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Setup and Configure an ODX Instance

Overview

This article describes the structure of an ODX, and outlines how to add data from a data source to an ODX instance and then transfer the data from the ODX to a Data Warehouse. It also covers how to install and configure the ODX Server.

Structure of an ODX

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The ODX server copies data from data sources to a data storage, which can both be on-premise or in the cloud. The data can then be transferred from the ODX to data warehouses using the TimeXtender application.

Add an ODX and Data Sources in TimeXtender Portal

1. Add an ODX instance, and define its storage by signing into the portal, then go to Data Estate > Instances, click Add Instance, and then click Add ODX instance.

2. Add data sources in the portal, by going to Data Estate > Data Sources, click Add data source, and then select the data source you would like to add.

3. Map the data sources to the ODX instance in the TimeXtender Portal by going to Data Estate > Instances, select the instance you would like to map data sources to, and then under the Mapped Data Sources section, click Add and select the data source you would like to map.

Install TimeXtender and ODX Server

Download & Install TimeXtender Desktop Application and TimeXtender ODX Server

Connect to the ODX Server in TimeXtender Desktop

Once the the ODX Server and the TimeXtender Desktop Application have been installed, and you have made sure that the TimeXtender ODX Service is currently running by checking the Windows Services, run the TimeXtender Desktop Application and sign-in.

After a successful sign-in, it will connect and list ODX instances, which the user has access to, in the Solution Explorer in the left-hand side of the main window. For more information on how to grant access to instances in the TimeXtender Portal, see Grant Access to Instances. If any changes are made within the portal to instances or data sources, make sure to refresh in TimeXtender. Either by clicking the refresh button:

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Or by selecting view and then Refresh.

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Create the ODX Data Storage

Create the ODX data storage within TimeXtender Desktop Application.

Open the instance, then right-click the instance, click Edit and click Create storage... to create the data storage that has been defined in the portal for the ODX instance.

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Add data sources to the ODX instance within TimeXtender Desktop

Right-click on data sources and select Add Data Source...  Provide a name and then select one of the data sources that has been added and mapped to the ODX instance in the portal. 

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Then add a transfer task by right-clicking on the data source and selecting Add Transfer Task...

You may select specific tables that you would like to transfer in the transfer task, for more information see Selecting Tables from Transfer Tasks.

Once the transfer task is executed the data will be transferred from the data source to the ODX data storage. A Synchronization task is added automatically when you add a new data source. Whenever one of the below changes is made to the data source, right-click on the Synchronization task and select Execute in order to apply the changes. 

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To learn more about searching for and previewing data in an ODX, or transferring data from an ODX, see Transferring Data from an ODX to a Data Warehouse Instance.

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