Configuring a data source
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Prerequisite
- Access to the Configuration > Data source (AD047) menu.
Introduction
In order to enable connection to databases external to SoftExpert Suite, the system provides a resource for configuring the necessary data sources.
Based on this configuration, data sources can be used in external attributes and in other SoftExpert Suite components, such as SoftExpert Analytics and SoftExpert Form.
See how to configure a data source:
Configuring a data source
• The fields available for completion may vary depending on the selected Driver.
• The Instance field will only be available if the selected Driver is SQL Server. Do not fill in this field for connections to databases in Azure.
• For connections to MySQL Server, SoftExpert Suite uses MySQL Connector/J 8.0, whose official documentation recommends using MySQL Server 5.7 and 8.0.
• Refer to the System requirements technical documentation for more details on the DBMS versions compatible with the SoftExpert Suite data source.
Data source security
In the Security tab, it is possible to define a security list for the data source, restricting access to the necessary users only.
Check the options available in this tab:
Private
Only the users defined in this tab will be able to edit or view the data source. To do that, use the following columns:
- Edit: define the users, teams, departments, and/or positions that will have permission to edit the data source.
- View: define the users, teams, departments, and/or positions that will be allowed to view the data source.
Public
All system users will be able to view the data source, but only those defined in the corresponding column will be allowed to edit it. Therefore, the View column will be disabled (since the data source can be viewed by any user).
In the Edit column, define the users, teams, departments, and/or positions that will have permission to edit the data source data.
Conclusion
All done! Now you know how to configure an external data source within SoftExpert Suite.