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(DOCSP-17228): BI Connector quick wins (#338)
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config/redirects

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(v2.4-*]: bi-connector/${version}/tutorial/install-auth-plugin-c/ -> ${base}/${version}/reference/auth-plugin-c/
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(v2.4-*]: bi-connector/${version}/tutorial/install-auth-plugin-jdbc/ -> ${base}/${version}/reference/auth-plugin-jdbc/
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(v2.4-*]: bi-connector/${version}/client-dependencies/ -> ${base}/${version}/authentication/
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# quick wins changes https://jira.mongodb.org/browse/DOCSP-17228
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[*-v2.13]: bi-connector/${version}/reference/jdbc-driver/ -> ${base}/${version}/components/
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[*-v2.13]: bi-connector/${version}/connect/qlik/ -> ${base}/${version}/client-applications/
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[*-v2.13]: bi-connector/${version}/connect/microstrategy/ -> ${base}/${version}/client-applications/
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[*-v2.13]: bi-connector/${version}/connect/spotfire-cloud/ -> ${base}/${version}/client-applications/
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[*-v2.13]: bi-connector/${version}/connect/looker/ -> ${base}/${version}/client-applications/

source/client-applications.txt

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.. default-domain:: mongodb
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.. contents:: On this page
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:local:
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:backlinks: none
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:depth: 1
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:class: singlecol
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Certified Partner Tools
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-----------------------
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- `Tableau Desktop <https://www.tableau.com/products/desktop>`_
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- `Microsoft Power BI <https://powerbi.microsoft.com/en-us/>`_
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- `IBM Cognos Analytics <https://www.ibm.com/products/cognos-analytics>`_
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- `Qlik Sense <https://www.qlik.com/us/products/qlik-sense>`_
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- `Looker <https://looker.com/product/business-intelligence>`_
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.. note::
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MongoDB supports using the |bi-short| with tools not listed above on
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a best-effort basis.
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If you require a custom connector, request one using the
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`MongoDB Feedback Engine
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<https://feedback.mongodb.com/forums/930952-connectors-bi-kafka-spark>`__.
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Connection Tutorials
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--------------------
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You can connect to the |bi-short| using any of these Business
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Intelligence tools.
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.. card-group::
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:columns: 2
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:style: compact
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:layout: carousel
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.. card::
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:cta: Microstrategy
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:url: https://docs.mongodb.com/bi-connector/current/connect/microstrategy
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:icon: /images/bi-connector/icons/microstrategy-logo.png
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:icon-alt: Microstrategy icon
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.. card::
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:cta: Tableau Desktop
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:url: https://docs.mongodb.com/bi-connector/current/connect/tableau
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:icon: /images/bi-connector/icons/tableau-logo.png
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:icon-alt: Tableau Desktop icon
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.. card::
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:cta: Microsoft PowerBI
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:url: https://docs.mongodb.com/bi-connector/current/connect/powerbi
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:icon: /images/bi-connector/icons/power-bi-logo.png
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:icon-alt: Microsoft PowerBI icon
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.. card::
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:cta: QlikSense
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:url: https://docs.mongodb.com/bi-connector/current/connect/qlik
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:icon: /images/bi-connector/icons/qliksense-logo.png
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:icon-alt: QlickSense icon
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.. card::
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:cta: Microsoft Excel
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:url: https://docs.mongodb.com/bi-connector/current/connect/excel
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:icon: /images/bi-connector/icons/excel-logo.png
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:icon-alt: Microsoft Excel icon
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.. card::
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:cta: Spotfire Cloud
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:url: https://docs.mongodb.com/bi-connector/current/connect/spotfire-cloud
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:icon: /images/bi-connector/icons/spotfire-logo.png
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:icon-alt: Spotfire Cloud icon
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.. card::
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:cta: MySQL Client
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:url: https://docs.mongodb.com/bi-connector/current/connect/mysql
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:icon: /images/bi-connector/icons/mysql-logo.png
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:icon-alt: MySQL Client
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.. card::
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:cta: Looker
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:url: https://docs.mongodb.com/bi-connector/current/connect/looker
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:icon: /images/bi-connector/icons/looker-logo.png
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:icon-alt: Looker icon
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After you install and configure the |bi-short|, you can use |odbc| and
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|jdbc| drivers to connect from many BI Tools and clients. The sections
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below provide basic instructions for connecting to |bi-short| using each
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tool.
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- :doc:`Tableau Desktop </connect/tableau>`
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- :doc:`Microsoft Power BI Desktop </connect/powerbi>`
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- :doc:`Microsoft Excel </connect/excel>`
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- :doc:`MySQL Client </connect/mysql>`
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.. toctree::
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:titlesonly:
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/connect/excel
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/connect/mysql
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/connect/tableau
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/connect/qlik
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/connect/microstrategy
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/connect/powerbi
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/connect/spotfire-cloud
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/connect/looker
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/connect/excel
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/connect/mysql

source/components.txt

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/reference/mongodrdl
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/reference/mongotranslate
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MongoDB ODBC Driver </reference/odbc-driver>
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/reference/jdbc-driver

source/connect/powerbi.txt

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:class: singlecol
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This tutorial demonstrates how to connect to the |bi| using
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`Microsoft Power BI Desktop <https://powerbi.microsoft.com/>`_.
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`Microsoft Power BI Desktop
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<https://powerbi.microsoft.com/en-us/desktop/>`_.
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.. include:: /includes/client-connection-prereqs.rst
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source/includes/steps-local-quickstart.yaml

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level: 4
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stepnum: 4
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content: |
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Most BI tools can import data from an ODBC DSN. There are
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instructions for connecting with :doc:`several applications
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</client-applications>` elsewhere in the |bi-short|
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documentation.
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To learn how to connect from your BI Tool, see
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:doc:`several applications </client-applications>`.
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...

source/local-quickstart.txt

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*Estimated Time to Complete: ~15 minutes*
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This guide provides step-by-step instructions to quickly set up the
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required components for the |bi-short| on your local system. This guide
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is recommended for users who would like to experiment
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required components for the |bi-short| on your local system using a
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|odbc| driver.
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This guide is recommended for users who would like to experiment
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with the |bi-short| or create a local environment for development or
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testing.
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testing on Microsoft Windows.
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In this tutorial you will:
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- Start a local MongoDB :manual:`mongod </reference/program/mongod/>`
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process
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- Start a local |bi-short| :doc:`mongosqld </reference/mongosqld>`
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process
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- Create a :doc:`data source name </tutorial/create-system-dsn>` (DSN)
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- Install the |odbc| driver and create a
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:doc:`data source name </tutorial/create-system-dsn>` (DSN)
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- Connect with a BI tool of your choice
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Prerequisites

source/reference/jdbc-driver.txt

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:noprevnext:
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.. _jdbc-driver:
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===========
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JDBC Driver
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===========
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.. default-domain:: mongodb
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The {+bi-full+} uses the `MySQL Connector/J
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<https://dev.mysql.com/doc/connector-j/5.1/en/connector-j-installing.html>`__
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for |jdbc| connectivity.
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You must use a MySQL Connector/J version from the 5.1.x series with the
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|bi-short|. The minimum supported version is `5.1.39
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<https://mvnrepository.com/artifact/mysql/mysql-connector-java/5.1.39>`__.
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.. important::
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You can't use MySQL Connector/J versions 6.x, 8.x, or later
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with the |bi-short|.

source/what-is-the-bi-connector.txt

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Provides a relational schema and translates |sql|
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queries between your BI tool and MongoDB.
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ODBC data source name (DSN)
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Holds authentication and connection configuration data.
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|jdbc| and |odbc| drivers
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Provides a standard method to connect to the |bi-short| and MongoDB
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databases from a BI Tool. Depending on what your BI Tool supports, you
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can use |jdbc| and |odbc| drivers to connect to the |bi-short|.
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BI Tool Data visualization and analysis.
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BI Tool
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Retrieve, visualize, and report on data from a database.
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Most BI tools can import data from a
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:doc:`DSN </tutorial/create-system-dsn>`. Configure a |dsn| to
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point to your |bi-short| instance. This provides you a wide range of
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BI tools and |sql| clients with a single data source configuration.
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Your BI Tool and Driver typically run on your local machine. Your
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database and your |bi-short| instance can run on your local machine,
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in a data center, or hosted in the cloud.
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Your BI tool and your |dsn| always run on your local desktop, but your
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database and your |bi-short| instance may be local, on premises, or
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hosted. The following sections describe possible configurations for a
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The following sections describe possible configurations for a
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BI system.
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Hosted Database and |bi-short|
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------------------------------
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.. note::
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If you dont want to install and manage the |bi-short|, you can use
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If you don't want to install and manage the |bi-short|, you can use
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{+atlas+}, our fully-managed database-as-a-service. Databases hosted
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on {+atlas+} natively support the |bi| and make it easy to start
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analyzing your data with your preferred BI tools. To get started,

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