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Connect to a PostGreSQL Data Source

 

Data Source Type:

PostGreSQL
Versions Supported:  8.x or higher

 

Overview

This article will covers how to connect to PostGreSQL data sources.

 

 

Key Terms Used

Npgsql - A .NET data provider for PostgreSQL. It allows any program developed for .Net framework to access database server. It is implemented in 100% C# code. Works with PostgreSQL 7.x, 8.x, and 9.x.

 

 

What you will need to establish this connection

 

  • PostGreSQL ADO.NET Connector 
  • A good network connection to your PostGreSQL database. (Please note, if you are inside a corporate network and you cannot access the cloud-hosted demo data source, your firewall may be blocking you from access. Please consult with your systems or network administrator for assistance.)

 

High level outline of the process

  1. Open MS-Word/Excel/PowerPoint (For this example, we will be using MS-Word)
  2. Go to the AutoTag Manager tab on the ribbon
  3. Click on Data Sources icon (opens the Data Sources list window)
  4. Click Add (opens the Datasource Connector)
  5. Fill in the appropriate information in the Datasource Connector dialog box and click OK
  6. Your Data Source is now connected to your template

 

 

Connecting Your Template to a PostGreSQL Database

 

Follow these steps in order to connect your template to a PostGreSQL database as a data source.

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

Select PostgreSQL from the vendor drop down menu as shown below:

PGSQL05.PNG

 

 

Now, fill in the details for your PostGreSQL connection as show below:

 

Important Note: It is best practice to always assign a nickname to your datasource in the Name field. This will make your life much easier down the road when working with templates or tracking down any issues.

PGSQL06.PNG

 

 

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