Reports Help

Uploading Data from Local Relational Databases

If you have any applications that stores data in any relational databases like MS Access, MySQL, SQL Server, Sybase, PostgreSQL, Oracle, SQLite, DB2, DB2 AS/400, SQLite, FireBird or any JDBC driver supported database, then you can use Upload Tool to pull data from your databases and upload the same into SkyDesk Reports.

In this section, we will discuss about how to upload data from your local databases into SkyDesk Reports. You can also read about how to configure the Upload tool to periodically upload/synchronize the data from your databases into SkyDesk Reports.

Prerequisite

Downloading Upload Tool

SkyDesk Reports Upload Tool can be downloaded from the link below.

https://skydesk.jp/reports/help/import-upload-data-into-SkyDesk-reports/upload-tool/download-and-setup.html#download-tool

Installing and Configuring

You learn more on installing the upload tool and configuring the common parameters (like proxy settings etc.,) for the tool from the links given below:

https://skydesk.jp/reports/help/import-upload-data-into-SkyDesk-reports/upload-tool/download-and-setup.html#install

Connect and Upload data from Local Relational Database

To upload data from local (in-house) relational databases your need to specify your local database connection settings in the configuration file database_connection_params.conf as described below.

Specify Local Database Connection Settings

You need to specify the connection settings about your in-house database behind firewall in this file. The following screenshot illustrates a typical database_connection_params.conf.

The example in the following screenshot illustrates the connection settings for a MySQL database.

The following are the parameters that are to be given in database_connection_params.conf file:

DBTYPE Specify your local database type. e.g: MySQL, SQL Server, Oracle, Sybase etc.,. (Refer to the next section which contains the list of possible values)
HOSTNAME Host name of your computer in which the database is running, i.e., the name of the computer where your database is running.
PORT The port number used by the database server. (Refer to the next section to know the default port number for different databases).
USERNAME Your local database login name.
PASSWORSD Password for accessing your local database.
DBNAME Your local database name from which the data is to be uploaded.
MDBFILENAME In case you are going to upload data from MS Access database, then specify the complete path of MS Access database file name which contains the data.
e.g., MDBFILENAME=C:MSACCESSmdbfiles est.mdb.
SQLITEFILENAME In case you are going to upload data from SQLite database, then specify the complete path of SQLite database file name which contains the data.
e.g., SQLITEFILENAME=C:SQLITEsqlitefilesSales-Database.db
FIREBIRDFILENAME In case you are going to upload data from Firebird database, then specify the complete path of Firebird database file name which contains the data.
e.g., FIREBIRDFILENAME=C:FIREBIRD irebirdfilesmydb.fdb

Once you have configured the above setting, you need to provide the SQL SELECT queries that are to be executed in your local database to fetch data and upload the same into SkyDesk Reports. To learn about how to specify these queries and executing the upload tool click here.

Default Settings for Different Databases

The following table captures the default connection settings that can be specified in the database_connections_params.conf for different database vendor type. If you are not using the default port provided by the database, then you need to specify the corresponding port for connecting. In case you are using a database which is not listed in this table and it supports JDBC (Java Database Connectivity) driver connectivity, then you could configure the Upload tool for the same as said in the Connecting to the JDBC Driver Supported Databases section.

Database DBTYPE PORT (default) FILE NAME
MySQL mysql 3306 -
Oracle oracle 1521 -
SQL Server sqlserver 1433 -
Sybase sybase 5000 -
PostgreSQL postgresql 5432 -
DB2 db2 50000 -
DB2-AS/400 db2as400 50000 -
MS Access msaccess - Specify the full path of the database from which you want to upload data in the MDBFILENAME parameter.
Example:

C:MSACCESSmdbfilesSales-Database.mdb
MS Access 2010 msaccess Content Column 2 Specify the full path of the database from which you want to upload data in the MDBFILENAME parameter.
Example:

C:MSACCESSmdbfilesSales-Database.accdb
SQLite sqlite Content Column 2 Specify the full path of the database from which you want to upload data in the SQLITEFILENAME parameter.
Example:
C:SQLITEsqlitefilesSales-Database.db
Firebird firebird 3050 Specify the full path of the database from which you want to upload data in the FIREBIRDFILENAME parameter.
Example:
C:FIREBIRD irebirdfilesmydb.fdb

Setting up JDBC Driver for MySQL

If you plan to use the Upload tool to fetch data from your local MySQL databases and upload it into SkyDesk Reports, then you need to setup the MySQL JDBC driver for the tool to work. For all other supported databases the corresponding JDBC drivers are bundled along with the tool, by default.

The following are the steps to setup the MySQL JDBC driver:

Once the JDBC driver is set, you can connect the Upload tool to any local MySQL database to fetch the required records and upload the same into SkyDesk Reports.

MS Access File path

In case you are going to upload data from MS Access, you need to specify the complete path of the MS Access database file which contains the data, for the parameter MDBFILENAME
e.g.,: MDBFILENAME=C:MSACCESSmdbfilesSales.mdb. No other parameter is required for MS Access database

Using SQL Server Windows Authentication

The Windows Authentication can also be used to connect to your local SQL Server database. To do this, you need to provide the database name followed by the Windows domain name separated by semi-colon ( ; ) for the parameter DBNAME in the database_connections_params.conf file.

Syntax

DBNAME=<your_database_name>;domain=<your_domain_name>

<your_database_name> - This is the database name in SQL Server to connect

<your_domain_name> - The Windows domain name that you use.

Example: DBNAME=sqlserverdbname;domain=workgroup

Connecting to the JDBC Driver Supported Databases

Apart from the default databases listed above, any database which supports JDBC (Java Database Connectivity) driver can also be connected using SkyDesk Reports Upload Tool. You could connect the databases using Upload Tool by simply providing the JDBC Driver Class and JDBC URL.

The following is the list of commonly used databases which can be connected through the Upload Tool using JDBC Driver. You can also connect to other database supporting JDBC driver using the method specified here.

Database DBTYPE Driver Class Name Connection URL PORT (default)
Teradata teradata com.teradata.jdbc.TeraDriver jdbc:teradata://<host>
[/ParameterName=Value,
ParameterName=Value,.....]
1025
Informix informix com.informix.jdbc.IfxDriver jdbc:informix-sqli://<host>
:<port>/<dbname>
:informixserver=<dbservername>
1533
HP Vertica hpvertica com.vertica.jdbc.Driver jdbc:vertica://
<host>:<port>/<dbname>
5433
Ingres ingres com.ingres.jdbc.IngresDriver jdbc:ingres://
<host>:<port>/<dbname>
>21071
Greenplum greenplum org.postgresql.Driver jdbc:postgresql://
<host>:<port>/<dbname>
5342
SQL Anywhere sqlanywhere com.sybase.jdbc4.jdbc.SybDriver jdbc:sybase:Tds:
<host>:<port>?ServiceName=<dbname>
2638
Derby derby org.apache.derby.jdbc.ClientDriver jdbc:derby:net://
<host>:<port>/<dbname>
1527
H2 h2 org.h2.Driver jdbc:h2:tcp://
<host>/<dbname>
9092
Cache cache com.intersys.jdbc.CacheDriver jdbc:Cache://
<host>:<port>/<namespace>
1972
Progress Openedge progressopenedge com.ddtek.jdbc.openedge.OpenEdgeDriver jdbc:datadirect:openedge://
<host>;databaseName=<dbname>
9092
Cubrid cubrid cubrid.jdbc.driver.CUBRIDDriver jdbc:cubrid:<host>:<port>:<dbname>::: 33000
Mimer SQL mimersql com.mimer.jdbc.Driver jdbc:mimer:[//[username[:password]
@]host[:port]] [/dbname]
1360
HSQLDB hsqldb org.hsqldb.jdbcDriver jdbc:hsqldb:hsql://<host>:<port>/<alias> 9001
Mckoi mckoi com.mckoi.JDBCDriver jdbc:mckoi://host:port/schema/ 9157
FileMaker Pro filemakerpro com.filemaker.jdbc.Driver jdbc:filemaker://<host>/<dbname> 2399

The following are the steps to connect the database using JDBC Driver:

  • Copy the related JDBC driver(JDBC jar file) of the database into the <UploadTool_Home>/lib directory. You need to download the corresponding JDBC driver provided by the database vendor. Refer to the vendor's database documentation for details.
  • Open the <UploadTool_Home>/conf/database_connection_params.conf file and configure the following parameters:
DBTYPE Specify your database name in this field (Eg., teradata or informix or vertica or greenplum etc.,)
DRIVERCLASSNAME Specify the JDBC driver class name of the database (refer to the table above)
CONNECTIONURL Specify database URL with or without username and password to establish connection with the local database (refer to the table above)
USERNAME Specify the USERNAME to access the database. This is not required if you have specified the authentication details in CONNECTIONURL itself.
PASSWORD Specify the PASSWORD to access the database. This is not required if you have specified the authentication details in CONNECTIONURL itself.

The following screenshot illustrates the connection settings for Teredata database. 

Once you have configured the above setting, you need to provide the SQL SELECT queries that are to be executed in your local database to fetch data and upload the same into SkyDesk Reports. To learn about how to specify these queries and executing the upload tool click here.

Specify Queries to be Executed on Relational databases

The database_sql_queries.xml file contains all the settings related to the SQL SELECT Queries that are to be executed in the database for fetching the required data, along with settings about the SkyDesk Reports workspace and table names into which the data is to be uploaded. To fetch data from your relational databases, you need to specify SQL SELECT query.  These queries will be executed by the upload tool in your local database to fetch the necessary records and upload the same into SkyDesk Reports according to the settings provided.

You can provide any number of SQL SELECT queries to execute. Each query is to be provided in a <Query> <Query> XML element. Multiple queries can be grouped within the <Queries> <Queries> element.

The following screenshot illustrates a sample SQL SELECT queries in the database_sql_queries.xml file.

The above example queries will fetch data from two tables and import the same into SkyDesk Reports workspace MyDB. Data from the dbtable1 will be appended into mytable1 in SkyDesk Reports. And data from dbtable2 , where the employee number is less than 1000, will be added into mytable2 after deleting the existing data.

The following is the SQL SELECT query format to be followed to fetch data from your relational database.

<Query dbname="skydesk_reports_dbname" tablename="skydesk_reports_tablename" importtype=" APPEND / TRUNCATEADD / UPDATEADD" matchingcols="matching_cols_for_updateadd" selectcols="columns_to_import_from_csv" skiptop="number_of_rows_to_be_skipped">sql_query_ to_be_executed</Query>

As part of the <Query> node, you also need the provide details about the SkyDesk Reports workspace into which the data that is fetched from executing the query is to be uploaded. The following table explains all the parameters to be provided as part of the <Query> node.

Parameter Description
dbname The SkyDesk Reports workspace name into which the data is to be uploaded after executing the SQL Query.
Note:
Ensure that the database is already available in SkyDesk Reports account. If it does not exist create the database before executing this upload to avoid failure.
tablename The SkyDesk Reports table name into which the data is to be uploaded after executing the SQL Query.
Ensure that the specified table with similar column structure is already created in the SkyDesk Reports workspace.
In case the table does not exist, then you can set the Upload Tool to create the table and then upload the data into this table using the SKYDESK_CREATE_TABLE parameter available in the common_params.conf file. Refer to the Configure Import Settings section to know more about the SKYDESK_CREATE_TABLE parameter.
importtype Set one of the following as Import Type.
  • APPEND - appends the data to the end of the table.
  • UPDATEADD - updates existing data records and appends new data records. For this you need to configure SKYDESK_MATCHING_COLUMNS in common_params.conf in the conf directory.
  • TRUNCATEADD - Deletes the existing data and adds new data.
matchingcols This is applicable only when the importtype is set to UPDATEADD.
Specify column ( or a combination of columns) whose value will uniquely identify each record in that table. If the record already exists in the table then it will be replaced with the new values in the data being uploaded. Otherwise the data will be added at the end of the table.
selectedcols The column names separated by comma. Only these columns are uploaded from the resultant query data into the online database.
Leave this as "" (empty) if you want all the columns to be uploaded.
skiptop The number of rows to be skipped from the top in the resultant query data before being uploaded.
Leave this as "" (empty) if you want all the rows from the resultant query data to be uploaded.
sql_query Specify the SQL SELECT query to be executed in the local database for fetching the necessary data.
Please note that the '<' symbol in the criteria should be replaced with &lt; and '>' symbol in the criteria should be replaced with &gt;
Example: select * from employee where age &gt; 25
This query fetches all the record from the employee table whose age is greater than 25

Configure Import Settings

The configuration file common_params.conf in /conf directory provides parameters that Upload Tool uses while uploading data. These import settings help SkyDesk Reports properly understand the data being imported.

The following table lists the import parameters that can be configured in the common_params.conf file for uploading data from your local database.

Note: You will not find all the below given parameters present in the configuration file (except mandatory ones). In case you do not find them, add them into the file and provide the required value as specified below.

Parameter Possible Values Description
SKYDESK_CREATE_TABLE
  • True
  • False

Optional
This parameter specifies whether to create the table or throw error, if the specified table does not exist in the database.

  • True - New table will be created in the specified database with the said name and then the data will be imported. If the table already exists in the database, then the data will be imported into it.
  • False - The data will be imported into the specified table. If the table does not exist in the specified database then it throws an error.

Default value is false.

LINES_TO_SEND  

Optional
Upload Tool splits the data into batches for uploading. This parameter specifies the number of row for each batch.
Default value is 5000.

SKYDESK_THOUSAND_SEPARATOR
  • 0
  • 1
  • 2
  • 3

Optional
This parameter specifies the thousand separator for the numeric data.
The following is the list of parameter values and the corresponding thousand separator.

  • 0 - COMMA
  • 1 - DOT
  • 2 - SPACE
  • 3 - SINGLE QUOTE

Default is 0.

SKYDESK_DECIMAL_SEPARATOR
  • 0
  • 1

Optional
This parameter specifies the decimal separator for the numeric data.

The following is the list of parameter values and the corresponding decimal separator.

  • 0 - DOT
  • 1 - COMMA

Default value is 0.

SET_EMPTY_FORNULL
  • True
  • False
This parameter is used to specify whether empty value or null should be added in SkyDesk Reports table when the uploaded database contains null value.
  • True -The null values in the local database server will be added as empty values in SkyDesk Reports table.
  • False - The null values in the local database server will be added as null in SkyDesk Reports table.

Default value is false.
SKYDESK_CANOVERRIDE
  • True
  • False

Optional
In case another import is triggered when this import is in process you can use this parameter to specify whether the new import can override this import.

  • True - The tool will stop the current import process and overwrite the table with new import.
  • False - The tool will not disturb the current import process and will cancel the new import request.

Default value is false.

SKYDESK_ON_IMPORT_ERROR
  • ABORT
  • SKIPROW
  • SETCOLUMNEMPTY

This parameter controls the action to be taken in case there is an error during import.

  • ABORT - In case of any error, the import will be aborted.
  • SKIPROW - In case of any error, the specific row(s) in which error occurred will be skipped and then continue importing the rest of the data.
  • SETCOLUMNEMPTY -. In case of any error, the value of the specific cell(s) in which error occurred will be set to empty and then continue importing the rest of the data.

Default value is SETCOLUMNEMPTY

ON_ERROR
  • 0
  • 1
Optional
This parameter is used to execute the next query, if the current query executed or upload is failed.
  • 0- Tool will abort if any error occur
  • 1- Next query will get executed and upload

Default value is 0

SKYDESK_TRUNCATE_COLNAMES
  • TRUE
  • FALSE
Optional
In case the column names exceeds 100 character, then you can use this parameter to specify whether to truncate the column names to 100 character or to abort the upload.
  • TRUE- Tool will truncate the column names to 100 character
  • FALSE- Tool will abort

Default value is FALSE

 

Executing the Upload Tool

Once you have configured the parameters related to the SQL SELECT Queries and Import setting, you can run the UploadFromDB.bat/UploadFromDB.sh file with the required parameters as explained in the following sections to perform the upload. After successful execution, the data will get uploaded to the specified table in SkyDesk Reports workspace. The last upload details will be logged in the <UploadTool_Home>/logs/tool0.log files. The error details will be logged in the <UploadTool_Home>/logs/error0.log file.

Note

      In case there is any failure in executing any of the given SQL Query, then the upload tool will abort the execution of that query and the ones that follow. Whatever queries that had been successfully executed and uploaded into SkyDesk Reports till then will not be rolled back.

Uploading Data Using AuthToken(recommended option to avoid exposing your password)

In case you do not want to expose your SkyDesk Account password, then you can use AuthToken to upload data.

UploadFromDB.bat <skydesk_login_email_address> -A <authtoken>

 

  • User Email Address (skydesk_login_email_address):
Your SkyDesk Reports account login E-mail ID.
  • AuthToken:
Authentication Token to authenticate access your SkyDesk
Reports Account.

Follow the steps given below to generate a AuthToken:

    1. Login to your SkyDesk Reports account.
    2. Navigate to the below URL in a new tab. https://accounts.skydesk.jp/apiauthtoken/create?SCOPE=SkyDeskReports/reportsapi
    3. AuthToken for your account will be generated, as given below (the value for the parameter AUTHTOKEN in the response given below, is the acutal AuthToken for your account.

      #Wed Feb 29 03:07:33 PST 2012
      AUTHTOKEN=bad18eba1ff45jk7858b8ae88a77fa30
      RESULT=TRUE

Note

    Authenticating the user to upload data using AuthToken is supported only in the latest versions (released on June 17th 2013 or after). It is strongly recommended to use latest Upload Tool. To download the latest version of the Upload Tool, click here.

To know about all supported parameters and the value to be specified, click here

Uploading Data Using Login Email ID and Password

You can also use login email address and password to authenticate for uploading data as given below.

UploadFromDB.bat <skydesk_login_email_address> <SkyDeskpassword>
  • User Email Address (skydesk_login_email_address):
Your SkyDesk Reports account login E-mail ID.
  • SkyDesk Password (skydesk_password):
Your SkyDesk Reports account password.

Important Note:

  • If you have enabled Tow Factor Authentication(TFA) for your SkyDesk Account, then the above method of specifying Email Address and Password will not work. You need to disable TFA to use your SkyDesk password in Upload Tool.
  • If you are executing multiple instances/installation of Upload Tool to upload data, then it is recommended to authenticate using AuthToken.
  • It is strongly recommended to use AuthToken in the Upload Tool by specifying -A <authtoken> instead of specifying <password> as mentioned in the above section.

To know about all supported parameters and the value to be specified, click here.

Uploading Data by Shared Users

In case the data is been uploaded by a shared user, then it is mandatory to specify the database owner (or database administrator) in the command line as given below.

UploadFromDB.bat <skydesk_login_email_address> -A <authtoken> -D <database_owner_login_e-mail_address>"

  • User Email Address (skydesk_login_email_address):

Shared users SkyDesk Reports Login E-mail ID.

  • AuthToken:

Shared users' AuthToke. To know how to generate an AuthToken,
refer here. You can also authenticate using SkyDesk Reports
account password.

  • Database Owner Login E-mail ID (database_owner_login_e-mail_address):

SkyDesk Reports Login E-mail ID of the database owner (or database administrator).

To know about all supported parameters and the value to be specified, click here.

Note on Specifying Authentication Details:

  • You can also specify the authentication details such as SkyDesk Reports Login email id, AuthToken and Database owner login e-mail address in the common_params.conf file (as values for the parameters USER_EMAIL_ADDRESS, AUTHTOKEN and DBOWNER_EMAIL_ADDRESS respectively). To know more on this, click here.
  • Specifying the details in the common_params.conf file reduces the tedious process of repeating these details every time in your command line arguments.
  • In case you specify these values in the command line apart from specifying in the common_params.conf file, then the values provided in the command line will take precedence.

The following table describes in detail the parameters to be given as arguments when running the UploadFromDB.bat/sh file:

Parameter Name Description
User Email Address (skydesk_login_email_address) Your SkyDesk Reports account login E-mail ID.
AuthToken AuthToken is a permanent token to authenticate a user to access his/her SkyDesk Reports account. Click here to know how to generate AuthToken.
Password (skydeskreports_password) Password for accessing your SkyDesk Reports account.
Database Owner Email Address (database_owner_login_e-mail_address) In case of uploading data in shared database, specify the database owner (or database administrator) login E-mail ID.

Setting up Periodic Upload / Synchronization

Using Upload Tool you can periodically schedule uploading data from your local database. With this mechanism, you can have the latest data from your application synced into SkyDesk Reports, and the reports that you create over this data stay current.

You can setup a periodic schedule for both the CSV Console mode utility as well as the Database Upload utility using the Operating System Scheduler feature as explained below.

Setting up Schedule in Windows Operating System

  • Click Start -> Settings -> Control Panel ->Scheduled Tasks.
  • Click Add Scheduled Task. The "Schedule Task" wizard will open.
  • Click Action > Create Task to open the Create Task dialog.
  • Open Action tab and then click New.
  • Click Browse button and select the upload tool command line batch file UploadFromDB.bat in the Program/Script field. Ensure that you have provided the necessary settings in the Upload tool configuration files.
  • In the Add Argument field enter the following command line arguments.
UploadFromDB.bat <skydesk_login_email_address> -A <authtoken>

Example

UploadFromDB.bat eduardo@zillum.com bad18eba1ff45jk7858b8ae88a77fa30

  • Specify the time of schedule in the Start in field.
  • Click OK to save the task.

Setting up Schedule in Linux or Mac Operating System:

  • In Linux, you can use the crontab command for scheduling the migration process using the command line script UploadFromDB.sh
  • Ensure you have provided the necessary setting in the Upload tool configuration files.

Points to consider, while scheduling periodic upload using Command line mode:

  • It is the users responsibility to ensure that the latest data is uploaded into SkyDesk Reports by setting the schedule interval accordingly . Also ensure that you have provided the appropriate SQL Select query to pull the data.
  • In case you have deleted few records in the tables in your local database being uploaded, the only option to remove these records from SkyDesk Reports workspace is to set the Import Type as TRUNCATEADD. This will delete all the records in the corresponding table in SkyDesk Reports and then add the data newly fetched records from the local database into SkyDesk Reports.
  • In case you have modified few records in the tables in your local database being uploaded, then to get this modified in SkyDesk Reports workspace set the Import Type as UPDATEADD and specify the matching columns. The Upload Tool will compare the records in the corresponding table in SkyDesk Reports with the data being uploaded from your local database table based on the matching columns. If the record already exists in the SkyDesk Reports table then it will be replaced with the new values available from the local database. If not, it will be added as new records in SkyDesk Reports.

Viewing the Data Online

To view the data that you have uploaded:

  • Login to http://reports.skydesk.jp
  • Click on the corresponding Database name under My Databases.
  • Click on the corresponding table at the Left to open the table and view the uploaded data.

FAQ and Troubleshooting Tips

Frequently Asked Questions

1. How to increase / decrease the batch size for upload?

2. Can I allow the shared user to upload the data into my table?

3. Can I use my Windows authentication to connect to SQL Server database and fetch records to upload into SkyDesk Reports?

4. Can Upload tool be used to upload data from remotely hosted databases (SQL Server, Oracle, MySQL, Sybase, PostgreSQL, DB2 and DB2-AS/400) into SkyDesk Reports?

5. How to connect to a database in a particular SQL Server Instance and upload the data into SkyDesk Reports Online Workspace?

6. Is it possible to fetch data from multiple database using Upload Tool?

7. Is it mandatory to follow similar column names in SkyDesk Reports table as available in my local database?

8. How to upload data with different date format from the in-house/local databases into SkyDesk Reports?

Troubleshooting Tips

Problem 1: I get "The host did not accept the connection within timeout of 15000 ms" while trying to upload data using Upload Tool. How to solve it?

Problem 2: I get an error message as ‘out of memory’ while trying to upload the file. How can I solve this error?

Problem 3: I get "Error!!! Sorry, you cannot upload files that exceed 50MB in size" while uploading data using Upload Tool. How to overcome this?

Problem 4: I get an error message as "Another import is in progress in this table started by the user 'User name' at 'time of import'." How to overcome this?

Problem 5: I get a message as "SKYDESK_MATCHING_COLUMNS is not present in the request parameters list". How to solve it?

Problem 6: I get "Error!!! Column "Column_Name" is present in match columns but not in selected columns" while uploading data. How to overcome this?

Problem 7: I get an error message as "Maximum Concurrent User Tickets Limit Exceeded". How to solve this?

Problem 8: I get "Could not Find File '(unknown)' error while trying to import data from MSACCESS 2007 to SkyDesk Reports. How to overcome this?

Problem 9: While uploading data from MySQL database, I got the error "Value '0000-00-00' cannot be represented as java.sql.Date". How can I overcome this error?

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