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(DOCSP-17242): BI Connector Landing Page (#314)
(DOCSP-17242): BI Connector Landing Page
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snooty.toml

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[constants]
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atlas = "MongoDB Atlas"
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atlas-short = "Atlas"
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bi-atlas-short = "BI Connector for Atlas"
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bi-full = "MongoDB Connector for Business Intelligence"
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bi-short = "BI Connector"

source/images/Tab1_illo.png

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source/images/Tab2_illo.png

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source/images/Tab3_illo.png

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source/images/bi-connector/hero.png

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source/images/charts-icon.svg

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source/images/hero.png

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source/includes/steps-connect-tableau-mongosql-plugin-macos.yaml

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:abbr:`DSN (Data Source Name)` configured to use the MongoDB ODBC
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driver is required. To create a system DSN, follow the steps below:
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.. container:: nested-steps
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.. include:: /includes/steps/create-system-dsn-auth-macos.rst
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.. include:: /includes/steps/create-system-dsn-auth-macos.rst
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---
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ref: start-tableau-macos
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level: 4

source/includes/steps-connect-tableau-mongosql-plugin-windows.yaml

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To securely connect Tableau to the |bi-short|, a system
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:abbr:`DSN (Data Source Name)` configured to use the MongoDB ODBC
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driver is required. To create a system DSN, follow the steps below:
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.. container:: nested-steps
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.. include:: /includes/steps/create-system-dsn-auth.rst
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.. include:: /includes/steps/create-system-dsn-auth.rst
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---
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ref: start-tableau-windows

source/includes/steps-connect-tableau-mongosql-ssl-macos.yaml

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To securely connect Tableau to the |bi-short|, a system
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:abbr:`DSN (Data Source Name)` configured to use the MongoDB ODBC
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driver is required. To create a system DSN, follow the steps below:
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.. container:: nested-steps
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.. include:: /includes/steps/create-system-dsn-auth-ssl-macos.rst
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.. include:: /includes/steps/create-system-dsn-auth-ssl-macos.rst
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---
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ref: start-tableau-ssl-macos
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level: 4

source/includes/steps-connect-tableau-mongosql-ssl-windows.yaml

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:abbr:`DSN (Data Source Name)` configured to use the MongoDB ODBC
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driver is required. To create a system DSN, follow the steps below:
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.. container:: nested-steps
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.. include:: /includes/steps/create-system-dsn-auth-ssl.rst
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.. include:: /includes/steps/create-system-dsn-auth-ssl.rst
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---
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ref: start-tableau-windows

source/includes/steps-connect-tableau-without-auth-macos.yaml

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:abbr:`DSN (Data Source Name)` configured to use the MongoDB ODBC
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driver is required. To create a system DSN, follow the steps below:
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.. container:: nested-steps
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.. include:: /includes/steps/create-system-dsn-no-auth-macos.rst
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.. include:: /includes/steps/create-system-dsn-no-auth-macos.rst
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---
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title: Start Tableau.
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ref: start-tdc-no-auth-macos

source/includes/steps-connect-tableau-without-auth-windows.yaml

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file: steps-connect-tableau-mongosql-plugin-windows.yaml
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ref: download-mongodb-odbc-driver-windows
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---
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title: Create a system DSN.
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title: Create a system DSN.
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ref: create-dsn-auth
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level: 4
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stepnum: 2
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content: |
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To securely connect Tableau to the |bi-short|, a system
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:abbr:`DSN (Data Source Name)` configured to use the MongoDB ODBC
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driver is required. To create a system DSN, follow the steps below:
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.. container:: nested-steps
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.. include:: /includes/steps/create-system-dsn-no-auth.rst
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.. include:: /includes/steps/create-system-dsn-no-auth.rst
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---
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title: Start Tableau.
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ref: start-tdc-no-auth-windows

source/index.txt

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.. _bi-connector:
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:template: product-landing
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:hidefeedback: header
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:noprevnext:
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========================
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MongoDB Connector for BI
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========================
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====================================
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What is the MongoDB Connector for BI
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====================================
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.. default-domain:: mongodb
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.. introduction::
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About the |bi|
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--------------
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Traditional business intelligence tools are designed to work with
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tabular, row-and-column data. The MongoDB Connector for BI allows you
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query MongoDB data with SQL using tools such as Tableau, Power BI,
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and Excel.
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.. include:: /includes/fact-bi-enterprise.rst
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.. button:: Download the MongoDB Connector for BI
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:uri: /local-quickstart
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The MongoDB Connector for Business Intelligence (BI) allows users to
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create queries with |sql| and visualize, graph, and report on their
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MongoDB Enterprise data using existing relational business intelligence
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tools such as :doc:`Tableau </connect/tableau>`,
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:doc:`MicroStrategy </connect/microstrategy>`, and
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:doc:`Qlik </connect/qlik>`.
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:doc:`Get Started </local-quickstart>`
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.. note::
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.. image:: /images/hero.png
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:alt: MongoDB Connector for BI homepage hero image
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As an alternative to using third-party data visualization tools and
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the |bi-short|, you can use :charts:`MongoDB Charts </>` to create
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data visualizations directly from your MongoDB collections.
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.. kicker:: What You Can Do
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The |bi| acts as a layer that translates queries and data between a
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|mongod| or |mongos| instance and your reporting tool. The |bi-short|
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stores no data, and purely serves to bridge your MongoDB cluster with
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business intelligence tools.
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Use Your Favorite BI Tools with MongoDB Data
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--------------------------------------------
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.. figure:: /images/bi-connector/components-all.jpg
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:figwidth: 700px
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:align: center
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:alt: Diagram showing that other BI tools communicate with the DSN, which communicates with MongoDB's BI Connector, which in turn communicates with the MongoDB database.
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|bi| makes it easy to create powerful visualizations of your MongoDB
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data with popular analysis tools.
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System Components
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-----------------
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.. tabs::
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A complete BI system includes the following components:
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.. tab:: Run SQL queries against collections
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:tabid: sql
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MongoDB database
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Data storage.
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.. procedure::
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BI Connector
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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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.. step:: Enable |bi| for your {+atlas-short+} cluster
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ODBC data source name (DSN)
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Holds authentication and connection configuration data.
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Host the {+bi-full+} in {+atlas+}.
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BI Tool Data visualization and analysis.
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To learn more, see :doc:`Enable the BI Connector in Atlas </atlas-bi-connector>`.
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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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.. step:: Query MongoDB databases using SQL
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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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BI system.
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Use SQL to run queries against MongoDB collections,
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including joins, subqueries, and aggregate functions.
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Hosted Database and |bi-short|
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------------------------------
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To learn more, see :doc:`Connect from the MySQL Client
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</connect/mysql>`.
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.. note::
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.. image:: /images/Tab1_illo.png
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:alt: Connect to a MongoDB database from the MySQL Client
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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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:website:`create an {+atlas+} cluster </cloud/atlas/lp/general>`.
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.. tab:: Visualize MongoDB data with Tableau
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:tabid: tableau
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In this scenario, the database and |bi-short| applications both run on
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{+atlas+}, and you set up your :doc:`DSN </tutorial/create-system-dsn>`
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with connection information that {+atlas+} provides.
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.. procedure::
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.. figure:: /images/bi-connector/components-cloud.jpg
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:alt: Hosted DB and BI Connector
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:figwidth: 700px
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:align: center
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.. step:: Install |bi| for your platform
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Hosted Database and On Premises |bi-short|
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------------------------------------------
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|bi| is available for Windows, macOS, and Linux.
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If you have an {+atlas+} deployment smaller than M10 (including the
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{+atlas+} :atlas:`free tier </getting-started/>`), or if your MongoDB
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instance is not hosted on {+atlas+}, you can run |bi-short| locally and
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specify a remote database address with the
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:option:`--mongo-uri <mongosqld --mongo-uri>` option when you start
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the BI Connector's :doc:`mongosqld process </reference/mongosqld>`.
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:doc:`Download the MongoDB Connector for BI </installation>`
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.. figure:: /images/bi-connector/components-onprem-bi-atlas.jpg
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:alt: On Premises DB and Local BI Connector
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:figwidth: 700px
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:align: center
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.. step:: Create visualizations of MongoDB data with Tableau
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On Premises Database and |bi-short|
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-----------------------------------
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Many business intelligence visualization tools can't
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communicate with MongoDB databases using MongoDB Query
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Language. |bi| translates MQL into SQL, enabling
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communication with any BI tool that uses |jdbc| or |odbc|
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connections.
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Your organization may have installations of both MongoDB and |bi-short|
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elsewhere on your network, in which case you can set up your
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:doc:`DSN </tutorial/create-system-dsn>` to point to the |bi-short|
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server address.
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To learn more, see :ref:`connect-tableau-auth`.
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.. figure:: /images/bi-connector/components-onprem.jpg
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:alt: On Premises DB and BI Connector
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:figwidth: 700px
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:align: center
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.. image:: /images/Tab2_illo.png
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:alt: Use Tableau with MongoDB Databases
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Local Database and |bi-short|
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-----------------------------
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.. tab:: Analyze MongoDB data with Excel
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:tabid: excel
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For testing and all-in-one-box local experimentation, you can run
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MongoDB and |bi-short| on your desktop. This is the simplest
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configuration, perfect for quickly looking over the possibilities for
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data visualization with |bi-short|.
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.. procedure::
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Learn more about setting up a local |bi-short| test installation
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in the :doc:`Quick Start Guide </local-quickstart>`.
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.. step:: Create a Data Source Name (DSN)
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A DSN is a saved configuration with authentication
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credentials and |odbc| driver information.
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To learn more, see :doc:`Create a System DSN
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</tutorial/create-system-dsn>`.
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.. step:: Analyze MongoDB data with Excel
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Connect MongoDB with Excel via an |odbc| connector.
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To learn more, see :doc:`Connect from Microsoft Excel
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</connect/excel>`.
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.. image:: /images/Tab3_illo.png
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:alt: Analyze MongoDB data with Excel
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.. kicker:: Related Products & Resources
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Go Further with the |bi|
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------------------------
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Explore |bi|\'s advanced features.
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.. card-group::
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:columns: 3
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:style: compact
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.. card::
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:cta: Learn about Schemas
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:url: https://docs.mongodb.com/bi-connector/current/schema-configuration/
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:icon: /images/drivers-connectors-icon.svg
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:icon-alt: MongoDB BI Connector icon
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Auto-generate a schema based on your data
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.. card::
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:cta: Learn about Views
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:url: https://docs.mongodb.com/bi-connector/current/schema/use-views/
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:icon: /images/drivers-connectors-icon.svg
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:icon-alt: MongoDB BI Connector icon
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Control data access with MongoDB Views
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.. card::
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:cta: View Charts Docs
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:url: https://docs.mongodb.com/charts/saas/
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:icon: /images/charts-icon.svg
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:icon-alt: MongoDB Charts icon
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Visually explore your data with MongoDB Charts.
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.. toctree::
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:titlesonly:
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Overview </index>
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</what-is-the-bi-connector>
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Quick Start Guide </local-quickstart>
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/atlas-bi-connector
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Install BI Connector</installation>

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