Here are instructions for configuring your connection to the CUL Metadb Production reporting database using CloudBeaver.


Request Access to FOLIO Reporting

FOLIO Reporting at the Cornell University Library is available to all CUL staff, but you must request access. If you have not yet requested access to the FOLIO Metadb Reporting Database, please first complete the Reporting Access Request Form


Join the CUL-REPORT-USERS-L Email List

If you are using or plan to use the CUL reporting database to run and/or build FOLIO reports, please subscribe to CUL-REPORT-USERS-L. This email list is used to distribute important reporting announcements (e.g., server outages, software upgrades, data table changes). To subscribe, send an email message to:

CUL-REPORT-USERS-L-request@cornell.edu

For the Subject of your message, type the single word

join

Leave the body of the message blank. Send this message from the email address where you want to receive the e-list's messages. The message must be sent in plain text.


About CloudBeaver

CloudBeaver is the primary reporting tool recommended for using and building FOLIO reports to run against the CUL FOLIO Metadb reporting database. CloudBeaver is a web application that runs in web browsers such as Chrome. 


Configure your CloudBeaver Connection to the Metadb reporting database:

Before you can run reports, you must configure a connection to the Metadb reporting database from a reporting application. To configure a connection to the reporting database from CloudBeaver:

  1. If you are connecting from off campus, you must first log into the Cornell Library's VPN



  2. Open your web browser and go to 44.207.124.201

  3. Enter your user name and temporary password




  4. Change your password: 
    Click your username in the top right corner of the screen
    Click Authentication
    Enter your temporary password, your new password, and your new password again
    Click Change to change your password


  5. Set up your connection to the Metadb reporting database:

    Choose New Connection, From a Template

    Choose Cornell Metadb Production

    Enter the User name: z_metadbuser_cornell

    PLEASE NOTE: This User Name and Password is different from what you used to sign onto your personal CloudBeaver account. This is the general user account for access to the Metadb database itself.

    Enter the password for this account (see your user account confirmation email for the password)

    Check Save Credentials

    Click CONNECT



  6. Verify that you can see schemas in the reporting database:

    Click the arrow on the left end of the new metadb connection to Cornell Metadb Production

    Click the arrow beneath the connection next to the metadb database

    You should see a list of schemas:

  7. Please note: Every time you connect to the Metadb reporting database to build and/or run reports, you log in using your CloudBeaver user name (netiduser) and user password. The first time you use your account, you need set up a connection to the Metadb reporting database using the metadb user name z_metadbuser_cornell and password. Once your metadb reporting database connection is established, you do not need to type in the metadb user name and password again.
  8. When you are done using your account, be sure to choose Logout under your user name in the top right corner of the window.




  9. After you set up your connection to the Metadb reporting database and log out, you may see a prompt to restore your connection the next time you log in.
    Go ahead and click RESTORE.




  10. Be sure to create a bookmark for your CloudBeaver connection so you can return to it easily.

  11. Congratulations! You have successfully set up your connection to the Metadb reporting database with CloudBeaver.   beaver  




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