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Data sources

data sourcesodbc on premise plugin

ODBC on-prem plugin

For more information about what this plugin does and the data streams it retrieves, see:

ODBC

Connects to any on-prem ODBC data resource.

An on-prem data source uses a relay agent to connect SquaredUp to a data source running on your internal network.

A relay agent is installed on a server on your internal network, and has access to your data source.

Using a relay agent means that you don't need to open your firewall to allow access.

To add a data source click on the + next to Data Sources on the left-hand menu in SquaredUp. Search for the data source and click on it to open the Configure data source page.

The ODBC data source requires that you have already installed the ODBC driver you wish to use on the same machine as the SquaredUp agent.

Before you start

Configuring and deploying an agent

For an on-prem plugin you will need a relay agent that can access the server hosting your on-prem data source. You do not need a relay agent for cloud plugins.

If you have already created a relay agent in SquaredUp that can access this data source, then you can skip this step and choose the agent group you want to use while Configuring the data source.

You can install an agent on either Windows or Linux:

  • Configuring an agent (Windows platforms)
  • Configuring an agent (Linux platforms)

Configuring the data source

  1. Display name:
    Enter a name for your data source. This helps you to identify this data source in the list of your data sources.

  2. Agent group:
    Select the Agent Group that contains the agent(s) you want to use.
  3. Connection string:
    Each ODBC Data Source will require a different Connection String, with the format varying based on the ODBC driver type. See ODBC Connection String: Connecting to Your Database
  4. Enable object indexing:
    Select to enable object indexing, which creates objects in the Map used to create context sensitive objects and drill-downs. The following fields display:
    • Object query:
      Enter a database query to return the objects you want to index.

      These plugins support the creation of objects from a database query. The resulting table must contain sourceId, name, and type fields. Additional fields are allowed, and any non-null fields will be included with the object when imported into the Knowledge Graph.

      A sample query result is below:

      sourceId
      name
      type
      initials
      operating_system
      abeLincoln
      Abraham Lincoln
      user
      AL
      server_1
      Infra-SQL01.local
      server
      windows

      In the above sample table two objects will be created in the Knowledge Graph. The first will be of type user and have a sourceId of abeLincoln and a single property for initials. The operating_system attribute will not be added to this object as it has a null property. The second object created will be a server with sourceId server_1 and a single property of operating_system.

    • Relationship query:
      If you are creating objects with the Object query set in the previous step, you can relate those objects in the Map.

      Along with an Object Query an additional Relationship Query can also be used. The result of this query must contain the fields inV, outV, and label. The rows of this result will be converted to relationships in the Knowledge Graph.

      A sample query result is below:

      outV
      label
      inV
      abeLincoln
      own
      server_1

      After the import is complete the two objects created from the Object Query will now be linked, with Abraham Lincoln owning Infra-SQL01.local

  5. Optional: Restrict access to this data source:
    You can enable this option if you only want certain users or groups to have access to the data source, or the permission to link it to new workspaces. See data source access control for more information.

    The term data source here really means data source instance. For example, a user may configure two instances of the AWS data source, one for their development environment and one for production. In that case, each data source instance has its own access control settings.

    By default, Restrict access to this data source is set to off. The data source can be viewed, edited and administered by anyone. If you would like to control who has access to this data source, switch Restrict access to this data source to on.

    Use the Restrict access to this data source dropdown to control who has access to the workspace:

    • By default, the user setting the permissions for the data source will be given Full Control and the Everyone group will be given Link to workspace permissions.
    • Tailor access to the data source, as required, by selecting individual users or user groups from the dropdown and giving them Link to workspace or Full Control permissions.
    • If the user is not available from the dropdown, you are able to invite them to the data source by typing in their email address and then clicking Add. The new user will then receive an email inviting them to create an account on SquaredUp. Once the account has been created, they will gain access to the organization.
    • At least one user or group must be given Full Control.
    • Admin users can edit the configuration, modify the Access Control List (ACL) and delete the data source, regardless of the ACL chosen.

    Access level
    Permissions
    Link to workspace
    • User can link the data source to any workspace they have at least Editor permissions for.
    • Data from the data source can then be viewed by anyone with any access to the workspace.
    • User can share the data source data with anyone they want.
    • User cannot configure the data source in any way, or delete it.
    Full Control
    • User can change the data source configuration, ACL, and delete the data source.

    See Access control for more information.

  6. Click Add.

Importing Microsoft Excel document data

The ODBC plugin's flexibility allows you to import Microsoft Excel document data via the ODBC data source. To do so, you must simply create a document containing the mandatory sourceId, name and type columns, then pass a Connection String and Object Query for the Excel document when you Add an ODBC data source in SquaredUp. The following information details this process.

Prerequisites

When connecting to Excel, ensure that:

  • The proper drivers are installed (see Microsoft Access Database Engine 2016 Redistributable).
  • The bit architecture of the application and driver is correct (i.e. use 64-bit Excel with the 64-bit driver).
  • That the Relay agent is set up with a security principle that has access to the file (i.e. notNetwork Service, otherwise the Error: Cannot find module error occurs).

How to import excel document data via the ODBC plugin

  1. Create the Excel (64-bit) spreadsheet you'll be extracting data from and add the sourceId, name, type columns.

    The sourceId, name, and type columns must exist in your Excel spreadsheet, otherwise the data source will not function.

    You must also ensure that column headers do not contain spaces.

    1. Make a note of the Excel file name. In the following example, the worksheet name is Usage_v2.
    2. Make a note of the file location of the Excel document you created. In the following example, the file is called ServerUsage1.xlsx.
  2. On the machine hosting the Relay agent and the Excel data source, open ODBC Data Source Administrator (64-bit).
    1. Make a note of the Microsoft Excel driver full name on the Drivers tab. For example, Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb).
  3. Combine the values you previously noted to create the data source connection string.

    The Connection String is created as:
    Driver={driver name};DBQ=File location;
    For example:
    Driver={Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)};DBQ=C:\SqupAgent\ExcelFile\ServerUsage1.xlsx;
    The Object Query is crafted as:
    Select Excel column names from Excel document name
    For example:
    Select sourceId, name, type, ip, ServerName from [Usage_v2$]

    It is recommended that you wrap the Excel document name in square brackets, just in case there are any unsupported characters, such as spaces.

    Additionally, the query is not case sensitive. However, if it contains any spelling or formatting errors you will not receive any results.

  4. Follow the steps in Add an ODBC data source in SquaredUp, entering the Connection String and Object Query you previously created for the Excel document in the corresponding setup fields.

Next steps

  1. Add a dashboard and go into the configuration of a tile.
  2. Filter to the ODBC data source.
  3. Create a data stream by clicking on one of the customizable data streams.

Data streams

You can use these data streams to create new tiles to show data, or if there are preconfigured dashboards installed you can copy or edit those.

Data streams standardize data from all the different shapes and formats your tools use into a straightforward tabular format.

While creating a tile you can tweak data streams by grouping or aggregating specific columns.

Depending on the kind of data, SquaredUp will automatically suggest how to visualize the result, for example as a table or line graph.

Data streams can be either global or scoped:

  • Global data streams are unscoped and return information of a general nature (e.g. "Get the current number of unused hosts").
  • A scoped data stream gets information relevant to the specific set objects supplied in the tile scope (e.g. "Get the current session count for these hosts").

See Data Streams for more information.

The following data streams are installed with this plugin.

Data stream
Description
Parameters
Custom Metrics Query
Returns the result of a SQL query for metrics used in graphing
  • Query:
    Enter a SQL query which returns metrics. For example, SELECT label,timestamp,value FROM MyPerformanceTable WHERE myObjectId = {{sourceId}}

    When writing a Metrics query, the below three columns are mandatory and all others will be ignored.
    • label: The label for the value passed in, for example ‘Percent Utilization’. Each distinct ‘label’ value will get its own line color which includes only values for that label.
    • timestamp: A DateTime value of when this reading occurred.
    • value: A numerical non-null value to be visualized.
Custom State Query
Returns the result of a SQL query for display in rollup and block tiles.
  • Query:
    Enter a SQL query which returns state. For example, SELECT label,id,state FROM MyRecentState WHERE myObjectId = {{sourceId}}

    When writing a State query, the below three columns are mandatory and all others will be ignored.
    • label: The label for the state passed in, for example ‘Deliveries’. These ‘label’ values must be distinct and will each produce their own status block
    • id: If this state will be tied to an object, then that object’s sourceId should be used, otherwise passing the ‘label’ value a second time will work effectively.
    • state: The state of the labeled object, options are ‘Success’, ‘Warning’, ‘Error’, and ‘Unknown’.
Custom SQL Table Query
Returns the result of a SQL query for display in a tabular format
  • Enter a SQL query. For example, SELECT Name FROM MyTable WHERE myObjectId IN ({{sourceIds}})

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On this page

  • Before you start
  • Configuring and deploying an agent
  • Configuring the data source
  • Importing Microsoft Excel document data
  • Next steps
  • Data streams

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