OAS7

OvalEdge uses Greenplum JDBC to connect to the OAS7 data source. It allows users to crawl data objects (Reports, Report Columns, Folders).

Overview

Connector Details

Connector Category

Reporting Systems

Current Connector Version

6.3.1.2

Connectivity

[How OvalEdge connects to OAS7]

Greenplum JDBC

OAS7 Versions

Not Applicable

OvalEdge Releases Supported (Available from)

Release6.3.x onwards

Connector Capabilities

The connector capabilities are shown below.

Crawling

Feature

Supported Objects

Crawling

  • Analysis Report

  • Subject Area Report

  • Publisher Report

  • Data Model

  • Dashboard

Profiling

Feature

Supported Objects

Table Profiling

Not supported

View Profiling

Not supported

Column Profiling

Not supported

Full Profiling

Not supported

Sample Profiling

Not supported

Lineage Building

Lineage entities

Details

Table Lineage

NA

Column Lineage

NA

Lineage Sources

Auto Lineage via parsing JSON File

Querying

Operation

Details

Select

NA

Insert

NA

Update

NA

Delete

NA

Joins within database

NA

Joins outside database

NA

Aggregations

NA

Group By

NA

Order By

NA

Union

NA

Prerequisites

The following are the prerequisites to establish a connection between OAS7 and OvalEdge:

Whitelisting Ports

Ensures that the inbound port “5432” is whitelisted to allow OvalEdge to connect to the OAS7 database.

Important:

The default port number for the OAS7 data source is 5432. If a different port is used, ensure it is whitelisted and that communication is established between OvalEdge and the OAS7 source.

Service Account User Permissions

Important: OvalEdge recommends a dedicated service account for the system's operation.

Operation

Minimum Access Permission

Connector Validation

READ Role Access to the Schema miskw_metadata,miskw_repository

Crawling

READ Role Access to the Schema miskw_metadata,miskw_repository

Lineage

READ Role Access to the Schema miskw_metadata,miskw_repository,md_obiee_repository

Delta Crawl

Not Applicable

Setup a Connection

Important: You must have the Connector Creator role to set up a connection in OvalEdge.

  1. Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for OAS7, and complete the specific parameters.

Note: Fields marked with an asterisk (*) are mandatory for establishing a connection. In the OvalEdge application, the OAS7 connector allows you to crawl the data using Basic Authentication(User Name & Password).

Authentication

Basic Authentication

Connector Settings

Credential Manager*

Select the desired credentials manager from the dropdown list. Relevant parameters will be displayed based on your selection.

Supported Credential Managers:

  • OE Credential Manager

  • AWS Secrets Manager

  • HashiCorp Vault

  • Azure Key Vault

License Add Ons

Auto Lineage

Supported

Data Quality

Not Supported

Data Access

Not Supported

  • Select the checkbox for Auto Lineage Add-On to build data lineage automatically.

Auto Lineage

Supported

Data Quality

Not Supported

Data Access

Not Supported

Connector Name

Enter a unique name for the OAS7 connection.

(Example: "OAS7_Prod").

Connector Environment

Select the environment (e.g., PROD, STG) configured for the connector.

Server*

Enter the OracleAnalytics Server name or IP address (Example: oracle.example.com or 192.168.1.10).

Port*

By default, the port number for the OAS7 "5432" is auto-populated. If necessary, you can change this to a different port number.

Database*

Enter the OAS7 database name.

Driver*

By default, the OAS7 driver details (Example: com.pivotal.jdbc.GreenplumDriver) are auto-populated. OvalEdge artifacts include the required drivers for supported databases.

Username*

Enter the OAS7 Username

Password*

Enter the OAS7 Password

Connection String

Configure the connection string for the OAS7 database:

  • Automatic Mode: The system generates a connection string based on the provided credentials.

  • Example (OAS7):

jdbc:pivotal:greenplum://{server}:5432;database={sid}

  • Manual Mode: Manually enter a valid connection string by enabling the toggle.

  • Example (OAS7): jdbc:pivotal:greenplum://{server}:5432;database={sid}

Replace placeholders with actual database details.

{sid} refers to Database Name.

Default Governance Roles

Default Governance Roles*

Select the appropriate users or teams for each governance role from the drop-down list. All users and teams configured in OvalEdge Security are displayed for selection.

Admin Roles

Admin Roles*

Select one or more users from the dropdown list for Integration Admin and Security and Governance Admin. All users configured in OvalEdge Security are available for selection.

No Of Archive Objects*

It indicates the number of recent metadata changes to a dataset at the source. By default, it is off. You can enable it by toggling the Archive button and specifying the number of objects to archive.

Example: Setting it to 4 retrieves the last 4 changes, shown in the 'version' column of the 'Metadata Changes' module.

Bridge

Select Bridge*

If applicable, select the bridge from the drop-down list.

The drop-down list displays all active bridges configured in OvalEdge. These bridges enable communication between data sources and OvalEdge without altering firewall rules.

  1. After entering all connection details, you can perform the following actions:

  • Click Validate to verify the connection.

  • Click Save to store the connection for future use.

  • Click Save & Configure to apply additional settings before saving.

  1. The saved connection will appear on the Connectors home page.

Connectivity Troubleshooting

If incorrect parameters are provided, you may encounter error messages. To resolve these issues, ensure all input is correct. If problems persist, contact your assigned OvalEdge support team.

S.No.

Error Message(s)

Error Description/Resolution

1

Connection Timeout

Error Description: Getting timeout exception or firewall

Resolution: Ping or use telnet to check the server and port. If you encounter a timeout issue, make sure to open port 5432 for the OvalEdge server.

Example: ping 18.19.29.12 telnet IP address port

2

Not able to reach the server

Error Description: Error while validating the connection.

Resolution: Need to check the communication between the Greenplum and the OvalEdge server.

Connector health status

Health status of connectors can be identified using the colour code available under the Connector Health.

If the connector is not validated the error message will be displayed in the details section.

Manage Connector Operations

Configure Settings for Connector Operations

The OAS7 connector offers various settings to customize metadata cataloging and access. These include:

  • Crawler: Configure metadata that needs to be extracted.

  • Access Instructions: Specify how data can be accessed as a note.

  • Business Glossary Settings: Manage term associations at the connector level.

  • Lineage: This option allows configuring multiple dialects (by selecting Source Server Type for lineage) and connection priority lists for selecting tables to build a lineage.

  • Others: Configure notification recipients for metadata changes.

Connector Settings:

To view or edit the settings after the connector establishment follow the below screenshot and navigate to the settings of the selected connector.

Crawler Setting:

The crawler settings applied for the OAS7.

Business Glossary Setting:

The business glossary setting initially done at the connector level.These settings will also be available at the term level.

Lineage setting The lineage setting is crucial and helps in mapping the lineage within OAS7 with the RDBMS / Warehouse associated.

Crawl/Profile

Important: You must have the Integration Admin role in OvalEdge for crawl/profile operations.

A Crawl/Profile button allows you to select one or more Report Groups for crawling.

  1. Navigate to the Connectors page and click Crawl/Profile. It allows you to select the Report Groups that need to be crawled.

  2. The crawl option is selected by default.

  3. Click on the Run button, which gathers all metadata from the connected source and puts it into the OvalEdge Data Catalog. After a successful crawl, all the information is displayed in the Data Catalog > Report / Report Column Tab.

Build Lineage:

Build lineage will allow the Users to build the lineage.

Additional Settings (Custom Fields):

In order to fetch and show the extended metadata information OvalEdge uses custom fields.Based on the requirement on the connector the shown custom fields are added and metadata information is shown in the data catalog object level.

The custom fields added to the OAS7 on Report.

Note: All the custom fields added will be at Connector level only.

Catalog of OAS7:

Report View

The ideal Report crawled and metadata information shown on the summary page.

Report Columns View

The columns metadata shown in the column summary page.

Lineage View

Lineage view at Report level.

Column mapping at report level graphical view. Code/Query view Lineage at column level. Other Operations

The Connectors page in OvalEdge provides a centralized view of all configured connectors, including their health status.

Managing connectors includes:

  • Connectors Health: Displays performance with a green (active) or red (inactive) icon, helping monitor data flow and address issues early.

  • Viewing: Shows connector details (e.g., Domains, Reports, Report Columns, etc) via the View icon.

Nine Dots Menu Options:

You can view, edit, validate, and delete connectors using the Nine Dots menu.

  • Edit Connector: Update and revalidate the data source.

  • Validate Connector: Check the connection's integrity.

  • Settings: Modify connector settings.

  • Build Lineage: Automatically build data lineage using source code parsing.

  • Delete Connector: Remove connectors with confirmation.

What Metadata does OvalEdge Crawl

Source Object Naming

OvalEdge Naming

OvaEdge Category

OvalEdge Type

Folder

Report Group

Report Group

-

Publisher Report

Report Name

Reports

Publisher Report

Analysis Report

Report Name

Reports

Analysis Report

Subject Area Report

Report Name

Reports

Subject Area Report

Data Model

Report Name

Reports

Data Model

Dashboard

Report Name

Reports

Dashboard

Column_Name

Column

Report Columns

Report Column

Queries

The following queries are required to crawl, fetch remote reports, and report source code to build lineage for the OAS7.

Crawling

This requires Access to rpt_catalog_fold_data_table

SQL

select folder, STRING_AGG(type, ', ') AS type FROM (select rptfold.folder, 'Catalog Folder' AS type

from miskw_metadata.rpt_catalog_fold_data_table rptfold

union select rptanal.folder, 'Catalog Analysis Folder' AS type

from miskw_metadata.rpt_catalog_analy_data_table rptanal) AS combined

GROUP by folder

This requires Read Access to catalog_dashboardpages_data table.

SQL

select distinct rcfdt.folder,'Dashboard' as type from

miskw_repository.catalog_dashboardpages_data rcfdt

Fetching Remote Reports This requires Read Access to rpt_catalog_analy_data_table table

SQL

select CONCAT(name, '.', subject_area) AS subject_area, folder, path,

acl from miskw_metadata.rpt_catalog_analy_data_table

where folder = 'folderPath'

select distinct folder from

miskw_repository.catalog_dashboardpages_data db where db.folder = ?

Lineage Building

The source code is fetched using the queries below, which are responsible for building the lineage.

This requires Read access to the following tables to get the source code.

  • rpt_catalog_analy_data_table

  • md_obiee_repository

  • catalog_dashboardpages_data

  • vw_publisher_reports_data

  • rpt_catalog_fold_data_table

SQL to Fetch Subject Area Source code

SQL

select rcadt.name,rcadt.path, CONCAT(rcadt.name, '.',

rcadt.subject_area) AS subject_area,

mor.presentation_table,array_agg(distinct mor.presentation_column) AS

presentationcolumns,

mor.logical_table, array_agg(distinct mor.logical_column) as

logicalcolumns,array_agg(distinct mor.physical_column) as

physicalcolumns,

mor.md_database as diaelecttype, mor.physical_catalog as

physicaldatabase, mor.physical_schema,

mor.physical_table

from miskw_metadata.rpt_catalog_analy_data_table rcadt

join miskw_repository.md_obiee_repository mor on mor.subject_area =

rcadt.subject_area

join miskw_repository.catalog_dashboardpages_data db on

db.bippath_rpt= rcadt.path

where db.folder = ''

group by mor.presentation_table, mor.logical_table,

mor.physical_table,

mor.md_database,

mor.physical_catalog,mor.physical_schema,rcadt.name,rcadt.subject_area

,rcadt.path

SQL to Fetch Analysis SourceCode

SQL

select distinct rcadt.name, rcadt.subject_area as subject_area,

rcadt.path from miskw_metadata.rpt_catalog_analy_data_table rcadt

join miskw_repository.md_obiee_repository mor on mor.subject_area =

rcadt.subject_area

join miskw_repository.catalog_dashboardpages_data db on

db.bippath_rpt= rcadt.path

where db.folder = 'reportfolderpath'

SQL to fetch Publisher Reports Source Code

SQL

select vwpubrep.*, cfd.path as report_path from

miskw_repository.vw_publisher_reports_data vwpubrep

join miskw_metadata.rpt_catalog_fold_data_table cfd on cfd.name =

vwpubrep.report_name

join miskw_repository.catalog_dashboardpages_data db on

db.bippath_rpt= REGEXP_REPLACE(cfd.path, '^/shared', '')

where db.folder = 'reportfolderpath'

Limitations

Category

Description

Crawling

Not Identified

Profiling

Not Applicable

Lineage

Not Identified

Data Quality

Not Applicable

Report Preview

Unable to view the Report Preview

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