Metabase

Metabase

Metabase is an open source analytics tool which allows users to view and analyze data. It is useful for creating business intelligence and analysis information mainly from SQL databases such as PostgreSQL.

Metabase Help

Quick Deployment

Assuming you already have a SQL database to analyze, refer to the following to quickly build and deploy a Metabase instance to an OpenShift project:

• Openshift Deployment Notes

If you do not have an SQL database to connect to, but have tabular data you would like to analyze, refer to the following dedicated repository for how to quickly set up a fresh PostgreSQL DB, deploy a Metabase and attach it to the DB.

• nr-metabase-showcase

Collection Permissions

Metabase instances contain collections. Collections can contain other sub-collections. In the Metabase Admin Console there is a section in the top Navigation called permission were you can create users and groups. After creating a group you can restrict which databases and collections that group has access to interact with. This allows you to have multiple businesses using a single instance of metabase hitting multiple databases each in their own separate collections. The users will be able to create their own dashboards and questions within their collection without affecting anything in other collections.

Securing a collection

1. Login into Metabase as a Metabase Admin role and create a collection
2. Go to the Metabase Admin and create a group to manage the collection
3. Edit the permissions of the "All Users" group to remove any permissions that it has on the new collection
4. Edit the permissions of the new group to add all available permissions on the new collection
5. Add new users, and place them in the new group.

Setting up Metabase Instances per Environment

• Login to Metabase as Admin and go to the Admin Console
• Going through the settings in the left Navigation from Top to bottom
  • GENERAL
    • SITE URL: https://<acronym>-metabase.apps.silver.devops.gov.bc.ca
    • REPORT TIMEZONE: Set the timezone to US/Pacific
    • FRIENDLY TABLE AND FIELD NAMES: Disabled
  • FORMATTING
    • DATE STYLE: 2018-1-7
    • DATE SEPARATORS: YYYY-M-D
  • PUBLIC SHARING
    • ENABLE PUBLIC SHARING: Enabled
  • EMBEDDING IN OTHER APPLICATIONS
    • ENABLE ENBEDDING IN OTHER APPLICATIONS: Enabled
• Permissions
  • DATA PERMISSIONS:
    • All Users should not have access to anything but the Sample dataset
    • Collection groups should have access to manage their Dataset
  • COLLECTION PERMISSIONS:
    • All Users should have access to "Our Analytics" but no sub collections
    • Collection groups should have access to manage their Sub-Collection within the "Our Analytics" Collection
• People
  • PEOPLE: adding users who will manage collections https://<acronym>-metabase.apps.silver.devops.gov.bc.ca/admin/people
  • GROUPS: adding groups for each collection which you will need to put users into https://<acronym>-metabase.apps.silver.devops.gov.bc.ca/admin/people/groups