In the BI360 Administration Tool you can create a connection to a SQL database to use within the BI360 suite. Below are the steps on how to do this.
- Login to the BI360 Administration Tool with your organizations admin password. If you don't know your admin password then please ask the proper person in your organization.
- Once logged into the BI360 Administration Tool Select 'System Settings'.
- Under Data Connections select the proper system integration in the drop down that you would like to use then select setup. If the integration that you intend to use is not in the drop down then you will need to go back to Home Integration Management Integration Packages Select the correct integration package Install Selected.
- In the Data Connections menu you have the options to create a 'New' data connection to a SQL database, 'Change' an existing database connection or delete a database connection. The below example will show how to create a 'New' database connection.
This is commonly referred to as the Connection String.
- Name: This is a display name that end users will see when connecting to the database. This can be changed at any time.
- Description: This is a display description that end users will see when connecting to the database. This can be changed at any time.
- Server: The SQL server where the database resides. The database type must match the system integration as shown in step 3.
- User: The database can be connected to using either SQL or Windows authentication. If using SQL then type in the SQL user and password. If using windows then leave blank as the application will pick up the windows user that is logged into the machine.
- Database: The database name that is on the SQL server.
Once this is filled out then select 'Test' to verify that the database connection works.
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