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The Data Source Wizard


Learn how to connect to a data source, also known as adding a data source connection.

This article is for versions 14 and earlier. For 15 and later please see The Connection Editor.

The Datasource Wizard

If you're using version 11.1 or later, we recommend you use the step-by-step Datasource Wizard to create a data connection.

Users of version 11.0 or earlier -- or anyone who prefers to do this manually -- may use the following steps instead.


Check out the video Connecting to XML and SQL Data Sources to learn how to use the Data Sources icon to create a data source connection.


This step-by-step walkthrough covers connection to all types of data sources (e.g. SQL, XML, etc). Keep in mind that your specific choices (data source location, server name, database name, etc.) will be different from what's shown here.


  1. Open an existing template or a new Word or Excel document.
  2. On the AutoTag Manager ribbon click the Data Sources button.

Datasources button.PNG


  1. The Data Sources window will appear.  Click the Add button.  

Datasources window.PNG


  1. This brings up the Datasource Connector Dialog box.  Select the type of datasource from the Vendor drop down menu. Windward accepts data from a variety of data sources. For your convenience, the most recently used data sources are saved automatically in the Vendor menu.

Datasources vendor window.PNG



The specific requirements for loading each data source are described in the Types of Data Sources section.


  1. Name the Data Source ConnectionIf you wish, type a name in the Name text box.  Names may contain underscores (__) but spaces are not allowed. This step is to help you identify the data source, and it is especially useful if you are working with multiple data sources in the same template.  If you are using a single data source for a template, you are not required to enter a name, although we recommend you do so to avoid confusion. If you are working with multiple data sources for a template, you must enter a name for each additional data source. Otherwise, you will see the error message "Already have an unnamed data source."


  1. Enter Your Credentials. Depending upon how your system is set up, you may need to verify that you are authorized to access the chosen data source.  In the Credentials section, choose either the Use Windows Identity radio button or the Use Username/Password radio button. If you're unsure what to enter here, check with your system administrator.


  1. The Root Directory. You may leave this blank. This is the "default directory" for any import tag requests where the requested file does not have an absolute path.  If you leave this blank it 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.


  1. Test the connection. Click the Test button. The message that appears at the bottom of the dialog box will let you know if you have created a valid connection. If the connection is not successful, check with your system administrator to verify the data source information (location, name, and username/password.) If the connection fails, you can use the SQL Connection Debugger or XML Connection Debugger to help you determine a valid connection string. Additionally, during this step you can configure other aspects of the connection, such as whether to input a connection string.



Refine your data selections with Datasets

Click OK to close the Datasource Connector dialog box. This brings up the Data Sources dialog box. To refine your data, click the Datasets button.

Datasets button.PNG

This brings up the Datasource Preferences dialog. In this pane, you can uncheck data nodes and sub-nodes that you do not want included in your Tag Editor, Data Bin and Data Tree. This limits the available choices to only the data items needed for your template, thereby minimizing scrolling and searching. To add data items back to the Tag Editor, Data Bin and Data Tree, simply check the box next to the desired data item.

Datasets choose.PNG

Click Close in the Datasource Preferences dialog and in the Data Sources dialog. Your data source connection is now complete. You may repeat this process of adding data sources as many times as is necessary.

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