All information found here occurs in the Data Sources interface, accessible from the System Administration tab.

When a user is trying to configure a data source, they can select one of the Database options from the Data Source Type picklist. The Database options are "SQL Server" and "Oracle". Below is an example of how the interface would look if the user selected the "SQL Server" option. The "Oracle" option will have the same fields available., except Database cannot be edited.

Create

To create a Database data source, follow these steps:

1. Fill out the database connection fields. The Server, User Name, Password, Database, and Shortcut parameters are required for managing a database source type. Further descriptions of these fields will be given later in the article. (Note: "Oracle" will not allow the user to edit the Database field.)
2. After all parameters have a value, click the "Verify Source" button in the lower left corner of the interface to verify the connection to the specified database.
3. If the connection is valid, click the "Save Changes" button.

Here is a visual of these steps:

Field Descriptions

The fields found in both the "Oracle" and "SQL Server" Data Types are described below for clarity.

• Server -- Name of the server.
• User Name -- Username for the database.
• Password -- Password used to connect to the database.
• Database -- Name of the database.
• Shortcut -- Name of the data source. This is the name that will appear in all data source picklists.