Skip to main content

Connect to an Oracle Data Source in v15



This article covers how to install the Oracle client and connect to an Oracle data source. For more information, see the article on the new Connection Editor here.


What you need to establish a connection: 


All versions of Oracle are supported. If you do not have an Oracle connector or drivers already installed, the following are instructions on how to install a lean connector that will enable you to connect to your Oracle database using AutoTag:

To install the ODAC (ODP.NET) Oracle connector, and only the drivers needed, do the following:

  1. Go to the ‘Oracle Data Access Components’ page:
  2. Click the ‘Accept License Agreement’ radio button.
  3. Find the ‘ODP.NET, Managed Driver Xcopy version only’ section (the latest version will change from sample shown below).
  4. Click the ‘ODP.NET_Managed_ODAC…zip’ link (see sample screenshot below). 
  1. Oracle will request you sign in before download (if you don’t have an account, you must create one).
  2. After signing in, the necessary .zip file will be downloaded.
  3. Close all Office files.
  4. Once you have downloaded the .zip file, extract all the files to your Downloads folder.
  5. Open a command prompt as the Administrator and navigate (cd) to the extracted Downloads folder (i.e. ODP.NET_Managed_ODAC12cR4).
  6. Run the command: install_odpm.bat c:\oracle both true
  7. You should see several “The operation completed successfully” prompts.
  8. You have installed the necessary drivers to connect to your Oracle data source.



Connecting your Template to an Oracle data source: 

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 Sourcesbutton. 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 Oracle data sources is shown below.


1. Select the Oracle data source option in the New tab.


2. Type a name for your data source connection.


3. Type in or browse to your server.


4. Fill in your credentials. The Windward Sample Oracle credentials are:Server:; Username: hr; Password: hr


5. Display Tables. ‘User’ is selected by default. Select ‘User & System’ to grab the metadata of the tables created for a database and the system tables used to administer and configure each database.


6. You can test your Oracle connection by clicking the Test button. If all parameters and credentials are correct and a connection is made, you will receive a successful notification.


NOTE: Do not use the ‘OracleClient Database (deprecated)’ option, if you see one. This is a connector that installs with the .NET framework, however, even Microsoft says it is horrible.


Other Datasource Connector Fields: 

Display Tables:

 ‘User’ is selected by default. Select ‘User & System’ to grab the metadata of the tables created for a database and the system tables 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. It is a good idea to have this selected.

Use Connection String

This is optional. You can enter the connection string directly instead of entering the Server, Database, & credentials in the previous fields. When unchecked, it will allow you to type the connection string that AutoTag will use to connect to your data source.
Root directory: Optional. This is the "default directory" for any import tag requests where the requested file does not have an absolute path. If left blank, AutoTag will use the directory where the data source file is located. If the data source is not a file it will use the directory where the template is located.


Common Issues: 

If you have difficulty connecting to your Oracle data source, you can use the optional Debug SQL Connection tool to narrow down your issue. You can find this by clicking on the AutoTag Manager tab, then click on the Debug Conn drop down button. Next, click the Debug SQL Connection option. You will be prompted to enter your credentials to your Oracle database. You will want to use the ODP.NET, Managed Driver for the Connector field (see sample screen shot below).



Any exception you find will be displayed in the Exceptions section of the Debugger.