External Data Sources (ODBC)

External Data Sources (ODBC)

External Data Sources (ODBC)

One or more external data sources (ODBC [Definition: Open Database Connectivity] sources) can be linked to Content Central and used for automating field input in document types. After configuring one or more sources, you will need to map document-type fields to the source(s) (see Field Lookup Integration).

List of supported ODBC providers:
  1. FoxPro
  2. Microsoft® Access®
  3. Microsoft® Excel®
  4. Microsoft® SQL Server
  5. MySQL
  6. Oracle
  7. Pervasive
  8. ProvideX (Sage)
  9. Quickbooks QODBC (FLEXquarters)

Access the External Data Sources screen by selecting the  icon from the Admin main menu.

Adding or Modifying a Data Source

After confirming your external data source exists in the ODBC management tool on the same machine containing the Web-site module, select the 'Add Source' button to add the source.
To modify an existing data source, select the white gear icon in the appropriate row.

External Data Source Details
Name (required)                This name will be used to identify the correct data source when mapping fields.
Description (optional)       Use this textbox to add a description for the source.
Select System DSN          This drop-down list will contain a list of available ODBC System DSN data sources.
Username (if required)      If required, enter the username to connect to the DSN.
Password (if required)       If required, enter the password to connect to the DSN.
Clear stored password     Select this checkbox to remove the password stored for this external data source.

After entering the appropriate information for the data source, select 'Apply' to save your changes. To test the connection, select the 'Test' button in the row of the data source you would like to test.

Deleting a Data Source

To delete a data source, select red 'X' the icon in the appropriate row.
When you are sure you would like to delete the data source, select the 'Confirm' button.

Related Articles

    • Related Articles

    • Field Lookup Integration

      This applies to Content Central v7. External Data Source Field-Lookup Integration uses External Data Source that is linked to Content Central through ODBC Connection. External Data Source can be configured/linked to Content Central from the ...
    • Capture Data from different document pages in Capture Point

      In capture point there may come a time where you need to capture information off of the second, third, fourth or even last page of a document. In order to capture information from these pages, and not just page one follow these instructions:  This ...
    • Configuring Index-Field Rules

      Rules Properties The Index-Field Rules can be reconfigured in the "Rules Properties" menu prompt. Launch CapturePoint. From the Menu Panel, click "Index-Field Automation"  (index briefcase) icon to go to the "Index-Field Rules" Panel.  "Index-Field ...
    • Approval Process System Status Field

      Approval Process System Status Field An Approval Process can be configured to have a System Status Field. This Approval Process System Status Field is updated automatically based on the Approval Process Stages, and can be previewed in the Properties ...
    • Regular Expression for Field Mapping in Email Capture Job

      Email Capture Jobs now support regular expressions in field mappings. Using Catalog Manager, create an Email Capture Job. In the Email Server Settings, under "Email Field Settings", when selecting an email field to map to a Content Central Field, ...