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Setting Up the Data Connector

This article outlines the steps to create and install a data connector to extract data from your local database.

Information Required

When integrating with your database, DemandCaster personnel will require the following information upon determining the authentication method.

  1. Server operating system: Windows 32 bit, 64 bit. Please note that the data connector will be installed on a windows machine regardless of what type of system the database is located on. The connection is made via an jdbc or odbc driver.
  2. Database type and version
  3. IP address of the server being connected to
  4. Name of database data being pulled from
  5. Assigned user name and password credential to allow the data connector to access the database (only if authentication is not windows authentication)

Connecting to SQL Server Database - Authentication Requirement

When setting up the data connector to extract data from your SQL server based ERP or other database, you must first consider your authentication mode.

For SQL server there are two types of authentication modes. One is windows authentication. The second is mixed mode authentication. The approach is up to your admin to decide.

Method 1: The Windows Authentication Approach:

  • A windows user account is created for DemandCaster on your server.
  • We don't need the user name and password of the account.
  • We will need the IP address of the server and name of the database.
  • The data connector should be installed as a windows service which runs with this windows account.
  • The proper permissions should be configured for this account in the SQL server. For example read only access to the SQL database or limits to certain tables in the SQL database.

Method 2: SQL login:

  • A SQL Login is created for DemandCaster in the SQL server.
  • We will need the user name and password for the SQL login.
  • We will need the IP address of the server and name of the database.
  • The data connector should be installed with the system account.
  • The proper permissions should be configured for this account in the SQL server. For example read only access to the SQL database or limits to certain tables in the SQL database.

If Windows Authentication is used, associate Data Connector to the Account

In case the authentication is handled with a windows account, the Data Connector service must be authenticated with the assigned user account.

The account can be configured per the screenshot below:

If Windows Authentication is used, associate Data Connector to the Account

Connecting to Other Database Types - Authentication Requirement

Similar to the above, the following information is required in order to set up the data connector service on your non SQL server database. The data connector makes an ODBC / JDBC connection to the database. Please provide the following information:

  1. Server operating system: Windows 32 bit, 64 bit. Please note that the data connector will be installed on a windows machine regardless of what type of system the database is located on. The connection is made via an jdbc or odbc driver.
  2. Database type and version:
  3. IP address of the server being connected to:
  4. Name of database data being pulled from:
  5. Assigned user name and password credential to allow the data connector to access the database:

Please Note: For non sql server databases, on the client side we need to assure that the ODBC is set up in the system DSN. In case the OS is 64bit... it needs to be created with the 32bit app for DSN creation. The location of the app is "%systemdrive%\Windows\SysWoW64\Odbcad32.exe"

Create client company data hub instance

Upon receiving the information noted in step 1 above, the installation is managed by your DemandCaster engineer as follows:

  1. Log into DemandCaster and go to admin
  2. Click on data hub
  3. Select the proper Company Name from the right top drop down (the client company should have previously been setup during provisioning).
  4. Go to Connectors UI and click Add New

Open Data Hub View

DemandCaster personnel must first set up the data hub for your account otherwise you will not be able to access the datahub. If the data hub tab is not visible, please email support@demandcaster.com

  1. Log into DemandCaster and click Data in top-menu bar
  2. Click on Data Hub

Open Connectors View

Once in the Data Hub, click on Connectors to open Connector view

Add New Connector

Click on Add New to create a new connector

Populate connector with required information

Enter the following information into the data connector fields based on the authentication method chosen.

  1. Type: Data Connector is used when the data is pulled from client database. This will be pre-populated.
  2. Name: Add company name
  3. Description: Add or leave blank
  4. Notes: Add or leave blank
  5. Driver:
    1. For MSSQL 2003 and later use net.sourceforge.jtds.jdbc.driver
    2. For MSSQL 2000 use sun.jdbc.odbc.JdbcOdbcDriver
    3. For Pervasive use  com.pervasive.jdbc.v2.Driver (connection string is jdbc:pervasive://).
    4. For Sun use sun.jdbc.odbc.JdbcOdbcDriver (connection string is jdbc:odbc:database name)
  6. Connection string: driver://ip address/data base name.  I.e. jdbc:jtds:sqlserver://###.###.#.#/ABCCompanyA;
  7. Userid: Either the admin user id or one created for DemandCaster. Not required if using Windows Authentication
  8. Password: Same logic as above. Not required if using Windows Authentication
  9. Data chunk size: Typically 512
  10. Fetch size: Typically 0
  11. Current Version: Current data connector version deployed.
  12. Auto Update: Check to auto-update connector.
  13. Select Version: Don't change. Only DC personnel should change to a prior versions of the data connector
  14. Restart Connector: Force restart of connector.
  15. Connect every: Typically 30
  16. Ping every: Typically 30
  17. Upon completion, click "Save"

Once ready, proceed to the steps described in the article Installing the Data Connector.

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