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MongoDB World 2017 BI Connector Demo

Overview

This repo contains the vagrant files for the VMs used in the 'Jumpstart: BI Connector & Tableau' presentation from MongoDB World 2017, updated to use the MongoDB BI Connector v2.2.

Note: You can find the instructions and setup files for a version using the MongoDB BI Connector v2.1, which was used in the original presentation, in this branch.

The repo contains two separate VMs:

  • worldvm1 sets up a MongoDB instance and a BI Connector instance with no auth enabled.
  • worldvm2 sets up a MongoDB instance and a BI Connector instance with auth enabled.

VM Info

Each VM is configured as follows:

  • 1 CPU, 4GB RAM
  • Ubuntu/trusty64

The Vagrant setup scripts will:

  • Download and install the latest MongoDB 3.4 community server (bound to 0.0.0.0)
  • Download and install version 2.2.0 of the MongoDB BI Connector (listening on 0.0.0.0:3307). Note: The BI Connector process is not started automatically but scripts are provided to do so.

worldvm1 VM Info

  • Is assigned IP Address 192.168.15.100
  • Sets up and runs a simple MongoDB database containing owner and vehicle data (auth not enabled)
  • Creates a script to start the BI Connector startmongosqld.sh
  • Creates two scripts to (re)create the DRDL output files genowners.sh and gencars.sh

worldvm2 VM Info

  • Is assigned IP Address 192.168.16.100
  • Sets up and runs an auth-enabled MongoDB database containing airline data and a TOPSECRET database
  • Two users are created:
  • root/root with the root role
  • viewer/viewer with a custom viewer role (which can only see the airline data)
  • Creates a script to start the BI Connector startmongosqld.sh

Note: Version 2.2 of the BI Connector uses a MySQL authentication plugin (mongosql_auth) to allow clients to connect without the need for additional certificates, greatly simplifying the installation and configuration process when compared to the previous version of the BI Connector (v 2.1).

Creating a Tableau Datasource Connection file

To ensure Tableau connects to the BI Connector with SSL create a TDC file containing the following:

<?xml version='1.0' encoding='utf-8' ?>
<connection-customization class='mongodb' version='7.7' enabled='true'>
  <vendor name='mongodb' />
  <driver name='mongodb' />
  <customizations>
    <customization
      name='odbc-connect-string-extras'
      value='USE_MYCNF=1' />
  </customizations>
</connection-customization>

This file should be saved with a .tdc extensions in the following folder (for Tableau Desktop):

  • macOS: ~/Documents/My Tableau Repository/Datasources
  • Windows: Documents\My Tableau Repository\Datasources

Tableau will need to be restarted if you create a new or modify an existing .tdc file.

Additional information regarding how to install the BI Connector for use with Tableau can be found in the online documentation.

Running the Demos

worldvm1

Switch to the worldvm1 directory and run vagrant up

Once the VM is running, ssh into the instance vagrant ssh

To start the BI Connector, launch the startup script startmongosqld.sh

Once the BI Connector script is running you should be able to connect to it from your BI tool of choice, e.g. Tableau, by connecting to Server 192.168.15.100 on port 3307. No user details are required.

Note that only the people table is visible the owners database. You can run the genpeople.sh script to regenerate this table at any time if you modify the schema. You can also run the gencars.sh script to generate the cars table, as outlined in the presentation. Note: You will need to restart the BI Connector process if you create any new or update any existing DRDL schema files.

worldvm2

Switch to the worldvm2 directory and run vagrant up

Once the VM is running, ssh into the instance vagrant ssh

To start the BI Connector, launch the startup script startmongosqld.sh

You can verify the process has started with auth enabled by checking for security: {enabled: true}} in the console output.

Once the BI Connector script is running you should be able to connect to it from your BI tool of choice, e.g. Tableau, by connecting to Server 192.168.16.100 on port 3307.

  • If you connect with no (or invalid) user details you will get an error dialog.
  • If you connect with the root/root user you can see the flights database, containing two tables: airlines and TOPSECRET.
  • If you connect with the viewer/viewer user you can only see the airlines table in the flights database.

Note: If you provide invalid details in the Tableau connection dialog you will need to close the dialog and reopen it before you can successfully authenticate. This appears to be an issue with Tableau.