Jumpstart: BI Connector & Tableau Speaker: Ronan Bohan, Solutions Architect, MongoDB Speaker: Viady Krishnan Level: 100 (Beginner) Track: Jumpstart Get started with the BI connector and Tableau in this introductory session. We will give you insight into how you can view your MongoDB data in traditional BI tools and an overview of connecting Tableau with MongoDB. After attending this session, students should be able connect their analytics tool of choice to a MongoDB data store using the BI connector, secure their client connection, and know how to enable authentication. Audience members should be familiar with analytics tools like Tableau to do business analytics, and know how to set up and run analytics in a BI tool. This session will use Tableau as an example. This is a Jumpstart session, held before the keynotes, designed to give you an overview of MongoDB basics so you can dive into more advanced technical sessions later in the day. What You Will Learn: - How to connect your analytics tool of choice to a MongoDB data store using the BI connector. - How to view MongoDB data in Tableau or another BI tool. - How to secure your client connection to MongoDB.

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MongoDB BI Connector & Tableau
JUMPSTART

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Solutions Architect, MongoDB
RONÁN BOHAN
#mongodb

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BUSINESS INTELLIGENCE
airlines.json dataset obtained from CORGIS Dataset Project at VirginaTech
https://think.cs.vt.edu/corgis/json/index.html

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TABLEAU SOFTWARE
• A software company based in Seattle, Washington, USA
• Produces interactive data visualization products focused
on Business Intelligence:
Tableau Desktop Tableau Server Tableau Online

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TABLEAU’S MISSION STATEMENT
“We help people see and understand their data.”

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WHAT IF?
MongoDBTableau

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HOUSTON, WE HAVE A PROBLEM
Flexible Schema
MQL
Structured Tabular
Data
SQL
?

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RELATIONAL VS DOCUMENT MODEL
{
first_name: ‘Paul’,
surname: ‘Miller’,
city: ‘London’,
location: {
type : ‘Point’,
coordinates : [45.123,47.232]
},
cars: [
{ model: ‘Bentley’,
year: 1973,
value: 100000, … },
{ model: ‘Rolls Royce’,
year: 1965,
value: 330000, … }
]
}
MongoDBRDBMS

9. WHAT’S THE SOLUTION?

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HOUSTON, WE HAVE A SOLUTION!
MongoDBTableau
BI Connector
SQL-99 SELECT
Compatible
MySQL Wire Protocol
MQL

11. DEMO

12. UNDER THE
COVERS

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TWO COMPONENTS
MongoDRDL
Schema
Generator
mongodrdl
MongoSQLD
Daemon Process
mongosqld

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SCHEMA FILE GENERATION
mongodrdl DRD
L
DRD
L
DRD
L
Onetime Setup

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BI-CONNECTOR IN ACTION
mongosqld
MongoDBTableau
DRD
L
DRD
L
DRD
L
Runtime

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SCHEMA FILES
Document / Relational Definition LanguageDRDL

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DRDL DEFINITION FILE
schema:
- db: owners
tables:
- table: people
collection: people
columns:
- Name: first_name
MongoType: string
SqlName: name
SqlType: varchar
- Name: …
MongoType: …
Yaml file

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DRDL DEFINITION FILE
schema:
- db: owners
tables:
- table: people
collection: people
columns:
- Name: first_name
MongoType: string
SqlName: name
SqlType: varchar
- Name: …
MongoType: …
Yaml file

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DRDL DEFINITION FILE
schema:
- db: owners
tables:
- table: people
collection: people
columns:
- Name: first_name
MongoType: string
SqlName: name
SqlType: varchar
- Name: …
MongoType: …
Yaml file

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DRDL DEFINITION FILE
schema:
- db: owners
tables:
- table: people
collection: people
columns:
- Name: first_name
MongoType: string
SqlName: name
SqlType: varchar
- Name: …
MongoType: …
Yaml file

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DRDL DEFINITION FILE
schema:
- db: owners
tables:
- table: people
collection: people
columns:
- Name: first_name
MongoType: string
SqlName: name
SqlType: varchar
- Name: …
MongoType: …
Yaml file

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DRDL DEFINITION FILE
schema:
- db: owners
tables:
- table: people
collection: people
columns:
- Name: first_name
MongoType: string
SqlName: name
SqlType: varchar
- Name: …
MongoType: …
Yaml file

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DRDL DEFINITION FILE
schema:
- db: owners
tables:
- table: people
collection: people
columns:
- Name: first_name
MongoType: string
SqlName: name
SqlType: varchar
- Name: …
MongoType: …
Yaml file

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DRDL DEFINITION FILE
schema:
- db: owners
tables:
- table: people
collection: people
columns:
- Name: first_name
MongoType: string
SqlName: name
SqlType: varchar
- Name: …
MongoType: …
Yaml file

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MAPPINGS
Compound Document
Type
Mapping
Simple Field Mapped as is
Embedded Documents Flattened using a ‘.’ separator
Embedded Arrays Array elements unwound into separate entries

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SUPPORTED TYPES & CONVERSIONS
MongoDB Type SQL Type
String varchar
Numeric Homogeneous data types: Most precise numeric type
Mixture of floating point & integer: numeric
Dates timestamp
ObjectID varchar
UUID varchar
Geospatial An array of numeric longitude-latitude coordinates
Heterogeneous Fields Most frequently sampled type

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RECAP
mongodrdl DRD
L
DRD
L
DRD
L
Onetime Setup

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RECAP
mongosqld
MongoDBTableau
DRD
L
DRD
L
DRD
L
Runtime

29. PERFORMANCE

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PERFORMANCE
mongosqld
MongoDBTableau
PushDown

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PERFORMANCE
• Leverages Aggregation Framework
‒ Makes use of latest MongoDB features
‒ Supports MongoDB 3.2, optimized for MongoDB 3.4
‒ Includes $lookup aggregation stage to support SQL Joins
• Full Index support

32. DEMO

33. SECURITY

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FULLY SECURE
mongosqld
User: JaneDoe
Pass: <pwd>
User: JaneDoe
Pass: <pwd>
Full pass-through Authentication
SSL SSL
required optional

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CLIENT SECURITY REQUIREMENTS
• Username adheres to MongoDB Connection String Format
 <username>
 <username>?source=<database>
 <username>?source=<database>&mechanism=SCRAM-SHA-1 | MONGODB-CR | PLAIN
• Requires Clear Text Plugin
• Connection must use SSL
‒ Client SSL key, Client SSL cert, CA Cert (for self-signed certs)

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Tableau users can use a Tableau Datasource Connection file:
<?xml version='1.0' encoding='utf-8' ?>
<connection-customization class='mongodb' version='7.7' enabled='true'>
<vendor name='mongodb' />
<driver name=’mongodb' />
<customizations>
<customization name='odbc-connect-string-extras'
value='SSLKEY={/path_to_key/mongodb.key};SSLCERT={/path_to_cert/mongodb.crt};SSLCA={/pa
th_to_CAcert/ca.crt};ENABLE_CLEARTEXT_PLUGIN=1;SSL_ENFORCE=1' />
</customizations>
</connection-customization>
TABLEAU DATASOURCE CONNECTION

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Tableau users can use a Tableau Datasource Connection file:
<?xml version='1.0' encoding='utf-8' ?>
<connection-customization class='mongodb' version='7.7' enabled='true'>
<vendor name='mongodb' />
<driver name=’mongodb' />
<customizations>
<customization name='odbc-connect-string-extras'
value='SSLKEY={/path_to_key/mongodb.key};SSLCERT={/path_to_cert/mongodb.crt};SSLCA={/pa
th_to_CAcert/ca.crt};ENABLE_CLEARTEXT_PLUGIN=1;SSL_ENFORCE=1' />
</customizations>
</connection-customization>
TABLEAU DATASOURCE CONNECTION

38. DEPLOYMENT

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BI Connector
CO-LOCATED

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BI Connector
CO-LOCATED

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BI Connector
SEPARATE SERVERS

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SCALE-OUT
BI Connector
BI Connector

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SS
P
App ServerApp Server
App Server
App Server
Reporting
Server
REPLICA SETS

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SS
P
S
App ServerApp Server
App Server
App Server
Reporting
Server
Priority: 0
Tag: “reporting”
WORKLOAD ISOLATION

45. DEMO

46. WHAT’S NEXT?

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THE FUTURE?
• Additional PushDown capabilities
• Improved authentication mechanism
• Centralized management of DRDL files (longer term)

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Model for use
Index efficiently
Index effectively
Leverage Views
Use latest Server
Version
Casts
Cross-collection
• Non-equijoins
• Subqueries
until at least
MongoDB 3.6
Do’s Don’ts
TIPS AND TRICKS

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MORE INFO
Online documentation:
https://docs.mongodb.com/bi-connector/master/
Download:
https://www.mongodb.com/download-center#bi-connector
Platforms (x64):
‒ Linux (RHEL/CentOS*, Amazon Linux, Debian, Ubuntu, SUSE Enterprise Linux)
‒ OSX / macOS
‒ Windows
* Also IBM Power & System Z