Configuring Connection Settings

Before using a data source, the connection to it must be configured by creating a connection string. To create the connection string for the data source which can then be used as a Source or Target, follow the instruction below:

  1. Select Connections from the Settings menu.

  2. Click the New toolbar button to select a connector and enter a name for the data source.

  3. Configure the properties of the connection string by entering values when prompted and selecting available options.

  4. Test the connection.

  5. Use the Save toolbar button to save the connection definition.

The following toolbar buttons are available on the property grid for completing tasks:

Toolbar buttonOptionDescription

Collapse

Collapse all categories in the property grid

Expand

Expands all categories in the property grid

Defaults

Returns to default category settings

Clear

Clears the properties and returns to default settings

Copy

Copies the connection settings from a different data source of the same type

Settings & Parameters

Displays the Settings & Parameters dialog for configuring additional data source options and defining and executing OAuth setup procedures.

Test Connection

Tests the connection and displays a message indicating the result.

Help

Displays help information

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