Create a system connection

If the data source system you want to use does not exist, use the instructions below to create a data source system for the data connection you want to set up.

Note: 

You can also use these instructions to edit system connections.

  1. On the DWD Designer window, click Data Sources.
  2. Right-click All Data Sources and select New Data Source System.
  3. On the New Source System window, click the Connections button.
  4. Select one of these:

    • To create a new connection, click the plus (+) button.

    • To edit and existing connection, select the connection and click the Edit button.

    The System Connection window opens.

    Note: 

    You can go directly to the System Connection dialog by:

    • right-clicking the system connection in the Data Sources tree tab and selecting Properties

    • double-clicking on a system connection in the system connection list.

  5. Specify this information:
    Connection Name

    This name is referenced throughout the DWD solution.

    Database Platform

    Select the platform of the source database.

    To edit platform information click the Edit Platforms icon.

    Authentication

    Windows authentication uses your (administrator) Windows login settings.

    SQL Server authentication uses the authentication credentials associated with the Microsoft SQL Server installation.

    Alternatively, you can create a user with password permission to use this connection.

    This connection will be used as

    Select the location in the ETL process where this connection is to be used. Extract, Transform, Load (ETL) Overview

  6. Click Test Connection when all required parameters are set.
  7. On the ODBC tab, specify the ODBC data:
    Available ODBC data source

    Select the ODBC data source which is a relational database, for example, IBM AS/400.

    Refresh ODBC data source (icon)

    Click the refresh button to refresh any changes.

    Start local ODBC administrator (icon)

    If the ODBC data source is not available, click the ODBC Data Source Administrator button to create a new ODBC data source. Using the ODBC Data Source Administrator

  8. On the OLE DB tab, specify the OLE DB data:
    OLE DB Providers

    Select the OLE DB provider you want to use. This component serves as the interface between the application and the database.

    Note: 

    Click the refresh button to refresh changes.

    Server Name

    Specify the name of the server where the database is stored.

    DB Catalog Name

    Specify the name of the catalog database where you will extract data.

    OLE DB Properties

    Select the property you want to use for the OLEDB object.

    Note: 

    To have all OLE DB properties listed you must have the same driver installed on the DWD workstation.

    OLEDB Driver Name

    Select a driver name from the drop-down.

    Icon buttons

    Use the icon buttons to add, delete, edit and save OLE DB properties. The bottom button enables you to generate properties from the client driver.

  9. Specify the local server data:
    Servers

    Select the local server name.

    Databases

    Select the source database on the selected local server.

    Current Server (link)

    Click this link to assign the current server as your local server.

    Edit Servers (link)

    Click this link to open the Server Manager list.

    Filter Databases (checkbox)

    Select this option if you want to enable filtering of databases.

    New Database (link)

    Create a database on the selected local server.

    Default Table Filegroup

    This field should be assigned to PRIMARY.

    Default Index Filegroup

    This field should be assigned to PRIMARY.

  10. Click OK/Update.