MS SQL Basics for Dashboard Users

The HTML5 iDashboards, like the Flash iDashboards need a place for their data to live within the iDashboards structure. This will help you set up a database, set permissions and learn how to run a script. Setting up your SQL structure does NOT have to be stressful! 

Please Note:  HTML5 refers to v10.0 and above. Flash iDashboards are ANY previous version.

Creating a SQL Database – Setting SQL Permissions – Running the SQL Script

What you will need:

• SQL Server Login (the one used for your iDashboards setup)
• SQL Sever (MS SQL, MySQL, Oracle, PostgreSQL)

Creating a SQL Database

We need to create your database in MS SQL (or MySQL, Oracle, PostgreSQL).  Your Data needs a place to live within the iDashboards structure.

• Open MS SQL Server Management Studio (SSMS)
• Connect to your server. 
• Right click on Databases
• Select New Database
• In the Database name box, type in YOUR database name here: Your_Database
  • For this we will be adding Your_Database
  • Often named: iDashboards
• Click OK
• You've now created the database where your Your_Database information will live.

Please Note: This is the same process you use for the databases: iDashboards, idb_datastore, and idb_workbooks, during the iDashboards installation process. This process will be repeated for other data sources as well.

Creating a SQL Database – Setting SQL Permissions – Running the SQL Script

Setting SQL Permissions

• Now we need to make sure your login used to connect SQL and your dashboards has the right permissions.
• Open the Security folder
• Open the Logins folder
• Select your iDashboards SQL user login
• Right Click on the user and select Properties
• In the top left Select User Mapping
• Click on Your_Database and make sure it is mapped to db _owner by clicking the box next to db_owner in the list below.
• You've now set your SQL Permissions for the database.
• 

Please Note: This is the same process you use for the databases: iDashboards, idb_datastore, and idb_workbooks, during the iDashboards installation process. This process will be repeated for other data sources as well.

Creating a SQL Database – Setting SQL Permissions – Running the SQL Script

Running the SQL Script

• Go to File
• Click on Open
• Select File again
• Select the Specific_Pack folder
• Select the Specific.sql file
• Click the Execute button
• The data, and ETL jobs, will now connect with your charts, picklists, and dashboards.

Creating a SQL Database – Setting SQL Permissions – Running the SQL Script