Connecting Bold BI to MongoDB data source
The Bold BI dashboard designer supports connecting to MongoDB database through MongoDB client.
Choose MongoDB data source
To configure the MongoDB data source, follow the below steps:
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Click on the Data Sources button in the configuration panel to add a new data connection.
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Click CREATE NEW to launch a new connection from the connection panel.
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Select the MongoDB connection in the connection panel.
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.
Advanced
In Advanced category, It will Redirect to the Bold ETL. Refer Bold ETL.
Basic
In the Basic Category, It will act as the connector in Bold BI. And need to follow the below steps.
Create MongoDB data source
Once you click the data source, the NEW DATA SOURCE configuration panel will open. Follow the below steps to create MongoDB data source.
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Enter a name and description (optional) for the data source.
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Enter a valid MongoDB server/host name in the Server Name text box.
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Enter its corresponding port in the Port text box.
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Choose Enable SSL, if the given MongoDB server is configured with SSL Encryption.
NOTE: Enable Allow Self-Signed Certificates if the MongoDB server configured to accept self signed certificates.
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Choose None or SCRAM authentication in the Authentication Mechanism combo box.
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If you choose SCRAM Authentication Mechanism, enter valid SCRAM credentials in the Username and Password text boxes.
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Select the database you want to query in the listed databases associated with the given MongoDB Server in the Database combo box.
NOTE: If your MongoDB server reside inside a firewall, contact Bold BI support to get the list of IP addresses to be white-listed.
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Choose a time interval for Refresh Settings using the combo box, to trigger a request to MongoDB server periodically to keep the data in sync with our dashboard.
You can also edit the connection information set here using the Edit Connection option.
Preview and Data Import
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Click Preview & Connect to connect with the configurations that have been set.
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The Choose Schema(s) dialog opens. The schema represents the collection list that are retrieved from the MongoDB server. 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.
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Now, the data design view page with the selected table schema opens. Drag and drop the table.
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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
Dashboard Parameter
Note: Refer to the Dashboard Parameter Documentation and Custom Attributes Documentation for more details.
Additional Information
| Refresh Settings | The period of time before the next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date. If you do not want to sync your new data, choose 'Never'. |
| Pagination | Upon initial connection, MongoDB will extract a maximum of 10,000 records. By configuring the Refresh option, it will extract all tables and data for the selected database with each refresh call. |