Quick BI:Add a Shentong Data Source

Limits

Version 6.10.0 is supported.

Procedure

1. Add an IP address to the whitelist.

   Before connecting to a self-built Greenplum data source, you must add the IP address of Quick BI to the whitelist of the self-built Greenplum data source.

2. Log on to the Quick BI console.

3. Go to the Create Data Source page from the entry for creating a data source.

4. On the Self-built Data Source tab, select Greenplum data source.

5. In the Configure Connection dialog box, configure the parameters according to your business scenario.

   Name	Description
   Display name	The name of the data source. The name is displayed in the data source list. The name cannot contain special characters or start or end with spaces.
   Database address	The address where the Greenplum database is deployed, including the IP address or domain name. When using Alibaba Cloud VPC for connection, you need to enter the internal address.
   Port	The port number of the database. The default port is 5432. When using Alibaba Cloud VPC for connection, you need to enter the internal port.
   Database	The name of the database to connect to, which is the custom database name specified when deploying the Greenplum database.
   Schema	The name of the schema to connect to. Note that the schema name is case-sensitive.
   Username and password	The username and password used to log on to the Greenplum database. Make sure that the username has the Create, Insert, Update, and Delete permissions on the tables in the database.
   VPC data source	When the database needs to be connected through Alibaba Cloud VPC, select VPC data source and configure the following parameters: Buyer AccessId and Buyer AccessKey: The AccessKey ID and AccessKey Secret that have management permissions on the target Greenplum database. Make sure that the account has the Read permission on the target instance. If the account has the Write permission, the system automatically adds the IP address to the whitelist. Otherwise, you need to manually add the IP address. For more information, see Create a custom access policy. Log on to the RAM console to obtain the AccessKey ID and AccessKey Secret. Note The AccessKey Secret is provided only when it is created. Instance ID and Region: The instance ID and region of the Greenplum database. Log on to the RDS Management Console and view the instance ID and region in the Basic Information section. For more information, see View instance details. Note If you select VPC data source, you need to enter the internal address and internal port for the database address and port.
   SSL	If the target data source has SSL configured, you can select the SSL security protocol to protect data security.
   SSH	You can deploy a jump server and access the database over an SSH tunnel. To obtain the jump server information, contact O&M personnel or system administrators. If you select SSH, you need to configure the following parameters: SSH Host: Enter the IP address of the jump server. SSH username and SSH password: The username and password used to log on to the jump server. SSH port: The port of the jump server. The default port is 22.
   Init SQL	After this feature is enabled, you can configure the SQL statements to be executed after the data source is connected. The SQL statements to be executed after each data source connection is established. Only SET statements are allowed, and statements must be separated by semicolons.

6. Click Test Connection to test the connectivity of the data source.

   

7. After the test is successful, click OK to complete the data source addition.

What to do next

After you add a data source, you can create a dataset and analyze data.

• To add data tables from the Greenplum database or custom SQL statements to Quick BI, see Create and manage datasets.

• To add visualization charts and analyze data, see Create a Bashboard and Overview of visualization charts.

• To drill down and perform in-depth data analysis, see Drilling settings and display.