OrgPlus Enterprise - Connect to a SQL Data Source
OP-300-S0004
Summary:
OrgPlus Enterprise can connect to a variety of data sources, including a relational database.
Procedure:
To connect to a SQL data source from which you can build an OrgPlus Enterprise chart, you must first create a domain which will be associated with a table in your relational 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... 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:
- Click the Retrieve and Update button.
Adapter: Select the adapter that is used to connect to the source database. The available adapters are SQL Server, Oracle, and ODBC.
Preserve orphans: Check this if you want to retrieve and preserve records that are not part of the organizational hierarchy
No hierarchy: Check this if the data be retrieved has no hierarchy. An example of this would be a list of conference rooms. If this box is checked you will not need to populate the Postion and ReportsTo column information
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 data for the domain 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 column: Type the column name for the database column that contains position information.
ReportsTo column: Type the column name for the database column that contains Reports To information.
Assistant column: Type the column name for the database column that contains IsAssistant information.
Duplicate record key column: This is the column name that contains a unique identifier that can be used to determine that the same employee shows up more than once in the domain data. It is used when employees have more than one manager to which they report. In most cases it is the same column as is used for the Position.
Note: You can verify that the database connection parameters are correct by clicking on the Test Connection button. You can verify that the data can be retrieved and transformed into a hierarchy by slicking on the Test Data Retrieval 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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