Docs Home → MongoDB Connector for BI
On this page
- Prerequisites
- Procedure
The following steps describe how to create a system Data Source Name [DSN] for the BI Connector's mongosqld
process. A DSN is a saved configuration which describes a database connection to be used by an
ODBC driver. Once the DSN is created for the BI Connector, you can configure a wide range of SQL clients and BI tools to use the DSN and import data from MongoDB.
Prerequisites
Before creating a DSN, you should:
Procedure
On this page
- Prerequisites
- Procedure
Docs Home → MongoDB Connector for BI
Estimated Time to Complete: ~15 minutes
This guide provides step-by-step instructions to quickly set up the required components for the BI Connector on your local system using a ODBC driver.
This guide is recommended for users who would like to experiment with the BI Connector or create a local environment for development or testing on Microsoft Windows.
In this tutorial you will:
Start a local MongoDB mongod process
Start a local BI Connector mongosqld process
Install the ODBC driver and create a data source name [DSN]
Connect with a BI tool of your choice
MongoDB installed on your local system. Download the latest production release of MongoDB from the MongoDB Download Center and install it. For detailed instructions, see Install MongoDB.
MongoDB Connector for BI installed on your local system. Download the latest production release of BI Connector from the MongoDB Download Center and install it. For detailed installation instructions, see Install BI Connector On Premises.
The MongoDB BI Connector ODBC Driver installed on your local system.
Visual C++ Redistributable for Visual Studio 2015
A BI tool of your choice, such as Power BI or Qlik Sense.
If mongod is not already running on your local system, start it from the command line in the MongoDB program directory. You can create the default data directory at C:\data\db
or specify a different directory with the
--dbpath
option.
"C:\Program Files\MongoDB\Server\3.6\bin\mongod.exe"
Make sure your MongoDB instance has at least one collection with some data for testing purposes. A sample dataset with United States ZIP code information [3.2 MB] is available at media.mongodb.org/zips.json.
Note
To save the ZIP code dataset directly to disk, right click
on the link and select "Save Link As..."
This tutorial assumes that the saved file is in the directory C:\data
.
Import the dataset into MongoDB. The following command imports the zips.json
file into a collection named zips
in a database named test
:
"C:\Program Files\MongoDB\Server\3.6\bin\mongoimport.exe" --db test --collection zips --file "C:\data\zips.json"
See the MongoDB manual for help with mongoimport, the mongo shell program, and CRUD operations.
Start a mongosqld
process from the command line in the BI
Connector program directory.
"C:\Program Files\MongoDB\Connector for BI\2.3\bin\mongosqld.exe"
With no command line options, mongosqld
generates a schema from all the user-accessible collections in your MongoDB instance. For more information about specifying database namespaces for BI Connector to work with, see the mongosqld
reference page.
If mongosqld
starts correctly, the last line of on-screen output
declares the namespaces it has found for its schema. For example, the following output indicates that mongosqld
started correctly and sampled the zips
namespace.
[schemaDiscovery] mapped schema for 1 namespaces: "test" [1]: ["zips"]
Create a System DSN by following instructions in the tutorial. For the purposes of this local test installation you can leave the
User, Password and Authentication fields blank, because mongosqld
is running without the --auth
option.
When you press the Test button you should see the Connection Successful result.