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
After the script has been run, the QMATIC Datasource needs to be edited. For more information, see step 7. 168.
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, .
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:
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:
When running the script, you may get a few warnings. These can, however, be ignored.
, and select New Connection.
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