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Oracle

Adding and configuring an Oracle connection within Qualytics empowers the platform to build a symbolic link with your schema to perform operations like data discovery, visualization, reporting, cataloging, profiling, scanning, anomaly surveillance, and more.

This documentation provides a step-by-step guide on how to add Oracle as both a source and enrichment datastore in Qualytics. It covers the entire process, from initial connection setup to testing and finalizing the configuration.

By following these instructions, enterprises can ensure their Oracle environment is properly connected with Qualytics, unlocking the platform's potential to help you proactively manage your full data quality lifecycle.

Let’s get started 🚀

Add the Source Datastore

A source datastore is a storage location used to connect to and access data from external sources. Oracle, for example, is a type of JDBC datastore that supports connectivity through the JDBC API. Configuring the Oracle datastore allows the Qualytics platform to access and perform operations on the data, thereby generating valuable insights.

Step 1: Log in to your Qualytics account and click on the Add Source Datastore button located at the top-right corner of the interface.

add-source-datastore add-source-datastore

Step 2: A modal window- Add Datastore will appear, providing you with the options to connect a datastore.

add-datastore-details add-datastore-details

Step Description
1️. Name
Specify the name of the datastore (e.g., The specified name will appear on the datastore cards)
2️. Toggle Button
Toggle ON to reuse credentials from an existing connection, or toggle OFF to create a new source datastore from scratch.
3️. Connector
Select “Oracle” from the dropdown list.

Option I: Create a Source Datastore with a new Connection

If the toggle for Use an existing connection is turned off, then this will prompt you to add and configure the source datastore from scratch without using existing connection details.

Step 1: Select the Oracle connector from the dropdown list and add connection details such as such as host, port, username, sid, and schema.

add-source-datastore-details add-source-datastore-details

Step 2: The configuration form will expand, requesting credential details before establishing the connection.

add-datasource-details add-datasource-details

REF. FIELDS ACTIONS
1️. Host Get “Hostname” from your Oracle account and add it to this field.
2️. Port Specify the “Port” number.
3️. User Enter the “User ID” to connect.
4️. Password Enter the “password” to connect to the database.
5️. Database Specify the database name.
6️. Schema Define the schema within the database that should be used.
7️. Teams Select one or more teams from the dropdown to associate with this source data store.
8️. Initial Cataloging Tick the checkbox to automatically perform catalog operation on the configured source datastore to gather data structures and corresponding metadata.

Step 3: After adding the source datastore details, click on the Test Connection button to check and verify its connection.

test-source-datastore test-source-datastore

If the credentials and provided details are verified, a success message will be displayed indicating that the connection has been verified.

Option II: Use an Existing Connection

If the toggle for Use an existing connection is turned on, then this will prompt you to configure the source datastore using the existing connection details.

Step 1: Select a connection to reuse existing credentials.

existing-source-datastore existing-source-datastore

Note

If you are using existing credentials, you can only edit the details such as Database, Schema, Teams, and Initiate Cataloging.

Step 2: Click on the Test Connection button to verify the existing connection details. If connection details are verified, a success message will be displayed.

test-existing-connection test-existing-connection

Note

Clicking on the Finish button will create the source datastore and bypass the enrichment datastore configuration step.

Tip

It is recommended to click on the Next button, which will take you to the enrichment datastore configuration page.

Add Enrichment Datastore

Once you have successfully tested and verified your source datastore connection, you have the option to add the enrichment datastore (recommended). The enrichment datastore is used to store the analyzed results, including any anomalies and additional metadata in tables. This setup provides full visibility into your data quality, helping you manage and improve it effectively.

Warning

Qualytics does not support the Oracle connector as an enrichment datastore, but you can point to a different enrichment datastore.

Step 1: Whether you have added a source datastore by creating a new datastore connection or using an existing connection, click on the Next button to start adding the Enrichment Datastore.

click-next-datastore click-next-datastore

Step 2: A modal window- Add Enrichment Datastore will appear, providing you with the options to configure an enrichment datastore.

add-enrichment add-enrichment

REF. FIELDS ACTIONS
1️. Prefix Add a prefix name to uniquely identify tables/files when Qualytics writes metadata from the source datastore to your enrichment datastore.
2️. Toggle Button for existing enrichment datastore Toggle ON to link the source datastore to an existing enrichment datastore, or toggle OFF to link it to a brand new enrichment datastore.
3️. Name Give a name for the enrichment datastore.
4️. Toggle Button for using an existing connection Toggle ON to reuse credentials from an existing connection, or toggle OFF to create a new enrichment from scratch.
5️. Connector Select a datastore connector as “PostgreSQL” from the dropdown list.

Option I: Create an Enrichment Datastore with a new Connection

If the toggles for Use an existing enrichment datastore and Use an existing connection are turned off, then this will prompt you to add and configure the enrichment datastore from scratch without using an existing enrichment datastore and its connection details.

Step 1: Add connection details for your selected enrichment datastore connector.

select-enrichment select-enrichment

Note

Qualytics does not support Oracle as an enrichment datastore. Instead, you can select a different enrichment datastore for this purpose. For demonstration purposes, we are using Microsoft SQL Server as the enrichment datastore. You can use any other JDBC or DFS datastore of your choice for the enrichment datastore configuration.

Step 2: Click on the Test Connection button to verify the selected enrichment datastore connection. If the connection is verified, a flash message will indicate that the connection with the datastore* has been successfully verified.

test-datastore test-datastore

Step 3: Click on the Finish button to complete the configuration process.

finish-datastore finish-datastore

When the configuration process is finished, a modal will display a success message indicating that your datastore has been successfully added.

sucess-datastore sucess-datastore

Step 4: Close the Success dialogue and the page will automatically redirect you to the Source Datastore Details page where you can perform data operations on your configured source datastore.

click-datastore click-datastore

Option II: Use an Existing Connection

If the toggle for Use an existing enrichment datastore is turned on, you will be prompted to configure the enrichment datastore using existing connection details.

Step 1: Add a prefix name and select an existing enrichment datastore from the dropdown list.

Note

Qualytics does not support Oracle as an enrichment datastore. Instead, you can select a different enrichment datastore for this purpose. For demonstration purposes, we are using Microsoft SQL Server as the enrichment datastore. You can use any other JDBC or DFS datastore of your choice for the enrichment datastore configuration.

use-enrichment-datastore use-enrichment-datastore

REF. FIELDS ACTIONS
1️. Prefix Add a prefix name to uniquely identify tables/files when Qualytics writes metadata from the source datastore to your enrichment datastore.
2️. Toggle Button for existing enrichment datastore Toggle ON to link the source datastore to an existing enrichment datastore.
3️. Enrichment Datastore Select an enrichment datastore from the dropdown list.

Step 2: After selecting an existing enrichment datastore connection, you will view the following details related to the selected enrichment:

  • Teams: The team associated with managing the enrichment datastore is based on the role of public or private. For example, Marked as Public means that this datastore is accessible to all the users.
  • Host: This is the server address where the Oracle instance is hosted. It is the endpoint used to connect to the Oracle environment.
  • Database: Refers to the specific database within the Oracle environment where the data is stored.
  • Schema: The schema used in the enrichment datastore. The schema is a logical grouping of database objects(tables, views, etc.).Each schema belongs to a single database.

select-enrichment-datastore select-enrichmentdatastore

Step 3: Click on the Finish button to complete the configuration process for the existing enrichment datastore.

click-finish-datastore click-finish-datastore

When the configuration process is finished, a modal will display a success message indicating that your data has been successfully added.

sucess-datastore sucess-datastore

Close the success message and you will be automatically redirected to the Source Datastore Details page where you can perform data operations on your configured source datastore.

new-datastore new-datastore

API Payload Examples

Creating Source a Datastore

This section provides a sample payload for creating a Oracle datastore. Replace the placeholder values with actual data relevant to your setup.

Endpoint (Post): /api/datastores (post)

{
    "name": "your_datastore_name",
    "teams": ["Public"],
    "database": "oracle_database",
    "schema": "oracle_schema",
    "enrich_only": false,
    "trigger_catalog": true,
    "connection": {
        "name": "your_connection_name",
        "type": "oracle",
        "host": "oracle_host",
        "port": "oracle_port",
        "username": "oracle_username",
        "password": "oracle_password",
        "parameters": {
            "sid": "orcl"
        }
    }
}

{
    "name": "your_datastore_name",
    "teams": ["Public"],
    "database": "oracle_database",
    "schema": "oracle_schema",
    "enrich_only": false,
    "trigger_catalog": true,
    "connection_id": "connection-id"
}

Endpoint Details: /api/datastores/{datastore-id}/enrichment/{enrichment-id} (patch)

Last update: September 6, 2024