All information found here occurs in the Data Sources interface on the System Administration tab.

When a user is trying to initiate a Data Source Configuration, they can select one of the Database options from the Data Source Type picklist. The Database options are “SQL Server” and “Oracle.” Below is an example of how the interface would look if the user selected the "SQL Server" option. However, the "Oracle" option has the same fields available. 

Create

To create a Database data source, follow these steps:

1. Fill out the database connection fields. The Server, User Name, Password, Database, and Shortcut parameters are required for managing a database source type. Further descriptions of these fields will be given later in the article.
2. After all parameters have a value, click the “Verify Source” button in the lower left corner of the interface to verify the connection to the specified database.
3. If the connection is valid, click the “Save Changes” button.

Here is a visual of these steps:

Field Descriptions 

The fields found in both the "Oracle" and "SQL Server" Data Types are mostly straightforward in definition. However, for the purpose of clarity, each field and its description are given below.

• Server -- Name of the server.
• User Name -- Username for the database.
• Password -- Password used to connect to the database.
• Database -- Name of the database.
• Shortcut -- Name of the data source. This is the name that will appear in all data source picklists.