Managing data sources for Report Builder

As an administrator with Jazz™ administrative privileges, or a report manager, you can add and edit Report Builder data sources. For example, you can update the password that is required to connect to a data source, or specify a new location for a data source as part of balancing workload among servers in a distributed environment.

Before you begin

  • Report Builder must be installed and registered as an application with Jazz Team Server.
  • If you are using Report Builder with Rational® Engineering Lifecycle Manager, Lifecycle Query Engine must be installed and registered as an application with Jazz Team Server.
  • The Java™ Database Connectivity (JDBC) driver for your database type must be installed as part of the Report Builder installation.
  • You must have Jazz administrative privileges or be a report manager.

About this task

Data sources identify the location of the data stores that are used by queries.
Important: Lifecycle Query Engine is supported as a data source for reporting on projects with or without configurations; however, there are considerations. See this article on Jazz.net about reporting on data in configurations.

Connecting to data sources

After a data source is added, or immediately after the installation of Report Builder, an administrator must establish a connection to it before users can use reports on their dashboard.

Before you begin

A data source must exist, and you must know the password.

About this task

There are two scenarios for connecting to data sources:
  • Immediately after installing and configuring Report Builder

    An administrator with Jazz administrative privileges must connect to the data source that was installed as part of the Rational product or solution that uses Report Builder.

  • After adding subsequent data sources

    After an administrator or a report manager adds a data source, they must also establish a connection to it.

Procedure

  1. In a browser window, open the Setup page at https://server:port/rs/setup
  2. Click Connect to data sources.
  3. Optional: To view or edit the data source properties, click Data Sources on the product banner or in the Connect to data sources pane.

Results

The Setup page confirms that Report Builder can communicate with the data source. You can now import queries and select report managers. Report managers can then add and edit data sources.

Adding data sources

If Report Builder does not have a data source, an administrator with Jazz administrative privileges or a report manager can add one.

Before you begin

You must know the data source type, and depending on the type and vendor, the properties that are required to connect to it.

Procedure

  1. In a browser window, open the Setup page at https://server:port/rs/setup
  2. Click Data Sources on the product banner or in the Connect to data sources pane.
  3. Click Create a Data Source.
  4. Enter the data source name, description, type, and required properties; then, click Save.

Results

The data source is displayed in the list of data stores used by queries. You must connect to the data source, as described in the preceding section.

Editing data sources

In general, do not edit data sources because it can have implications for data collection jobs and reports. If you must change a data source property, ensure that you understand other corresponding changes that you must make.

Before you begin

You must be connected to a data source. You must be an administrator with Jazz administrative privileges or a report manager.

Procedure

  1. In a browser window, open the Setup page at https://server:port/rs/setup
  2. Click Data Sources on the product banner or in the Connect to data sources pane.
  3. In the Actions column beside the data source, click Actions, and select the action to complete.
  4. If you edit any of the data source properties, click Save.
  5. Return to the Setup page, and click Connect to data source to ensure that the connection is established.

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