Changing the Configuration of Existing Data Providers - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards
Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The underlying configuration of a data provider, including the SQL or dataset used, display columns, and runtime parameters, can be changed through the Administration area.

Note:

The Custom SQL Query and Document Query data provider types are available to all systems with Reporting Dashboards. Additional data provider types are available depending on additional licensing. See Additional Data Provider Types.

To access the configuration area for a data provider:

  1. Select Data Providers in the left pane under Configuration Items. The data providers configured are listed in the right pane.
  2. Select the data provider to configure in the right pane and click Configuration in the Data Provider ribbon group.

    You can also access configuration by clicking the Configuration button at the bottom of the Properties dialog box for data providers:

  3. The configuration process depends on the data provider type selected. This table describes the data provider types available with all Reporting Dashboards installations. Additional data provider types are available depending on additional licensing. See Additional Data Provider Types.

    Data Provider Type

    Description

    Custom SQL Query

    Configured using the Edit SQL query dialog box, which allows you to write and execute custom SQL data access statements and stored procedures.

    CAUTION:

    SQL statements should only be edited or written by a certified database administrator. Poorly constructed SQL statements may return unexpected results or could cause the client to close unexpectedly, and queries that are not written with the index schemas and data distributions in mind can become long-running queries that consume substantial database server resources and adversely affect the performance of the entire system. In extreme cases, data could also be removed from the database or otherwise corrupted.

    See Configuring a Custom SQL Query Data Provider.

    Document Query

    Configured using the Select the document types to be retrieved dialog box and returns data based on Keyword information for documents stored in OnBase.

    See Configuring a Document Query Data Provider.
    Note:

    The Custom SQL Query and Document Query data provider types are available to all systems with Reporting Dashboards. Additional data provider types are available depending on additional licensing. See Additional Data Provider Types.