Creating a Connection Profile In Web Reports

Cory Fifield -

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In this article we provide detail and an example for creating a connection profile in Web Reports.  

 

Why Create A Connection Profile?

The connection profile is used to connect to your database.

 

Where Can Create A Connection Profile?

You can create a connection profile in the Settings tab of Web Reports on the Connection Profile page.

 

Steps To Create A Connection Profile.

 

1. Make sure you are on the Connection Profile page in the Settings tab of Web Reports.

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2. Click the add button to add a new connection profile.

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3. Enter your Connection Profile name.

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4. Select the connection type for your database. 

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5. Enable / Disable Prefix TO/Schema Name.

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6. Enter your Server.

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7. Enter your Database

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8. Enter Instance. (NOT REQUIRED)

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9. Enter Port. (NOT REQUIRED)

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10. Enter User Name. Note: Trusted Connection does not require username / password.

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11. Enter Password. Note: Trusted Connection does not require username / password.

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12. Verify successful connection using the Test Connection button.

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13. Your new connection profile will then be listed on the Connection Profiles page.

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