Adding External Data Sources

Follow the steps below to add external data sources.

  1. From the SmartSolve Administrator Tools tab, select Utility > Configure Data Sources.
    Result: Initially no data source is defined
  2. Click the Add button to display a blank row.
  3. Enter information into the following fields:
  4. Work Area Fields Description

    Export

    See Exporting External Data Sources.

    Browse

    Click this button to look for a file to export or import.

    Import

    See Importing External Data Sources.

    Source

    Enter a unique value for the name of the external data source.

    NOTE: This data source name is used in Form Configurator or Forms Designer.

    NOTE: Since this value will be used during forms configuration the name should be meaningful.

    Description

    Enter a description of the external data source.

    NOTE: This description should be meaningful to the system administrator.

    Connection String

    Enter the connection information for the ODBC and database.

    NOTE: The sonnection string syntax will vary based on the database type. This information must match the ODBC System DSN information you defined on the SmartSolve server.

    Example MSSQL Data Source

    DSN=ODBCDataSourceName;

    UID=DatabaseUserID;

    Database=ExternalDatabaseName;

    PWD=DatabasePassword

    Example:

    DSN=QMIS490MSQ;UID=QMIS;Database=QMIS490;PWD=pilgrim

    MS SQL Database Syntax

    » enter values for the following properties

    DSN, UID, DATABASE, PWD

    Oracle Database Syntax

    » enter values for the following properties

    DSN, UID, PWD

    SQL Query Statement

    Enter a valid SQL statement.

     

    NOTES:

     

    1. The syntax will vary depending on the database type.
    2. We do not provide support on the syntax.
    3. When you zoom from a field the system displays the data specified in the SQL statement.
    4. Consider performance issues when defining the queries.
      • Avoid using “Select * from..” statements. “Select * from ACT_ACTOR” will display all the columns in the table.
      • Consider filtering the results by using “where” clause.Select ACT_FIRST_NAME, ACT_LAST_NAME from ACT_ACTOR where ACT_LAST_NAME = ‘SMITH’
      • Use alias column names (user defined names to represent the raw column names) in the SQL statement to present the data in a more user friendly view. See examples below.
      • Examples of SQL Query Statement with alias column names:

        MS SQL Statement Example:
        Select PF_NO ‘QMIS Part Number’, PF_NAME ‘QMIS Part Family’ from PF_PART_FAMILY “QMIS Part Number” is the alias name for PF_NO. “QMIS Part Family” is the alias name for PF_NAME.

        Oracle Statement Example:
        select PF_NO PartNumber, PF_NAME PartName from PF_PART_FAMILY “PartNumber” is the alias name for PF_NO. “PartFamily” is the alias name for PF_NAME.

    Title

    Any user defined name. the name is used as the page title of the zoom page (look up page).

    Column to Return

    This is the column name. Its value will be stored in SmartSolve.

     

    NOTES:

    • If the SQL query statement contains an alias column name then you must enter the alias name.
    • Multiple column names can be defined.
    • If entering multiple columns, separate with a semicolon (e.g., Part Name;Lot Number;Unit Cost)
  1. Click the Save button.

See Also

Configure Data Sources

Setting up ODBC

Configuring Webservice Calls

Testing the ODBC Connection

Adding External Data Sources

Deleting External Data Sources

Testing External Data Sources

Exporting External Data Sources

Viewing Exported Information

Importing External Data Sources

Configuring the EDS Lookup Window

Example EDS Configurations in Forms

     

 

 
Wednesday, December 4, 2019
1:01 PM