OrgPlus Enterprise - Connect to a SQL Data Source
OP-200-S0004

Summary:

OrgPlus Enterprise can connect to a variety of data sources, including a SQL database.

Procedure:

To connect to a SQL data source from which you can build an OrgPlus chart, you must first create a domain which will be associated with a table in your SQL database. Next you must enter all of the information required to access the database table associated with your domain. This article explains how to add a domain and then configure the data source associated with that domain.

To add a domain:

• On the left of the browser window is a tree control containing all administrative options, click on Domains. The domains page is displayed.
• Click on the Add Domain... button. The Add Domain dialog is displayed.
  
  
   
• Enter a domain name and then click OK. Notice that the administrative tree control is updated to include each newly created domain. Once you have created a domain you can delete or rename the domain using the links to the right of each domain entry.
  
  

To configure a data source for a domain:

• On the left of the browser window is a tree control containing all administrative options, select a domain. The created domains are listed under Domains.
• If necessary, expand the selected domain using the + control.
• Select Data Source. The data source configuration for the selected domain is displayed.
  
  
   
• Define the parameters as follows:
  Adapter: Select the adapter that is used to connect to the source database. The available adapters are SQL Server, Oracle, and ODBC.
  • Server Name: Type the host name of the database server. You can type (local) if the database server is located on the same machine as OrgPlus Enterprise.
  • Database Name: Type the name of the database in which the source table is located.
  • Table Name: Type the name of the table in which the source table is located.
  • User Name: Type the database user name. This user name is used to authenticate against the database server so that OrgPlus Enterprise can access the source data.
  • Password: Type the password that corresponds to the supplied database user name.
  • Position: Type the column name for the database column that contains position information.
  • Reports To: Type the column name for the database column that contains Reports To information.
  • Assistant: Type the column name for the database column that contains IsAssistant information.
     
• Click the Update button.

Note: You can verify that all data source parameters are correct by clicking on the Test Settings button. If any parameter is incorrect a message detailing the problem will be displayed. Correct parameters as necessary and try again.

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