Connections to external databases for
This section tells you how to set to use an application connection to an external database. To use the legacy database connection, see the section "Using the Legacy Database Connection for ".
Prerequisites
Take note of this important information before you start the setup:
- Before you set up an application connection to an external database, you must have an
external object type connector installed and enabled.
- The connector must support the application connection. You can use
External Object Type Connector,
which is normally installed to the vault but is disabled.
- To use the connector, a license is not necessary.
- For instructions on adding connectors and managing vault applications, see Adding a connector and Installing and managing vault applications.
- If you use the service, the connector must be enabled on the proxy. For instructions, see Configuring external object types over. If you use a local service, the connector must be enabled in the vault.
- The connector must support the application connection. You can use
External Object Type Connector,
which is normally installed to the vault but is disabled.
- If you use replication and application connection to an external database service, you must configure the connection separately for each vault in the replication scheme. Make sure that the necessary configuration changes are also made to each vault. We also recommend that you read the section Replication of External Objects of the document Replication and Archiving - User's Guide.
- It is not possible to include the configuration for External Object Type Connector to replication packages.
- In SELECT FROM statements, the columns are selected in order of appearance. There is no relation between column and property names, which is why the order must be the same in the SELECT FROM and INSERT INTO statements, and SELECT FROM and UPDATE statements. Also, columns not used in the INSERT INTO and UPDATE statements must always be listed last in the SELECT FROM statement.
To use a connection to external database and to open the service configuration:
-
- Expand Metadata Structure (Flat View).
-
Click .
Result:The listing is opened in the right pane.
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In the right-pane listing, double-click the .
Result:The dialog is opened.
- Go to the Connection to External Database tab and enable the option Use a connection to an external database to import and modify objects that reside in the external database.
- Select Application connection.
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In Service, select the service.
The services that have the (OK) suffix, have a configuration for the .
Result:Information of the service configuration with possible errors is shown. -
Click Configure.
Result:The External Object Type Connector dialog is opened.
- Expand .
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In Provider, select the provider for the external
database connection.
Example:Microsoft OLE DB Driver for SQL Server.Note: The list of providers shows all the available providers on the server machine that runs the external object type connector. Thus, it can include providers that cannot be used in external database connections.The syntax of the connection string is different for each Object Linking and Embedding Database () supplier used for establishing the connection to the external database. If Open Database Connectivity (ODBC) is necessary to create the connection, the data store must be accessed over and ODBC. For a list of recommended providers, see Provider Recommendations for External Database Connections.
- Optional: If you selected Custom provider (manual configuration), in Custom provider, specify the provider.
-
Under Connection to External Database, complete one
of these steps:
Option Description Specify the other settings. The correct values are different for each provider and external database.
For more information, select a setting and see the Info tab.
In Advanced Options, enter the connection string. Use this option if it is not possible to use the other settings with the selected provider. When you enter the connection string, make sure that all values are correctly enclosed and the connection string has the necessary formatting. - Optional:
Under Optional SELECT Statements, define the
settings.
Note: The application connection does not support the Connections to External Databases settings in the Advanced Vault Settings section in . To use these settings, define them here.
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Under Service-Specific Settings, in SELECT Statement, write the SELECT
statement for getting source columns from the external database.
Examples of SELECT statements:
SELECT CustomerNumber, CustomerName FROM Customer
SELECT ID, Name + ' ' + Department FROM Company
SELECT ID, Name, CustomerID FROM Contacts
SELECT * FROM Customer
Tip: You can write a multi-line statement. - Click Save.
- Optional:
To configure a remote service:
-
To authenticate the common user, open the Dashboard
tab and click Authenticate.
Result:The Log In dialog is opened.
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Enter the common user credentials and click Log
In.
Note: The ODBC driver does not support all special characters. If your connection uses ODBC, the values that contain special characters must be enclosed in curly brackets. The correct format is {username or password}.
- In the dialog that is opened, click OK.
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Click Save to get the source columns.
- Optional: To configure a remote service, repeat step 16.
Note: You cannot save the configuration if there are no changes.Result:The dialog closes and the configuration refreshes. On the Configuration tab, the Column Mappings section shows the source columns that your SELECT statement returned from the external database.
- On the Configuration tab, go to Column Mappings and expand a source column node.
-
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- Repeat the steps from 21 to 23 for all the necessary source columns.
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Under General Settings, set Enabled to Yes.
Tip: You can enable and disable the external database connection also with the Disabled check box on the Connection to External Database tab of the dialog.
If the connection is disabled, information between the vault and the external database is not synchronized.
- Optional:
To configure a remote service:
- Click OK to close the dialog.