Manage Connections to Data Sources

Manage connections to your data sources.

Topics:

Create a Connection to a Data Source

You can create a connection to enable you to analyze data in that data source.

  1. On the Home page, click Create, then click Connection.
  2. In the Create Connection dialog, click the icon for the connection type that you want to create a connection for (for example, Oracle Database).
  3. Enter the required connection information, such as host, port, username, password, and service name.
  4. Optional: When you connect to some database types, you might have to specify Authentication Options.
    • Always use these credentials - The login name and password you provide for the connection are always used and users aren’t prompted to log in.
    • Require users to enter their own credentials - Prompt users to enter their own user name and password for the data source. Users required to log in see only the data that they have the permissions, privileges, and role assignments to see.
    • (Displayed if Oracle Analytics supports impersonation for this database type) Use the active user’s credentials - Users aren’t prompted to sign in to access the data. The same credentials they used to sign in to Oracle Analytics Cloud are also used to access this data source.
  5. Save the details.
    You can now begin creating projects or data sets from the connection.

Edit a Data Source Connection

You can update a data source's connection details.

  1. In the Data page, click Connections.
  2. Hover over the connection that you want to edit. To the right of the highlighted connection, click Actions menu, and select Inspect.
  3. In the Inspect dialog, edit the connection details.
  4. Click Save.

If you’re editing an SSL connection to an Oracle Database and you need to use a new cwallet.sso file, in the Client Wallet field, click Select to browse for the cwallet.sso file. Ask your administrator for the location of the cwallet.sso file.

You must provide a unique Connection Name. If a connection with the same name already exists in your system, an error message is displayed. You can’t see or edit the current password for your connection. If you need to change it, you must create a connection that uses the same password.

Delete a Data Source Connection

You can remove a data source connection from Oracle Analytics Cloud. For example, you must delete a database connection and create a new connection when the database's password has changed.

If the connection contains any data sets, then you must delete the data sets before you can delete the connection.

  1. Go to the Data page and select Connections.
  2. Hover over the connection that you want to delete. To the right of the highlighted connection, click Actions menu, and select Delete.
  3. Click Yes.

Database Connection Options

When you specify connection details using the Create Connection dialog or Inspect dialog, some database types have extra options.

General Options

  • When you create connections to Oracle Databases, you can connect in two ways using the Connection Type option:
    • Basic - Specify the Host, Port, and Service Name of the database.
    • Advanced - In the Connection String field specify the Single Client Access Name (SCAN) ID of databases running in a RAC cluster. For example:

      sales.example.com =(DESCRIPTION= (ADDRESS_LIST= (LOAD_BALANCE=on)(FAILOVER=ON) (ADDRESS=(PROTOCOL=tcp)(HOST=123.45.67.111)(PORT=1521)) (ADDRESS=(PROTOCOL=tcp)(HOST=123.45.67.222)(PORT=1521)) (ADDRESS=(PROTOCOL=tcp)(HOST=123.45.67.333)(PORT=1521))) (CONNECT_DATA=(SERVICE_NAME= salesservice.example.com)))

  • Enable Bulk Replication - If you’re loading a data set for a project, then this option should be turned off and you can ignore it. This option is reserved for data analysts and advanced users for replicating data from one database to another database.

Authentication Options

  • Always use these credentials - The login name and password you provide for the connection are always used and users aren’t prompted to log in.
  • Require users to enter their own credentials - Prompt users to enter their own user name and password for the data source. Users required to log in see only the data that they have the permissions, privileges, and role assignments to see.
  • (Displayed if Oracle Analytics supports impersonation for this database type) Use the active user’s credentials - Users aren’t prompted to sign in to access the data. The same credentials they used to sign in to Oracle Analytics Cloud are also used to access this data source.

Share a Data Source Connection

You can assign access permissions to the data source connections that you create or administer.

  1. From the Navigator on the Home page, click Data, then click Connections.
  2. Hover over the connection that you want to share. To the right of the highlighted connection, click Actions menu, and select Inspect.
  3. Click Access, and use the tabs to grant access:
    • All - Share the connection with individual users or roles.

    • Users - Share the connection with individual users.

    • Roles - Share the connection with application roles (for example, BI Consumer), so that all users with those roles can use the connection.

    When users next log in, they can use connections that you've shared to visualize data from this database.