CSV File Data Connection

This will require Data Admin privileges to setup and Builder for implementation.

CDATA for CSV

Open Source for CSV

Imported Data

Since v11.3 there are More ways to use TXT/CSV files as a data source. With, TXT/CSV files still being a popular source of data for certain implementation needs, we now have multiple ways to use text files as a dynamic data source, so you can keep focused on reading your charts and not spending time repeatedly handling text files. *The Auto Uploader released with v11.3, will be able to automatically upload text files on a scheduled basis. To utilize please read: AutoUploader Installation and Configuration.

1. This can also be accessed as Admin or Data Admin through Imported Data
2. Then, selecting Imported Files
3. Next, Upload Files
4. Finally, Select the Files you would like to upload
5. Last, click Upload and you will now find your data in Chart Designer under Imported File.

JDBC Connections

iDashboards is also able to connect to CSV Files by using a Premium Data Connector (CDATA) or an open source JDBC driver. A JDBC driver is a software component enabling a Java application to interact with a database. To connect with individual databases, JDBC (Java Database Connectivity API) requires drivers for each database. The JDBC driver gives out the connection to the database and implements the protocol for transferring the query and result between client and database. iDashboards implements native protocols and does not require additional software installed on the driver host. In other words, iDashboards provides driver connectivity with JDBC Data Source via the specified driver. This document explains a step-by-step procedure to create the Data Source with a Premium Data Connector and an open source driver.

Imported Data

Open Source for CSV

CDATA for CSV

CData JDBC Driver for CSV Files is where we get the documentation on making this connection, however, the Premium Data Connectors are not a straight forward process which is why we make articles like this to help you make the connections more easily. This one requires a few steps, with a few different links to get very specific pieces of information to make this connection within iDashboards. The CSV JDBC driver is part of the Premium Data Connectors if you do not have these please contact your Client Success Manager. Follow the steps below to set up a data source in iDashboards Admin or Data Hub. 

1. Login to iDashboards Admin application
2. Click Data Sources
3. Set the Data Source Type to Generic JDBC
4. Click New
5. In the Create a Data Source window enter the highlighted fields:

   

    

6. If you need help building the db.url go to: C:\Program Files\iDashboards_SRV\ivizgroup\drivers

   • Then double-click the cdata.jdbc.csv.jar file in the drivers folder and the following will open

• If it does not open then Open your windows Command Prompt and type:

  • C:\WINDOWS\system32>cd C:\Program Files\iDashboards_SRV\ivizgroup\drivers

• Hit Enter and the following will appear:

  • C:\Program Files\iDashboards_SRV\ivizgroup\drivers>

• Type in:

  • java -jar cdata.jdbc.csv.jar

• Hit Enter and the following will appear:
• The connection string listed here and the db.url are the same

  •  jdbc:csv:URI="C:\FolderName";

  • db.driverClass: cdata.jdbc.csv.CSVDriver

  • Optional Driver Properties: Auto Cache="True";Cache Metadata="True";Offline="True";

    NOTE: In order for the driver to properly detect the csv files in your directory the .csv file extension must be lowercase.
  • Click Save. Now you can use the newly configured data source for your charts in iDashboards!

Imported Data

CDATA for CSV

Open Source for CSV

iDashboards is able to connect to a CSV Data Source by using an open source JDBC driver. Follow the steps below to set up a data source in iDashboards Admin or Data Hub.

1. Download the driver
2. Copy the driver, which is implemented as a .jar file to the following location:
   • C:\Program Files\iDashboards_SRV\ivizgroup\drivers 
3. Restart iDashboards service (iDashboardsSRV)
4. Login to iDashboards Admin application
5. Click Data Sources
6. Click New
7. Set the Data Source Type to Generic JDBC
8. In the Create a Data Source window fill in the highlighted fields:
   • Additional Information regarding the Generic JDBC option:
     • db.url: jdbc:relique:csv:"C:\FolderName\"
     • db.driverClass: org.relique.jdbc.csv.CsvDriver
   • Optional Driver Properties: columnTypes=string
   • NOTE: In order for the driver to properly detect the csv files in your directory, you must have at least one column type listed in the Optional Driver Properties, and the .csv file extension must be lowercase.
9. Click Save. Now you can use the newly configured data source for your charts in iDashboards.

Please note: If you have issues with the open source driver, please contact the driver's developer.

For More Information:

• Creating a Database URL (Connection String)
• Builder Manual v11.3 8.2.1 Import Data
• Admin Manual 10. Managing Data Sources

Disclaimer: Our Technical Support Engineers are not proficient in the Management and Integration of every API that exists as new APIs are being created everyday with each company that wants to provide seamless integration with other software. However, we do our best to help you make these connections because we want to assist you in your success. If you do not see an article for a connection you would like to make please contact our Support Team and know that it will take a bit of time to figure out what is necessary for this integration.

If the above is unable to resolve the issue, then please contact truOI Support for further assistance.

Imported Data

CDATA for CSV

Open Source for CSV