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Create an External Connection to a SQL Server Database

An External Connection connects CSM to an External Database. The steps below are specifically for an External Connection between CSM and a SQL Database.

To create an External Connection to a SQL Server Database:

  1. Open the External Connections Manager.
  2. Click the Create New button Create New Button.

    The External Connection Wizard opens.

    External Connection Wizard Welcome Page

  3. Click Next.

    The Database Source page opens.

  4. Select SQL Server.
  5. Click Next.

    The Database Location page opens.

    External Connection Wizard Database location page - SQL

  6. Select the Database location of the SQL Database:
  7. Click Next.

    The Select Database page opens.

    External Connection Wizard Select Database page

  8. Provide the name of the External Database, or click Browse to see a list of available databases.
    1. When selecting Browse, a Login to server window could open. There are two options for logging in to the server:
      • Use Windows Authentication: This option uses the stored Windows login credentials for the User.
      • Specify a User ID and Password: This option requires the User ID and Password for the server be provided.
    2. Click OK.
  9. Click Next.

    The Login Options page opens.

    External Connection Wizard Login Options page

  10. If the database requires login credentials, provide it on this page, either:
  11. Click Next.

    The Database Owner or Schema page opens.

    External Connection Wizard Database Owner or Schema page

  12. Select a Database owner or schema in the drop-down.

    Note: Not all databases have this concept. If implemented and CSM is able to read the available owners, then they are listed in the drop-down. If not, type the owner name. If unsure, type the default dbo.

  13. Click Next.

    The Pooling Options page opens.

    External Connection Wizard Pooing Options page - SQL

  14. Select the Connection Pooling options to be used for the database.

    Note: The defaults are usually acceptable for most scenarios; however, set the pool sizes to customize the caching options.

  15. Click Next.

    The Connection name page opens.

    External Connection Wizard Connection name page

  16. Provide a Name for the connection. The Name field is pre-populated with the name of the database selected.
  17. (Optional) Type a description for the connection.
  18. Click Next.

    The Connection String page opens, displaying the connection string that is used to connect to the database. Modify the connection string, if needed. Many examples of connection strings can be found at www.connectionstrings.com.

    External Connection Wizard Connection String page

  19. Click Test Connection to verify the connection to the server/database.

    Text appears next to the button confirming the connection is successful.

    Note: If the test connection is not successful, contact a Cherwell Administrator for help.

  20. Click Finish.

    There is now a connection to the SQL Server database.

  21. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

See Also

Create an External Connection to an External Database

Create an External Connection to an OLE DB