OvalEdge requires a service account and uses SOAP Services to connect to the data source. It allows users to crawl data objects (Folder, Publisher Report, Data Model, etc.)
Overview
Connector Details
Connector Category |
Reporting System |
Connector Version |
6.3.4 |
OvalEdge Releases Supported (Available from) |
Release6.3.x onwards |
Connectivity [How OvalEdge connects to OAS] |
SOAP/Web services |
OAS Versions Verified |
12c ONPREM |
Note: The OAS connector has been verified internally with 12c on-premises and is expected to be compatible with other supported OAS versions. If you have any issues with different OAS versions, please contact CSM. |
Connector Features
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Getting Ready to Establish a Connection
Prerequisites
The following are the prerequisites to establish a connection between Oracle Analytics Server and OvalEdge:
Service Account User Permissions
Important: We recommend having a separate service account to establish a connection from OvalEdge to the data source with the following minimal set of permissions. |
Operation |
Minimum Access Permission |
Connector Validation |
OAS READ Role in CUSTOM Access to the Folders |
Crawling |
OAS READ Role in CUSTOM Access to the Folders and Reports |
Important: OvalEdge requires the above permissions for the service account to crawl the metadata. Your DBA may assist you in creating the service account and granting these permissions. |
Setup a Connection
Important: You must have the Connector Creator role to set up a connection in OvalEdge. |
- Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for OAS, and complete the specific parameters.
Note: Fields marked with an asterisk (*) are mandatory for establishing a connection. In the OvalEdge application, the OAS 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
Not Supported
Data Quality
Not Supported
Data Access
Not Supported
Connector Name
Enter a unique name for the Oracle Analytics Server connection.
(Example: "Oracle Analytics Server_Prod").
Connector Environment
Select the environment (e.g., PROD, STG) configured for the connector.
Host Name*
Enter the OracleAnalytics Host name or IP address (Example: oracle.example.com or 192.168.1.10).
Port*
Enter the port number configured while setting up the OAS connector.
Username*
Enter the Oracle Analytics Server Username
Password*
Enter the Oracle Analytics Server Password
Default Governance Roles
Default Governance Roles*
Select the appropriate users or teams for each governance role from the dropdown 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.
- 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.
- 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. |
Manage Connector Operations
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.
- Navigate to the Connectors page and click Crawl/Profile. It allows you to select the Report Groups that need to be crawled.
- The crawl option is selected by default.
- 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.
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.
- 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.
- Build Lineage: Automatically build data lineage using source code parsing.
- Delete Connector: Remove connectors with confirmation.
Metadata Mapping
Source Object Name |
OvaEdge Data Object |
OvalEdge Data Object Type |
Folder |
Report Group |
- |
Publisher Report |
Reports |
Publisher Report |
Analysis Report |
Reports |
Analysis Report |
Subject Area Report |
Reports |
Subject Area Report |
Data Model |
Reports |
Data Model |
Dashboard |
Reports |
Dashboard |
Column_Name |
Report Columns |
Report Column |
Limitations
Category |
Description |
Crawling |
Unable to get the columns for Data Visualization Reports |
Report Preview |
Unable to view the Report Preview |
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