Set Up the Universal BI OCF Connector¶
Alation Cloud Service Applies to Alation Cloud Service instances of Alation
Customer Managed Applies to customer-managed instances of Alation
After fulfilling the Prerequisites, install the connector in Alation and create a Universal BI data source.
Install the Connector¶
Customer-Managed Instances¶
Installation of enhanced connectors on customer-managed instances requires Alation Connector Manager to be installed as a prerequisite. To install a connector:
If this has not been done on your instance, install and configure the Alation Connector Manager: /sources/OpenConnectorFramework/OCFInstallAlationConnectorManager.
Ensure that the connector Zip file you received from Alation is available on your local machine.
Install the connector Zip file on the Connectors Dashboard page using the steps in /sources/OpenConnectorFramework/ManageConnectors/index.
Alation Cloud Service Instances¶
On Alation Cloud Service (ACS) instances, the Alation Agent is mandatory for installing enhanced connectors.
To install a connector on the Agent:
Ensure that Alation Agent is enabled on your Alation instance. If necessary, create a Support ticket with Alation for an Alation representative to enable it.
Install the Agent using the instructions in Install the Alation Agent.
Install the connector on the Connectors Dashboard page using the steps in Manage Connectors.
Create a New BI Server Source¶
To create a BI source:
Log in to the Alation instance and add a new BI Server source: Apps > Sources > Add > BI Server. The Register a Business Intelligence Server modal will open.
From the Select a Business Intelligence Server type list, select Universal BI OCF Connector, enter a Title and optional Description.
Click Add. You will be navigated to your Server source settings page.