Add a Relational Data Source

You must add an external relational data source so that CDM users can query relational data.

Install the 64-bit version of the client runtime on the CDM application server, as necessary for the type of database that you plan to use.
- For a Microsoft™ SQL Server data source, no further installation is required. The client runtime is included in the .NET Framework.
- For an Oracle data source, download and install the Oracle Instant Client and the Oracle Data Provider for .NET from the Oracle website.
- For an IBM® DB2® data source, download and install the IBM Data Server Driver Package. This package contains the IBM DB2 ADO.NET provider and the client runtime.
In CDM, do either of the following to open the Data Source Connectivity tab in the work area:
- Click the File tab, then navigate to Administration > External Data > Data Source Connectivity.
- Click the Home tab, then in the Navigation Pane, click Administration and double-click Data Source Connectivity under External Data.
Click Home > Add > Relational Data Source, or right-click any existing data source in the work area and click Add > Relational Data Source.
Specify the connection parameters for the desired type of data source.
- Microsoft SQL Server
- Oracle
- IBM DB2 for Linux, UNIX, and Windows
- IBM DB2 for i
- ODBC
  Note: CDM does not support DSN ODBC data sources.
- OLE DB
Click Test Connection.
- If the connection succeeds, the Connection successful icon is displayed.
- If the connection fails, the Connection test failed icon is displayed. Check with the database administrator to ensure that the database server is running and that you have the correct parameters.
Click OK.

Users can now create and edit queries based on the newly defined relational data source. They can also associate queries with reports, allowing query results to be used by the reports.

Important: You must ensure that each new data source is added to the whitelist element, so that the CDM application server can authenticate the data source.

Connection Parameters for Microsoft SQL Server

To connect to Microsoft™ SQL Server as a relational data source in CDM, use the following parameters:

Parameter	Description
Name	Enter a unique name for the data source.
Description	Specify a description for the data source. This is optional.
Expiration Policy	Select the expiration policy. Expiration policies determine when the cached data must be refreshed from the underlying external data sources.
Connection Type	Select Microsoft SQL Server.
Server Name	Enter the name of the SQL server that holds the database.
Authentication	Select SQL Server Authentication to authenticate against the server account. Select Windows Authentication to authenticate against a data sources Microsoft Windows™ account that users create on their computers. Users must assign rights for the data sources account to access the data sources. A separate data sources account gives you more flexibility when you are assigning access rights on external data.
User Name	Enter the username of the SQL server account if you are using SQL server authentication. Enter the username of the account that has access to the SQL data source if you are using Windows authentication.
Password	Enter the password of the account that you are using for authentication.
Database	Select the database name from the drop-down menu.

Connection Parameters for Oracle

To connect to Oracle as a relational data source in CDM, use the following parameters:

Parameter	Description
Name	Enter a unique name for the data source.
Description	Specify a description for the data source. This is optional.
Expiration Policy	Select the expiration policy. Expiration policies determine when the cached data must be refreshed from the underlying external data sources.
Connection Type	Select Oracle.
Server Name	Enter the name of the Oracle server that holds the database.
Port	Enter the port number that is used by the server to establish the connection to the service.
Service Name	Enter the name of the service or database that hosts the information.
User Name	Enter the username of the account with access to the service.
Password	Enter the password of the account.

Connection Parameters for IBM DB2

To connect to IBM® DB2® for Linux™, UNIX™ and Windows™ as a relational data source in CDM, use the following parameters:

Parameter	Description
Name	Enter a unique name for the data source.
Description	Specify a description for the data source. This is optional.
Expiration Policy	Select the expiration policy. Expiration policies determine when the cached data must be refreshed from the underlying external data sources.
Connection Type	Select IBM DB2 for Linux, UNIX, and Windows.
Server Name	Enter the name of the server that holds the DB2 database. The format should be `ADDRESS:PORT`. The default port number is 446.
Database	Enter the name of the database.
User Name	Enter the user name of the account with access to the database.
Password	Enter the password of the account.

Connection Parameters for IBM DB2 for i

To connect to IBM® DB2® for i as a relational data source in CDM, use the following parameters:

Parameter	Description
Name	Enter a unique name for the data source.
Description	Specify a description for the data source. This is optional.
Expiration Policy	Select the expiration policy. Expiration policies determine when the cached data must be refreshed from the underlying external data sources.
Connection Type	Select IBM DB2 for i.
Server Name	Enter the name of the server that holds the DB2 database. The format should be `ADDRESS:PORT`. The default port number is 446.
User Name	Enter the user name of the account with access to the database.
Password	Enter the password of the account.
Database	Enter the name of the database.

Connection Parameters for ODBC

To connect to Open Database Connectivity (ODBC) as a relational data source in CDM, use the following parameters:

Parameter	Description
Name	Enter a unique name for the data source.
Description	Specify a description for the data source. This is optional.
Expiration Policy	Select the expiration policy. Expiration policies determine when the cached data must be refreshed from the underlying external data sources.
Connection Type	Select ODBC.
Connection String	Enter the name of the connection string.

Connection Parameters for OLE DB

To connect to Object Linking and Embedding Database (OLE DB) as a relational data source in CDM, use the following parameters:

Parameter	Description
Name	Enter a unique name for the data source.
Description	Specify a description for the data source. This is optional.
Expiration Policy	Select the expiration policy. Expiration policies determine when the cached data must be refreshed from the underlying external data sources.
Connection Type	Select OLE DB.
Connection String	Enter the name of the connection string.