Technical specification for ERP and BI
- Deploy the packin & jars in ERP.
- Install Metabase with the jar file(upgrade if already installed)
- One time Set-up instructions for each system
- Add system config parameter. KA_EXTERNAL_LOGIN_KEY(System Level) - this is the encryption key(e.g 987654321konnect)
- Logon to Metabase as admin and goto Konnect Server Config
- Enter the ERP URL,Port and subdomain as 'konnectmi'
- Enter the secret key the same as the one in ERP
- Save the settings,
- in Metabase de-activate the access for All-users to the collections and databases
- One time Set-up for each client
- Create Client in ERP, run database settings process.
- Get DB user and password from ERP and create New Database in Metabase
- Run DB SQL in Metabase for the new DB
- Create collection for Client in Metabase under Our Analytics
- Create Group in Metabase for client(note down the group id)
- Change the permissions for this group to access the collection and database created above
- Create Role in ERP for metabase(in client), select access type as metabase
- in the role for field (Days Approval Accumulated) enter the group id of metabase
- Attach the users authorised to access metabase to this role
- Test with Client user
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