Difference between revisions of "Help:Octofy: Manage data sources"

From Sherlock Software
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[[File:Octofy_Data_source_manage.png|400px|thumb|right|Manage data source screen]]
[[File:Octofy_Data_source_manage.png|400px|thumb|right|Manage data source screen]]
==Manage data sources==
==Change the settings of a data source==
To manage the data sources you added to the system, click on the "Manage DB connections" menu item from the File menu. The "Manage Connections Dialog" will pop up.
To manage the data sources you added to the system, click on the "Manage DB connections" menu item from the File menu. The "Manage Connections Dialog" will pop up.
*Select the data source item in the Connections list box.
*Select the data source item in the Connections list box.
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*Enter User name and password if SQL Server Authentication has been select.
*Enter User name and password if SQL Server Authentication has been select.
**Check the Remember password check box if you want the system to remember the password.
**Check the Remember password check box if you want the system to remember the password.
*Click the OK button the complete adding a data source.


==Add a new data source==
You can add a new data source from this dialog. To add a new data source, click on the "New" button and repeat the steps as same as [[#Change the settings of a data source]]
==Delete a data source==
To delete a data source:
*Click on the data source item in the Connections list box.
*Click on the Delete button
*Click on the OK button to confirm the deletion.
==Test a data source connection==
You can select a data source item from the Connections list box and click on the Test to ensure the database connection works.


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Back to [[Help:Octofy: User Manual|Octofy User Manual]]
Back to [[Help:Octofy: User Manual|Octofy User Manual]]

Revision as of 17:30, 27 September 2021

Manage data source screen

Change the settings of a data source

To manage the data sources you added to the system, click on the "Manage DB connections" menu item from the File menu. The "Manage Connections Dialog" will pop up.

  • Select the data source item in the Connections list box.
  • Edit and change the name of the data source in the Name text box.
  • Enter the server name in the Server name text box if you want to connect to a different database server.
  • Enter or select database name from the Database name combo box.
  • Select the authentication type to log on to the server
  • Enter User name and password if SQL Server Authentication has been select.
    • Check the Remember password check box if you want the system to remember the password.

Add a new data source

You can add a new data source from this dialog. To add a new data source, click on the "New" button and repeat the steps as same as #Change the settings of a data source

Delete a data source

To delete a data source:

  • Click on the data source item in the Connections list box.
  • Click on the Delete button
  • Click on the OK button to confirm the deletion.

Test a data source connection

You can select a data source item from the Connections list box and click on the Test to ensure the database connection works.


Back to Octofy User Manual