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Connecting Bold BI to ODBC data source

Bold BI Dashboard designer (Enterprise) supports connecting to datasources through Open Database Connectivity (ODBC).

Choose an ODBC data source

Dashboard designer (Enterprise) supports connecting to the ODBC data sources through following two connection modes.

• Data Source Name (DSN).

• Drivers ODBC modes

Data Source Name (DSN)

Create a DSN using the 32-bit driver architecture and Bold BI will retrieve the 32-bit DSN architecture types from the windows registry.

• If the Bold BI is installed in IIS, it will show the system DSN alone because all the applications hosted in IIS are considered and running on the system user privilege.

By default, IIS (inetinfo.exe) is configured to run in the system account context, but you can use the services console to change the identity of various services. So that they can run in a user account rather than the system account and the system DSN will work only under the hosted application in IIS.

• If the Bold BI is installed in IIS Express, we will list out the system and user DSN from the installed machine. So that you can connect using both the system and user DSN. ODBC DSN list

ODBC Drivers

ODBC Data source can also be connect through the drivers. If the Bold BI is installed in IIS Express, list out the drivers from the installed machine. So that you can connect using the driver. ODBC driver list

To configure the ODBC data source, follow these steps:

  1. Click the Data Sources button in the configuration panel to add a new data connection.

    Data source icon

  2. Click CREATE NEW to launch a new connection from the connection panel.

    Create datasource

  3. Select the ODBC connection in the connection panel.

    ODBC data source

NOTE: You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page. ODBC connector

Connect to ODBC

Create an ODBC data source

After clicking the data source, the NEW DATA SOURCE configuration panel opens. The following ODBC drivers are supported:

  • SQL Server
  • PostgreSQL
  • MySQL
  • Oracle
  • Exasol
  • DB2
  • SAP-HANA
  • Vertica
  • Microsoft Access
  • Elasticsearch
  • FileMaker
  • Firebird

Follow the given steps to create an ODBC data source:

  1. Enter a name and description (optional) for the data source.

  2. A drop-down box for ODBC Connection Type.

    • DSN
    • Driver

ODBC modes

Connect using the DSN Connection Type

  1. Choose a DSN name from the drop-down list.

  2. Enter a valid ODBC server username in the UserName text box.

  3. Enter a valid ODBC server password in the Password text box.

  4. Enter a valid ODBC server database name (optional) in the Database text box.

    ODBC DSN

In future, you can edit the connection information using Edit Connection option.

Connect using the Driver Connection Type

  1. Enter a name and description (optional) for the data source.

  2. Enter a valid ODBC server or host name in the ServerName text box.

  3. Enter the port in which the server is running in Port text box.

  4. Enter a valid ODBC username in the UserName text box.

  5. Enter a valid ODBC password in the Password text box.

  6. Enter a valid ODBC database name in the Database text box.

    ODBC Driver

Data Preview

  1. Click Connect to connect the ODBC server with configured details. The schema represents the collection list that are retrieved from the ODBC server. This dialog box displays the list of schemas in tree view and its corresponding values.

    ODBC designer page

  2. Now, the data design view page with selected table schema opens. Drag the table.

    Drag table

    You can use the Code View options for passing query to display data.

    Codeview mode

  3. Click Save to save the data source with a relevant name.

Bold BI hosting with x86 and x64 bit wise for ODBC data source connection

If the Bold BI is installed in IIS, we will list the system DSN values from the installed machine. By default, the application will be hosted in IIS 32-bit mode. So, we will list only the 32-bit System DSN values in Bold BI ODBC connector.

Following steps to connect the 64-bit values:

  1. Open Internet Information Services (IIS) Manager (Start > Run > type ”inetmgr”). IIS Run
  2. Using the navigation pane at the left, browse to Sites and select your Bold BI application site (BoldBIOnPremiseEdition). IIS Bold BI Site
  3. Right-click the Bold BI application site (BoldBIOnPremiseEdition) and select the Manage Website > Stop. IIS Stop BoldBI
  4. Select the Application Pools and then select and right click BoldBI > Stop. IIS Stop Application Pools
  5. Repeat the step 4 for all other application pools BoldBIDesigner, BoldBIJobs, and BoldUMS.
  6. Select the application pool BoldBI and click the Advanced Settings option. IIS Application Pools Advanced settings
  7. Set the “Enable 32- bit Applications” to “False”. IIS Application Pools Advanced settings False
  8. Set the same property change in other three application pools (BoldBIDesigner, BoldBIJobs, and BoldUMS) also.
  9. Restart the site (BoldBIOnPremiseEdition) and all application pools (BoldBI, BoldBIDesigner, BoldBIJobs, and BoldUMS). IIS Start BoldBI IIS Start Application Pools
  10. If the services are restarted, then go to the ODBC data source, it will list out the System DSN 64-bit values.

Connecting Bold BI to ODBC Data Source via REST API

Prerequisites

Type while creating the data source needs to be ODBC.

Rest API - v4.0

Parameters for creating Data Source

Parameters Details
Driver

optional
`string`

ODBC Driver Name. Required for Driver Mode
DsnName

required
`string`

ODBC DSN Name. Required for DSN Mode.
Servername

optional
`string`

Servername of the connection. Required for Driver Mode.
Port

optional
`string`

Port number of the connection. Required for Driver Mode.

Username

required
`string`

A valid username for the connection
Password

required
`string`

A valid Password for the connection
Database

optional
`string`

database which needs to be connected. Required for Driver Mode.
Schemaname

required for table mode
`string`

Enter a valid Schemaname
Tablename

required for table mode
`string`

Enter a valid Tablename
Query

required for code view mode
`string`

Enter a valid Query
AdvancedSettings

optional
`string`

Additional optional connection parameters can be provided. By default, it is empty.
CommandTimeout

optional
`string`

Enter a valid Timeout for connection. By default, it is 300
Expressions

optional

`Array of Objects`



Parameters for adding expressions when creating Data Source

Parameters Details
Name

required

`string`

Name of the Expression

Expression



required

`string`

Expression


Parameters for editing Data Source

NOTE: For editing Data Source via API. All the parameters are optional. The parameter which needs to be changed can be provided.

Parameters for modifying expressions when editing Data Source

Parameters Details
Name

required

`string`

Name of the Expression

Expression



required

`string`

Expression


Action



optional

`string`

add/delete/edit

By default, it is add.

NewName

optional

`string`

For renaming the expression. This is applicable only if the Action is edit

Connection Sample for Table Mode

For creating connection using Driver:

"Connection": [
{
"Driver": "string",
"Servername": "string",
"Port": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Schemaname": "string",
"Tablename": "string",
"AdvancedSettings": "string",
"CommandTimeout": "string",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)"
    },
    {
"Name": "Expression2",
"Expression" :  "UPPER(string expression)"
}]
}
]

For creating connection using DSN:

"Connection": [
{
"DsnName": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Schemaname": "string",
"Tablename": "string",
"AdvancedSettings": "string",
"CommandTimeout": "string",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)"
    },
    {
"Name": "Expression2",
"Expression" :  "UPPER(string expression)"
}]
}
]

For editing connection:

"Connection": [
{
"Driver": "string",
"Servername": "string",
"Port": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Schemaname": "string",
"Tablename": "string",
"AdvancedSettings": "string",
"CommandTimeout": "string",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)",
"NewName" : "Sum",
"Action": "edit"
    },
    {
"Name": "Expression2",
"Expression" :  "UPPER(string expression)"
"Action": "delete"
}]
}
]

NOTE: Through Rest API, the data source can be created or edited with only one table. If different table is provided in edit data source, the table will be replaced. The widgets will be retained only if the schema is same as the previous table.

Connection Sample for Code View Mode

"Connection": [
{
"Driver": "string",
"Servername": "string",
"Port": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Query": "string",
"AdvancedSettings": "string",
"CommandTimeout": "string",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)"
    },
    {
"Name": "Expression2",
"Expression" :  "UPPER(string expression)"
}]
}
]

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough