Creating database profiles

Note

Galvanize will end support for Analytics Exchange on January 1, 2023. Learn more or upgrade to Robots.

Database profiles are used to connect AX Server to an Oracle, IBM DB2, or Microsoft SQL Server database. You need to create the server profile that connects Analytics to AX Server before you can create an associated database profile.

The database profile does not need to connect to a database located on the same server as AX Server, but it does need to be accessible from the server where AX Server is installed. For example, when connecting to Microsoft SQL Server, the database engine can be located on any accessible server on the network, but the ODBC connection used by the database profile must be configured on the server where AX Server is installed.

You can create database profiles for any Oracle, DB2, or SQL Server database you want to directly access using AX Server. Direct database access means that each time you open a server table in Analytics a query is run against the database and current data is transferred between AX Server and Analytics, and is then displayed in the active Analytics view for the table. This differs from most other types of data access in Analytics where data is copied into an intermediate data file (.fil) before being displayed in Analytics, and the data file is not updated unless you explicitly refresh the contents of the file.

Note

Contact your systems administrator or database administrator if you are unsure of the settings you need to enter, or if you are unable to connect to the data source.

To create a database profile:

  1. Select Server > Database Profiles.
  2. Click New.
  3. In Add New Profile, enter a name in Profile Name, and optionally select an existing profile in the Copy Settings From drop-down list to pre-populate the Database Profiles dialog box with settings from the existing profile, and click OK.
  4. In the Server Profile drop-down list, select the server profile you want to associate with the database profile.
  5. Select the appropriate database (Oracle, DB2, or SQLServer) from the Type drop-down list.
  6. Enter the user ID required to access the database in User ID.
  7. (Optional) Enter the password required to access the database in Password.
  8. Enter the name of the database to connect to in Service Name.
  9. Click Save. If you entered a password, Analytics displays a message box asking you to confirm whether you want to save the password with the profile.

    To save the password with the profile, click OK.

    To return to the Profile dialog box and remove the password, click Cancel.

    Note

    If you chose not to save your password with the profile, you must enter it each time Analytics attempts to establish a connection to the data source.

  10. Click Close.