User-created Oracle data source

Procedure

1. Add IP addresses to a whitelist.

   Before you connect to Oracle, you must add the Quick BI IP addresses to your Oracle database's whitelist.

2. Verify the connection and create the data source.

   1. Log on to the Quick BI console.

   2. Follow these steps to add a data source:

      1. Navigate to the page for creating a data source.

      2. On the User-created Data Source tab, select the Oracle data source.

3. In the Configure Connection dialog box, set the following parameters.

   Parameter	Description
   Display name	The name of the data source as it appears in the data source list. Enter a descriptive name. Do not use special characters or leading or trailing spaces.
   Database address	The IP address or domain name of your Oracle database.
   Port	The port number of the database.
   Database	The name of the database that you want to connect to. The connection method is Service Name.
   Schema	The name of the schema that you want to connect to.
   Username	The username of your database account.
   Password	The password of your database account.
   Character encoding	Quick BI supports the following character encodings. Select the one that matches your database. GBK (Default) UTF-8 GB2312 ISO-8859-1
   VPC data source	Select this option if your data source is a user-created data source in a VPC. If you select VPC Data Source, you must configure the following parameters: AccessKey ID: The AccessKey ID of the account that owns the instance. For more information, see Create an AccessKey pair. Note Ensure that the AccessKey ID has at least Read permissions for the target instance. Quick BI automatically adds its IP addresses to the whitelist if the key also has Write permissions. Otherwise, you must add the IP addresses manually. For more information, see Create a custom RAM policy. AccessKey Secret: The AccessKey Secret of the account that owns the instance. For more information, see Create an AccessKey pair. Instance ID: The ID of the ECS instance. You can find the instance ID on the Instances page in the ECS console. For more information, see View instance information. Region: The region where the ECS instance is located. You can find this information in the upper-left corner of the ECS console. For more information, see View instance information.
   SSH	Select this option if you want to connect to your data source through an SSH tunnel. If you select SSH, you must configure the following parameters: SSH host: The hostname or IP address of the SSH server. SSH username: The SSH username for the database host. SSH password: The password for the SSH user. SSH port: The port number for the SSH connection. The default is 22.
   Enable file upload	Allows you to upload files.
   Initialization SQL	Allows you to specify SQL statements that run automatically after a connection is established. These statements are executed each time a connection is established. Only SET statements are allowed. Use semicolons (;) to separate multiple statements.

4. Click Test Connection to verify the connection to the data source.

   

5. If the test is successful, click OK to add the data source.