User-created Oracle data source

Procedure

1. Add IP addresses to the whitelist.

   Before connecting to your Oracle database, you must add the IP addresses of Quick BI to the Oracle whitelist.

2. Verify the data source 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 Create Data Source page.

      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 that appears in the data source list. Enter a descriptive name. The name cannot contain special characters or leading or trailing spaces.
   Database address	The IP address or domain name of the Oracle database.
   Port	The port number used to connect to 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 for accessing the database.
   Password	The password that corresponds to the username.
   Character encoding	Quick BI supports the following character encodings. Select one as needed. GBK (default) UTF-8 GB2312 ISO-8859-1
   VPC data source	Select this option if your data source is in a VPC. If you select VPC Data Source, you must configure the following parameters: AccessKey ID: The AccessKey ID of the account that purchased the instance. For more information, see Obtain an AccessKey. Note The AccessKey ID must have read permissions on the target instance. If the AccessKey ID also has write permissions, Quick BI automatically adds the required IP addresses to the whitelist. Otherwise, you must add them manually. For more information, see Create a custom policy. AccessKey Secret: The AccessKey Secret of the account that purchased the instance. For more information, see Obtain an AccessKey. Instance ID: The ID of the ECS instance. You can obtain the instance ID on the Instances page of the ECS console. For more information, see View instance information. Region: The region of the ECS instance. You can find the region in the upper-left corner of the ECS console. For more information, see View instance information.
   SSH	Select this option to connect to your data source by using an SSH tunnel. If you select SSH, you must configure the following parameters: SSH Host: The hostname or IP address of the bastion host. SSH Username: The username for the bastion host. SSH Password: The password for the SSH username. SSH Port: The port number for the SSH connection. The default value is 22.
   Enable file upload	Allows you to upload files.
   Initialize SQL	Specifies SQL statements to execute each time a connection to the data source is established. Only SET statements are allowed. Separate multiple statements with a semicolon (;).

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

5. After the connection passes the test, click OK to add the data source.