Creating a data source

Data source data

To add a new data source, click on the button from the main screen toolbar. To edit a data source, select it from the list of records and click on the button.

On the screen that will open, enter an ID # and name for the data source:

Data source

Field	Description
Click to add an image	Click on this square to add an image that will represent the data source.
Driver	Select the driver corresponding to the database that will be used. Depending on the option selected in this field, the availability and name of the other fields may vary.
Database name	Enter the name of the database that will be used (SQL Server, PostgreSQL, Oracle, or MySQL).
Host	Enter the database server host.
Port	Displays the default port of the previously selected driver; it can be changed. In this case, enter the driver port.
Instance	This field will only be available when the selected driver is SQL Server. If the database server has instances, specify which one will be used. Note: Do not fill in this field for connections to databases in Azure.
User	Enter the user that will be used to authenticate the database.
Password	Enter the password that will be used to authenticate the database.

After filling in the fields on this tab, click on the button from the toolbar on the data source data screen to validate them.

caution

For connections to MySQL Server, SoftExpert Suite uses MySQL Connector/J 8.0; its official documentation recommends using MySQL Server 5.7 and 8.0.

danger

Refer to the "System requirements" technical document for more details about the DBMS versions that are compatible with the SoftExpert Suite data source.

Security

In this tab, you can define a security list for the data source. Enable the desired option:

1. Private

Only users specified in this tab will be able to edit or view the data source. To do this, use the following columns:

• Edit: Add the users, teams, departments and/or positions that will have permission to edit the data source.
• View: Add the users, teams, departments and/or positions that will have permission to view the data source.

2. Public

All system users will be able to view the data source; however, only those specified in the respective column will be able to edit it. For this reason, the

View column will be disabled (since the data source can be viewed by any user). In the Edit column, add the users, teams, departments and/or positions that will have permission to change the data source data.

info

To add a user/team/department/position to the security list, simply type the desired name in the available field and select the corresponding option from the list that will be presented, or press the "Enter" key. To delete a user/team/department/position from the security list, click on the button located next to the desired record.

When all necessary configurations have been set, save the record.