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:
The External Connection Wizard opens.
The Database Source page opens.
The Database Location page opens.
Note: If the connection is to a named instance of a SQL (a non-default instance of SQL), then specify the instance in the Specific Server value using the format: DatabaseServer\InstanceName
The Select Database page opens.
The Login Options page opens.
Note: When Cherwell Services use this connection, the account under which the Cherwell Application Service is running is the account whose credentials are used to connect to the database.
Note: The account must have select rights for each table that is imported or linked to CSM. If the intention is to allow CSM to update data in the database, then this account must also have insert and update rights.
The Database Owner or Schema page opens.
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.
The Pooling Options page opens.
Note: The defaults are usually acceptable for most scenarios; however, set the pool sizes to customize the caching options.
The Connection name page opens.
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.
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.
There is now a connection to the SQL Server database.