# OAS7

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdLDrv1jKxTqT02g1mgtbzrIfcBuXXUeIJ-waa7BK79Tp4MKBLHdkVmE24Cvr8xrBHGXRp7NK3Fxg7YyuH2CyUPA0D8-u3sJq1CXvJbsTT8cBDGUo1UJvOJjABn6g_ZQSeu9inVQw?key=9gzv0Ll4VQ8mGLZXNRP53PKq" alt=""><figcaption></figcaption></figure>

### Overview

#### Connector Details

| Connector Category                                         | Reporting Systems    |
| ---------------------------------------------------------- | -------------------- |
| Current Connector Version                                  | 6.3.1.2              |
| <p>Connectivity</p><p>\[How OvalEdge connects to OAS7]</p> | 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 | <ul><li>Analysis Report</li><li>Subject Area Report</li><li>Publisher Report</li><li>Data Model</li><li>Dashboard</li></ul> |
|          |                                                                                                                             |

### 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&#x20;

| 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&#x20;

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.

| <p>Important: </p><p>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.</p> |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

**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                                 |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| <p><br><br><br><br></p><p>Credential Manager\*</p> | <p>Select the desired credentials manager from the dropdown list. Relevant parameters will be displayed based on your selection.</p><p>Supported Credential Managers:</p><ul><li>OE Credential Manager</li><li>AWS Secrets Manager</li><li>HashiCorp Vault</li><li>Azure Key Vault</li></ul>                                                                                                                                                                                                                                               |
| <p><br><br><br><br><br></p><p>License Add Ons</p>  | <ul><li>Select the checkbox for Auto Lineage Add-On to build data lineage automatically.</li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| Auto Lineage                                       | Supported                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| Data Quality                                       | Not Supported                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| Data Access                                        | Not Supported                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| Connector Name                                     | <p>Enter a unique name for the OAS7 connection.              </p><p>(Example: "OAS7\_Prod").</p>                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| 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                                  | <p>Configure the connection string for the OAS7 database:</p><ul><li>Automatic Mode: The system generates a connection string based on the provided credentials.</li><li>Example (OAS7): </li></ul><p>jdbc:pivotal:greenplum://{server}:5432;database={sid}</p><ul><li>Manual Mode: Manually enter a valid connection string by enabling the toggle.</li><li>Example (OAS7): jdbc:pivotal:greenplum://{server}:5432;database={sid}</li></ul><p>Replace placeholders with actual database details.</p><p>{sid} refers to Database Name.</p> |

| 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\*    | <p>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.</p><p>Example: Setting it to 4 retrieves the last 4 changes, shown in the 'version' column of the 'Metadata Changes' module.</p> |
| Bridge                     |                                                                                                                                                                                                                                                                                                                                             |
| Select Bridge\*            | <p>If applicable, select the bridge from the drop-down list.</p><p>The drop-down list displays all active bridges configured in OvalEdge. These bridges enable communication between data sources and OvalEdge without altering firewall rules.</p>                                                                                         |

2. 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.

3. 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           | <p>Error Description: Getting timeout exception or firewall</p><p>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.</p><p>Example: ping 18.19.29.12 telnet IP address port</p> |
| 2     | Not able to reach the server | <p>Error Description: Error while validating the connection.</p><p>Resolution: Need to check the communication between the Greenplum and the OvalEdge server. </p>                                                                                                               |

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.&#x20;
* 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.&#x20;

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.&#x20;
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.<br>

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.&#x20;

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.&#x20;

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                                                                                                                                                                                                                                                                                                                                                        |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p>select folder, STRING\_AGG(type, ', ') AS type FROM (select rptfold.folder, 'Catalog Folder' AS type</p><p>from miskw\_metadata.rpt\_catalog\_fold\_data\_table rptfold</p><p>union select rptanal.folder, 'Catalog Analysis Folder' AS type</p><p>from miskw\_metadata.rpt\_catalog\_analy\_data\_table rptanal) AS combined</p><p>GROUP by folder</p> |

This requires Read Access to catalog\_dashboardpages\_data table.

| SQL                                                                                                                       |
| ------------------------------------------------------------------------------------------------------------------------- |
| <p>select distinct rcfdt.folder,'Dashboard' as type from </p><p>miskw\_repository.catalog\_dashboardpages\_data rcfdt</p> |

Fetching Remote Reports\
This requires Read Access to rpt\_catalog\_analy\_data\_table table&#x20;

| SQL                                                                                                                                                                                                                                                                                              |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| <p>select CONCAT(name, '.', subject\_area) AS subject\_area, folder, path,</p><p>acl from miskw\_metadata.rpt\_catalog\_analy\_data\_table</p><p>where folder = 'folderPath'</p><p>select distinct folder from </p><p>miskw\_repository.catalog\_dashboardpages\_data db where db.folder = ?</p> |

Lineage Building

The source code is fetched using the queries below, which are responsible for building the lineage.&#x20;

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&#x20;

| SQL                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p>select rcadt.name,rcadt.path, CONCAT(rcadt.name, '.', </p><p>rcadt.subject\_area) AS subject\_area, </p><p>mor.presentation\_table,array\_agg(distinct mor.presentation\_column) AS </p><p>presentationcolumns,  </p><p>mor.logical\_table, array\_agg(distinct mor.logical\_column) as </p><p>logicalcolumns,array\_agg(distinct mor.physical\_column) as </p><p>physicalcolumns, </p><p>mor.md\_database as diaelecttype, mor.physical\_catalog as </p><p>physicaldatabase, mor.physical\_schema,</p><p>mor.physical\_table</p><p>from miskw\_metadata.rpt\_catalog\_analy\_data\_table rcadt </p><p>join miskw\_repository.md\_obiee\_repository mor on mor.subject\_area = </p><p>rcadt.subject\_area</p><p>join miskw\_repository.catalog\_dashboardpages\_data db on </p><p>db.bippath\_rpt= rcadt.path</p><p>where db.folder = '' </p><p>group by mor.presentation\_table, mor.logical\_table, </p><p>mor.physical\_table,</p><p>mor.md\_database, </p><p>mor.physical\_catalog,mor.physical\_schema,rcadt.name,rcadt.subject\_area</p><p>,rcadt.path</p> |

SQL to Fetch Analysis SourceCode&#x20;

| SQL                                                                                                                                                                                                                                                                                                                                                                                                            |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p>select distinct rcadt.name, rcadt.subject\_area as subject\_area, </p><p>rcadt.path from miskw\_metadata.rpt\_catalog\_analy\_data\_table rcadt</p><p>join miskw\_repository.md\_obiee\_repository mor on mor.subject\_area = </p><p>rcadt.subject\_area</p><p>join miskw\_repository.catalog\_dashboardpages\_data db on </p><p>db.bippath\_rpt= rcadt.path</p><p>where db.folder = 'reportfolderpath'</p> |

SQL to fetch Publisher Reports Source Code

| SQL                                                                                                                                                                                                                                                                                                                                                                                                             |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p>select vwpubrep.\*, cfd.path as report\_path from </p><p>miskw\_repository.vw\_publisher\_reports\_data vwpubrep</p><p>join miskw\_metadata.rpt\_catalog\_fold\_data\_table cfd on cfd.name = </p><p>vwpubrep.report\_name</p><p>join miskw\_repository.catalog\_dashboardpages\_data db on </p><p>db.bippath\_rpt= REGEXP\_REPLACE(cfd.path, '^/shared', '')</p><p>where db.folder = 'reportfolderpath'</p> |

### Limitations

| Category       | Description                       |
| -------------- | --------------------------------- |
| Crawling       | Not Identified                    |
| Profiling      | Not Applicable                    |
| Lineage        | Not Identified                    |
| Data Quality   | Not Applicable                    |
| Report Preview | Unable to view the Report Preview |

<br>
