Making the QM connection
1. The easiest way to define a new QM connection is to use the Multivalue Connection Wizard. It can be found from the OpenInsight 10 IDE by clicking, NEW, Database Components, Multivalue DataSource.
2. From the New Data Source dialog box choose Connection Class: MVBFS and enter your Connection Name: QMSYS_IRELAND.
3. When the Wizard is first started, the user is presented with a Welcome screen. Enter a name for this connection. The name of the connection is used by OpenInsight to attach to the data. Below you can see that we have named this connection QMSYS_IRELAND.
4. Choose the Multivalue platform you want to connect to (e.g. D3, QM, Universe or Unidata).
Enter the Server Name or IP Address of the system that hosts your Multivalue database. The IP Address lets OpenInsight know the address of the server, either on the local machine, the local network, or the world wide web.
The Server Port is required for D3 or QM connections. The default value is usually acceptable.
5. The Account is where the user enters the name of the account where the QM files are stored, or the directory that holds the QM files the user wants to work with.
For the purposes of this exercise we will use the QMSYS account. Enter that name and click on the ‘Next’ button.
6. This will bring up the Server Credentials form. The Server Credentials screen is where the user enters the information needed for OpenInsight to connect to the QM Server.
The Username is a username accepted on the server
The Password is the password required by the Username.
7. The Logon Procedure is the name of a procedure that will run on the D3 server when OpenInsight connects using the Username specified.
8. Clicking on the ‘Next’ button brings up a panel that prompts for the location of the Shadow Dictionary location. Shadow Dictionaries are OpenInsight versions of the column definitions that define the QM table. OpenInsight does not want to affect the column definitions on the QM data source, so a local copy is made. There are a number of advantages to this, including formatting for OpenInsight reports.
The Wizard offers a default folder location where the shadow dictionaries will be created. If a full path is not specified a directory will be created within your OpenInsight folder. We will accept this default, and then click on the ‘Next’ button.
9. The next screen is the MultiValue Linking Wizard. This wizard will allow you to attach specific files from your QM server to OpenInsight.
10. Choose the Connection Name that was previously defined to connect to a specific account on your QM server.
11. Choose the QM files you want to attach to OpenInsight.
12. In most cases you do not need to scan. Only use this option if your QM system has multi-level data files.
13. The Wizard is now complete and you can manage your connection from the screen below. Connection details can be maintained via the Property Panel.
14. Right click on a table to build your OpenInsight shadow dictionaries.
15. Right click on a table to view the data dictionaries in the Table Designer.
16. Below are the converted shadow dictionaries that can be maintained via the Table Designer.
17. From the OpenInsight 10 IDE, go to View, Tool Panels, Database to open the Database Manager.
18. The Database Manager will display in the left tool panel. You can see we have attached MV Tables from the QMSYS_IRELAND volume.
19. Now that the files from our QM system are attached to OpenInsight they are seen as native tables. From the TCL command prompt we can type the following:
LIST MESSAGES BY @ID
20. Click the Execute button to run the command. The report will output to the Print Preview window.