Configure Oracle as a Source

Overview

This article describes the steps needed to configure Oracle as a source in DvSum Data Intelligence (DI). The same steps apply to configure a source in DvSum Data Quality (DQ Legacy) with only a slight variation.

Prerequisites

Oracle configuration

User: Create a user to be used in DvSum, or identify an existing user.

Table permissions: Grant read-only access to the user for schemas and tables that you would like to catalog and profile.

System table permissions: Grant read-only access to the user for the following system tables:

• V$SQL
• DBA_USERS
• ALL_USERS
• ALL_OBJECTS
• ALL_TABLES
• ALL_SYNONYMS
• ALL_TAB_COMMENTS
• ALL_EXTERNAL_TABLES
• ALL_TAB_COLS
• ALL_COL_COMMENTS
• ALL_CONSTRAINTS
• ALL_CONS_COLUMNS

In order to grant access the below statement can be used:

GRANT SELECT ON [TABLE_NAME] TO [USER]

Oracle GRANT documentation

Detailed Steps

DvSum configuration

1. Add Source

1. To create a data source, navigate to Administration → Data Sources → ⊕Add Source.
2. Select Oracle.
3. Give the source a name, and save it.

2. Configure Connection

Once the source is saved, you will be redirected to the connection settings page. 

Method 1: Connect Using DvSum Web Service 

1. Whitelist the DvSum application by IP address as indicated. 
2. Enter the required connection details: 
   1. Host 
   2. Port 
   3. SID or Service Name 
   4. Database Login 
   5. Database Password 
3. Click Authenticate to verify the connection. 

Method 2: Connect Using DvSum Edge Gateway 

• If your Oracle database is behind a firewall, install a DvSum Edge Gateway   to enable a secure connection. 

• Learn more about the differences in  DvSum Web Service vs On-Premises Edge Gateway.  

Once authenticated, the Database section will appear. 

Select the schemas to catalog. 

3. Save the Connection

1. After entering credentials and selecting schemas, scroll to the top of the page. 
2. Click Done in the top-right corner. 
3. Click Save to finalize the connection setup. 

4. Scan the data source

1. Navigate to the Scan History page. 
2. Click Scan Now to initiate a scan. 
3. Once the scan is complete, the status will update to Completed. 
4. Click on the Scan Name (e.g., SCN-000286) to view the scan summary. 

The Scan Summary Page provides insights into the scan, including: 

• The number of new tables and columns fetched. 

Your Oracle connection is now fully configured and functional.

Browsing the Data Catalog

After a successful scan, explore the discovered tables and columns: 

1. Navigate to Data Dictionary on the left sidebar. 
2. Click on the Recently Refreshed tab to see the latest scanned tables. 
3. Click on a table name to view detailed metadata. 

Watch this quick video tutorial of how to add and configure an Oracle source into DvSum app.

Additional Resources

Read more about DvSum Web Service vs On-Premises Gateway

Read more about Gateway Installation