Edit an existing Connection Profile when your database credentials, server, database, schema selection, or other connection details change. The Connection Profile Wizard opens with the saved settings so you can review and update them.
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Before You Begin
- Identify the Connection Profile you need to change.
- Obtain the updated connection details from your database administrator.
- Review which Views or jobs use the profile so you can check them after the update.
- Edit the profile on the computer where it is used. Connection Profiles are machine-specific.
For background information, see Understanding Connection Profiles in VDM. If you need a new profile, see How to Create a Database Connection Profile in VDM.
Edit a Connection Profile
Step 1: Open the Profile for Editing
Use either of the following methods:
From the Database ribbon: Select the Database tab, then select Edit. Choose the profile you want to modify from the list.
From the Tables and Fields panel: Right-click the desired Connection Profile and select Edit to open it directly.
Step 2: Review and Update the Settings
The Connection Profile Wizard opens with the current settings filled in. Select Next to move through the wizard and update the relevant fields.
| Wizard Area | Settings to Review |
|---|---|
| Connection Type | The database connection type and prefix options. |
| Connection Information | Server, instance, database, username, password, and any available authentication or encryption options. |
| Options | Profile name and selected schemas. |
The available fields depend on your connection type. Options such as Encrypt Connection, Trust Server Certificate, and Trusted Connection should match your database administrator’s configuration requirements.
Use Test Connection to check the updated connection details before completing the wizard. If the test fails, review the error and correct the connection information before testing again.
Step 3: Save and Reload the Profile
- Review the remaining wizard options.
- Select Finish to save the edited profile.
- Select Load All on the Database ribbon to refresh the available connections.
Verify the Updated Connection
- Open the updated profile from the Tables and Fields panel.
- Confirm that the connection opens and the expected tables and fields are available.
- Run a View that uses the profile and check the results.
- If jobs use this profile, test the affected jobs and verify their output.
For connection indicators and troubleshooting, see How to Open a Database Connection in VDM.
Troubleshooting
- Connection fails: Check the server, database, authentication details, network access, and any required driver or ODBC configuration.
- Tables or schemas are missing: Review the selected schemas and ask your database administrator to confirm the account’s permissions.
- A View or job fails after the update: Confirm that the updated data source still contains the tables and fields that the View requires.
Need Help?
Contact support@bridgeworksllc.com for assistance. Include your VDM version, connection type, what you changed, and the error message. Do not include passwords or other secret credentials.
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