04 /1 - Connect A Database
You can either choose an existing database or create a new connection. The connections are part of the data models to avoid conflicts.
This is why you will be offered two sections: connections of this data model and all connections.
Connections from the 'all connections' - tab can be added to your data model by clicking on 
.
Define A New Database Connection
To define a new connection, click on 
and define the connection properties.
Please provide all details to your database in this section.
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If you use a common database (e.g. Microsoft SQL Server, Postgre SQL, Oracle or SAP HANA), choose the respective entry from the dropdown list. This will insert a Connection String with wildcards, as well as the common Driver Name for this database. For all common databases, you can see the screenshots at the bottom of this page. | ||
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Enter a name for your data source. This name will also appear in the list of existing data sources. |
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This is a string for the connection details of your database. By choosing a connection template, this will be filled out automatically, and you only need to adapt the wildcards.
This is the default connection string for a native MySQL - database, as well as a sample configuration. Don't forget to remove the brackets ("<" & ">")! |
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Please provide a valid user name and its password for your database. |
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Enter the name of the database schema, which contains the data that you want to use. |
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Enter the correct driver name. If you choose a connection template, this is filled out automatically. Usually, you don't need to add anything here within a connection template. |
In the following example, you can see how a database from Microsoft SQL Server is imported.
After you filled out all required fields, save your new data source with 
.
It will appear in the list of your existing data sources.
After you added a new connection, your data source will be marked if it is connected (however, this may take a moment, so don't worry if it doesn't appear immediately).
To test the database connection, click on Refresh connection status:
To edit your connection click on 
:
Select An Existing Data Source
You can also choose a database connection from the list of existing ones.
Therefore, simply click on the tab 'all connections'.
To add a database connection to your data model, click on 
which appears when you hover over the database connections' name.
04 /2 - Table Selection
Use the provided checkboxes to select the tables, that you wish to import.
You must select at least one table. However, for a sufficient analysis document, you will most likely require at least two tables, a case table and an activity table (read more about tables here).
04 /3 - Choose The Activity Table
The activity table includes all activities, and is required by any component in the analysis document.
Proceed to Configure Data Model