Add a New Connection

Note: Connections created in Data Hub are automatically available in Reporting Intelligence for Other ERPs and Query Designer. Complete the following steps only if you also want the connection available in Application Configurator.

This article describes how to use your Application Configurator to add a new connection.

From the Application Configurator panel, select the Connections tab. The Connections panel appears.
To create a new connection, from the ribbon, click the New button.
From the Connection Type drop-down list, and, select the appropriate connection type. The selected connection type determines the fields available in the panel.

Use the following table to enter data in the Connections panel, for an Access connection type:

Field	Description
Connection Name	Specify the user-defined name of the connection.
Database File Name	Type the name, or, use the Browse button to select the desired database to which to connect to.
Database Password	Specify the database password.

Use the following table to enter data in the Connections panel, for a DSN (data source name) connection type:

Note: For DSN connection types, the Test button is disabled, until the connection is saved.

Field	Description
Connection Name	Specify the user-defined name of the connection.
DSN	Click the drop-down list, and, select the DSN to which to connect to.
SQL Syntax	Click the drop-down list, and, select the syntax type of the DSN (for example, Snowflake).
User Name	Specify the user ID to be used to connect to the database.
Password	Specify the user password.
Prompt for Input	If selected, the user is prompted for sign in data, when connecting.

Use the following table to enter data in the Connections, panel for an iSeries connection type:

Field	Description
Connection Name	Specify the user-defined name of the connection.
Data Provider	Specify whether using `OLEDB` or `ODBC` for connectivity.
Host Name/IP Address	Specify the server name or IP address.
Library	Specify the library name. Multiple libraries may be entered by separating each library with a comma ( , ).
User Name	Specify the user ID to be used to connect to the database. If the Prompt for Input option is selected, the value may be left blank and entered when connecting.
Password	Specify the user password. If the Prompt or Input option is selected, the value may be left blank.
Secure Sockets Layer (SSL)	If selected, SSL encryption is used for all data sent between the client and the server.
Use JDE Dictionary at	If desired, select the check box and type the JD Edwards data dictionary to be used (sytanx: `<Schema>.<Data Dictionary file>`).
Prompt for Input	If selected, the user is prompted for sign in data, when connecting.
Default Connection for Database Type (Auto-Signon)	If selected, the system automatically signs the user into the application, without displaying the login dialog box. Note: Unattended sign on is not recommended for normal processing, and is designed for use with the Profile Scheduler component (for example, scheduling a load local profile run, or distribution of spreadsheets).

Use the following table to enter data in the Connections panel, for an Oracle connection type:

Field	Description
Connection Name	Specify the user-defined name of the connection.
Direct Connect	If selected, the insightsoftware-provided direct connect option is used to access the database. Otherwise, the Host Name/IP Address, Oracle SID, and Oracle Port fields are replaced with Oracle Service Name.
Host Name/IP Address	Specify the server name or IP address.
Oracle SID	Specify the Oracle Service Name where the database is located (for example, `VIS`).
Oracle Port	Specify the port number (for example, `1521`).
User Name	Specify the user ID to be used to connect to the database. If the Prompt for Input option is selected, the value may be left blank.
Password	Specify the user password. Type the same password again in the associated Confirm Password field. If the Prompt for Input option is selected, the value may be left blank.
Multi-Org Set ID	If applicable, specify the set ID to be used to apply security access. The system uses this value to generate the Post Connection Call value.
Post Connection Call	Specify the SQL calls to be used to apply security access. These calls may be modified and/or used for other post-connection SQL call purposes. In Spreadsheet Server and Query Designer, user SQL calls are processed prior to Oracle connection SQL calls. In Spreadsheet Server only, Oracle connection SQL calls are processed prior to Oracle EBS, Lawson, PeopleSoft, or JD Edwards Oracle host configuration SQL calls.
Use JDE Dictionary at	If desired, select the check box and type the JD Edwards data dictionary to be used (sytanx: `<Schema>.<Data Dictionary file>`).
Prompt for Input	If selected, the user is prompted for sign in data, when connecting.
Default Connection for Database Type (Auto-Signon)	If selected, the system automatically signs the user into the application, without displaying the login dialog box. Note: Unattended sign on is not recommended for normal processing, and is designed for use with the Profile Scheduler component (for example, scheduling a load local profile run, or distribution of spreadsheets).
Support Unicode Characters	If selected, code is implemented to support unicode characters for the connection.
RAC(Real Application Clusters) Support	If selected, the system connects to the database using the Service Name/RAC defined in the RAC Server Connection Definition field. This field is only enabled when the Direct Connect option is selected. Note: If this option is selected, a panel appears, allowing the user to select (highlight) the server connection to be used for RAC support. Once selected, click OK to populate the RAC Server Connection Definition field.
RAC Server Connection Definition	Specify the server connection(s) to be used for RAC support. This field is only enabled when the RAC (Real Application Clusters) Support option is selected.

Use the following table to enter data in the Connections panel, for a Salesforce connection type:

Field	Description
Connection Name	Specify the user-defined name of the connection.
Consumer Secret/Consumer Key/ Login URL	Specify the consumer secret, consumer key, and login URL required by Salesforce. See Salesforce documentation, or contact your administrator for more information.
Test User	Click the drop-down menu, and, select the user for which to test the connection. Once a user is selected, the system displays the associated login data.
User Name	Displays the user name assigned to the selected Test User.
Password	Displays the password assigned to the selected Test User.
Token	Displays the security token assigned to the selected Test User.
Prompt for Input	If selected, the user is prompted for sign in data, when connecting.

Use the following table to enter data in the Connections panel, for an SAP connection type:

Note: The SAP connection type only functions in a 32-bit environment.

Field	Description
Connection Name	Specify the user-defined name of the connection.
User Name	Specify the user ID to be used to connect to the database.
Password	Specify the user password.

Use the following table to enter data in the Connections panel, for a SQL Server connection type:

Field	Description
Connection Name	Specify the user-defined name of the connection.
Host Name/IP Address	Specify the server name or IP address.
User Name	Specify the user ID to be used to connect to the database. If the Prompt for Input option is selected, the value may be left blank and entered when connecting.
Password	Specify the user password. If the Prompt or Input option is selected, the value may be left blank.
Database	Click the drop-down list, and select the SQL Server database name.
Encrypt Connection	If selected, SSL encryption is used for all data sent between the client and the server.
Trust Server Certificate	If selected, SQL Server trusts the certificate, regardless of the signing authority.
Use Windows Integrated Security	If selected, the User Name, Password, and Prompt for Input fields are disabled, and the Windows user sign in data is used to connect to the database.
Used JDE Dictionary at	If desired, select the check box and type the JD Edwards data dictionary to be used (sytanx: `<Schema>.<Data Dictionary file>`).
Prompt for Input	If selected, the user is prompted for sign in data, when connecting.
DefaultConnection for DatabaseType (Auto-Signon)	If selected, the system automatically signs the user into the application, without displaying the login dialog box. Note: Unattended sign on is not recommended for normal processing, and is designed for use with the Profile Scheduler component (for example, scheduling a load local profile run, or distribution of spreadsheets).
Load Local Connection	If selected, the connection is used for connecting to a local database to load and retrieve account balances (for example, `GXL` formulas). The connection cannot be used for creating queries against the database, however.

Use the following table to enter data in the Connections panel, for a SQLite connection type:

Field	Description
Connection Name	Specify the user-defined name of the connection.
Database File Name	Type the name, or, use the Browse button to select the desired database to which to connect to.
Database Password	Specify the database password.

Use the following table to enter data in the Connections panel, for a Cloud Connector SaaS connection type:

Field	Description
Connection Name	Specify the user-defined name of the connection.
Host Name/IP Address	Specify the server name or IP address.
Port	Specify the port number (for example, `443`)
SQL Syntax	Click the down arrow and select the syntax type.

Use the following table to enter data in the Connections panel, for a Cloud Connector Local connection type:

Field

Description

Connection Name

Specify the user-defined name of the connection.

Cloud Connection Name

Specify the cloud connection name to connect to.

Use the following table to enter data in the Connections panel, for a Snowflake connection type:

Note: Snowflake connections require Spreadsheet Server v25.4 or later. This procedure describes a direct Snowflake connection; Application Configurator connects to Snowflake directly, and no ODBC driver installation is required. Snowflake is also available as a SQL Syntax option for a DSN connection type (see step 3b).

Field	Description
Connection Name	Specify the user-defined name of the connection. This is the name that appears in Query Designer, formula builders, and drill downs.
Account	Specify the Snowflake account identifier (for example, `myorganization-myaccount`).
Database Name	Specify the Snowflake database to connect to.
Schema Name	Specify the Snowflake schema to connect to.
Authentication Type	Click the drop-down list, and select Browser SSO or Key Pair. The fields available in the panel depend on the selection.
User Name (Browser SSO)	Optional. Specify a Snowflake user name to associate with the connection. If you leave this field blank, Spreadsheet Server omits the user name from the connection string, and Snowflake resolves identity from whoever completes the browser sign-in. Leave this field blank if multiple people with different Snowflake usernames will use the connection. This field is available when Authentication Type is set to Browser SSO. Note: Confirm that the Snowflake administrator has already configured single sign-on for the organization before you use this option.
User Name (Key Pair)	Specify the Snowflake user name associated with the key pair. This field is available when Authentication Type is set to Key Pair.
Private Key	Click Browse, and select the `rsa_key.p8` file. This field is available when Authentication Type is set to Key Pair.
Private Key Password	Specify the password for the private key. Leave this field blank if you generated an unencrypted key. This field is available when Authentication Type is set to Key Pair.
Connection Options	Optional. Enter additional connection parameters, one per line, using the format `key=value`. For example: `role=MY_ROLE` and `warehouse=MY_WAREHOUSE`. Application Configurator appends these parameters to the generated connection string. This field applies to direct Snowflake connections only. Application Configurator does not validate parameter values when you enter them; an incorrect role or warehouse name causes the Test or Save action to fail with an error returned by Snowflake (for example, The requested warehouse does not exist or not authorized, or Role 'X' specified in the connect string does not exist or not authorized).

To test the connection, from the ribbon, click the Test button. A message appears in the Results field, indicating whether or not the connection was successful.
Note: For DSN connection types, the Test button is disabled, until the connection is saved.
Click Save, then Yes, to push the changes to the network location.

To add a new connection in Application Configurator:

Open Application Configurator.
Select the Connections tab.
From the ribbon, select New. The connection panel appears.

Use the following table to enter connection details:

Field	Description
Connection Type	Select CloudConnectorSaaS.
Connection Name	Enter a descriptive name for the connection. For example, Oracle_Production.
Host Name/IP Address	Paste the endpoint URL copied from Integration Resources in Data Hub. For more information, see Use Replicated Data Endpoints for Other Products.
Port	Enter 443.
SQL Syntax	Select PostgreSQL.

Select Test Connection to verify the connection. A message appears in the Results field confirming whether the connection is successful.
Select Save, then select Yes to push the changes to the network location.

Field	Description
Connection Name	Specify the user-defined name of the connection.
Cloud Connection Name	Specify the cloud connection name to connect to.

Add a New Connection

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