Metabase

Configuration Document
 Index
About Metabase 03

Prerequisites 04
How to Configure Metabase 04

How to run Metabase 05

Configure Metabase Users 07

How To Connect Database 09

Version History 12
About Metabase

Metabase is an open source business intelligence tool. It lets you ask

questions about your data, and displays answers in formats that make sense,
whether that's a bar graph or a detailed table.

Your questions can be saved for later, making it easy to come back to them,
or you can group questions into great looking dashboards. Metabase also
makes it easy to share questions and dashboards with the rest of your team.
Prerequisites

Install Jdk 1.8 or above version

Download the same from below URL:
https://www.oracle.com/java/technologies/javase/javase8-archive-downloads.
html

Metabase Documentation and getting started

Please refer below link to learn more about metabase documentation and
getting started

https://www.metabase.com/docs/latest/getting-started.html

How to Configure Metabase

Download Metabase.jar (free version) from following URL:

https://metabase.com/start/jar.html

Extract same into Metabase folder on drive (e.g D:\Metabase)

Verify JDK version

go to a terminal and type( by tying cmd in Run)

java -version

You should see output & confirm.

java version "1.8.0_31"

Java(TM) SE Runtime Environment (build 1.8.0_31-b13)
Java HotSpot(TM) 64-Bit Server VM (build 25.31-b07, mixed mode)
How to run Metabase

Go to the metabase folder and open cmd and type command java
-DMB_JETTY_PORT=3100 -jar metabase.jar

This will start the Metabase application using all of the default settings. You
should see some log entries starting to run in your terminal window showing
you the application progress as it starts up. Once Metabase is fully started
you’ll see a confirmation such as:
At this point you’re ready to run. You can access your new Metabase
application will run on default port 3100 (e.g.http://localhost:3100/)

Start Metabase

Once Metabase is up and running type following URL on browser

.http://localhost:3100/)

You will see below screen as under :

Go ahead and click Let’s get started.

The first thing you’ll need to do is set up an admin account. The account you
create when you first install Metabase is an admin account by default —
handy! If you’ve installed Metabase on a production server, you should be
really careful to remember the password for this account since it will be used
to add other users, connect to databases, set up email, and more. You can
also create additional admin accounts later.

Configure Metabase Users

For now, let’s just create an account for ourselves to explore Metabase. Type
in your info, and when you’re ready to continue, click the Next button.
At this point you are all set and ready to use Metabase.

Welcome Screen
 How To Connect Database
To connect oracle database you need to do the following configuration

● Download the oracle jdbc driver namely (ojdbc8.jar) from Oracle site
compatible to JDK 1.8

● Once successfully downloaded copy the the file and paste inside
d:\Metabase\plugin\ folder

● Create new user to access oracle db as under

● Create user <<metabase>> identified by <<metabase>>;

● Grant select,insert,update,delete on <<schema_name>>.<<table

name>> TO <<metabase>>

● You can continue to give access to other tables which you want to access
in Metabase for reporting purpose.

● Grant create session on <<metabase>>, this command will run through

sys users in oracle db.

1. Restart metabase

2. Go to admin
3. Select Add a database

4. Select Oracle From Dropdown

(Note - For Oracle, make sure you put odbc8.jar inside \metabase\plugin folder )

5. Fill Database details

● Hostname <<158.345.35.12>>

● Port <<1521>>

● SID <<wforcl>>

● Username <<metabase>>

● Password <metabase>
Loading..

Now database is connected

Note: To learn more about Metabase and explore the refer
metabase documentation mentioned above.

Metabase Dashboard/Use cases

Some of the configured Dashboards

Holding Dashboard
Group Exposure/Industry Exposure/Rating Exposure

Version History
Sr No Date Author Reviewer Summary Of Change

1.0 23 Oct 2020 Mayur Beldar P.G.Acharya Metabase

installation document