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ibi™ Open Data Hub for Mainframe Connectors 1.0.8

# Installing the Open Data Hub for Mainframe ODBC Connector on Windows

The following procedures describe how to install and configure the Open Data Hub for Mainframe ODBC Connector on Windows platforms.

# Installing and Configuring the Open Data Hub for Mainframe ODBC Connector on Windows

The following procedures describe how to install, configure, test, and enable traces for the Open Data Hub ODBC Connector on Windows.

# Install and Configure the Open Data Hub for Mainframe ODBC Connector on Windows

Procedure
1. Exit all programs before continuing.
2. Execute the following executable from the location in which you extracted the software (`IBI_odh-mf-cnct_1.x.x_windows.zip`):

       setup_odbc_client.exe

   Note: If a User Access Control (UAC) security prompt appears, click yes.

   The Choose Setup Language window opens.

3. Select the language to be used during installation and click Next.

   The License Agreement window opens.

4. Read the License Agreement and click Yes to accept the terms.

   If a prior installation was found, the Prior Installs Found: Choose an Action window opens.

   You can choose to upgrade a selected installation or to create a new installation.

   If you choose to create a new installation/configuration, choose between a new installation or adding a configuration. If add configuration is chosen, the software is not installed, but the highlighted entry from the prior screen is used as a base for adding an additional configuration. Choosing a new installation gives a separate complete new installation and initial configuration, but in this instance, and when adding a new configuration, it is appropriate to not use the default installation paths and server name to avoid overwriting a prior installation or configuration location.

5. Click Next.

   The Select Initial Settings dialog box opens, as shown in the following image.

6. You can accept the default values or edit the following settings.
   - Program Folder. By default, this is named ODH 92 ODBC Client.
   - Installation Root. By default, this is C:\. You can browse to or type another location.
   - Customize default directory locations. Select this check box if you want to customize the directory locations. For example, if you are configuring an additional instance of the server, some of the locations, such as EDAHOME and EDACONF, must be customized. One way to customize the directories is to just use a different installation root and keep the default location names under that root.
7. Click Next.

   If you selected this checkbox to customize the default directories, the Select Directories dialog opens, as shown in the following image.

8. Specify the following locations, or accept the default values:
   1. Product installation directory. This contains the executable files. This location is referred to as EDAHOME. It must conform to the pattern:

          C:\ibi\client9x\home

      If you are performing a new installation, accept the default directory, or specify a different directory. The new software will be placed in this directory.

      If you are configuring an additional instance, using your existing software, accept the default EDAHOME directory. If several 9x installation directories exist, select the one that corresponds to the software home directory for which you are configuring a new instance.

   2. Product configuration directory. This contains configuration information for the instance. This location is referred to as EDACONF.

      If you changed the EDAHOME value, the default EDACONF value changes to conform to EDAHOME.

      For example:

          C:\ibi\client9x\cln

      Accept the default value, or click Browse, or type a name to specify a different directory.

9. Click Next.

   The review selected Configuration parameters dialog box opens showing all of the selections you have made, as shown in the following image.

   On the Review Selected Product Parameters dialog box, ensure that the Register ODBC Driver parameter is set to Yes.

10. Click Continue.
11. When the setup is complete, click Finish.

# Add Data Sources on Windows

You can add data sources from the Connector after installation is completed.

Procedure
1. From the Start menu, type ODBC in the search box.
2. Select ODBC Data Sources (64-bit).

   The ODBC Data Source Administrator (64-bit) dialog opens.

3. Select the System DSN tab.
4. From the System DSN tab, click Add, as shown in the following image.

   The Create New Data Source dialog opens, as shown in the following image.

5. Select ODH 92 ODBC Client Driver and click Finish.

   The ibi ODBC Driver Configuration dialog opens, as shown in the following image.

6. Enter the following information:

   Data Source Name. Type a name for the server. The default value is IBISERVE.

   Description. Type a description for the server.

   TCP/IP Server. Type the host name for the Open Data Hub for Mainframe Server. This can be a name on your system, a fully-qualified domain name, or an IPv4 address.

   Port. Type the TCP Port Number. This number is one less than the port number used to connect to the server from a web browser. The default value is 8120, other common values are 8100 and 8116. It must be the port number that the Open Data Hub for Mainframe Server is listening on. Contact your server administrator if you do not know this number.

   Security. Select Explicit to indicate that the user ID and password are explicitly specified for each connection to the Open Data Hub for Mainframe Server at connection time, for authentication. Select Kerberos to indicate that the Kerberos security protocol authenticates the service requests between two or more trusted hosts across an untrusted network.

   User and Password. Optionally, type a user ID and Password to connect to the server. Some ODBC Client tools may use these credentials to connect to the server.

   Note: The ODBC Driver Manager stores credentials in the Windows Registry in plain text, so do not enter a password if your PC is not secured.

7. Optionally, you can test your connection by clicking Test. You should receive a "Connection Succeeded" message. If not, correct your entries and try again.
8. Click OK to save your connection.

Note: You can click Advanced to specify advanced settings for the connection. For more information, see Set Advanced Options for Data Sources.

# Remove Data Sources on Windows

You can remove data sources from the Connector after installation is completed.

Procedure
1. From the Start menu, type ODBC in the search box.
2. Select ODBC Data Sources (64-bit).

   The ODBC Data Source Administrator (64-bit) dialog opens.

3. Select the System DSN tab.
4. From the System DSN tab, select the System data source to which you want to add a data source and click Remove, as shown in the following image.

# Configure Data Sources on Windows

You can configure data sources from the Connector, if you need to change any of the parameters.

Procedure
1. From the Start menu, type ODBC in the search box.
2. Select ODBC Data Sources (64-bit).

   The ODBC Data Source Administrator (64-bit) dialog opens.

3. Select the System DSN tab.
4. From the System DSN tab, select the System data source to which you want to add a data source and click Configure, as shown in the following image.

   The ibi ODBC Driver Configuration dialog opens, as shown in the following image.

5. Make any necessary changes or add new information as needed, and then click OK. For more information, see Add Data Sources on Windows.

# Test the ODBC Driver With Microsoft Excel

If you have Microsoft Excel installed on your Windows PC, you can also test the ODBC Driver using the following procedure.

Procedure
1. Create a text file with a `.dqy` extension. Include your DATASOURCE, USER, and PASS values, in addition to your SQL request, as shown in the following image.

   Note: Replace the SELECT COUNTRY FROM CAR statement with a SELECT statement for a table that exists on your server.
2. Save the file.
3. Double-click the file to run.
4. On the Security Notice dialog, click Enable, as shown in the following image.

5. If the server has security enabled, type the user ID and password to connect and click OK.

   The values from the SQL request display, as shown in the following image.

# Set Advanced Options for Data Sources

The ODBC Connector environment can be configured from the ODBC Administrator on the Advanced panel.

Procedure
1. To access the advanced settings, click Advanced, as shown in the following image.

   The Data source and Global settings options appear, as shown in the following image.

2. In the Data source settings section:
   - Service. Type the Service name of a configured service on your reporting server, which may be the server included in Open Data Hub for Mainframe or an ibi™ WebFOCUS® Reporting Server. When multiple services are configured on your reporting server, you can specify the server to connect to for each DSN.
     Note: Service names are case sensitive.
   - Schemas. From the drop-down menu, select Folders to indicate that the application folder names on the server should be used or select EDADBA to indicate that the name EDADBA should be used.
   - Cluster connection. Select this check box to access data from multiple Open Data Hub for Mainframe Servers combined in clusters using the ODBC or JDBC connection.
   - Cluster Name (optional). Type the name of the cluster on the Open Data Hub for Mainframe Server. In this case, the Data Source Name on the Configuration screen should be a node name of a cluster from the `odin.cfg` CLM to which you are connecting.
   Note: By default, for Microsoft Excel, Microsoft Power BI, and Tableau, the default application folder names on the server are used. For other applications, the name EDADBA is used.
3. In the Global settings section, which applies to all connections, select the Enable tracing checkbox if you want to enable tracing. When enabled, trace files are written to the user's `%TEMP%` directory, as shown in the following image.

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