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Manage data destination connections

Updated: 2008-11-14

On the Data Destinations page, you can perform the following management tasks for data destination connections.

  • Add or delete connections. Multiple connections can exist for a database.

  • Edit existing connections by changing the connection name, description or database.

  • Activate or deactivate existing connections. Active connections will be available in Planning Business Modeler.

For information about data destinations, see Data connections.

You must belong to the Global Administrator role to manage data destination connections. In addition, the Planning Server Service Identity (SI) account must have dbreader and dbwriter permissions on the Microsoft SQL Server 2005 database to which you are connecting.

To learn how to add, edit, delete, activate, and deactivate a data destination connection, view the following procedures.

Note

Do not use the application database as a data destination database.

To add a data destination connection

  1. On the Data Destinations page, from the Application menu, select the application to which you want to add the data destination connection.

  2. Click the option button next to the model site to which you want to add the data destination connection.

  3. Click Add. The Create a Data Destination Connection dialog box opens.

  4. In the Connection Details section, enter the following information:

    • Connection name. Type a name for the new data connection. Names are meant to be user-friendly descriptors for objects. The name must be from one to 256 alphanumeric characters long. It is not case sensitive.

    • Label. The label must begin with an alphabetical character, and must be from one to 40 alphanumeric characters long. It is not case sensitive. The following characters are not permitted: . , ; ' ` : / \ * | ? " & % $ ! - + = ( ) [ ] { } < > ^ ~

    • Description. (Optional) Type a description of the data connection. This can include the type of data it contains or other information that may be helpful to users who are not familiar with the data connection. The description can be up to 512 characters long.

  5. In the Connection Database section, in the Database box, type the name of the database that you want to use as the data destination database.

    Note

    The Server name box displays the server that contains the application database. The data destination database must use this server.

  6. To create the database when you add the destination data connection, select the Create database check box. The name for the new database must be unique. It cannot be used by another database on the specified server.

  7. Click OK to create the destination data connection. If the database already exists, it will be validated.

    The new data destination connection appears on the Data Destinations page in the Data Connection table.

To modify a data destination connection

  1. On the Data Destinations page, from the Application menu, select the application that contains the data connection.

  2. Click the option button next to the model site that contains the data destination connection.

  3. From the Data Connection table, click the option button next to the connection that you want to modify.

  4. Click Edit. The Edit Data Destination Connection dialog box opens.

  5. In the Connection Details section, you can modify the name or description. You cannot modify the label**.**

    • Connection name. Type the name for the data connection. Names are meant to be user-friendly descriptors for objects. The name must be from one to 256 alphanumeric characters long. It is not case sensitive.

    • Description. Type the description of the data connection. This can include the type of data it contains or other information that may be helpful to users who are not familiar with the data connection. The description can be up to 512 characters long.

  6. In the Connection Database section, in the Database box, type the name of the database that you want to use as the data destination database.

    Note

    The Server name box displays the server that contains the application database. The data destination database must use this server.

  7. To create the database when you add a destination data connection, select the Create database check box. The name for the new database must be unique. It cannot be used by another database on the specified server.

  8. Click OK to create the destination data connection. If the database already exists, it will be validated.

    The updated data destination connection appears on the Data Destinations page in the Data Connection table.

To delete a data destination connection

  1. On the Data Destinations page, from the Application menu, select the application that contains the data connection.

  2. Click the option button next to the model site that contains the data destination connection.

  3. From the Data Connection table, click the option button next to the connection that you want to delete.

  4. Click Delete.

  5. Click OK to confirm the deletion.

To activate or deactivate a data destination connection

  1. On the Data Destinations page, from the Application menu, select the application that contains the data connection.

  2. Click the option button next to the model site that contains the data destination connection.

  3. From the Data Connection table, click the option button next to the connection that you want to activate or deactivate.

  4. Click Activate or Deactivate.

    The Activated column of the in the Data Connection table will display True if the connection is active or False if the connection is not active.

See Also

Concepts

Data connections