The Data Items button provides the ability to set up a number of data queries that PBRS will then store and allow you to call up for use when required.
Data Items
The Data Items button provides the ability to set up a number of data queries that PBRS will then store and allow you to call up for use when required.
- Go to Data Items.
Create a new Data Item
- Click Add.
Definition
- Data Item Name: Enter a name for the new data item.
- DSN Name: Select a DSN in the drop-down menu and click Connect.
- ODBC Datasource Name: Drop down and select a DSN.
We strongly recommend System DSNs so that the DSN is visible to PBRS even when the user associated with the DSN is logged off.
All communication to databases (including Access databases) is done through ODBC, so you must setup a system DSN to the database before you can use this facility.
When setting up DSNs we recommend (if possible) that you use Windows Authentication (Trusted Connection). This ensures that your username and password are not required to be stored in PBRS (more secure) and overcomes a large number of security restrictions which Windows places on DSNs. When using Windows Authentication, make sure that the PBRS NT service user (or background application service user) has full rights to the database otherwise, though you will connect when you are logged in, automated scheduling will fail if the Service user has not got rights to the database.
When setting up a DSN to a SQL server, you must ensure that the "Default Database" setting is set to the database you are connecting to (Windows defaults this to "Master").
- UserID: Enter the User ID PBRS should use to log on to the database.
- Password: Enter the password associated with the above user.
- Connect: Click Connect to connect to the Database.
- Select the table from the database that holds the required data. You can refine your selection query by using the simple or advanced tabs.
- Click Parse.
- For more information of "Get Values From Database" interface, click here.
- Click OK.
- Click OK.
Options
- Allow multiple values to be returned by query: This option will separate different values.
- Replace NULL values with the default value (SSRS only): This option will pass multiple values into SSRS Parameters.
- If no records found then return to the default value of: This option is to write a description for the records that will appear blank.
- Field delimiter (optional): The fields will be surrounded with the special characters that you desired.
The Data Item is successfully created.
Using Data Items
- With the Insert Menu, you can insert data items into various fields in PBRS.
- If you have several data items, you can use the search field to quickly locate the data item you need.