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ibi Open Visualizations
Clif Kranish
Agenda
2
ODBC Connector
Connect from Microsoft Excel, Power BI,
Tableau and other tools
Visualization Tools
Access to data from Windows or Linux
Administer the server, Prepare data,
Manage resources
IBI Server
1
2
3
“Access from any analytics or
visualization tool to any data
source.”
3
—
4
Open Visualizations – Any tool to any data source
5
Connect any BI platform to any data source
Secure & Curated. Real-time & Trusted.
Your BI platform
• One connection to all data
• Real-time access
• Trusted data for dashboards
IBI Open Data Hub
• One central repository
• Data security
• Single metadata layer
• User governance
All enterprise data sources
• Databases
• Mainframes
• Files
• APIs
• Cloud infrastructure
• Applications
Components
6
• IBI Server (WebFOCUS Reporting Server)
Provides data virtualization
Provides configuration from a web browser
Provides data preparation, scheduling, usage reporting and security
• Adapters to data sources
Provides access to almost any database, column store, file, web service
• Updated Connectors
Provides access from any visualization tool
Two Personae
Business Analyst
● Uses a visualization tool
(MS Excel, Power BI, Tableau, etc.)
● Needs access to data accessible through the IBI Server
● Uses the ODBC (or JDBC) Connector for access to
curated or additional data sources
7
Administrator
● Uses the IBI Web Server’s console
● Configures Adapters and Connectors
● Uploads files to the server
● Creates metadata for tables, files and other data
sources
● Classifies data objects into folders
● Prepares data for analysis
● Runs resources usage reports
8
Architecture
Files Databases
REST
Services
JDBCAPIs ODBC
IBI Server
IBI Data Adapters
IBI ODBC
Connector
MS Excel, Access,
Power BI, Tableau Designer
WF Client
IBI Web Console
IBI Server
● Access data where it resides - Cross database and cross platform joins –
query multiple data sources in a single query
● Curation and control over what data sources are available
● Scalable server technology –
install on any platform: Windows, Linux UNIX, IBM i or Z
● Optimized SQL translation for all major relational databases
● Reads from files, legacy datasets, web services
● Data Flows to prepare and stage data for analysis – integrated scheduler
● Resource Analyzer reports show who used what tables and when
9
IBI ODBC Connector
● ODBC “Open Database Connectivity” is a database API specification
● The IBI ODBC Connector lets applications use the IBI Server as a database
● Install one ODBC Driver on each user’s PC
● Connect to any data source(S) your IBI Server(s) can access
10
Install/Configure
ODBC Connector
on Windows
11
12
Installation – New client install, new license
13
ODBC Data Sources (64 bit)
Driver Tab - shows versionSystem DSN Tab - shows IBI driver
Add and Configure
14
Add or Configure
• Data Source Name – Letters, numbers, underscores
• Description – Optional
• TCP/IP Server – server name or IP Address
• Port – TCP Port for your server
(one less than HTTP Port)
Common values are 8100, 8116, 8120
• User/Password – Optional
• Test – connection to server
Test Connection
16
Test ODBC with Rdaapp
17
Test ODBC with Rdaapp
RDAAPP: invoked from shell
Allocating environment handle...
List of available servers:
1 - LOOPBACK
2 - LNXX64R7
Enter corresponding server entry number or name (default=1): 1
Enter User Name: srvadmin
Enter Password: ********
Allocating connection handle...
Attempting connect to the datasource: LOOPBACK ...
Connect status = 0
New ODBC Extender Test.
RDAAPP Command Options:
S <SELECT SQL Statement to Execute> ;
Q Quit/Disconnect
? Help
Enter Command:
s select country from car ;
Alloc stmt ...
Return code from alloc stmt is 0
Issuing SQLPrepare call for select country from car ;
Return code from SQLPrepare call is 0
Executing select country from car ; stmt...
Issuing SQLNumResultCols call for select country from car ;
Number of resultset columns is 1
Printing select item descriptions:
Issuing SQLDescribeCol call for colNum=1
item #1
colname = COUNTRY
coltype = 1
precision = 10
scale = 0
nullable = 0
Binding columns...
Fetching report data...
ENGLAND
FRANCE
ITALY
JAPAN
W GERMANY
<<< 5 record(s) processed. >>>
18
Test ODBC with Excel 2013, 2016 or 2019 installed
Create a text file with extension “dqy” with your server, user and password
Double click to run
Advanced
Data Source
• Set non-default server service
• Set schema name as folder name
or EDADBA (for backward compatibility
Global
• Enable tracing
20
View Traces – in %TEMP%
Install and Configure
ODBC Connector
on Linux
21
22
ODBC Driver Manager
Install (CentOS 6, 7)
$ sudo yum install unixODBC
Install (CentOS 8)
$ sudo dnf install unixODBC
Install (Ubuntu)
$ sudo apt-get install unixodbc
23
Install IBI Client
Expand the archive
$ tar –xvf i8207*
Optionally create directory for installation
$ sudo mkdir /ibi
$ sudo chown ibi:ibi user
Run the install program
$ ./isetup
(Default=localhost) : ibiserve
Enter outbound HTTP Listener Port.
The port is used by Web Console and DMC.
(Default=8121) :
Enter outbound TCP Listener Port.
The port is used by EDAAPI, JDBC, ODBC and WebFOCUS.
(Default=8120) :
-----------------------------------------------------------------------
The following selections have been made for ...
Install Options ...
media release name = R728207D
media gen number = 920 08/07/2020
INSTALLATION_DEVICE = /home/ibi/iserver.tar
PRODUCT = client
EDAHOME = /ibi/client82/home
LICENSE = XXX-XXX-XXXX
Configure Options ...
EDACONF = /ibi/client82/cln
EDAHOME = /ibi/client82/home
LICENSE = XXX-XXX-XXXX
PRODUCT = client
HTTP_OUTBOUND_SERVICE_NAME = 8121
OUTBOUND_SERVICE_NAME = 8129
OUTBOUND_HOST_NAME = edaserve
24
Configure Client
For current user
$ nano .odbc.ini
For all users
$ sudo nano /etc/odbc.ini
Set variable and add to profile (.bash_profile or .profile)
$ export LD_LIBRARY_PATH=/ibi/client82/home/bin:$LD_LIBRARY_PATH
[ODBC Data Sources]
edaserve=IBI 82 Client ODBC Driver
[edaserve]
Driver=/ibi/client82/home/bin/libedaod3x.so
Description=IBI Server
Server=hostname
Port=8120
25
ODBC Test Tool – isql
$ isql -v edaserve srvadmin srvadmin
+---------------------------------------+
| Connected! |
| |
| sql-statement |
| help [tablename] |
| quit |
| |
+---------------------------------------+
SQL> select country from car ;
+-----------+
| COUNTRY |
+-----------+
| ENGLAND |
| FRANCE |
| ITALY |
| JAPAN |
| W GERMANY |
+-----------+
5 rows fetched
SQL>
Start ODBC test tool (-v for verbose so you get
error messages)
$ isql -v server [userid [password]]
Microsoft Excel
26
27
Excel 2016 & 2019 – Get Data
28
Select Table
EOD2PARTNAME=OFF
EOD2PARTNAME=ON
29
Select Table – Search by Name – Show Table
30
Transform Data – Power Query Editor
31
Excel Worksheet
32
Excel 2013
33
Excel 2013 – Microsoft Query
Select Owner and Tables
34
Excel 2013 – Microsoft Query
Select Columns
Microsoft Power BI
35
36
Power BI Desktop – Get Data
37
Get Data – Other – ODBC
38
Get Data – Select DSN – Enter Credentials (Once)
39
Navigator – Expand Folder – Select Tables
40
Visualize
Microsoft Access
41
42
Access – New Data Source – Import
43
Access – Select Data Source
44
Access – One or two part names?
EOD2PARTNAME=OFF EOD2PARTNAME=ON
45
Access – Import Objects
46
Imported Table
Tableau Desktop
47
48
Connect – Other Databases (ODBC)
49
Select Database then Schema (Application Folder)
50
Select Table
51
Selected Table
52
Add a Relationship
53
Visualize
JDBC Connector
54
IBI JDBC Connector
● Installed with IBI Client – Windows and Linux
● Currently supports JDBC 2.0 – Upgrade development is ongoing
● Windows (default location) of “standalone” jar file
C:ibiclient82homeetcjavasrvrjlink_standalone.jar
● Driver Name
ibi.jlink.EdaDriver
● URL Format
jdbc:jlink://server:port
SQuirreL SQL
● Open Source JDBC Test Tool
● Runs on Windows and Linux
● Free download from
http://www.squirrelsql.org/#installation
SQuirreL – Add Driver
SQuirreL – Add Driver
SQuirreL – Add Alias
SQuirreL – Retrieve Data
Jupyter Notebook
61
ODBC or JDBC
62
Jupyter Notebook – Python (et al) programming
IBI Server
Administration
63
64
Get Data – Local Files and Server Data Sources
65
Get Data – Configure Connection
66
Create Metadata (Synonym) for tables or SQL Script
67
Manage Metadata
68
Arrange Metadata into Application Folders
69
User Profiles – Application Path
Each User’s Application Path can control which folders they can use
70
User Profiles – Database Credentials
Each User’s Application Path can control their database access
71
Access Control – General Privileges – By Role or User
72
DBA – Granular control over who can read what data
Data Preparation
73
Profile data to better understand it.
Blend data with other data sources.
Augment data with virtual columns.
74
Profile Data to see how values are distributed
75
Combine Data Sources with Join or Union
76
Join Tables
77
Union Tables
78
Add Virtual Columns
79
Stage Data as a Table or as a View
80
Schedule
Resource
Analyzer
81
Who accessed the server?
What tables were accessed?
When were they accessed?
82
Tables – Frequency of Use
83
Users
What’s Next?
84
Updated JDBC Connector
Certified Power BI Connector
RESTful Web Service
Compact installation
Specialized server

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Ibi Open Visualizations

  • 2. Agenda 2 ODBC Connector Connect from Microsoft Excel, Power BI, Tableau and other tools Visualization Tools Access to data from Windows or Linux Administer the server, Prepare data, Manage resources IBI Server 1 2 3
  • 3. “Access from any analytics or visualization tool to any data source.” 3 —
  • 4. 4 Open Visualizations – Any tool to any data source
  • 5. 5 Connect any BI platform to any data source Secure & Curated. Real-time & Trusted. Your BI platform • One connection to all data • Real-time access • Trusted data for dashboards IBI Open Data Hub • One central repository • Data security • Single metadata layer • User governance All enterprise data sources • Databases • Mainframes • Files • APIs • Cloud infrastructure • Applications
  • 6. Components 6 • IBI Server (WebFOCUS Reporting Server) Provides data virtualization Provides configuration from a web browser Provides data preparation, scheduling, usage reporting and security • Adapters to data sources Provides access to almost any database, column store, file, web service • Updated Connectors Provides access from any visualization tool
  • 7. Two Personae Business Analyst ● Uses a visualization tool (MS Excel, Power BI, Tableau, etc.) ● Needs access to data accessible through the IBI Server ● Uses the ODBC (or JDBC) Connector for access to curated or additional data sources 7 Administrator ● Uses the IBI Web Server’s console ● Configures Adapters and Connectors ● Uploads files to the server ● Creates metadata for tables, files and other data sources ● Classifies data objects into folders ● Prepares data for analysis ● Runs resources usage reports
  • 8. 8 Architecture Files Databases REST Services JDBCAPIs ODBC IBI Server IBI Data Adapters IBI ODBC Connector MS Excel, Access, Power BI, Tableau Designer WF Client IBI Web Console
  • 9. IBI Server ● Access data where it resides - Cross database and cross platform joins – query multiple data sources in a single query ● Curation and control over what data sources are available ● Scalable server technology – install on any platform: Windows, Linux UNIX, IBM i or Z ● Optimized SQL translation for all major relational databases ● Reads from files, legacy datasets, web services ● Data Flows to prepare and stage data for analysis – integrated scheduler ● Resource Analyzer reports show who used what tables and when 9
  • 10. IBI ODBC Connector ● ODBC “Open Database Connectivity” is a database API specification ● The IBI ODBC Connector lets applications use the IBI Server as a database ● Install one ODBC Driver on each user’s PC ● Connect to any data source(S) your IBI Server(s) can access 10
  • 12. 12 Installation – New client install, new license
  • 13. 13 ODBC Data Sources (64 bit) Driver Tab - shows versionSystem DSN Tab - shows IBI driver Add and Configure
  • 14. 14 Add or Configure • Data Source Name – Letters, numbers, underscores • Description – Optional • TCP/IP Server – server name or IP Address • Port – TCP Port for your server (one less than HTTP Port) Common values are 8100, 8116, 8120 • User/Password – Optional • Test – connection to server
  • 17. 17 Test ODBC with Rdaapp RDAAPP: invoked from shell Allocating environment handle... List of available servers: 1 - LOOPBACK 2 - LNXX64R7 Enter corresponding server entry number or name (default=1): 1 Enter User Name: srvadmin Enter Password: ******** Allocating connection handle... Attempting connect to the datasource: LOOPBACK ... Connect status = 0 New ODBC Extender Test. RDAAPP Command Options: S <SELECT SQL Statement to Execute> ; Q Quit/Disconnect ? Help Enter Command: s select country from car ; Alloc stmt ... Return code from alloc stmt is 0 Issuing SQLPrepare call for select country from car ; Return code from SQLPrepare call is 0 Executing select country from car ; stmt... Issuing SQLNumResultCols call for select country from car ; Number of resultset columns is 1 Printing select item descriptions: Issuing SQLDescribeCol call for colNum=1 item #1 colname = COUNTRY coltype = 1 precision = 10 scale = 0 nullable = 0 Binding columns... Fetching report data... ENGLAND FRANCE ITALY JAPAN W GERMANY <<< 5 record(s) processed. >>>
  • 18. 18 Test ODBC with Excel 2013, 2016 or 2019 installed Create a text file with extension “dqy” with your server, user and password Double click to run
  • 19. Advanced Data Source • Set non-default server service • Set schema name as folder name or EDADBA (for backward compatibility Global • Enable tracing
  • 20. 20 View Traces – in %TEMP%
  • 21. Install and Configure ODBC Connector on Linux 21
  • 22. 22 ODBC Driver Manager Install (CentOS 6, 7) $ sudo yum install unixODBC Install (CentOS 8) $ sudo dnf install unixODBC Install (Ubuntu) $ sudo apt-get install unixodbc
  • 23. 23 Install IBI Client Expand the archive $ tar –xvf i8207* Optionally create directory for installation $ sudo mkdir /ibi $ sudo chown ibi:ibi user Run the install program $ ./isetup (Default=localhost) : ibiserve Enter outbound HTTP Listener Port. The port is used by Web Console and DMC. (Default=8121) : Enter outbound TCP Listener Port. The port is used by EDAAPI, JDBC, ODBC and WebFOCUS. (Default=8120) : ----------------------------------------------------------------------- The following selections have been made for ... Install Options ... media release name = R728207D media gen number = 920 08/07/2020 INSTALLATION_DEVICE = /home/ibi/iserver.tar PRODUCT = client EDAHOME = /ibi/client82/home LICENSE = XXX-XXX-XXXX Configure Options ... EDACONF = /ibi/client82/cln EDAHOME = /ibi/client82/home LICENSE = XXX-XXX-XXXX PRODUCT = client HTTP_OUTBOUND_SERVICE_NAME = 8121 OUTBOUND_SERVICE_NAME = 8129 OUTBOUND_HOST_NAME = edaserve
  • 24. 24 Configure Client For current user $ nano .odbc.ini For all users $ sudo nano /etc/odbc.ini Set variable and add to profile (.bash_profile or .profile) $ export LD_LIBRARY_PATH=/ibi/client82/home/bin:$LD_LIBRARY_PATH [ODBC Data Sources] edaserve=IBI 82 Client ODBC Driver [edaserve] Driver=/ibi/client82/home/bin/libedaod3x.so Description=IBI Server Server=hostname Port=8120
  • 25. 25 ODBC Test Tool – isql $ isql -v edaserve srvadmin srvadmin +---------------------------------------+ | Connected! | | | | sql-statement | | help [tablename] | | quit | | | +---------------------------------------+ SQL> select country from car ; +-----------+ | COUNTRY | +-----------+ | ENGLAND | | FRANCE | | ITALY | | JAPAN | | W GERMANY | +-----------+ 5 rows fetched SQL> Start ODBC test tool (-v for verbose so you get error messages) $ isql -v server [userid [password]]
  • 27. 27 Excel 2016 & 2019 – Get Data
  • 29. 29 Select Table – Search by Name – Show Table
  • 30. 30 Transform Data – Power Query Editor
  • 33. 33 Excel 2013 – Microsoft Query Select Owner and Tables
  • 34. 34 Excel 2013 – Microsoft Query Select Columns
  • 36. 36 Power BI Desktop – Get Data
  • 37. 37 Get Data – Other – ODBC
  • 38. 38 Get Data – Select DSN – Enter Credentials (Once)
  • 39. 39 Navigator – Expand Folder – Select Tables
  • 42. 42 Access – New Data Source – Import
  • 43. 43 Access – Select Data Source
  • 44. 44 Access – One or two part names? EOD2PARTNAME=OFF EOD2PARTNAME=ON
  • 48. 48 Connect – Other Databases (ODBC)
  • 49. 49 Select Database then Schema (Application Folder)
  • 55. IBI JDBC Connector ● Installed with IBI Client – Windows and Linux ● Currently supports JDBC 2.0 – Upgrade development is ongoing ● Windows (default location) of “standalone” jar file C:ibiclient82homeetcjavasrvrjlink_standalone.jar ● Driver Name ibi.jlink.EdaDriver ● URL Format jdbc:jlink://server:port
  • 56. SQuirreL SQL ● Open Source JDBC Test Tool ● Runs on Windows and Linux ● Free download from http://www.squirrelsql.org/#installation
  • 62. 62 Jupyter Notebook – Python (et al) programming
  • 64. 64 Get Data – Local Files and Server Data Sources
  • 65. 65 Get Data – Configure Connection
  • 66. 66 Create Metadata (Synonym) for tables or SQL Script
  • 68. 68 Arrange Metadata into Application Folders
  • 69. 69 User Profiles – Application Path Each User’s Application Path can control which folders they can use
  • 70. 70 User Profiles – Database Credentials Each User’s Application Path can control their database access
  • 71. 71 Access Control – General Privileges – By Role or User
  • 72. 72 DBA – Granular control over who can read what data
  • 73. Data Preparation 73 Profile data to better understand it. Blend data with other data sources. Augment data with virtual columns.
  • 74. 74 Profile Data to see how values are distributed
  • 75. 75 Combine Data Sources with Join or Union
  • 79. 79 Stage Data as a Table or as a View
  • 81. Resource Analyzer 81 Who accessed the server? What tables were accessed? When were they accessed?
  • 84. What’s Next? 84 Updated JDBC Connector Certified Power BI Connector RESTful Web Service Compact installation Specialized server