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How to update the database credentials used in the Bold BI application?

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The article provides instructions on how to update the connection string for the Bold BI application when there are changes in the database server credentials or when the database server is migrated to a new environment. This ensures that the application can establish a successful connection with the database server.

Step 1: Updating the main application's connection string

The main application's connection string is a crucial configuration that establishes the connection between the Bold BI application and the database server. To update the main application's connection string, follow these steps:

  1. Run the Admin Utility to update the connection string in the main application (i.e., the UMS module of the application).

  2. Restart the application by following the documentation.

Step 2: Changing the connection string for individual sites

Each site within the Bold BI application has its connection string that needs to be updated after updating the main application's connection string. To change the connection string for individual sites, follow these steps:

  1. Navigate to the sites listing page - https://<your-domain>/ums/sites
  2. Refer to this documentation for detailed instructions on changing the connection string for individual sites. Alternatively, you can also use the REST API for this purpose.

Step 3: Updating the datastore connection string

The datastore connection string ensures that the dashboard data is connected to the correct database server. To update the datastore connection string, follow these steps:

  1. Navigate to the Data Store Settings page within the Bold BI site. -  https://<your-domain>/bi/site/<site-identifier>/administration/data-process
  2. Refer to this documentation for detailed instructions on updating the datastore connection string.

Once you have updated the connection string, please refer to this document and restart the application to reflect the latest changes. Ensure the site and dashboards are working as expected.

Please ensure that the new database user has all the necessary permissions to access and create the required database, tables, and schema.

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SG
Written by Sivabalan Ganesan
Updated:
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