Data Sources

What are Data Sources

Planful delivers system-defined data sources to access reporting cubes and the application database. With Data Sources, you can specify parameters to import or exchange data with a SQL data source.

How to Access the Data Source Page

Access the Data Source page by navigating to Maintenance > Reports > Standard Reports and click the Data Sources tab.

Description of Fields on the Add Data Sources Page

Navigate to Maintenance > Reports > Standard Reports and click the Data Sources tab. Click Add to create a data source. On the Add Data Source page, the following fields are shown:

Server Type

Select from one of the two types of supported servers; Microsoft SQL Server or Microsoft SQL Server Analysis Services.

Server Name

Enter the name of the server you areconnecting to. The instance name must be correct and SQL Server must be properly configured to allow remote connections.

Database Name

Enter the name of the source database.

Authentication

• An Authentication allows you to connect to a SQL Servers. Authentications are required to access data sources.

• SQL Server Authentication is supported by Microsoft SQL Server.

• Windows Authentication is supported by Microsoft SQL Server Analysis Services.

User Name/Password

Specify a user name for the database connection when you are using SQL Server Authentication. Provide the password for the database connection when you are using SQL Server Authentication.