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MongoDB Connection Wizard

This wizard appears when you select MongoDB and click OK in the New Data Source dialog, or in the Catalog Manager, right-click a data source and select New MongoDB Connection from the shortcut menu, or right-click an existing MongoDB connection and select Edit Connection from the shortcut menu. It helps you to set up MongoDB connections to get data from MongoDB databases, and consists of the following screens:

• MongoDB Connection Information
• Connection Options
• Add Database
• Collection Filter
• Add Schema
• Add Table

Back

Goes back to the previous screen.

Next

Goes to the next screen.

Finish

Finishes confirming to transform MongoDB collections to relational schemas.

Cancel

Does not retain any changes and closes this wizard.

Help

Displays the help document about this feature.

MongoDB Connection Information

Specifies in which way to connect to the MongoDB server. The connecting way cannot be changed when editing an existing MongoDB connection.

Information

Connects to the MongoDB server by host and port.

• Host
  Specifies the host used to connect to the MongoDB server.
• Port
  Specifies the port number used to connect to the MongoDB server.
• User
  Specifies the user ID used to connect to the MongoDB server.
• Password
  Specifies the password of the user used to connect to the MongoDB server.

URI

Connects to the MongoDB server by URI.

Connection Options

Specifies conditional replica set members and options for the MongoDB connection. This screen is available when you have specified to connect to the MongoDB server by host and port.

Replica Set Members

Lists all the replica set members of the MongoDB connection.

• Host
  Specifies the URI of the replica set members for the MongoDB connection.
• Port
  Specifies the port number of the members.
• 
  Adds a new replica set member.
• 
  Removes the selected replica set member.
• Options
  Specifies the options of the MongoDB server.

Add Database

Adds the databases you can access to the MongoDB connection. This screen is displayed when you have specified to connect to the MongoDB server by host and port but when you haven't the privilege to access all the databases in the MongoDB data source.

Add Database

Lists the databases you can access in the MongoDB data source.

• Database Name
  Specifies the names of the databases you can access in the MongoDB data source.
• 
  Adds a new database you can access.
• 
  Removes the selected database.

Collection Filter

Specifies filter condition for the collections in the MongoDB database.

Collections

Lists all available collections in the MongoDB database.

Filter

Specifies the filter condition for each collection to get the required collection structure, otherwise the first ten data records will be used to parse metadata.

• $match
  Filters the documents to pass only the documents that match the specified conditions to the next pipeline stage. For the definition of $match, refer to https://docs.mongodb.com/manual/reference/operator/aggregation/match/#pipe._S_match.

Apply the Filter to Run Reports

Specifies whether to apply the filter conditions to reports created based on the collections at runtime.

Add Schema

Adds the collections you want to transform to relational schemas. This screen is not available when you edit an existing MongoDB connection.

Collections

Lists the collections in the database for you to select.

Added Schemas

Lists the schemas transformed from the selected collections.

Adds the selected collections you want to transform to relational schemas.

Removes the selected schemas from the Added Schema box.

Add Table

Adds tables that are transformed from the relational schemas to the connection. This screen is not available when you edit an existing MongoDB connection.

Tables

Lists the tables transformed from the relational schemas.

Added Tables

Lists the tables that you have added.

Adds the selected tables.

Removes the selected tables from the Added Tables box.

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