Xtraction Configuration - Database and User Setup

Version 22

    Xtraction Database and User Setup

     

    To make the reports in Xtraction Application, you need Xtraction Database and target database (e.g. Service Desk, LDMS). Below you will find how to create and configure properly Xtraction database and users to connect to Xtraction and target database(s).

     

    Pic.1. Diagram showing the Xtraction application using Xtraction and target Application database and the users to connect to each database

     

    Xtraction database setup

     

    Before installing the Xtraction application, manually create an empty Xtraction database to store the Xtraction data. You will also need two user accounts to access Xtraction and target database.

     

    The first account needs read-only access to the target application database(s) on which Xtraction reports (this usually is not the Xtraction database itself).

     

    Once you create Xtraction database, you will need second account with rights to create tables in the Xtraction database. After installing Xtraction, you’ll run the Xtraction Settings application for the first time. The Xtraction Settings application will use this account to create the required tables in the Xtraction database. This user should have db_owner, db_datareader, and db_datawriter rights.

     

     

    Note: If the accounts in steps 1 and 3 of the following procedure both use Windows authentication, they MUST be the same account.

     

    1. Manually create a user account, or ascertain if a suitable account already exists, with read-only permissions to the target database(s). The username(s) can be any valid name, but Ivanti recommends using “Xtraction_RO” for consistency. If this account uses Windows authentication, be sure to include the domain name (e.g. MYDOMAIN\myuser).

     

    For MS SQL, it should be sufficient to grant db_data_reader access.

     

    2. Manually create the Xtraction database on an MS SQL server to store the Xtraction data. The database name can be any valid name, but Ivanti recommends using “Xtraction” for consistency.

     

    3. Manually create a user account to enable Xtraction to connect to the Xtraction database with read, write, and owner permissions. The username can be any valid name, but Ivanti recommends using “Xtraction” for consistency.  If the account uses Windows authentication, be sure to also include the domain name (e.g. MYDOMAIN\myuser).

     

    For MS SQL, it should be sufficient to grant db_owner, db_datareader, and db_datawriter access once the tables are created.

     

    If you would like to report on the Xtraction database as well (Xtraction_RO user connection to Xtraction database as on the diagram from Pic.1.), please create another account (user) with db_datareader privileges on SQL server holding Xtraction database or map already existing account with read-only access to Xtraction database (in case where your Xtraction and target database are placed on one server, you just need create one Xtracion_RO user and map it to the Xtraction database and to the target database e.g. Service Desk).

     

    I created two Xtraction_RO users as I have two SQL Servers - one user on the server holding Xtraction database and the other user on the server holding Service Desk databases.

     

     

    Xtraction_RO_SQL-LDSD.png

    Pic.2. Xtraction_RO user created on SQL Server holding Service Desk databases - with db_datareader privileges

     

    Xtraction_RO-LDSD-Xtr.png

    Pic.3. Xtraction_RO user created on SQL Server holding Xtraction database - with db_datareader privileges

     

    Xtraction-LDSD_Xtr.png

    Pic.4. Xtraction user created on SQL Server holding Xtraction database - with db_owner, db_datareader, and db_datawriter privileges

     

    Xtraction Settings Application Configuration

     

    To configure Xtraction Application to connect to Xtraction database, run XtractionSettings.exe application. Type Xtraction Settings in Start Menu of Windows Server or you can also go to C:\Program Files (x86)\Xtraction Software\Xtraction\Tools and double-click XtractionSettings.exe application. The below window will be shown:

     

     

    Snap 2017-03-16 at 00.03.52.png

    Pic.5. Open Xtraction settings

     

    Xtraction Settings.png

    Pic.6. Use Create/Update button to configure the connection between Xtraction Application and Xtraction Database. After installing Xtraction, you’ll run the Xtraction Settings application for the first time. The Xtraction Settings application will use this account to create the required tables in the Xtraction database.

     

    Xtraction Settings - Xtraction Database Connection Setup.png

    Pic.7. Xtraction Database connection setup - Xtraction User

     

    Data Model

     

    Xtraction is made up of a number of components, the two main ones being a web-accessible front end and the Xtraction server application. You can create dashboards with information from one or more of your organization’s application databases. Each database is referred to as a data source within Xtraction. A basic representation of this infrastructure is illustrated below:

     

     

    Pic.8. Xtraction - overview

     

    The data sources accessed by Xtraction are defined in a DataModel.dat file, which is constructed and maintained with the Data Model Editor tool provided by Ivanti Software.

     

    Data Model Configuration

     

    Before running Xtraction, configure the data model selected earlier for your environment by using the Xtraction Data Model Editor application that was installed with Xtraction. There are a number of settings you need to change to get the data model up and running.

    In a default installation, the Datamodel.dat file is located at C:\Program Files\Xtraction Software\Xtraction\Data\Configuration\.

     

     

    Snap 2017-03-16 at 00.08.22.png

    Pic.9. Open Xtraction Data Model from Start Menu

     

    Connection strings

     

    For each data source in your data model, you need to provide a connection string so that Xtraction can connect to that data source. Open the connection string editor by clicking Tools > Connection String Editor.

    This dialog displays all of the data sources within your data model. To edit a connection string, click the appropriate connection item and then click the ellipsis button.

     

    If your data model contains data sources that connect to the same physical database, after setting up the first connection string, you can copy them by selecting the appropriate items, right-clicking the connection to copy, and selecting Copy to selected from the context menu.

     

    Data Model - Connection String Editor.png

    Pic.10. Data Model Editor - Connection String Editor

     

    Data Model - Connection Details.png

    Pic.11. Data Model Editor - Connection Details

     

    To check if everything has been configured properly on the Server, please fire Xtraction Settings Check, please open C:\Program Files (x86)\Xtraction Software\Xtraction\Tools and double-click XtractionSettingsCheck.exe or in the Server, Start and type Xtraction Settings Check.

     

    Snap 2017-03-16 at 00.04.07.png

    Pic.12. Open Xtraction Settings Check

     

    Xtraction - IIS.png

    Pic.13. Xtraction Settings Check - Xtraction Application - IIS - LDMS connection string in data model was not configured

     

    XtractionWindAuth - IIS.png

    Pic.14. Xtraction Settings Check - XtractionWinAuth Application - IIS -  LDMS connection string in data model was not configured