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Connecting Bold BI to Commvault data source

The Bold BI dashboard designer supports connecting to Commvault web services through the REST API.

Choose Commvault data source

To configure the Commvault data source, follow the below steps:

  1. Click on 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.

  3. Select the Commvault connection in the connection panel.

    Choose data source

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

Choose data source from server

Create Commvault data source

Once you click on the data source, the NEW DATA SOURCE configuration panel will open. Follow the below steps to create Commvault data source.

  1. Enter a name and description (optional) for the data source.
  2. Enter the HostName for the connected account.
  3. Click on the API Endpoints down drop box and choose the required endpoint.
  4. Enter a valid REST API endpoint in the URL textbox. Refer to the Commvault API documentation for more details.
  5. Click on Custom Url to enter the URL manually.
  6. Select the GET method for the REST API in the Method combo box.
  7. Choose a time interval for the Refresh Settings using the combo box, to periodically trigger the REST API request and keep the data in sync with our dashboard.
  8. Select JSON data type in the Data Format combo box.
  9. Choose Basic HTTP Authentication in the Authentication Type combo box.
  10. Enter a valid Commvault Username and Password to access the endpoints.

Data source preview

You can also edit the connection information that is set here using the Edit Connection option.

Additional information

Refresh Settings The period of time before the next refresh call is triggered. This will automatically trigger a call to the API configured in the data source to keep the data up to date.

Setting up the URL

  1. Query the All schedules endpoint.
  2. Retrieve the client ID for the connected account from the listed information.

Replace it in the URL to query a particular conversations:

http://<yourhostname>/SearchSvc/CVWebService.svc/Schedules?clientId=<:client_id>

For more information on the API endpoints available for this data source, refer to their official API Documentation

Sample queries

All Clients

http://<yourhostname>/SearchSvc/CVWebService.svc/Client

Schedule Policy

http://<yourhostname>/SearchSvc/CVWebService.svc/SchedulePolicy

Virtual machine

http://<yourhostname>/SearchSvc/CVWebService.svc/VM

Preview and data import

  • Click Preview & Connect to connect with the configurations that have been set.

  • The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from Commvault Rest API request. This dialog displays a list of schemas in a treeview and its corresponding values in grid for preview. Select required schema(s) from treeview to use in designer and click Connect.

    Preview

  • Now, the data design view page with the selected table schema opens. Drag and drop the table.

    Query Editor

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

Connect using custom attribute and dashboard parameter

We have added support for custom attributes and dashboard parameters in the data source connection. You can now connect to the data source using custom attributes or dashboard parameters.

Custom Attribute

Custom

Dashboard Parameter

Dashboard Parameter

Note: Refer to the Dashboard Parameter Documentation and Custom Attributes Documentation for more details.

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough