A practical guide to setting up an IUIE connection for the most common uses within SOIC
Note: the UITS KB page "At IU, how do I download Download and install the Oracle Database 11g Release 2 12c client for 64-bit Windows?Windows at IU" contains some useful data, however this installation is not optimal for most of our users.
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- Verify that existing system and software are 64 bit (if 32 bit, make the obvious adjustments to what follows):
Check PC Info for 64 bit OS
- Check Tableau (Help->About) for 64 bit version
- Check Excel (File->Account->About Excel) for 64 bit version
- Install Oracle Data Access Components (ODAC) – login as admin:
- from \\bl-soic-gemini\software\Oracle\ODAC1120320ODAC122011_x64 or Staff Drop Box\Tableau Repository\Oracle_Install\ODAC1120320ODAC122011_x64 (for 32 bit Excel use ODAC1120320_32bit)
- or from Oracle Download
- run the Oracle Universal Installer by starting the setup application
- in C:\app create folder C:\app\Oracle (should happen automatically using step (e) below)
- in Install Location change Oracle Base from C:\app\<your-username> to C:\app\Oracle
- in Available Product Components deselect Developer Tools for Visual Studio, Samples and Documentation
- Copy configuration files:
- sqlnet.ora, tnsnames.ora from \\bl-soic-gemini\software\Oracle or Staff Drop Box\Tableau Repository\Oracle_Install
- to C:\app\Oracle\product\1112.2.0\client_1\Network\Admin
- Add path and environment variable:
- verify that Oracle client_1 and client_1\bin have been prepended to PATH
- create system environment variable TNS_ADMIN=C:\app\Oracle\product\1112.2.0\client_1\Network\Admin
- Configure ODBC DSN (Control Panel->System and Security->Administrative Tools->ODBC Data Sources (64 bit or 32 bit as appropriate)):
- in System DSN tab, ADD Oracle in OraClient ...
- use DSS1PRD.UITS.INDIANA.EDU as Data Source Name and TNS Service Name
- Have User set their Oracle password: Oracle password (not needed if using an Oracle departmental account)
- from one.iu.edu go to IUIE and login using ADS username & password
- on IUIE home page click Personalize
- In the Administrative Information box, change password for DSS1PRD (note: Oracle password and ADS passphrase requirements make them may be mutually exclusive)
- User may need to request Oracle permissions for the tables to be used
- from IUIE home page do a master catalog search for the table name
- in the Report Object Metadata page fill out the access request fields
Connect Excel to Oracle Database
- Open Excel and select a blank sheet
- Go to the Data tab, then Get Data -> From Other Sources → From ODBC
- ( older Excel) : Go to the Data tab, then Get External Data -> From Other Sources, and select From Data Connection Wizard
- From In the dropdown list of data sources select under From ODBC DSN, then select DSS1PRD.UITS.INDIANA.EDU
- Connect to Oracle using Oracle password as set above
- Choose a table from the list presented. In the future this table will be available through Existing Connections.
- Excel connection files are located in Documents -> My Data Sources. Connection files can be edited directly, for example to add tested SQL queries.
- But note that there are SQL syntax differences - for example CASE - END must be parenthesized (CASE - END) to work from within Excel.
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