Connector Dialog for SugarCRM

URL

URL to connect to the SugarCRM data source.

User ID

A valid User ID required to log-on to the data source.

Password

A valid Password required to log-on to the data source. This password must match the User ID above.

Other Connection Options

Connection options required to connect to the data source.

If you need multiple string connection options, separate these by a semi-colon. However, you can only enter up to a maximum of 512  characters into this text box.

Available options and valid values are discussed here.

Tables and Views Section

Allows you to load, and then select, the tables from your database by manually selecting from a list.

To load tables and views via search and select:

1. Select the Tables and Views tab.

2. Click Load Tables to load a list of predefined tables or views. These are displayed on the Tables List (at the left side of the dialog box).

3. Select a table from the Tables List.

The columns of the table are displayed in the Columns List (beside the Tables List).

4. Select the columns to add to your data table by checking the column boxes.

Note: If you wish to add a duplicate column, select this column from the Add a duplicate column drop-down list provided.

To Select a Column

Check the boxes beside the columns you want to use. If you want to use all columns check the Column box on the header.

To Aggregate Columns

If the data returned is to be aggregated, check the Aggregate box on the header, then select the aggregation method you want to use for each column. The following aggregation methods are possible for each data type:

To Filter Columns

If the data returned is to be filtered, check the Apply Filter on the header. Then, for each column, select a filter method from the filter drop down and then enter the filter value in the Filter Value box.

Note that some data sources require case-sensitive filter values. Refer to this list to check which data sources have case-sensitive filters.

To load tables and views using an SQL Query, select the Query tab

Query

Allows you to load, and then select, the tables from your database by entering a SQL Statement.

If you already selected Tables and Views, this box is updated to show the corresponding  SELECT * FROM TABLE query.

If you want to define the query, enter the SELECT and/or EXEC statements to execute.

Notes:

• Currently, only Select and Exec statements are allowed. To minimize security risks and prevent SQL Injection attacks, the following are currently not allowed:

• Comment characters ( -- )

• Semi-colons ( ; )

In cases you need to use a series of SQL statements with or without comments, we recommend you use stored procedures to contain these statements. The stored procedure can then be executed from the form.

• The Preview Data and OK buttons are only enabled if the connection is active and the query is correct. Check your connection or your query if one of the buttons is disabled.

Preview Data

Click to fetch data using the credentials and criteria you have specified. This allows you to confirm your connection, ensure you have connected to the correct table, check your query, and verify the information that will be loaded.

Notes:

• Only 10 records are displayed to allow you to verify that you are selecting the correct data. This limit prevents system slow down.

• The button is only enabled if the connection is active and the query is correct. Check your connection or your query if one of the buttons is disabled.