Use the Configure Detail Screen to set up the new systems that define how Data Definition queries import or publish data into inmydata.


 

Click on the 'New System' Icon on the toolbar.

 

You will then see the

System Wizard - Introduction Form

 

 

 

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OR ALTERNATIVELY...

 

Click on File (On the menu bar), and then click on New System

 

This will also open the System Wizard - Introduction Form. 



System Wizard - Introduction

Opting to Create A New System will start the System Wizard, and the System Wizard - Introduction form will be displayed.

 

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To prevent the System Wizard - Introduction form from being displayed in the future click on the 'Skip this screen in the future' Check box.

 

To continue creating or modifying your system click on the 'Next >' button.  If you change your mind and do not wish to create or amend a System, then click on the 'Cancel' button.

 

 

System Wizard - Name and Desciption

The System Wizard - Name And Description form (Pictured Below) allows you to enter the Name that you wish the system to be known by, and a free form description.  You must enter a System Name, but the description is optional.

 

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Once you have entered your system name and description click on 'Next' to proceed to the System Wizard - Enter Other System Details.  If you do not wish to continue  you can click on 'Cancel' at any time.


System Wizard - Other Details

The System Wizard - Enter Other details form (Pictured Below) allows you to select the type of system you wish to create, and whether or not the user can create a query with more than one subject. Please note this option is only available for systems which are Progress AppServer based.

 

 

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To create a system based on an ODBC connection, select the ODBC based system option.

 

To create a system based on a Progress AppServer connection, select the Progress AppServer System option.

 

For Progress AppServer based systems only if you wish end users to be able to combine one or more subjects in a single query, check the Allow multiple subjects in one query check box. For information on combining subjects, see Query Wizard - Add Multiple Subjects to Query.

 

Also for Progress AppServer based systems only if you wish user to be able to select lookups in the query wizard, check the Allow users to specify lookups in query option.  

 

Once you have selected the options you require, click on 'Next' to proceed to the System Wizard - Enter Connection Details.  If you do not wish to continue you can click on 'Cancel' at any time.


System Wizard - Enter Connection Details


The System Wizard - Enter Connection Details allows you to define one or more connections to databases that the system will provide access to.

 

A system will only use one connection detail at any one time to access the database(s). Creating more than one connection allows the user to select an alternative connection (using the Select Connection screen) to modify the setup or run a query. For example, a user might create subjects against a test system, then run queries against a live system. In this example, we would create two connections, one for test and one for live.

 

To create a new connection, press the Add button. This will open either the SQL Connection Details screen or the Progress Connection Details screen.

 

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If you wish to Edit or Delete any of your Connection Details, select the Connection by clicking on it in the list view.  Then click on either the Edit button or the Delete button.  If you click on the Edit button, this will open either the SQL Connection Details screen or the Progress Connection Details screen.

 

To set a Connection as the default connection, select it by clicking on it in the list view, then press the Default button.

 

The Details button, reads data from Progress/OpenEdge connections and opens the AppServer Details screen

 

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Once you have created your connection details click on 'Next' to proceed to the System Wizard - Finished.  If you do not wish to continue you can click on 'Cancel' at any time.


System Wizard - Finished


This screen lets you know that you have entered all the necessary information for DataPA to complete the process of creating/modifying your System.  To complete the process click on the 'Finish' button.

 

If you do not wish to complete the process click on 'Cancel' to quit without making any changes.

 

If you wish to review your work before deciding what to do, click on the '< Back' button to step back through the previous screens.

 

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After finishing, ensure you Save your Changes.