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Help & DocumentationGetting DataConnecting to Data Sources

Connecting to Data Sources

1. General Information about Data Sources
- 1.1 Understanding Data Sources
- 1.2 Overview of Using Existing Elements as Data Sources (supported in v6.x and earlier)
- 1.3 Insightd System Requirements
- 1.4 Create New SQL Data Source
- 1.5 Create New Plugin Data Source
- 1.6 What does the Refresh Metadata button do?
- 1.7 Metric Insights' Plugins
- 1.8 MIQL Syntax Guide for Plugins
- 1.9 Populate Data Source with Uploaded List of Reports (supported in v6.x and earlier)
- 1.10 Getting data from the Metric Insights database
- 1.11 Understanding Plugin URLs
- 1.12 Handling Date/Time columns for various Plugins
- 1.13 External Report Auto Synchronization Overview
- 1.14 Create External Report Template
- 1.15 Supported Time and Date Formats
- 1.16 On-Demand Element Creation
- 1.17 Configure Plugin Parameter Values via Plugin Config Page
- 1.18 Building Reliability into Data Collection
- 1.19 Advanced Data Source Configuration
- 1.20 Understanding Setup Image
- 1.21 Long Images Display
- 1.22 Using the Compact mode for External Reports
- 1.23 Timeout and Delay Plugin Parameters
2. Storing Data
- 2.1 Storing data in Microsoft SQL Server 2016+
- 2.2 Setting up Windows Server Shared Folder
3. Linking to External BI Tools
- 3.1 External Report Overview
- 3.2 Filtering in External Reports
- 3.3 Omit Filters from External Reports
- 3.4 Setting Element's Discoverability
- 3.5 Create New External Report Type v6
- 3.6 Create New External Report Type v7
- 3.7 External Content Overview
- 3.8 Why Do I See Empty Page When I Set My External Report to Display in Viewer?
- 3.9 Understanding PDF Download Options
4. Configuring Remote Data Processors
- 4.1 Configuring a Remote Data Processor
- 4.2 Installing a Remote Data Processor on Windows Servers
- 4.3 Upgrading a Remote Data Processor on Windows Servers
5. JDBC Connections
- 5.1 Establish JDBC Connection
- 5.2 Validation errors: "Value '0000-00-00' can not be represented as java.sql.Date"
- 5.3 Add a New JDBC Driver (v6.1+)
6. Sourcing Data from Adobe Workfront
- 6.1 Establish Connectivity to Adobe Workfront
- 6.2 Create Dataset from Adobe Workfront
- 6.3 Adobe Workfront Plugin Capabilities
7. Sourcing Data from Alation
- 7.1 Prerequisites for Connecting to Alation
- 7.2 Establish Connectivity to Alation
- 7.3 Create Dataset from Alation
- 7.4 Sync Alation Glossary with Metric Insights
- 7.5 Sync Alation Custom Fields with Metric Insights Glossary Terms
- 7.6 Sync Alation Custom Fields with Metric Insights Elements
- 7.7 Synchronizing Custom Fields from Alation
8. Sourcing Data from Amazon QuickSight
- 8.1 Amazon QuickSight Plugin Capabilities
- 8.2 Prerequisites for Connecting to Amazon QuickSight
- 8.3 Establish Connectivity to Amazon QuickSight
- 8.4 Create External Report from Amazon QuickSight
9. Sourcing Data from Amazon S3 Plugin
- 9.1 Establish Connectivity to Amazon S3
- 9.2 Create a Dataset from Amazon S3
- 9.3 Create an External Report from Amazon S3
10. Sourcing Data from Athena
- 10.1 Establish Connectivity to Amazon Athena
- 10.2 Create Dataset from Amazon Athena
11. Sourcing Data from Apache Superset
- 11.1 Apache Superset Plugin Capabilities
- 11.2 Establish Connectivity to Apache Superset
- 11.3 Create External Report from Apache Superset
12. Sourcing Data from Apple App Store Connect
- 12.1 Establish Connectivity to Apple App Store Connect
- 12.2 Create Dataset from Apple App Store Connect
13. Sourcing Data from Atlan
- 13.1 Prerequisites for Connecting to Atlan
- 13.2 Establish Connectivity to Atlan
- 13.3 Create Dataset from Atlan
- 13.4 Sync Atlan Glossary with Metric Insights
- 13.5 Sync Atlan Custom Fields with Metric Insights Glossary Terms
- 13.6 Sync Atlan Custom Fields with Metric Insights Elements
14. Sourcing Data from Atlassian Confluence
- 14.1 Establish Connectivity to Atlassian Confluence
- 14.2 Create a Dataset from Atlassian Confluence
15. Sourcing Data from Atlassian Jira
- 15.1 Establish Connectivity to Atlassian Jira
- 15.2 Create Dataset from Atlassian Jira
- 15.3 Atlassian Jira Plugin Capabilities
16. Sourcing Data from Azure Analysis Services
- 16.1 Establish Connectivity to Azure Analysis Services
- 16.2 Create Dataset from Azure Analysis Services
17. Sourcing Data from Azure Data Lake Storage
- 17.1 Establish Connectivity to Azure Data Lake Storage
- 17.2 Create Dataset from Azure Data Lake Storage
- 17.3 Azure Data Lake Storage Plugin Capabilities
18. Sourcing Data from Azure DevOps
- 18.1 Establish Connectivity to Azure DevOps
- 18.2 Create Dataset from Azure DevOps
- 18.3 Create External Report from Azure DevOps
19. Sourcing Data from Cognos
- 19.1 IBM Cognos Plugin Capabilities
- 19.2 Establish Connectivity to IBM Cognos
- 19.3 Create Dataset from IBM Cognos
- 19.4 External Report Auto Synchronization for IBM Cognos
- 19.5 Pre-Filtering Cognos Data (Dataset Example)
20. Sourcing Data from Databricks
- 20.1 Establish Connectivity to Databricks
- 20.2 Create Dataset from Databricks
21. Sourcing Data from Denodo
- 21.1 Establish Connectivity to Denodo
- 21.2 Create Dataset and Report from Denodo
22. Sourcing Data from Domo
- 22.1 Domo Plugin Capabilities
- 22.2 Prerequisites for Connecting to Domo
- 22.3 Establish Connectivity to Domo
- 22.4 Create Dataset from Domo
- 22.5 Filtering in Domo External Reports
- 22.6 Create External Report from Domo Card
- 22.7 Create External Report from Domo Dashboard
23. Sourcing Data from Dropbox Paper
- 23.1 Prerequisites for Connecting to Dropbox Paper
- 23.2 Establish Connectivity to Dropbox Paper
- 23.3 Create External Report from Dropbox Paper
24. Sourcing Data from File Metadata Plugin
- 24.1 Establish Connectivity to File Metadata
- 24.2 Create Dataset from File Metadata
- 24.3 File Metadata Plugin Capabilities
25. Sourcing Data from FlexIt Analytics
- 25.1 Establish Connectivity to FlexIt Analytics
- 25.2 Create Dataset from FlexIt Analytics
- 25.3 FlexIt Analytics Plugin Capabilities
26. Sourcing Data from Graphite
- 26.1 Establish Connectivity to Graphite
- 26.2 Create Dataset from Graphite
27. Sourcing Data from HTTP Server
- 27.1 Establish Connectivity to Files via HTTP Plugin
- 27.2 Create a Dataset with the HTTP Plugin
- 27.3 Create an External Report with the HTTP Plugin
28. Sourcing Data from Local Filesystem
- 28.1 Establish Connectivity to Local Filesystem
- 28.2 Create a Dataset from Local Filesystem
- 28.3 Create External Content from Local Filesystem
- 28.4 Viewer for Excel, Word, PowerPoint from Local Filesystem
- 28.5 Configure File Groups for Other External Content
29. Sourcing Data from Looker
- 29.1 Looker Plugin Capabilities
- 29.2 Establish Connectivity to Looker
- 29.3 Create Dataset from Looker
- 29.4 Create External Report from Looker
- 29.5 Find Filter Names and Values in Looker
30. Sourcing Data from Microsoft Purview
- 30.1 Prerequisites for Connecting to Microsoft Purview
- 30.2 Establish Connectivity to Microsoft Purview
- 30.3 Create Dataset from Microsoft Purview
31. Sourcing Data from Microsoft SharePoint Online
- 31.1 Microsoft SharePoint Online Plugin Capabilities
- 31.2 Create Permissions for SharePoint Online
- 31.3 Prerequisites for Connecting to Microsoft SharePoint Online
- 31.4 Establish Connectivity to Microsoft SharePoint and OneDrive
- 31.5 Create Dataset from Microsoft SharePoint Lists
- 31.6 Create Dataset from Microsoft SharePoint Excel Workbooks
- 31.7 Create External Content with Microsoft SharePoint
- 31.8 Configure Custom Field Data Synchronization for Microsoft SharePoint
- 31.9 Configure Sending Attachments via Bursts for MS SharePoint
- 31.10 Configure File Groups for Other External Content
- 31.11 Configure External Content Auto Synchronization
32. Sourcing Data from Microsoft SharePoint Server
- 32.1 Establish Connectivity to Microsoft SharePoint Server 2019
- 32.2 Create Dataset from Microsoft SharePoint Excel Workbooks
- 32.3 Create External Content with Microsoft SharePoint
- 32.4 Configure Kerberos Auth for SharePoint Server 2019 Plugin
33. Sourcing Data from Microsoft SSRS
- 33.1 Microsoft SSRS Plugin Capabilities
- 33.2 Establish Connectivity to Microsoft SSRS
- 33.3 Create External Report form Microsoft SSRS
- 33.4 Create Metric from Microsoft SSRS
- 33.5 How SSRS Report Data Is Obtained
- 33.6 Pre-Filtering Microsoft SSRS Data (Dataset Example)
34. Sourcing Data from MicroStrategy
- 34.1 MicroStrategy Plugin Capabilities
- 34.2 Establish Connectivity to MicroStrategy
- 34.3 Create Dataset from MicroStrategy
- 34.4 External Report Auto Synchronization for MicroStrategy
- 34.5 Pre-Filtering MicroStrategy Data (Dataset example)
- 34.6 Create a Dimension with Values Automatically Fetched from MicroStrategy
35. Sourcing Data from MicroStrategy Cube
- 35.1 Establish Connectivity to MicroStrategy Cube
- 35.2 Create Dataset from MicroStrategy Cube
- 35.3 MicroStrategy Cube Plugin Capabilities
36. Sourcing Data from MI Portal Pages
- 36.1 Establish Connectivity to MI Portal Page
- 36.2 Create External Report from MI Portal Page
37. Sourcing Data from MongoDB
- 37.1 Establish Connectivity to MongoDB
- 37.2 How to Collect Data using MongoDB Plug-in
- 37.3 MongoDB Plugin Capabilities
38. Sourcing Data from MS SQL Server
- 38.1 Configure Active Directory Service Principal Auth for Connectivity with MS SQL Server
- 38.2 Establish Connectivity to MS SQL Server
39. Sourcing Data from Planview PPM Pro
- 39.1 Establish Connectivity to Planview PPM Pro
- 39.2 Create Dataset from Planview PPM Pro
40. Sourcing Data from QlikView
- 40.1 QlikView Plugin Capabilities
- 40.2 QlikView Overview
- 40.3 Download Instructions for PoC
- 40.4 Prerequisites to Connecting to QlikView Server
- 40.5 Establish Connectivity to QlikView
- 40.6 Find Filter Names and Aliases in QlikView
- 40.7 Create External Report from QlikView
- 40.8 External Report Auto Synchronization for QlikView
- 40.9 Filtering in QlikView External Reports
- 40.10 Create a Dimension with values fetched from QlikView
41. Sourcing Data from RSS
- 41.1 Establish connectivity to RSS
- 41.2 How to collect data using RSS plugin
42. Sourcing Data from Salesforce Reports
- 42.1 Salesforce Reports Plugin Capabilities
- 42.2 Establish Connectivity to Salesforce Reports
- 42.3 Create Dataset from Salesforce Reports
- 42.4 Embedding MI Content in Visualforce Pages
- 42.5 Salesforce Integration Architecture
43. Sourcing Data from Salesforce SOQL
- 43.1 Salesforce Reports vs Salesforce SOQL: key distinctions
- 43.2 Setting Up Salesforce OAuth
- 43.3 Establish Connectivity to Salesforce SOQL
- 43.4 Create Metric from Salesforce SOQL
- 43.5 Why does my Salesforce OAuth token expire?
- 43.6 Embedding MI Content in Visualforce Pages
- 43.7 Salesforce Integration Architecture
44. Sourcing Data from SAP Analytics Cloud
- 44.1 SAP Analytics Cloud Plugin Capabilities
- 44.2 Establish Connectivity to SAP Analytics Cloud
- 44.3 Filtering in SAP Analytics Cloud External Reports
- 44.4 Create External Report from SAP Analytics Cloud
- 44.5 External Report Auto Synchronization for SAP Analytics Cloud
45. Sourcing Data from SAP BusinessObjects
- 45.1 SAP Business Objects Plugin Capabilities
- 45.2 Establish Connectivity to SAP BusinessObjects
- 45.3 Create Dataset from SAP BusinessObjects
- 45.4 External Report Auto Synchronization for SAP Business Objects
- 45.5 Pre-Filtering SAP BusinessObjects Data (Dataset Example)
46. Sourcing Data from SAP HANA
- 46.1 Establish Connectivity to SAP HANA
- 46.2 Create Dataset from SAP HANA
47. Sourcing Data from SAS Viya
- 47.1 Establish Connectivity to SAS Viya
- 47.2 Create Dataset from SAS Viya
48. Sourcing Data from Script Plugin
- 48.1 Configure Scripts for Dataset Creation
- 48.2 Establish Connectivity to Script Plugin
- 48.3 Create a Dataset from Script Plugin
49. Sourcing Data from ServiceNow
- 49.1 ServiceNow Plugin Capabilities
- 49.2 Establish Connectivity to ServiceNow
- 49.3 Create Dataset from ServiceNow
- 49.4 Create External Report from ServiceNow
50. Sourcing Data from S/FTP Server
- 50.1 Establish Connectivity to S/FTP Server
- 50.2 Create a Dataset using S/FTP
- 50.3 Create an External Report using S/FTP
51. Sourcing Data from R Shiny
- 51.1 Create External Content from R Shiny
52. Sourcing Data from Sigma
- 52.1 Sigma Plugin Capabilities
- 52.2 Prerequisites for Connecting to Sigma
- 52.3 Establish Connectivity to Sigma
- 52.4 Create Dataset from Sigma
- 52.5 Create External Report from Sigma
53. Sourcing Data from Sisense
- 53.1 Establish Connectivity to Sisense
- 53.2 How to collect data from Sisense
- 53.3 How to create an External Report from Sisense
- 53.4 Create a Dimension with values automatically fetched from Sisense
- 53.5 How to Find Filter Names and Values in Sisense
54. Sourcing Data from Splunk
- 54.1 Establish Connectivity to Splunk
- 54.2 Create a Dataset from Splunk
- 54.3 Create an External Report from Splunk
55. Sourcing Data from Tibco Spotfire
- 55.1 TIBCO Spotfire Plugin Capabilities
- 55.2 Prerequisites for Connecting to TIBCO Spotfire (prior to v10.3 )
- 55.3 Prerequisites for Connecting to TIBCO Spotfire (v10.3+)
- 55.4 Configure Kerberos Auth on TIBCO Spotfire Server
- 55.5 Establish Connectivity to TIBCO Spotfire Analytics
- 55.6 Create Dataset from TIBCO Spotfire Analytics
- 55.7 Create External Report from TIBCO Spotfire Analytics
- 55.8 External Report Auto Synchronization for TIBCO Spotfire
- 55.9 Create External Report Template
56. Sourcing Data from Tibco WebFOCUS
- 56.1 Establish Connectivity to TIBCO WebFOCUS
- 56.2 Create External Report from TIBCO WebFOCUS
- 56.3 Create External Report Template
- 56.4 Tibco WebFOCUS Plugin Capabilities
57. Sourcing Data from ThoughtSpot
- 57.1 ThoughtSpot Plugin Capabilities
- 57.2 Establish Connectivity to ThoughtSpot
- 57.3 Create Dataset from ThoughtSpot
- 57.4 Create External Report from ThoughtSpot
- 57.5 ThoughtSpot Integration Options
58. Sourcing Data from Trino
- 58.1 Establish Connectivity to Trino
- 58.2 Create Dataset from Trino
59. Sourcing Data from UptimeRobot
- 59.1 Establish Connectivity to UptimeRobot
- 59.2 Create Dataset Using UptimeRobot
- 59.3 Uptime Robot Plugin Capabilities
60. Sourcing Data from Zendesk
- 60.1 Obtaining Credentials for Zendesk Plugin (prior to v6.2.3)
- 60.2 Establish Connectivity to Zendesk
- 60.3 Create Dataset from Zendesk
61. Sourcing Data from Zendesk Explore
- 61.1 Establish Connectivity to Zendesk Explore
- 61.2 Create External Report from Zendesk Explore
62. Sourcing Data from Epic Hyperdrive
- 62.1 Integrate Epic Hyperdrive Content

Topics

1. General Information about Data Sources 23
2. Storing Data 2
- 2.1 Storing data in Microsoft SQL Server 2016+
- 2.2 Setting up Windows Server Shared Folder
3. Linking to External BI Tools 9
4. Configuring Remote Data Processors 3
5. JDBC Connections 3
6. Sourcing Data from Adobe Workfront 3
7. Sourcing Data from Alation 7
8. Sourcing Data from Amazon QuickSight 4
9. Sourcing Data from Amazon S3 Plugin 3
10. Sourcing Data from Athena 2
- 10.1 Establish Connectivity to Amazon Athena
- 10.2 Create Dataset from Amazon Athena
11. Sourcing Data from Apache Superset 3
12. Sourcing Data from Apple App Store Connect 2
- 12.1 Establish Connectivity to Apple App Store Connect
- 12.2 Create Dataset from Apple App Store Connect
13. Sourcing Data from Atlan 6
14. Sourcing Data from Atlassian Confluence 2
- 14.1 Establish Connectivity to Atlassian Confluence
- 14.2 Create a Dataset from Atlassian Confluence
15. Sourcing Data from Atlassian Jira 3
16. Sourcing Data from Azure Analysis Services 2
- 16.1 Establish Connectivity to Azure Analysis Services
- 16.2 Create Dataset from Azure Analysis Services
17. Sourcing Data from Azure Data Lake Storage 3
18. Sourcing Data from Azure DevOps 3
19. Sourcing Data from Cognos 5
20. Sourcing Data from Databricks 2
- 20.1 Establish Connectivity to Databricks
- 20.2 Create Dataset from Databricks
21. Sourcing Data from Denodo 2
- 21.1 Establish Connectivity to Denodo
- 21.2 Create Dataset and Report from Denodo
22. Sourcing Data from Domo 7
23. Sourcing Data from Dropbox Paper 3
24. Sourcing Data from File Metadata Plugin 3
25. Sourcing Data from FlexIt Analytics 3
26. Sourcing Data from Graphite 2
- 26.1 Establish Connectivity to Graphite
- 26.2 Create Dataset from Graphite
27. Sourcing Data from HTTP Server 3
28. Sourcing Data from Local Filesystem 5
29. Sourcing Data from Looker 5
30. Sourcing Data from Microsoft Purview 3
31. Sourcing Data from Microsoft SharePoint Online 11
32. Sourcing Data from Microsoft SharePoint Server 4
33. Sourcing Data from Microsoft SSRS 6
34. Sourcing Data from MicroStrategy 6
35. Sourcing Data from MicroStrategy Cube 3
36. Sourcing Data from MI Portal Pages 2
- 36.1 Establish Connectivity to MI Portal Page
- 36.2 Create External Report from MI Portal Page
37. Sourcing Data from MongoDB 3
38. Sourcing Data from MS SQL Server 2
- 38.1 Configure Active Directory Service Principal Auth for Connectivity with MS SQL Server
- 38.2 Establish Connectivity to MS SQL Server
39. Sourcing Data from Planview PPM Pro 2
- 39.1 Establish Connectivity to Planview PPM Pro
- 39.2 Create Dataset from Planview PPM Pro
40. Sourcing Data from QlikView 10
41. Sourcing Data from RSS 2
- 41.1 Establish connectivity to RSS
- 41.2 How to collect data using RSS plugin
42. Sourcing Data from Salesforce Reports 5
43. Sourcing Data from Salesforce SOQL 7
44. Sourcing Data from SAP Analytics Cloud 5
45. Sourcing Data from SAP BusinessObjects 5
46. Sourcing Data from SAP HANA 2
- 46.1 Establish Connectivity to SAP HANA
- 46.2 Create Dataset from SAP HANA
47. Sourcing Data from SAS Viya 2
- 47.1 Establish Connectivity to SAS Viya
- 47.2 Create Dataset from SAS Viya
48. Sourcing Data from Script Plugin 3
49. Sourcing Data from ServiceNow 4
50. Sourcing Data from S/FTP Server 3
51. Sourcing Data from R Shiny 1
- 51.1 Create External Content from R Shiny
52. Sourcing Data from Sigma 5
53. Sourcing Data from Sisense 5
54. Sourcing Data from Splunk 3
55. Sourcing Data from Tibco Spotfire 9
56. Sourcing Data from Tibco WebFOCUS 4
57. Sourcing Data from ThoughtSpot 5
58. Sourcing Data from Trino 2
- 58.1 Establish Connectivity to Trino
- 58.2 Create Dataset from Trino
59. Sourcing Data from UptimeRobot 3
60. Sourcing Data from Zendesk 3
61. Sourcing Data from Zendesk Explore 2
- 61.1 Establish Connectivity to Zendesk Explore
- 61.2 Create External Report from Zendesk Explore
62. Sourcing Data from Epic Hyperdrive 1
- 62.1 Integrate Epic Hyperdrive Content

Other Resources

Getting Started
Metric Insights Overview
Jump Start Guide for Administrators
Jump Start Guide for Regular Users
Use Case Workflows

Getting Data
Connecting to Data Sources
Automating the Collection of Data
API Access
Working with Tableau
Working with Qlik Sense
Working with Microsoft Power BI
Working with Google Services

Creating Content
Datasets
Creating Basic Metrics and Reports
Creating Dimensions
Creating Dimensioned Metrics and Reports
Governance
Portal Pages
User Maps

Alerting
Alerting

Collaboration and Sharing
Adding Context to Metrics
Pushing Information to Users
Chatbot Integrations

System Administration
Announcements
Controlling Access to Metric Insights
Controlling Access within Metric Insights
Customer Portal
Deployment & Configuration
FAQs
How-to Videos
Identity Profiles
Maintenance
Managing the Metric Insights Environment
Release Notes