This documentation covers the steps required for loading the Dashboard v1.4 for implementations using the Ed-Fi ODS v2.0. 

The steps can be summarized as follows:

Step 1. Install and Configure Required Software

• Follow the instructions in the Ed-Fi ODS / API v2.0 - Getting Started Guide.
• Follow the instructions in the Ed-Fi Dashboards v1.4 - Getting Started Guide.
• Download the Dashboard Compatibility Views for Ed-Fi ODS v2.0 from the Ed-Fi Exchange, and follow the instructions for applying them to your Ed-Fi ODS v2.0 instance.

Step 2. Restore ODS Database

Restore a backup of an Ed-Fi v2.0 ODS that is populated with sample data and has the dashboard compatibility views applied.

• Download the sample database attached to this page (EdFi_ODS_Populated_Template.zip) and extract the contents to a folder on your local machines (C:\Ed-Fi-ODS-Implementation\Database\Data\EdFi).

• Restore the downloaded database to replace EdFi_ODS_Populated_Template.

USE [master]
GO
RESTORE DATABASE [EdFi_Ods_Populated_Template] 
FROM  DISK = N'C:\Ed-Fi-ODS-Implementation\Database\Data\EdFi\EdFi_Ods_Populated_Template.bak' 
WITH  FILE = 1,  NOUNLOAD,  REPLACE,  STATS = 5
GO

Step 3. Configure SQL Server Integration Services

Configure the SQL Server Integration Services Catalog

• Ensure that "Integration Services" are installed for SQL Server. If not, then re-run SQL Server 2012 Setup, and select Integration Services.
• Start SQL Server Management Studio.
• If the SQL Server Agent is not started, right-click and select Start.
  

• Right-click on Integration Services Catalog and select Create Catalog.
• The Create Catalog prompt will appear. Select Enable automatic execution of Integration Services stored procedures at SQL Server startup, enter a password for the encryption key, then click OK.
  

• SSISDB will be created for the new project deployments.
  

Install Additional Software Components

Install the following software components (used during SSIS ETL):

• 2007 Office System Driver: Data Connectivity Components, https://www.microsoft.com/download/en/details.aspx?displaylang=en&id=23734.

• SSIS Multiple Hash v1.4.1 (2012), provided as a ZIP file in the Downloads Panel.

Install the EdFiException Component

gacutil -i "C:\Program Files (x86)\Microsoft SQL Server\110\DTS\PipelineComponents\EdFIException.dll"

Step 4. Build SSIS Projects and Deploy to the SSIS Catalog

Build the SSIS Projects

To use the SSIS Catalog, a project file (.ispac) must be created for the EdFi.Etl.Dashboard and EdFi.Etl.DW projects. This step stores the ETL Packages, connection strings and project configurations for the SSIS Catalog.

• Build the C:\Ed-Fi-Core\Etl\EdFi.Etl.Dashboard\ EdFi.Etl.Dashboard.sln project:
  • Use SQL Server Data Tools (Visual Studio 2010 Shell) to open the solution C:\Ed-Fi-Core\Etl\EdFi.Etl.Dashboard\ EdFi.Etl.Dashboard.sln.
  • When the project completely opens, go to the Solution Explorer, right-click on the project, and select Build.
    
  • After the build completes, you should now have the created .ispac file. This will be in the project folder for each project. For example, in the C:\Ed-Fi-Core\Etl\EdFi.Etl.Dashboard\bin\Development folder is the .ispac file for the XML Loaders. 

• Repeat these steps for the C:\Ed-Fi-Core\Etl\EdFi.Etl.DW\ EdFi.Etl.DW.sln project.

Deploy the .ispac files to the SSIS Catalog

The two .ispac files created in the previous step must be deployed to the SSIS Catalog that was previously created. To support the ease of deploying to the SSIS Catalog, PowerShell scripts have been provided that setup the SSIS Catalog with the new projects and deploy the SSIS packages. These scripts will also create environment variables used to store the necessary connections strings to manage the project. The packages will reference the new environment variables and will execute with those connection strings. The PowerShell script has variable fields that must be populated for the deployment.

Deploy the Dashboard packages

• Navigate to the C:\Ed-Fi-Samples\Tools\SSIS Catalog Execution folder.
• Open DeployDashboardPackages.ps1 (using Notepad or Windows Powershell ISE).

• In the File Variables section, populate the variables according to the following: 

  #*********File Variables*********************************************************************************************************
  $ProjectFilePath = "C:\Ed-Fi-Core\Etl\EdFi.Etl.Dashboard\bin\Development\EdFi.Etl.ispac" #The path to the ispac file from the SSIS project. Must build the project solution first.
  $ProjectName = "EdFi.Etl.Dashboard" #Project name from the SSIS Project
  $FolderName = "Dashboard" #The folder name in the SSIS Catalog
  $EnvironmentName = "Dashboard" #The name of the environment the packages will use
  $ISServerName = "(local)" #The name of the server where the SSIS Catalog has been created
  $EnvDatabaseName = "InitialCatalog" #Name of the property that the environment will store the EdFi Database name in
  $Server = "(local)"  #The server where the EdFi Database is stored
  $EdFi = "EdFi_Ods_Populated_Template" #The EdFi (ODS) database name. For this how-to, we will be using the Ed-Fi v2.0 ODS Populated Template
  $Dashboard = "EdFi_Dashboard"  #The Dashboardboard Database name
  $DashboardDW = "EdFi_DashboardDW"  #The Dashboard DW name
  $Application = "EdFi_Application"  #The Application Database name
  $DBUserName = "edfiAdmin"
  $DBUserPassword = "edfiAdmin"
  #********************************************************************************************************************************

• Save and execute the PowerShell script. 
• After DeployDashboardPackages.ps1 has completed executing, the project will be deployed in the SSIS Catalog. To verify this, do the following:
  • Navigate to the Integration Services Catalogs in SQL Server Management Studio.
  • Expand the Integration Services Catalogs to drill down to SSISDB > Dashboard > Projects > EdFi.Etl.Dashboard > Packages. When you expand the Packages your view should look similar to the image below:

• • Navigate to SSISDB > Dashboard > Environments and expand to see the Dashboard environment.
  • Double-click the Dashboard environment and select Variables in the “Select a page” pane to the left. The data in the Value column will be used as the connections strings. It should look similar to the image below:

Deploy the DashboardDW Packages

• Navigate to the C:\Ed-Fi-Samples\Tools\SSIS Catalog Execution folder.
• Open DeployDWPackages.ps1 (using Notepad or Windows Powershell ISE).

• In the File Variables section, populate the variables according to the following:  

  #********** File Variables*****************************************************************************************************
  $ProjectFilePath = "C:\Ed-Fi-Core\Etl\EdFi.Etl.DW\bin\Development\EdFi.Etl.ispac"  #The path to the ispac file from the SSIS project. Must build the project solution first.
  $ProjectName = "EdFi.Etl.DW"  #Project name from the SSIS Project
  $FolderName = "DashboardDW"  #The folder name in the SSIS Catalog
  $EnvironmentName = "DashboardDW"  #The name of the environment the packages will use
  $ISServerName = "(local)"  #The name of the server where the SSIS Catalog has been created
  $EnvDatabaseName = "InitialCatalog"  #Name of the property that the environment will store the EdFi Database name in
  $Server = "(local)"   #The server where the EdFi Database is stored
  $EdFi = "EdFi_Ods_Populated_Template"  #The EdFi (ODS) database name. For this how-to, we will be using the Ed-Fi v2.0 ODS Populated Template
  $Dashboard = "EdFi_Dashboard"  #The Dashboardboard Database name
  $DashboardDW = "EdFi_DashboardDW"  #The Dashboard DW name
  $Application = "EdFi_Application"  #The Application Database name
  $DBUserName = "edfiAdmin"
  $DBUserPassword = "edfiAdmin"
  #********************************************************************************************************************************

• Save and execute the PowerShell script.
• After DeployDWPackages.ps1 has completed executing, the project will be deployed in the SSIS Catalog. Verify this using the same approach as described in "Deploy the Dashboard packages" above.

Step 5. Setup SQL Server Agent Job

Create the SQL Server Agent Job

• Download EdFiSQLAgentv2.0.sql.
• In SQL Server Management Studio, open the downloaded file.
• Once open, navigate to Query > Specify Values for Template Parameters… (or click CTRL+SHIFT+M).
• Enter in the values for the parameters:

• Once the parameter values have been entered, click OK. The values will now be inserted in the SQL Agent script. Below is an example of the parameters filled in. 
  
  

• After the SQLAgent script has been updated, execute the script to create a new SQL Server Agent Job.

Step 6. Load Dashboard Databases

Once the SQL Server Agent script has been executed (in Step 5 above), the SQL Server Agent Job will be available to use to load the Ed-Fi Dashboard databases.

• To execute the job, navigate to the SQL Server Agent in SQL Server Management Studio and drill down into Jobs and right-click on the job named EdFiDashboard ODS v2.0 and select Start Job at Step...
• The Start job screen will now open. Select Step ID 1.

• Click Start. This will start the process to load and create the databases to power the Ed-Fi Dashboards.
• Upon successful execution of the SQL Agent job, data will be loaded into the Dashboard databases.