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Windward

Connect to a Data Source in v15

Overview

With the new User Interface introduced in version 15, connecting to your data source is slightly different compared to earlier versions. This page will show you the new Data Source Connector, but please reference the article specific to your data source for instructions on connecting your template.

 

Accessing the Data Source Connector

In the AutoTag Manager tab of your MS Ribbon, the Data Sources button has two options for clicking: an upper button, and a lower arrow with dropdown menu.

 

 

Data Source Connection Indicators

          

Initially, the icon shown in the MS Ribbon (shown above) has a yellow triangle -- this means that there is no data source connected to this template.

  • Once a template is connected successfully, the icon will show a green circle.  
  • If a data source is connected but there is a problem with the connection, the icon will display a red circle. 

 

Upper Button: Connection Editor

 

Clicking the upper field of the DS Button will open the data source Connection Editor:

Connection Editor Tabs

New

  • Click on a data source type to set up a new data source connection. Once connected in one template, the data source will be available to other templates (but you must still select the data source in a new template).
  • If your datasource or data source type is not shown in the New pane, you may not have the proper credentials set up to connect to your data source regardless of AutoTag.
    • For example, if you don’t see IBM DB2 listed, you may need to go to the IBM website, login, and download the latest fix pack. After that, IBM DB2 will appear in the New tab for you to set up your AutoTag connection.
  • See this list for directions to connect to your specific data source.
  • Though shown, you cannot move or delete these entries using the move and delete buttons.

 

Connections

  • Click this tab to browse through previously connected data sources. Initially, your Active and Recent Inactive lists will be blank.
  • After you connect one data source, it will appear here for easy access in all your reports.
  • You can organize by moving data sources up and down, or you can delete a data source permanently if you will not be using the connection in the future.

Details Pane

When you click on a data source type in the New tab, the Details Pane shows fields for you to fill in (and save) the details of that data source such as:

  • Name (nickname)
  • Provider, server, data base location
  • Credentials (login or Windows Identity)
  • Display Tables, Read-in Metadata, or Connection String

 

You can also:

  • Connect and add multiple data sources
  • Update the details for your data sources
  • Create a Data Set
  • Test the connection
  • When you click Close, your data source details will be saved and accessible through the Connections tab.

Lower Button with Dropdown

Clicking the dropdown arrow on the Data Sources Button will allow you to do the following:

  • Data Sources -- This will open the Data Source Connection Editor
  • Recent -- click on any of the recently used data sources to immediately connect your template to that data source. If the data source you want is not listed here, open the Data Source Connector.

 

Common Connection Questions

How do I add or remove a data source from my template?

  • Clicking a data source in the Recent Inactive list and selecting Connect in the Details Pane will activate it and move it to the Active list.
  • You can also remove a data source connection from your template by selecting the data source in the Active list, and selecting Disconnect in the Details pane. This is not the same as removing the data source completely from all of AutoTag by deleting the data source connection itself.

How do I add multiple data sources to my template?

  • To use a previously connected data source in a new template, open the Connections tab and double-click on each data source that you want available in that template.

What happened to the DataSet options?

  • They are still here! The button is in the Details pane (at the bottom, next to the Test button).
  • For more information on using Datasets, see this article.

What happened to the Excel and MS Access options?

We no longer offer support for Excel spreadsheets as a data source or MS Access as a data source, but since we have some legacy customers who still use these, we offer the following solution in order to make those options available in the new Connection Editor. 

 

Note: you can also turn your Excel Spreadsheet into an XML file. See this article from Microsoft.

 

Find your winword.exe.config file (this is Microsoft's file, not a Windward file), and add the key shown below to the appSettings section.

  • 32-bit:   C:\Program Files (x86)\Microsoft Office\Office15
  • 64-bit:   C:\Program Files\MicrosoftOffice## (where the ## is the internal number for that version of Office), or C:\Program Files\Microsoft Office\root\Office16 for 2016.


<configuration>
 <appSettings>
    <add key="all-db-vendors" value="true"/>
  </appSettings>
</configuration>