Difference between revisions of "Installing the Explore Analytics Agent"

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Setting up an agent-based data source is the most difficult task in Explore Analytics. Don't hesitate to seek help. You can contact [http://www.exploreanalytics.com/support.html Explore Analytics Support].
 
Setting up an agent-based data source is the most difficult task in Explore Analytics. Don't hesitate to seek help. You can contact [http://www.exploreanalytics.com/support.html Explore Analytics Support].
  
{{Template:Preparing to Explore|Configuring a MySQL Data Source|Configuring a Microsoft Access Data Source}}
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{{Template:Preparing to Explore|Explore Analytics Agent|Uploading Data}}

Revision as of 12:34, 11 July 2013

Introduction

The purpose of the Explore Analytics Agent is to provide data access to databases that reside in your private network and cannot be accessed directly from the outside. This page describes the process of installing an agent on a Windows computer. When the installation is completed, you can proceed to create a data source using the newly installed agent.

Before You Begin the Installation

Select a computer to install the agent on. This can be any Windows computer for which you have local administrator access. Ideally, you'd want to select a computer that's always running and is physically secure, although for testing purposes you can certainly install the agent on your laptop computer, for example. The computer that you select must have connectivity to your database. In other words, you should test that you can connect to your database from your computer.

Installation

To begin, select the option "Install an Explore Analytics Agent" from the "Data" menu.

Install an agent.png

This multiple-step dialog guides you through installing, configuring and testing the agent.

Installation

Use the link to download the file "agent_installer.msi" to your computer and then use this file to install the agent on the computer that you have selected. Please note that you may see warnings from your anti-virus software because it is not familiar with this file and because the file is executable. In such case you'll need to select the option to save (keep) the file anyway.

Once you have the "agent_installer.msi" file on the selected Windows computer, run it by double-clicking it in Windows file explorer.

If you have an older version of the Explore Analytics Agent on that computer, you'll need to uninstall it using the Control Panel "Programs and Features".

The installation will prompt for a folder location. We highly recommend keeping the default location.

The installation will create a Windows Service. This is a program that runs in the background and has no user interface. When the installation is complete, go to the next step, "Confirmation".

Confirmation

Let's check that the Explore Analytics Agent is installed properly and its running. To do that, you'll use the Windows Control Panel. Go to "Administrative Tools" and select "Services". Find the "Explore Analytics Agent" and see that its status is "Started". If it is, then we're good to go to the next step.

Notes: The agent writes a log file which may be useful for troubleshooting. You can find this log file in the folder where you installed the Explore Analytics Agent. By default this folder is:

C:\Program Files (x86)\Explore Analytics\Explore Analytics Agent

On older (32-bit Windows) systems it may simply be:

C:\Program Files\Explore Analytics\Explore Analytics Agent

The name of the log file is "agent.log".

Configuration

If all is well, then our next step is to give the agent its configuration file, "agent.properties". Without this file, the agent is not doing much but checking for this file every 30 seconds. The location of the file is the installation folder described in the previous step (the folder where the log file resides). In this step you'll download the agent.properties file from Explore Analytics and place it in the installation folder. Windows will ask you (as the administrator) to authorize placing this file in the installation folder -- go ahead and give that permission.

The configuration file has encrypted entries. The agent will decrypt these entries and use them to connect to Explore Analytics using a service account that's created for you. You can see this service account when you display a list of users using the "Users" option on the "Admin" menu. You'll see a user named "agent_" followed by some digits. This account is only used by the agent to connect to your account and service requests for data for its configures data sources.

Test

In this step, we'll check that the agent had read its configuration, connected to Explore Analytics, and is ready to service requests for data.

When you click the "Test" button, a request is queued for the agent. If working properly, the agent will immediately answer the request. Otherwise, you'll wait a moment and then be told that the request timed out waiting for the agent.


Getting Help

Setting up an agent-based data source is the most difficult task in Explore Analytics. Don't hesitate to seek help. You can contact Explore Analytics Support.

Configuring a Data Source
Configuring an Oracle Data Source
Configuring an Oracle Cloud Data Source
Configuring a MySQL Data Source
Configuring a PostgreSQL Data Source
Configuring a DB2 Data Source
Configuring a SQL Server Data Source
Configuring a Microsoft Access Data Source
Configuring an Informix Data Source
Configuring a ServiceNow Data Source
Configuring an Amazon RDS Data Source
Configuring a SQLite Data Source
Refreshing Data Source Configuration
Explore Analytics Agent
Installing the Explore Analytics Agent
Installing the Explore Analytics Agent on Linux
Uploading Data
Importing a Google Spreadsheet