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Article Goal
Walk users through the process of creating and configuring a database connection profile in VDM, which is essential for accessing and querying data stored in external systems.
What Is a Connection Profile in VDM?
A database connection in VDM is established through a Connection Profile, which stores the configuration details required to access a specific database. This includes the connection type, server or data source, login credentials, and schema access options.
Why Create a Connection Profile in VDM?
Connection Profiles in VDM allow users to:
Securely connect to databases for reporting, querying, and dashboard creation
Define access to specific schemas and data sources
Reuse connections across multiple views or reports
Support cross-database reporting (MDS) using multiple saved profiles
Video Tutorial:
Steps for Connecting to a Database
1. Open VDM: Launch VDM on your system.
2. Access the Database Menu: Click on the Database tab in the ribbon bar at the top of the screen.
3. Create a New Profile: Click the New button to launch the connection wizard.
4. Select Your Connection Type: Choose your database type from the available list (e.g., SQL Server, Oracle, ODBC, Rocket U2).
Note: If you’re unsure of your database type, ask your database administrator or refer to your system’s documentation.
5. Prefix TO/Schema Name Option: Enable or disable the Prefix TO/Schema Name checkbox based on your database's requirements.
Note: This setting determines whether table and field names are prefixed with their owner/schema in queries. If you're unsure whether this is required, consult your DBA or review your database’s guidelines.
6. Enter Your Connection Information: Fill in the required fields (e.g., server name, database name, credentials, etc.).
Important Note: Fields will vary depending on the Connection Type you selected.
ODBC-Specific Note:
If using an ODBC connection:
You must first install the appropriate ODBC driver
Configure a DSN (Data Source Name) in Windows
Contact your DBA for help or follow the driver documentation
7: Test the Connection: Click Test Connection to confirm your settings.
If successful, click Next
If it fails, double-check all details (credentials, server, etc.)
Testing ensures that VDM can successfully communicate with your database.
7. Save the Connection Profile: Name your profile and click Finish.
The name you choose is how VDM will refer to the database in future views.
8. Load All Connections: Click Load All in the Database tab or the lower-left corner of VDM.
This refreshes your available tables and fields
Your new connection will now appear in the list
Ready for the next step? How to Open a Database Connection in VDM
Article Summary
This article explains how to set up a Connection Profile in VDM to connect to a database. It covers choosing the connection type, entering credentials, configuring schema options, and testing the connection. These profiles are essential for using data in views, reports, and dashboards within VDM.
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