Setup Connections to On-Premises and Direct Data Sources

Angles Professional integrates with the Progress Hybrid Data Pipeline (HDP) to offer connectivity to multiple external systems. Using Progress software's on-premises connector eliminates the need to open VPN tunnels between customers’ data sources and ISW Cloud.

Prerequisites

• Administrator access to Angles Professional

• HDP username and password provided by insightsoftware

Change Password

Note: This step is required only for first-time users.

1. Sign in to the Progress HDP web application using the user ID and password provided by insightsoftware.

2. Set a new password.

Install HDP On-Premises Connector

This step is required only for data sources that are behind a firewall. Skip this step if you can access data sources from the public internet.

HDP is used to connect Angles Professional to your on-premises data sources.

The On-Premises connector can be installed on a relatively small Windows Server that has direct access to the data source.

Follow the instructions provided by insightsoftware.

Note: Contact technical support for any further queries.

Configure Data Source in HDP

Note: For certain HDP sources, Angles Professional handles the HDP configuration automatically. For such sources, you can skip this section.

1. Sign in to the Progress HDP web application using the user ID and password provided by insightsoftware.

2. Navigate to Data Sources, click +New Data Source, and select the appropriate data source type. For example, Microsoft SQL Server.

3. On the Create SQL Server Data Source window, enter information in the following required fields:

   

   Field	Description
   Data Source Name	Name of the data source.
   Description	Description of the data source.
   User ID & Password	The SQL server sign-in credentials.
   Server Name	The name of the SQL server host in your environment. For example, if you are using SQL Server Browser, the server’s name can be hostname\instancename
   Port Number	The default port number is 443 If you are not using SQL server browser.
   Database	The name of the database to be used for the connection.

4. Select the Connector ID corresponding to the Label used while installing the on-premises connector.

   Note: You can leave the Connector ID field blank if the connecting data source is accessible over the public internet.

   Note: These fields might vary depending on the data source you select.

5. Click TEST to test the connection.

6. Click SAVE.

   The Database connection in HDP UI is now configured successfully.

Configure Data Source in Angles

To effectively manage your database connections within the Angles, it is important to understand the two types of configurations:

• HDP configuration supported by Angles

• HDP configuration not supported by Angles

HDP configuration supported by Angles

1. From the Left Navigation menu select Administration.

2. Select Manage Connections.

3. Select the Connection Type. For example, HDP MS SQL

4. Enter a Connection Name. For example, Deltek

5. Select the appropriate Data Source as shown below:

   

6. Click Configure HDP. The Configure HDP Connection window pops up.

   

7. Enter information in the following required fields:

   Field	Description
   HDP Server URL	Specify the JDBC URL in the required format. For example, https://url.insightsoftware.com
   HDP Port	The default port value is 80
   HDP Username	The HDP username
   HDP Password	The HDP password

8. Click Next and enter the information in the required fields:

   

   Note: These fields might vary depending on the data source you select.

9. Click Save. Angles will automatically validate the connection before saving.

   The business views will automatically start importing.

HDP configuration not supported by Angles

1. From the Left Navigation menu, select Administration.

2. Select Manage Connections.

3. Choose the Connection Type. For example, HDP MS SQL, HDP Postgres, Deltek Vantagepoint, etc.).

4. Enter a Connection Name. For example, Deltek.

5. If applicable, provide the ERP Name and ERP Version to drive the automated content import process:

   1. Enter an ERP Name by selecting the appropriate system: deltekvision or deltekvantagepoint.

   2. Enter the version number: 21-4.

6. Under JDBC URL, enter:

   jdbc:datadirect:ddhybrid://<BaseURL>;hybridDataPipelineDataSource=<DSN>:

   Where:

   • BaseURL: The URL of the server, for example, hdp3.cc.insightsoftware.com.

   • DSN: The data source name specified in HDP (do not use < > in the actual URL).

7. Enter the HDP Username and Password provided by insightsoftware.

8. Click Save.