SQLServer and MySQL are two database engines that enjoy immense popularity. They are becoming industry standards. Many proprietary databases use one or the other of these systems even without naming them specifically. (For example, Time Matters(r) is based in SqlServer.)
Pathagoras can link to data stored in your SQLServer or MySQL databases, and download that data (or, prefereably, a sub-set thereof) to a local .csv file. so That csv file can in turn be readily used by Pathagoras.
If you want to connect to SQLServer or MySQL data, you will first need to tell Pathagoras how to connect to it. These databases are typically quite sophisticated and secure. Login 'credentials' are always needed to access the data.
Here are the additional steps needed to make the connections. (While the steps are somewhat numerous, you need only follow them one time for each table in a database to which you wish to make a link.)
The preliminary steps are outlined on the page in this Manual. They took you to this page. Click the Set/Reset Data Source button.
You will next see this screen.
Click the SQLServer or MySQL, as appropriate. This screen will appear.
Again, select the type of database (SQLServer, Access or MySQL) as appropriate (#1). Then click the Edit/Add button (#2). The following screen will display asking for your credentials and other linking information.
Fill in the appropriate login credentials (#1). Up to 6 fields will have to be completed before you can establish a connection to the database. (This is not a Pathagoras requirement. It is security requirement imposed by your database. It is a good thing.)
Note that the credentials will be different depending upon if the database is 'local' (your computer or local network) or Internet/cloud based. Consult with your IT department if you do not know your login credentials.
Once you have completed the required fields, click the 'Display Fields' button (2). If you have properly entered the credentials needed to log into the database, you will see a listing of the available fields. Select those fields that you want to be made available to Pathagoras. (Note the "Select All" and "Select None" buttons which may help to speed the selection process.)
Many database fields are 'administrative' in nature or not really applicable to the document assembly tasks at hand. If downloaded, these fields will only serve to slow you down as useless (to Pathagoras) information is downloaded and processed. You should take the time to select only those fields that you really need.
Next, click the Display Data button (3). All of the data in the selected fields will be displayed in the box in the lower right quadrant of the screen. You can view, scroll and sort the view to make sure that you have the information you are seeking. You cannot change the data. Pathagoras link to your data is 'read only.'
If you want the data presorted for more efficient use by Pathagoras, type the appropriate field name in the 'Sort by' box (4)
When you are satisfied with your selection, click the Download Data button. You will be asked to provide a name for the file. Note that the data will be written to a comma separated value (.csv) file. Pathagoras must segregate the copied data from the source. Remember the file name. You will need to navigate to this file when you return to Pathagoras.
If you want to link to a second (or third, fourth, etc.) table, you should save out the current setup under an appropriate name. To do so, type the name in the 'New Instance' text box and click 'Rename'. Then you can make other selections, save out another instance, etc. There is no limit as to the number of links you can create.
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