Oracle Analytics Server (OBIEE OAS)

This article outlines the integration with the Oracle Analytics Server (OBIEE OAS) connector, enabling streamlined metadata management through features such as crawling and lineage (Auto & Manual). It also ensures secure authentication via Credential Manager.

Overview

Connector Details

Connector Category

Reporting Tools

Connector Version

Release6.3

Releases Supported (Available from)

Release6.3

Connectivity

[How the connection is established with OBIEE OAS]

GreenPlum JDBC Driver

Connector Features

Feature
Availability

Crawling

Delta Crawling

Profiling

NA

Query Sheet

NA

Report Preview

Auto Lineage

Manual Lineage

Secure Authentication via Credential Manager

Data Quality

DAM (Data Access Management)

NA

'NA' indicates that the respective feature is 'Not Applicable.'

Metadata Mapping

The following objects are crawled from OBIEE OAS and mapped to the corresponding UI assets.

OBIEE OAS Object
OBIEE OAS Attribute
OvalEdge Attribute
OvalEdge Category
OvalEdge Type

Dashboard (Domain)

catalog_dashboardpages_data.folder

Report Group

Reports

Report Group

Dashboard (Domain)

catalog_dashboardpages_data.type

Report Group Type

-

-

Catalog Folder (Domain)

rpt_catalog_fold_data_table.folder

Report Group

Reports

Report Group

Catalog Folder (Domain)

rpt_catalog_fold_data_table.type

Report Group Type

-

-

Catalog Analysis Folder (Domain)

rpt_catalog_analy_data_table.folder

Report Group

Reports

Report Group

Catalog Analysis Folder (Domain)

rpt_catalog_analy_data_table.type

Report Group Type

-

-

Dashboard (Report)

Name: derived from catalog_dashboardpages_data.folder (last segment after /_portal/, Scheduled_Reports/, /shared/Templates/, /shared/Custom Made Reports/)

Report

Reports

Report Name

Dashboard (Report)

Type: literal “Dashboard”

Report Type

Reports

Dashboard

Analysis Report

rpt_catalog_analy_data_table.name

Report

Reports

Report Name

Analysis Report

Analysis Report' literal

Report Type

Reports

Analysis Report'

Subject Area Report

CONCAT(name,'.',subject_area) from rpt_catalog_analy_data_table

Report

Reports

Report Name

Subject Area Report

Subject Area Report' literal

Report Type

Reports

Subject Area Report

Data Model (.xdm)

rpt_catalog_fold_data_table.name (like '%.xdm')

Report

Reports

Report Name

Data Model (.xdm)

Data Model' literal

Report Type

Reports

Data Model

Publisher Report (.xdo)

vw_publisher_reports_data.report_name

Report

Reports

Report Name

Publisher Report (.xdo)

Publisher Report' literal

Report Type

Reports

Publisher Report

Analysis Field

rpt_catalog_analy_data_table.column_name

Report Columns

Report Columns

Report Column Name

Analysis Field

analysis' literal

Type

Report Columns

analysis

Analysis Field

rpt_catalog_analy_data_table.formula

Source Description

Report Columns

Source Description

Data Model Field

catalog_datamodel_fileds.fieldname (via joins)

Report Columns

Report Columns

Report Column Name

Data Model Field

datamodel' literal

Type

Report Columns

datamodel

Set up a Connection

Prerequisites

The prerequisites to establish a connection:

Whitelisting Ports

Whitelist the inbound port 5432 to allow OvalEdge to connect to the OBIEE OAS database.

Service Account User Permissions

👨‍💻 Who can provide these permissions? The OBIEE OAS administrator grants these permissions, since users may not have sufficient access to assign them.

Objects
Access Permission

Connector Validation

DB user with read access to the OBIEE/OAS metadata repository database

Crawling

Read access to the repository tables

Lineage

Read access to analysis, publisher, datamodel, and repository mapping tables

Catalog Folder (Domain)

Read repo tables

Catalog Analysis Folder (Domain)

Read repo tables

Dashboard (Domain)

Read repo tables

Dashboards (Reports under Dashboard Domain)

Read repo tables

Analysis Reports (Report)

Read repo tables

Subject Area Reports (Report)

Read repo tables

Data Models (.xdm) (Report)

Read repo tables

Publisher Reports (.xdo) (Report)

Read repo tables

Dashboard Pages (optional)

Read repo tables

ACL (Access Control List) metadata

Read repo tables

Connection Configuration Steps

  1. Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for OBIEE OAS, and enter the required parameters.

Fields marked with an asterisk (*) are mandatory for establishing a connection.

Field Name
Description

Connector Type

By default, "OBIEEOAS" is displayed as the selected connector type.

Credential Manager*

Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on the selection.

Supported Credential Managers:

  • OE Credential Manager

  • AWS Secrets Manager

  • HashiCorp

  • Azure Key Vault

License Add-On

Auto Lineage

Supported

Data Quality

Not Supported

Data Access

Not Supported

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

Connector Name*

Enter a unique name for the OBIEE OAS connection

(Example: "OAS_Prod").

Connector Environment

Select the environment (Example: PROD, STG) configured for the connector.

Connector Description

Enter a brief description of the connector.

Server*

Enter the Oracle Analytics Server hostname or IP address where the OAS instance is hosted.

Port*

Enter the port number configured for the Oracle Analytics Server (OBIEE OAS) instance.

Database*

Enter the service name or SID of the Oracle Analytics Server (OBIEE OAS) database.

Driver*

By default, OBIEE OAS uses ‘com.pivotal.jdbc.GreenplumDriver.’ This field is not editable.

Username*

Enter the username to access the OBIEE OAS server.

Password*

Enter the password associated with the OBIEE OAS username.

Connection String

Configure the connection string for the OBIEE OAS database:

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

  • Manual Mode: Enter a valid connection string manually.

Replace placeholders with actual database details.

{sid} refers to Database Name.

Plugin Server

Enter the server name when running as a plugin server.

Plugin Port

Enter the port number on which the plugin is running.

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 & Governance Admin. All users configured in OvalEdge Security are available for selection.

No of Archive Objects

No Of Archive Objects*

This shows the number of recent metadata changes to a dataset at the source. By default, it is off. To enable it, toggle the Archive button and specify the number of objects to archive.

Example: Setting it to 4 retrieves the last four changes, displayed 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, the following actions can be performed:

    1. Click Validate to verify the connection.

    2. Click Save to store the connection for future use.

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

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

Manage Connector Operations

Crawl

The Crawl/Profile button allows users to select one or more schemas for crawling.

  1. Navigate to the Connectors page and click Crawl/Profile.

  2. Select the schemas to crawl.

  3. Click Run to collect metadata from the connected source and load it into the Data Catalog.

  4. After a successful crawl, the information appears in the Data Catalog > Report / Report Column tab.

The Schedule checkbox allows automated crawling for a selected timeframe, from a minute to a year.

  1. Click the Schedule checkbox to enable the Select Period drop-down.

  2. Select a time period for the operation from the drop-down menu.

  3. Click Schedule to initiate metadata collection from the connected source.

  4. The system will automatically execute the crawl operation at the scheduled time.

Other Operations

The Connectors page provides a centralized view of all configured connectors and their health status.

Managing connectors includes:

  • Connectors Health: Displays the current status of each connector, with a green icon for active connections and a red icon for inactive connections, helping monitor connectivity to data sources.

  • Viewing: Click the Eye icon next to the connector name to view connector details, including Reports, Report Groups, and Report Columns.

Nine Dots Menu Options:

To view, edit, validate, build lineage, configure, or delete connectors, click on the Nine Dots menu.

  • Edit Connector: Update and revalidate the data source.

  • Validate Connector: Check the integrity of the connection.

  • Settings: Modify connector settings.

    • Crawler: Configure data extraction.

    • Access Instructions: Add notes on how data can be accessed.

    • Lineage: Select server dialects for parsing and setting connector priority for table lineage.

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

    • Others: Configure notification recipients for metadata changes.

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

  • Delete Connector: Remove a connector with confirmation.

Connectivity Troubleshooting

If incorrect parameters are entered, error messages may appear. Ensure all inputs are accurate to resolve these issues. If issues persist, contact the assigned support team.

S.No.
Error Message(s)
Error Description & Resolution

1

Error while validating OBIEEOAS connection Error while validating Database Connection in GreenPlumConnection : Failed to obtain JDBC Connection

Error Description: The system failed to establish a JDBC connection to the Greenplum database during validation of the OBIEE OAS connector, due to incorrect connection details or an unavailable database service.

Resolution: Verify the JDBC connection string, database credentials, and network connectivity to the Greenplum server, then reattempt the validation.


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