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Configure the ODX Server

Overview

This guide will cover how to configure and manage the ODX server.

Complete the following steps to configure and manage the ODX Server:

  1. Install and Configure the ODX Server Service
  2. Connect to the ODX Server
  3. Add Data Storage

Structure of an ODX

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The ODX server sits in the middle of it all and copies data from data sources to a data
storage, which can both be on-premise or in the cloud, and, when requested by Discovery
Hub, on to modern data warehouses.

For storing metadata about sources and storages as well as the tasks it needs to run, the
server uses a local backlog that is continuously synced with the cloud repository. In the
cloud repository, the ODX server connects to a project. Each ODX server has one project
open at a time and two ODX servers should never use the same project.

ODX is a client/server solution. The server runs as a service with no GUI. Once initial setup
has been completed, management and administration of the server happens through the client, the ODX manager. It is part of the Discovery Hub software package and resides on the
Discovery Hub server.

To get data from the ODX, you add the ODX server in Discovery Hub. You
can then search for data from all the sources in the ODX and drag-and-drop the tables to
your data warehouses. The ODX server will then copy the data from the data storage to the
data warehouse on execution.

1. Install and Configure the ODX Server Service

Installing the ODX Server Service

To install and configure the ODX Server, you will need the following:

  • Download the ODX Server installation package. If you deployed Discovery Hub using the Azure Marketplace templates then it is already installed on your virtual machine and can be found at C:\Program Files\Discovery Hub\ODX Server.
  • The client secret that is used to connect the ODX server to the cloud repository. Can be found in the TimeXtender User Portal at portal.timextender.com/odx
  • A user account for running the ODX server service if you need to connect to SQL Servers using Active Directory authentication. The user account needs to have the appropriate access to these servers.

Configure the ODX Server Service

1. Open the ODX Server Configuration exe file. You can find it at “C:\Program Files\Discovery Hub\ODX Server”. This will open a wizard to help you configure the server and set up and start the Windows service.

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2. In Step 1 of the wizard, you will be asked to set up any Proxy Server Settings if you choose to use a proxy server to connect to the internet.

3. In Step 2 of the Wizard you will be asked for your Client Secret. You can find this by going to portal.timextender.com and clicking on the ODX tab. Once you have entered in your client secret, click Next.

4. In Step 3 of the wizard, add a new project name and click next.

5. In Step 4 of the wizard you are asked to specify a port number and maximum concurrent execution tasks. We recommend that you leave these at their default unless you have a reason to customize them. Click next.

6. In Step 5 of the wizard you are asked to create the ODX management password and the Discovery Hub connection password. Enter in this information and click

7. In Step 6 of the wizard you can enter an encryption secret that is used when the encryption key is generated. Make sure to store the secret in a safe place since we cannot help you retrieve a lost secret. Enter in your encryption secret (16-32 characters) or use the system default encryption and click next.

8. In Step 7 of the wizard you can specify what account you want to run the service as if you need to connect to SQL Servers using ActiveDirectory authentication. The user account needs to have the appropriate access on these servers. Specify the account or use the Local System Account and click next.

9. In Step 8 of the wizard you can save your settings and start the ODX Server Service. Click Save.

2. Connect to the ODX Server

Connecting to the ODX server in Discovery Hub allows you to manage the ODX. This is where you can add data storage, add data sources, and schedule executions and synchronize data sources. To copy data from a data source to the data storage, you start by connecting to the ODX Server. You then add a data storage and the data source. When this is done, you add a task to transfer data from source to storage. You can schedule executions of the task to have data copied automatically.

Before connecting to the ODX Server in Discovery Hub, ensure the ODX Server Service is currently running.

1. In the Tools menu, click Options, then click the ODX Server tab in the window that appears. Please note, if you just started the ODX Server service it can take up to 20 minutes for the server to initialize. You will be unable to set up the ODX Server in Discovery Hub until it has initialized. 

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2. In the Name box, type a name for the ODX server.
3. In the Server box, enter the ODX server's address. If it is installed locally, use localhost
4. In the Port box, enter the port number if it is different from the default.
5. In the Password box, enter the password for managing the ODX.
6. Click OK. The ODX server is now listed in the Solution Explorer in Discovery Hub

**The ODX server you add by following the steps above is your primary ODX server. If you open a project that uses data from another ODX server, that server will be displayed in the Solution Explorer in Discovery Hub as a secondary ODX server.

3. Add Data Storage

The ODX Server only supports one storage option at a time, either a SQL Server database or an Azure Data Lake.

Adding SQL Server Storage

1. In the Manage ODX Servers window, right-click an ODX Server and click Add SQL Server Data Storage.

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Name: Type the name you want to use for the storage

Server: enter the address of the SQL server you will be using.

Database: enter the name of the database. If you want to create a new database, make sure the authentication options below are correct and then type a name for the database and click Create. 

Select authentication (Windows or SQL Server). Please note, SQL Server Authentication is required when using an Azure SQL Database.

Click OK to have the storage option added

Adding Azure Data Lake (Gen2) Storage

In order to access an Azure Data Lake resource from Discovery Hub, you will need to configure an App Registration in the Azure portal. Refer to the following article for detailed steps:

Add Azure Data Lake Storage to an existing Discovery Hub Deployment

For additional information on adding and synchronizing data sources, please view this section in the User Guide on ODX Data Sources

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