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In this section, you will find instructions on creating connections to various data sources. Kyvos Reporting helps you fetch data from multiple data sources at once.

A database connection needs to be configured for Kyvos Reporting to fetch data for reports and to access metadata.

You must have Super Administrator privileges to set up database connections.

To create a connection, click Navigate > Administration > Configure > Connections.

KRconnection.png

If Kyvos Reporting runs in security-disabled mode, you can access this page by specifying the following URL in the browser’s address bar.

  • If you are using a computer that acts as a web server - http://localhost:<portnumber>/Kyvos Reporting/pattern/conf and then click the Databases tab

  • In other cases - http://<IP of the server:port number>/Kyvos Reporting/pattern/conf and then click the Databases tab

Action Buttons

  • Add: Configure a new connection using the Connection Name and Provider details.

  • Test: Test a database connection’s validity. A Connection Test Succeeded message will appear if the selected connection is valid. When the user clicks on the ‘Failed’ marker for an invalid connection, a pop-up will open to show the detailed error message behind the failed connection.

  • Save: Save the selected connection once it has been successfully tested.

  • Discard: To discard unsaved connections.

  • Refresh Schema: To manually refresh the schema of the selected connection. Metadata is cached when a database connection is created.  It is refreshed depending on the value set in MetaData Cache Purge Frequency. Select the data connection to refresh the metadata manually and click the Refresh Schema button.  On the Confirm Refresh dialog, click Yes to proceed.  A message ‘A request for refreshing (name of the connection) schema has been sent to the Report Server’ will be displayed.

  • Remove Connection (available under Actions menu next to Refresh Schema): Remove an existing connection.

Note

You can download the database configuration file in encrypted form by clicking the ellipsis next to the Help icon.

Finding a Connection

For more than 10 connections, the list of connections can be searched as shown below:

Deciding the preference of connections for a report run

The data the user gets on a report is fetched from a database using a data connection.  Based on the Kyvos Reporting edition and license, you can set one or more data connections in Kyvos Reporting.

The database (data connection) to be used to run reports can be set in the following ways:

  • While running the report.

  • While specifying just after logging into Kyvos Reporting (at session level), this remains the default for any database use (report running, running queries, etc.).

  • By setting up User Preferences

  • By specifying it as part of the Report Details (while uploading a report through the portal or through cab).

  • By specifying it while designing the report (IRL file).

  • By specifying a default data connection.

When a report is being run, Kyvos Reporting will use the data connection in the following order:

  1. Use the data connection that was selected while running the report from Report Delivery Options

  2. If the connection was not selected on Report Delivery Options page, use the database connection selected at the time of login into Kyvos Reporting (session level).

  3. If the connection was not selected during login, use the chosen connection on User Preferences.

  4. If a connection is not selected on the User Preferences page, use the chosen connection while deploying the report (report details).

  5. If a connection is not selected as a report detail, use the connection selected when designing the report (irl file).

  6. If a connection is not selected in the irl file, use the default connection set in Kyvos Reporting on Connection Configuration

Changing the order of preference

Order is controlled by values specified in <CONNECTIONPRIOIRTY> tag in ProviderInfo.xml located at path:

<installation path>Kyvos ReportingReportEngineConfig .

Values (and the default sequence) are:

  • CALLBACK: The connection is set on the Report Delivery Options page.

  • SESSION: Connection set from the home page of Kyvos Reporting.

  • USERPREFERENCE: The connection is set on the user preference page.

  • REPORTDEPLOYMENT: Connection set at the time of report deployment.

  • NAMEDCONNECTION: Connection set during report design.

  • DEFAULT: Connection is set as the default on the Database page of Kyvos Reporting.

To change the order, change the appearance of the above values in the CONNECTIONPRIORITY tag, which is the last tag in the file.

For example, the default order:

<CONNECTIONPRIOIRTY>CALLBACK, SESSION, USER PREFERENCE, REPORTDEPLOYMENT, NAMEDCONNECTION, DEFAULT</CONNECTIONPRIOIRTY>

Modified order:

<CONNECTIONPRIOIRTY> SESSION, CALLBACK, USER PREFERENCE, REPORTDEPLOYMENT, NAMEDCONNECTION, DEFAULT</CONNECTIONPRIOIRTY>

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