Connector Dialog for SQL Server

Host Name

The name of the machine or domain containing the data source. This host must be accessible from the box where Monarch Data Prep Studio is installed.

Port

Port Number required to access the data source. A list of default connector ports is available here.

Authentication

Select to use Windows Authentication (your Windows credentials are used) or to use a Username and Password that you supply.

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.

Connection Settings

Click the arrow to hide or display the following connection  settings:

• Encryption Method: Select the method the driver uses to encrypt data sent between the driver and the database server. If the specified encryption method is not supported by the database server, the connection fails and the driver returns an error.

• Crypto Protocol Version: Check the box corresponding to the cryptographic protocols to use when SSL is enabled using the Encryption Method connection option. When multiple protocols are checked, the driver uses the highest version supported by the server. If none of the specified protocols are supported by the database server, the connection fails and the an error is returned.

• Validate Server Certificate: Click to validate the certificate that is sent by the database server when SSL encryption is enabled.

• Trust Store: The directory that contains the truststore file and the truststore file name to be used when SSL is enabled and server authentication is used. The truststore file contains a list of the valid Certificate Authorities (CAs) that are trusted by the client machine for SSL server authentication. Click Browse to locate and select the truststore file.

• Trust Store Password: Enter the password that is used to access the truststore file when SSL is enabled and server authentication is used.

• Other Connection Options: Other connection options required to connect to the data source. If you need multiple string connection options, separate these by a semi-colon.

Database

The name of the database which you want to connect.

You need to click Fetch Databases to select and then make existing databases available on the database drop-down list.

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 are 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 are 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.

Notes:

• If you are unsure about the filter value format of Date field, hover on the Filter Value text box to display a tooltip hint:

• 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, EXEC, and/or WITH statements to execute.

Notes

• To minimize security risks and prevent SQL Injection attacks:

• Only Select, Exec, and/or With statements are allowed.

• The following are NOT allowed:

• • Comment characters ( -- )

  • Semi-colons ( ; )

•  In cases where 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.