Each database type and instance requires a connection to be defined. Some services that require secure authentication also require connection to be defined.
  • Connection needs to be setup for each database that you wish to interact with.
  • Connection is also needed for Excel files so that you can refer to the excel file by just using the handle.
  • Some services with open API do not need any connection to be created for e.g Twitter and Facebook API
  • Other services that require secure login need a connection entry to be created in the system
  • Google Analytics
  • HTTP Post
  • etc
  • Each connection entry is stored in a separate file under the user's personal directory on the server
  • Each connection requires a descriptive connection_handle. This handle is used for query purpose.
  • The passwords are encrypted
Benefits of Defining Connection
  • Central place to manage all your connections
  • You can re-use connection handles in any number of widget and any number of dashboards
  • You can have one IT Admin define the connection and share the connection to the users so they can simply use them
  • Easy switching between underlying database.
  • This is a very important leverage. Say for e.g you defined a connection to one of your wordpress blogs database mysql_blog1
  • You build your SQL queries against this database.
  • Tomorrow you move your blog to a new server
  • In this situation you just update the connection details to point to the new server and all your dashboards keep working as if nothing happened.
To work with Databases, you would need the following
  • Connection details like server, database name, port number, user, password etc
  • SQL queries
If you don't know SQL, you can use our Desktop Dashboard tool . Once you connect, it guides you to build a SQL query by just selecting the tables. In future release the visual query builder will be incorporated in InfoCaptor Enterprise
How to define Database Connection or Data Source
Navigate to Action >> Manage Data Source/Connections
It shows the following screen
On the left side you select the database or web service you wish to define connection for
The connection fields are explained in their respective sections below
Use online Web Dashboards in the cloud or download and host your own Dashboards