Post-Install Configuration

Default Dashboard installations provide one data source that must be initially configured to connect to your Cleo system. Only an Administrative user can perform these steps.

Overall Process

The process for data source setup and configuration is as follows:
  1. Sign in as a user.
  2. Go to the Manage Data Source screen.
  3. Update connection settings to point to your environment.
  4. Restart the Dashboard Server after making any changes to the Data Source.
  5. Select the data source.
While this process applies to all Cleo product data source records, please review the product-specific information below for specific details on connection settings adjustments.

Adjusting connection settings for Clarify (and previous versions)

Before these steps can be completed, the Clarify server must be started.

  1. Go to the Manage Data Source option.
  2. Select the Update Record icon to open the one default record.

    The Create Data Source screen shows connection information for Cleo's internal database, Web Services, and the optional SAP database (Clarify only). Several fields are already populated and need no further editing. Only fields indicating specific URL paths must be edited to reflect your specific Cleo environment.

  3. Edit the Database URL field to reflect your Clarify environment.
    Change the <system> parameter in the URL to the name or IP Address of the system where the Cleo application is installed.
    • For pre-Clarify (EBI) versions, the default internal database port setting is 1527.
    • For Clarify v4, the default port setting is 5432.
    Note: Settings may require adjustment if you've customized the port values on your installation.

  4. Edit the Web Service URL field.
    Change the <system> parameter in the URL to the name or IP Address of the system where the Cleo application is installed. An example URL would look like: http://test_server:5250/dashboard.
    Note: As of v3.3.2, the Web Service URL now supports https.
    Note: This setting might require adjustment if you've customized the port values on your installation.

    For Clarify Server Cluster installs v4.11 (and later), the Web Services url should be provided for each Server in the Cluster. In the example below, there are three server nodes listed:

    http://<test_server1>:8500,http://<test_server2>:8500,http://<test_server3>:8500

    This provides effective failover protection.

    The <test server> can be defined with its IP or hostname.

  5. If using the optional SAP report, the same configuration to the URL path must also be made.
    Note: User name and password are already populated and should not be edited.
  6. When finished all editing, click Accept to complete configuration.

Adjusting connection settings for EEI

  1. Go to the Manage Data Source option.
  2. Select the Update Record icon to open the one default record.

    The Create Data Source screen shows connection information for Cleo's internal database, Web Services, and the optional SAP database (Clarify only). Several fields are already populated and need no further editing. Only fields indicating specific URL paths must be edited to reflect your specific Cleo environment.

  3. Edit the Database URL field to reflect your EEI environment (and successfully connect).

    Change the <system> parameter in the URL to the name or IP Address of the system where the EEI application is installed and change the <library> parameter to the names of the libraries where the Cleo application files reside.

    For example:

    jdbc:as400://172.16.0.9;naming=system;libraries=EXT630F EXT630;translate binary=true;prompt=false

    Both libraries in this URL are necessary for the Dashboard to function correctly.

  4. Provide a User Name in the Database user ID field and password in the Database user password fields.
    Note: User must have authority to the EEI library name as listed in the Database URL field. Also their profile's initial library list must contain the EEI programs, files and message queue libraries.

  5. Perform the same step for the Web Service URL and user ID/password.