Connections

Before using SOAP Service nodes, REST Service nodes, or import/export nodes that connect to business apps, data warehouses, databases, and other external sources, you must first create a data source connection in the package. A connection contains all the necessary parameters to link to a data source, such as login credentials and the source location. You can reuse a connection multiple times within the same package.

Available connections

You can set up a separate list of connections for each module in a package.

To create or edit connections:

  1. Open the package structure in the navigation bar.
  2. Select Connections for the relevant module.
Select "Connections" in the navigation tree
Figure 1. Select "Connections" in the navigation tree

This opens the Connections page. A tree of available connection types appears on the left.

Create a new connection
Figure 2. Create a new connection

To create a new connection, do one of the following:

  • Drag the connection type from the tree (1) to the connections area (2).
  • Double-click the connection type in the tree.

A new connection (3) appears in the connections area, and the connection parameters dialog opens. After you set the required parameters, you can test the connection.

Managing connections

Use the toolbar, context menus, and hotkeys to manage your connections.

The toolbar (4) contains the following options for managing connections:

  • Show tree — Show connection class tree.
  • Hide tree — Hide connection class tree.
  • Large tiles — View as large tiles.
  • Table — View as a table.
  • Group list — Group the list by connection type.
  • Configure connection — Configure the selected connection.
  • Configure visibility — Configure visibility.
  • Delete connection — Delete the selected connection.
  • Test — Test the connection.
  • Activate connection — Activate the selected connection.

To navigate through your connections, the following tools are available:

  • search in list — Search for a connection by name or path.
  • Filter list — Filter connections by group, caption, or path.
  • Sort list or — Toggles between sorting connections ascending or descending. A Clear sort option is available in the dropdown menu.

The context menu is available for each connection:

  • rename Rename connection
  • configure Configure connection
  • access Configure visibility
  • delete Delete connection
  • test Test connection
  • activate Activate connection
  • deactivate Deactivate all

Hotkeys

The following keyboard shortcuts are available:

  • F3 — Activate connection
  • Shift + F3 — Test connection
  • F2 — Rename connection
  • Alt + G — Group list
  • Ctrl + D — Filter list
  • Enter — Configure connection
  • Delete — Delete connection

Important Note: To connect to certain data sources, such as databases, you must install the corresponding DBMS client or client libraries. The bitness (32-bit or 64-bit) of the client must match the bitness of the Megaladata application or server.

Example: Connecting a database

Articles in Section:

results matching ""

    No results matching ""