Configuring data sources with the Configuration Manager
Note: The Configuration Manager is currently supported only on Windows platforms.
The driver includes an enhanced setup dialog, Progress DataDirect Dynamics 365 Configuration Manager, that allows you to configure data sources, generate connection strings, test connections, and execute test queries. On Windows, data sources are stored in the Windows Registry. You can configure and modify data sources through the ODBC Administrator using a driver Setup dialog box, as described in this section.
Note: As you configure your data source, the Configuration Manager generates a corresponding connection string in the Connection String pane. To use your connection string, click the Copy button (
) and paste the string to a location that can be used by your application. See "Generating connection strings with the Configuration Manager" for details.
Note: Connection string attributes can be used to override the default values of the data source if you want to change these values at connection time.
To configure and test a data source:
1. Open the Dynamics 365 Configuration Manager by selecting ODBC Administrator from the Progress DataDirect program group.
2. Select a tab:
User DSN: If you are configuring an existing user data source, select the data source name and click Configure to display the Configuration Manager dialog.
If you are configuring a new user data source, click Add to display a list of installed drivers. Select the driver and click Finish to display the driver Setup dialog box.
System DSN: If you are configuring an existing system data source, select the data source name and click Configure to display the driver Setup dialog box.
If you are configuring a new system data source, click Add to display a list of installed drivers. Select the driver and click Finish to display the driver Setup dialog box.
File DSN: If you are configuring an existing file data source, select the data source file and click Configure to display the driver Setup dialog box.
If you are configuring a new file data source, click Add to display a list of installed drivers; then, select a driver. Click Advanced if you want to specify attributes; otherwise, click Next to proceed. Specify a name for the data source and click Next. Verify the data source information; then, click Finish to display the driver Setup dialog box.
The Dynamics 365 Configuration Manager window opens.
3. From the Configuration Manager window, provide values of the connection options you want to configure in the corresponding fields. To view more options, select the tabs at the top of the page. See "Connection option descriptions" for descriptions of the supported options.
Note: See "Connection string examples" for a list of required options used for different configurations. The options and settings described in that section apply to all methods of configuration.
4. At any point during the process, you can click Test Connect to attempt to connect to the service with your settings. In the Test Connection window:
a. Provide values for any fields required by your service. Note that the information you enter in the logon dialog box during a test connect is not saved.
b. Optionally, in the Test Query field, enter any SQL queries you want to execute during the test. For example:
SELECT * FROM INFORMATION_SCHEMA.SYSTEM_TABLES
c. Click Test Connect.
Important: An initial connection may take a few minutes, depending on network speeds and the amount of metadata the driver must retrieve from the service. Similar delays may occur depending on the Create Map (CreateMap) setting. For example, a delay may be incurred if Create Map is set to 4 (OnChange), the default, and changes have been made to the schema on the Dynamics 365 backend. For details, see "Create Map".
If successful, the window displays a confirmation message and, if a query was specified, the results of the query.
5. Click Save to apply your values as the default when connecting with the data source.
) and paste the string to a location that can be used by your application. See "Generating connection strings with the Configuration Manager" for details.
User DSN: If you are configuring an existing user data source, select the data source name and click Configure to display the Configuration Manager dialog.