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- It has a name and a driver class (which should match the kind of datasource you are connecting to, e.g. Oracle, MySQL, SQLServer etc.).
- The protect during import flag can be used to prevent this datasource being updated or deleted during import. T
To prevent orphaned datasources, when a parent application is deleted by the import, its datasources will also be deleted. - Remember to set the enabled flag to make the datasource active.
- Most importantly, ensure you have configured at least one datasource instance.
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Each datasource must have at least one datasource instance. You can add several instances if you want to configure different settings. For example you may want to connect to the same database using a different username and password for different scheduled tasks.
In the properties for collectors and exporters, you can optionally specify the datasource instance using the Advanced → Datasource Instance Expression.
The datasource properties are affected by:
- the Privilege Allow anonymous updates on datasources. Only a user with this privilege can change the Allow Anonymous Export tick box.
- the System Configuration option Allow anonymous export by default. When selected, this system option sets Allow Anonymous Export to be ticked by default on new datasources.
Datasource Properties
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In addition to the standard icons, the properties toolbar includes
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window.
For
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Datasource Instances
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a datasource, you must:
- Enter a Name.
- Select a Driver class.
- Add at least one datasource instance.
- Tick the Enabled check box when it is ready to use.
We recommend you tick Protect during import to prevent this datasource being updated or deleted during import.
Basic Settings
Field | Description |
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Name |
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Enter the name for this datasource. It is helpful to use a name that reflects the type of database to which it will connect. This name appears in the Datasource drop-down list for database collectors and exporters. | |||||||||
Enabled |
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Allow Anonymous Export | When an exporter uses this datasource to connect to a database, by default PhixFlow will use the PhixFlow username and password. Use this option when the PhixFlow username and password should not or cannot be used, for example in a scheduled task plan. |
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A datasource instance must have a name, a URL, and a username and password used to connect to the external datasource. The URL should be in one of the following formats:
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title | Example connection strings |
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The target database must permit anonymous updates.
You must have the Allow anonymous updates on datasources privilege to change this option. | |||||||||||||||||||
Use User Credentials on Export | Use this option when a user interactively runs an exporter that uses this datasource to connect to a database. This may be via an application action or when a user clicks
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Protect during import |
Exception: The datasource will be deleted when its parent application is deleted by the import. This prevents orphaned datasources persisting in PhixFlow. | ||||||||||||||||||
Driver Class | Select the driver class for the type of database to which the datasource connects.
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Datasource Instances
This section has a toolbar with standard buttons.
The grid contains a list of datasource instances that belong to this datasource. Double-click on a row to open the datasource instance properties.
To add a datasource to the list, click
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To remove a datasource instance from the grid, use the toolbar button
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Database Collectors
This section has a toolbar with the
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The grid contains a list of database collectors that use this datasource. Double-click on a row to open the database collector properties. You can change whether or not the collector uses this datasource or whether the collector is enabled.
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Any changes you make will affect the analysis models in which the collector is used. |
Datasource Instance Properties
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For a datasource instance, you must:
- Enter a Name.
- Enter the URL for the database.
- Specify the Anonymous username and Password.
- Tick the Enabled check box when it is ready to use.
Other settings are optional.
Basic Settings
Field | Description | |||||||||
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Name | Enter the name for this instance. In the properties for collectors and exporters, you can specify this instance by using its name in the Datasource Instance Expression. | |||||||||
Enabled |
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URL | Enter the URL for the target database. Example URLs
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titleBGColor | #99c2ff |
title | External Credentials Settings |
There are two flags on the details tab that determine what credential the datasource sends when connecting to the external source.
When the Anonymous Export Allowed flag is ticked, the datasource can be used by an exporter as part of the work done in executing a task e.g. when processing a scheduled task. In this mode, the datasource will use the configured anonymous username and password. If anonymous export is not allowed, the datasource cannot be used by an exporter during the execution of a task. The datasource can only use the logged in user's credentials (see Use user credentials below).
When the Use User Credentials on Export flag is ticked, the current logged in user's own PhixFlow username and password will be used to connect to the target database when an exporter is used interactively. Note that this means that the username/password must be set up on the target system by a Database Administrator.
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title | Check Query |
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Anonymous Username | Enter a username. | PhixFlow will use the username and password to connect to the database when the datasource property Allow Anonymous Export is ticked. |
Password | Enter a password. |
Advanced
Only use these options if you know about database connections and SQL queries. For help with these options, contact support@phixflow.com.
Field | Description |
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Check Query | Use this field when connections to the target database might go |
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stale |
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Enter a database query that will return a row from the database. PhixFlow runs the query against the database just before each use of a |
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pooled |
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connection. If the query does not return a row, the connection is discarded and a new connection is created. To avoid any performance impact, the query should execute quickly. |
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See the Query String section of the Database Collector page for information about writing SQL queries in PhixFlow. |
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Datasource Profile |
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Use this field when |
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the target database |
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has additional requirements |
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not covered by |
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the datasource and datasource instance properties. Enter the path to an external datasource connection profile |
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Datasource behaviour is also determined by these parameters set elsewhere in PhixFlow:
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. PhixFlow will use the configuration information in the profile to connect to the target database. |
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titleBGColor | #99c2ff |
title | Global Settings - For Administrators |
Description | Optionally enter a information about the advanced configuration. |
Remember to click
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