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Connecting to a database is the first step of accessing the information stored within it. VDM uses Connection Profiles to establish a database connection. Connection Profiles are essentially a "connection string" that provides the connection type, server name and account information for logging into a database.
Steps for Connecting to a Database
To create a new Connection Profile, click on the Database Ribbon Menu / New
The Connection Wizard is used to create New connections or to Edit existing connections. Editing a Connection Profile may be necessary if your server name has changed or if you have an new account or password for accessing the database.
Select The Connection Type
The first step of the Connection Wizard is to select the Connection Type from the drop down list. The Connection Type is the type of connection (Microsoft SQL, InterSystems Caché, InterSystems DeepSee, InterSystems IRIS, InterSystems IRIS for Health, InterSystems IRIS BI databases, ODBC etc) that is supported by your database*.
The Prefix TO/Schema Name option may or may not be required for your database. This option will prefix the schema or table owner name to your tables and fields when querying the database. For example if you have a Microsoft SQL database with multiple schema's for your database (dbo, production, test etc) then it is likely you'll need to enable this option.
*If you are unsure what type of database you have or if the schema is required for connecting to your database, please reach out to your database administrator or review your database's documentation.
After selecting your Connection Type and the Prefix TO/Schema Name option, the next window's options will vary based upon your Connection Type as the information needed for each type of database varies. In the example below we are prompted for the DSN for an ODBC connection*.
*You must complete the necessary ODBC driver installation and DSN configuration in Windows prior to completing the connection wizard. If you need assistance with the installation and setup of your ODBC driver, please contact your database administrator or review your database's documentation.
Open Profiles & Selected Schemas
Next you will have a two options to choose from, Open additional Profiles and Selected Schemas. The Open additional Profiles drop down will allow you to select additional profiles that have already been created. This is generally only used when creating a report that requires data from multiple databases (MDS). The Selected Schema option allows you to choose which schemas are accessible with your Connection Profile, by default all Schemas are selected.
Save The Connection Profile
The last step is to save your Connection Profile. The Connection Profile name is how VDM will refer to your database when building and running your reports.
The next step is to open the new connection. Click here for more information.