Configuring the Product Using the GUI

When the driver is first installed, the values of its connection options are set by default. These values appear on the driver Setup dialog box tabs when you create a new data source. You can change these default values by modifying the data source. In the following procedure, the description of each tab is followed by a table that lists the connection options for that tab and their initial default values. This table links you to a complete description of the options and their connection string attribute equivalents. The connection string attributes are used to override the default values of the data source if you want to change these values at connection time.

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.

On this tab, provide values for the options in the following table; then, click Apply. The table provides links to descriptions of the connection options. The General tab displays fields that are required for creating a data source. The fields on all other tabs are optional, unless noted otherwise.

Connection Options: General	Description
Data Source Name	Specifies the name of a data source in your Windows Registry or odbc.ini file. Default: None
Description	Specifies an optional long description of a data source. This description is not used as a runtime connection attribute, but does appear in the ODBC.INI section of the Registry and in the odbc.ini file. Default: None
Host Name	The base Salesforce URL or IP address of your Salesforce instance. If you are logging into a Salesforce instance other than the default, you must provide the root of the Salesforce URL or IP address. Default: login.salesforce.com
User Name	The default user ID and domain that is used to connect to your database. For example, jsmith@defcorp.com. Default: None
Security Token	Specifies the security token required to make a connection to a Salesforce instance that is configured for a security token. Default: Empty string
Schema Map	Specifies the name and location of the configuration file where the relational map of native data is written. The driver looks for this file when connecting to a Salesforce instance. If the file does not exist, the driver creates one. Default: application_data_folder\Local\Progress\DataDirect\Salesforce Schema\user_name.config

4. At any point during the configuration process, you can click Test Connect to attempt to connect to the data source using the connection options specified in the driver Setup dialog box. A logon dialog box appears (see "Using a Logon Dialog Box" for details). Note that the information you enter in the logon dialog box during a test connect is not saved.

6. Click OK. When you click OK, the values you have specified become the defaults when you connect to the data source. You can change these defaults by using this procedure to reconfigure your data source. You can override these defaults by connecting to the data source using a connection string with alternate values.