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Windward

Connect to a PostgreSQL Data Source v15

Data Source Type:

PostGreSQL
Versions Supported:  8.x or higher

 

Overview

This article will covers how to connect to PostgreSQL data sources. For more information, see the article on the new Connection Editor here.

 

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

 

  • 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.)
  • PostgreSQL ADO.NET connector
  • You can download the latest release for the ADO.NET connector from the Fusion Forge link:

http://pgfoundry.org/frs/?group_id=1000140

 

  1. You will want to click on the latest release of ‘_npgsql2’.
  2. Select to download the ‘Setup_Npgsql-…exe’ file from the link menu.
  3. Once downloaded, click the .exe file to run the installer.
  4. Agree to the terms.
  5. Be sure all checkboxes are selected, and click ‘Next’.
  6. Choose a different destination folder, if you don’t like the default provided.
  7. Continue with the install.
  8. If you receive additional prompts from the installer, then agree and continue.
  9. Close the installer once it has completed.
  10. You have now successfully installed the PostgreSQL connector.

 

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 the Data Sources icon (the Connection Editor Pops up)
  4. Fill in the appropriate information in the Datasource Connector dialog box and click OK
  5. 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. Once on the AutoTag Manager tab, click on the upper half of the Data Sources button. This will open the data source Connection Editor.

 

Note that if you click on the bottom half, you will get a dropdown menu which lists data sources that are already connected; this may be blank.

 

Step 2

Enter your organization's information. The information for Windward's sample PostgreSQL data sources is shown below.

 

1. In the Connection Editor window, in the New tab, click on SqlServer under SQL data sources. The Details pane will change to prompt you for your data source details.

 

2. Enter a Nickname for your data source connection. 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.

 

3. 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 in order for AutoTag to auto-populate the list. You can type in the name or select from the list. To use Windward's sample database, use mysql.windward.net.

 

4. Fill in your credentials or opt to use your Windows Identity. To use Windward's sample database, use User Id=demo, and  password=demo

 

5. Display Tables - User and User Owned are the same thing for PostgreSQL. User will pull the metadata of the tables (only) created for a database. System will also pull the system tables PostgreSQL adds to the database used to administer and configure each database.

 

6. Click Connect, and then Test your connection. If all parameters and credentials are correct and a connection is made, you will receive a successful notification. Clicking Close will save your information.

 

 

Other features in the Datasource Connection Editor

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.

Connection String

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