Direct Reporting Service (DRS) Overview

CMap’s Direct Reporting Service (DRS) enables you to combine CMap data with other sources of data within your organization to create powerful cross-company reports and visualizations. The tool gives you your own secure CMap database “schema” which consists of table views that enable you to see the entire CMap database structure.

In this article, we’ll look at:

  • What is DRS?
  • Setting up DRS
  • Errors during connection
  • Access your data via Excel

What is DRS?

A direct Reporting System is essentially a copy of raw data from the database of your CMap instance. This will give you the ability to run queries to expose data from a variety of data views within CMap, allowing you to build reports using third-party application such as MS Excel or Microsoft BI.

Setting up DRS

Here you will find the technical details you will need to connect to your database schema from any ODBC-capable reporting tool you prefer, enabling you to access data in real-time.

You will be provided with the following details by CMap, which you will need to set up DRS:

  • Server
  • Username
  • Password
  • Default Database

Opening the Program (in Windows)

1. From the Windows taskbar, click Start, then search for ODBC.

2. Click Data Sources (ODBC) to open the program.

3. Once the program loads, navigate to the User DSN tab and click Add, on the right-hand side of the screen.

4. On the next screen, select the ODBC Driver 11 for SQL Server, and then click Finish.

5. On the next screen, the Name and Description can be set to anything you wish. Then enter the Server provided by CMap. Select Next.

6. Choose the With SQL Server authentication using a login ID and password entered by the use option and enter your Login ID and Password provided by CMap. Click Next.

7. On the next screen, set the Default Database to CMAP_V2. Then click Next.

8. On the next page, leave everything as it is and click Finish.

9. Select the Test Data Source to confirm the connection details are correct and can be established.

10. Select OK on the two screens that are still open, then close the ODBC Data Sources tool.

Errors during connection

Whilst setting up the connection, you may come across an error message. We recommend checking the following to avoid the setup from being delayed:

  • Check Server URL is correct
  • Check Username & Password (Supplied by CMap)
  • Run Test connection - Screenshot any errors received

Let’s look at an example…

This error could relate to a number of issues but generally indicates there are incorrect credentials used during the test. This could be an incorrect IP Address or additional characters within the Login credentials (Username or Password).

Access your data via Excel

1. Run MS Excel and click the Data

2. To import data, click Get Data and then select From other Sources. Click From ODBC

3. Click on the Data source name drop-down menu. Select DRS. Click OK.

4. Select the data view required from the Display Options.

5. All the data from this field should then transfer to the Excel sheet.

Hey presto! You should now be able to configure the connection between your Server and your CMap database, enabling you to start viewing powerful cross-company reports and visualizations, with an overview of the entire CMap database structure.

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