Data connections

Updated: 2009-04-30

Through data connections, Planning Server applications have access to relevant business data for business intelligence purposes. The connections that you create and configure in the Planning Administration Console are logical connections, and the connection names are used in Planning Business Modeler. This section discusses the purposes for creating data source and data destination connections. You must belong to the Global Administrator role to manage data source or data destination connections.

Important   Make sure that data connections that you specify are secure. Otherwise, the confidentiality or integrity of the data being accessed may be at risk

Data source connections

A data source brings reference data into the application database. It can be external to the Planning Server system, such as an existing data warehouse. A data source connection points to a database or data source view (DSV), which is an XML file that is created from a Microsoft SQL Server 2005 database. A DSV is used as a filter to limit access to a subset of tables and views from the database. A DSV is especially valuable in the following situations:

  • The source database contains thousands of tables, of which only a relatively small number are useful in any single business intelligence application.

  • The business intelligence system developer does not have system administration permissions on the source database, and is not permitted to create physical views or modify the source database.

To manage a data source connection, the Planning Server Service Identity (SI) account must have dbreader permissions on the Microsoft SQL Server 2005 database that contains the source data. If you are using a DSV file, the file must be copied to a network share location.

Data destination connections

A data destination connection creates or registers a database on the server that contains the application database. Data destination connections define locations where data will be exported when outbound rules are run. The purpose of allowing fact and reference data to be exported from a model to an outbound database will vary depending on the specific business.

To manage a data destination connection, the Planning Server SI account must have dbreader and dbwriter permissions on the destination database.

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