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Connect to a Microsoft SQL Server


Data Source Type:

Microsoft SQL

Versions Supported: 

2008, 2008 R2, 2012, 2014



In this article we will learn how to connect to a MySQL Data Source.



What you will need to establish this connection



High level outline of the process

1. First, open the Data Source Connector

2. Then, fill in the appropriate information

3. Finally, connect.

Connect Your Template to a Microsoft SQL Server as a Data Source

Fire-up AutoTag and Pull Up the Data Source Connector.

Step 1

From MS Word, Excel or PowerPoint, navigate to the AutoTag Manager tab in the ribbon. 


Step 2

Once in the AutoTag Manager tab, click on the Data Source button. This will open the DataSources dialog box. Click Add to bring up the Datasource Connector.





Step 3

Fill in the required information on the Datasource Connector.

Below are the various pieces of information that you need to provide for the data source connector to be able to connect to your Microsoft SQL server. 


Our Windward sample credentials are 


Username and password: demo, demo



Enter the server name here. This will auto-populate with the name of servers on your subnet that are configured to respond to a network query asking for their name. You can type in the name or select from the list.


Enter the database name here. This will auto-populate from the server once the server is set. In most cases you will need to set your username & password (if you are not using Windows Identity) in order for AutoTag to auto-populate the list. You can type in the name or select from the list.

Display Tables: 

User and User Owned are the same thing for SQL Server. User will pull the metadata of just the tables created for a database. System will also pull the system tables SQL Server adds to the database used to administer and configure each database.

Read in metadata:

Check this to read in additional information from the database, primarily the descriptions of tables, views, & columns and the primary key - foreign key relationships. You should always keep this checked.

Use Connection String: ​

You can enter the connection string directly instead of entering the Server, Database, & Credentials. When unchecked it will display the connection string AutoTag will generate from your settings.


Step 4

Test and establish the connection.

Once all of your information is properly filled in you can click OK and your connection will be established.