DB connections can be managed through the following user interface:

Navigate to the Integration > Connections page. 

The Manage Database Connections page is rendered below. 

Select Connections to navigate to the “OAuth, RabbitMQ, FTP, and SFTP” connections page.   

Select Actions to navigate to the “Create, Edit, Remove, Test, and Copy” features. 

Select Utils to navigate to the “DB Details, and Update Report Connections” features. 

Create DB Connection. 

Click Actions > Create. 

A pop-up window appears for configuration. Enter the DB Connection name. Select the connection type (SQLClient, OLEDB, or MongoDB) from the drop-down list. Switch OFF the connection string builder. Enter the connection string as shown below.    

Click the Test button. A confirmation message appears in the top-right corner for a valid connection string. 

Click the Create button. The DB Connection name is created successfully. 

Select the Connection String Builder as “ON” to view the following UI. Provide the SQL Server Name, Database Name, User Name, and Password as below. Click the Test button to validate the configuration. A confirmation message is displayed in the top-right corner. Click the Generate button. A new database connection is created and placed in the table list. 

Edit DB Connection. 

Select the connection from the table, then click Actions > Edit. 

A pop-up window opens for modification. Make the necessary changes, then click the Test button to validate the connection. A confirmation message appears in the top-right corner. Click the Update button to confirm the changes. Another confirmation message appears in the top-right corner. 

Click the Update button to confirm the changes. A confirmation message appears in the top-right corner. 

Test DB Connection. 

Select the connection from the table, then click Actions > Test.

The connection string is validated, and a confirmation message appears in the top-right corner. 

Remove a DB Connection. 

Select the connection from the table, then click Actions > Remove.

A pop-up window appears for confirmation. Click OK to proceed. 

The database connection is permanently removed, and a confirmation message is displayed in the top-right corner. 

Database details.

Use this feature to view the database tables and their structures. The table lists the connection names, as shown in the UI below.

Select the DB connection from the table on the Manage Database Connections page, then click the Utils—DB Details menu option.   

The table names for the selected database connection are listed in the left pane. Click a table to view the column names and data type information.  

Update Report Connection configuration.

The config file (in the application root folder) contains all connection strings used by the UI and the engines.

On the Manage Database Connections page, select Utils > Update Report Connections to update all stored connections in this file. 

A confirmation message appears in the top-right corner.