections, you need to follow the below steps:

  1. Under Connections on the left panel of the screen, you can see the search icon search icon .
  2. Click arrow icon and select either Starts with or Contains option.
  3. Specify character(s) that you wish to search in the textbox.

The list will be filtered (not case sensitive) as per the criteria.

Test connection’s validity

Follow the below steps to check the connection validity on Connection Configuration page:

  1. Select the connection by clicking on the connection name in the table. The information set up for the selected connection appears in respective entry boxes.
  2. Click Modify
  3. Click Test

If the selected connection is valid, Connection Test Succeeded message will appear.

Update connection details

You can update connection details by following the below steps on Connection Configuration page:

  1. Select the connection by clicking on a connection name in the table.
  2. Click Modify The information set up for the selected connection appears in respective entry boxes.
  3. Specify new information where required.
  4. Optionally, click Test button to test the validity of the connection detail.
  5. Click Save

Remove a connection

To remove a connection follow the below steps on Connection Configuration page:

  1. Select the connection by clicking on a connection name in the table. The information set up for the selected connection appears in respective entry boxes.
  2. Click Delete A dialog confirming delete operation appears.
  3. Click OK to proceed with the deletion.

Refresh metadata cache

Metadata is cached when a database connection is created.  It is refreshed depending on value set in MetaData Cache Purge Frequency.  To refresh the metadata manually, select the data connection and click Refresh Schema button.  On Confirm Refresh dialog, click Yes to proceed.  A message ‘A request for refreshing (name of the connection) schema has been sent to the Report Server’ will be displayed.

Deciding the preference of connections for a report run

The data that user gets on a report is fetch from a database using a data connection.  Based on the edition of Intellicus and license, you can set one or more data connection in Intellicus.

Database (data connection) to be used to run reports can be set in following ways:

  • While actually running the report.
  • While specifying just after login into Intellicus (at session level). This remains default for any type of database use (report running, running queries, etc.).
  • By setting up on User Preferences
  • By specifying it as a part of Report Details (while uploading a report through portal or through cab).
  • By specifying it in while designing the report (IRL file).
  • By specifying a default data connection.

When a report is being run, Intellicus will use the data connection in following order:

  1. Use the data connection that was selected while actually running the report from Report Delivery Options
  2. If the connection was not selected on Report Delivery Options page, use the database connection selected at the time of login into Intellicus (session level).
  3. If the connection was not selected while login, use the connection selected on User Preferences
  4. If a connection is not selected on User Preferences page, use the connection selected while deploying the report (report details).
  5. If a connection is not selected as report details, use the connection selected while designing the report (irl file).
  6. If a connection is not selected in the irl file, use the default connection set in Intellicus on Connection Configuration
Changing the order of preference

Order is controlled by values specified in <CONNECTIONPRIOIRTY> tag in ProviderInfo.xml located at path:

<installation path>IntellicusReportEngineConfig .

Values (and the default sequence) are:

  • CALLBACK: Connection set on Report Delivery Options page.
  • SESSION: Connection set from the home page of Intellicus.
  • USERPREFERENCE: Connection set on user preference page.
  • REPORTDEPLOYMENT: Connection set at the time of report deployment.
  • NAMEDCONNECTION: Connection set during report design.
  • DEFAULT: Connection set as default on Database page of Intellicus.

To change the order, change the order of appearance of above values in CONNECTIONPRIORITY tag.  This tag is the last tag in the file.

For example, default order:

<CONNECTIONPRIOIRTY>CALLBACK, SESSION, USERPREFERENCE, REPORTDEPLOYMENT, NAMEDCONNECTION, DEFAULT</CONNECTIONPRIOIRTY>

Modified order:

<CONNECTIONPRIOIRTY> SESSION, CALLBACK, USERPREFERENCE, REPORTDEPLOYMENT, NAMEDCONNECTION, DEFAULT</CONNECTIONPRIOIRTY>