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Datasource Objects

The Datasource object allows you to create a data source that can connect to an external database. The Datasource object can then be used in multiple areas of Process Director.

An example use of the Datasource object is with a Database Connector custom task. With a Database Connector custom task you must specify a data source either manually (by entering a connection string) or by using a Datasource object which was created once and used throughout Process Director.

Organize data sources in root folders of the partition, separate from any implementation folders, so that implementers don't have to export data sources when the implementation is exported from development to production. Exports and Imports are name-based, and relative folder position-based. Consequently, the root folder containing database sources should be mirrored on development and production servers, so that both the names and relative folder positions are exactly the same in both environments. If the mirroring is correct, implementations will be imported/exported between development and production without losing contact with the data sources.

Creating a Datasource object

To create a Datasource object select “Data Source” from the Create New dropdown in the Content List and enter a name. This will create an object in the Content List.

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Datasource Object Configuration

The Datasource object will need to be configured to properly use it in Process Director. To configure the data source click on the object in the Content List. Configure the following fields:

Field

Description

Data Provider

The database provider string

Data Connection String

The database connection string

Database Type

The type of database, such as SQL Server, Oracle, etc.

There are a number of database types that are supported by the Datasource object, which are listed in the Datasource Type dropdown.

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In addition to supporting the internal Process Director database, the Datasource object also supports a wide variety of other types of data sources using SQL Server, MySQL, Oracle, Oauth, OData, Google Sheets, and much more:

  • SQL Server
  • Oracle
  • Access
  • Teradata
  • PostgreSQL Npgsql
  • PostgreSQL Devart
  • SharePoint
  • Twitter
  • Google Sheets
  • Amazon Database
  • Windows File Path
  • Dropbox
  • OneDrive
  • Facebook
  • Salesforce.Com
  • Box (Box.net)
  • MS Dynamics CRM
  • OData

You may click one of the Provider buttons related to your database to provide an example to use as your configuration or you may use a custom configuration, and provide your own database connection string. For more information on database connection strings please refer to http://www.connectionstrings.com.

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