Create a connection

You can create a database connection by following these steps.

  1. In the navigation bar, click Manage Project Configuration > Manage Database Connection.
  2. On the Manage Database Connection Settings page, in the empty connection row, complete the following sub-steps.
    1. In the Connection Number field, type a unique connection number.
    2. In the Provider Type list, select System.Data.SqlClient for a Microsoft SQL Server provider, or Oracle.DataAccess.Client for Oracle provider.
    3. In the Server Name field, type the server name.
      Note For Oracle connections, the naming convention is <server name> / <database name>.
    4. In the Database Name field, type the database name that you are connecting.
      Note For Oracle connections, leave this field blank.
    5. In the User Name field, type the user name you want.
    6. In the Password field, type the password you want to set.
    7. Optionally, to use Integrated Security with Microsoft SQL Server, select the check box instead of entering a User Name and Password.

      This setting is disabled if the User Name and Password fields are populated.

  3. Click Test Connection.

    Check your settings and retry steps 2.1 through 2.7 if the connection fails.

  4. To save the connection settings, click the Insert link.