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Creating and Defining Data Sources

Creating Data Sources

Use a Data Source to provide the connection information Clarify needs to access a database.

  1. Select File | New | Data Source from the main menu bar.
    Note: If you select the Package in which the File Adapter should reside before creating it, some parameters are automatically populated in the New Data Source window.
  2. Provide the Source folder, Package, and Name.
  3. Click Finish. An editor appears.

Defining Data Sources

Use a Data Source to enable Clarify to connect to a database, and specify the tables, views, and columns of the database will be referenced.

  1. Under JDBC Driver, in the Classpath field, click the Add button to specify the path to your database. Either:
    • Click the Browse button to locate the database
    • Click the Global Variable button to select a Global Variable.
     
  2. Click on the Driver Name field to specify the driver to use to connect to the database.
    Note: JDBC drivers must meet the version requirements set by the database type.
  3. Under Connection Information, in the URL field, either:
    • Type the database's URL.
    • Click the Global Variable button to select a Global Variable.
  4. In the Username field, either:
    • Type the username needed to access the database.
    • Click the Global Variable button to select a Global Variable.
  5. In the password parameter, type the password needed to access the database.
  6. If you want to encrypt the password, select the Encrypted Password checkbox.
  7. If your database uses/supports catalogs, specify one in the Catalog parameter.
    Note: Both catalog and schema support varies depending on the database. If your database does not use/support them, just leave the fields blank.
  8. If your database uses/supports schemas, specify one in the Default Schema field.
    Note: This field refers to the schema that your database uses. It does not refer to a Schema object.
  9. In the top-right corner of the Data Source editor, click the Test Connection button to ensure Clarify can successfully connect to the database.
  10. Under Database Metadata, click the Fetch Metadata button to populate the Tables and Views area.
  11. Customize the tables and columns that Clarify will reference.
    • Under Tables and Views, you can see the columns within a table by clicking on the table name.
    • You can remove a table you do not need to use with Clarify by highlighting it and clicking the Remove Table(s)/View(s) button.
    • You can remove a column you do not need to use with Clarify by highlighting it and clicking the Remove Column(s) button.
  12. Click Save to complete this task.

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