Difference between revisions of "Configuring a Microsoft Access Data Source"

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(Created page with "== Overview == Before you can add a Microsoft Access data source, you must install the Explore Analytics Agent. Please see the section [[Installing the Explore Analytics ...")
 
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== ODBC ==
 
== ODBC ==
  
The Explore Analytics Agent uses ODBC to connect to your Microsoft Access data source. If an ODBC data source is not already defined for your Access database, you'll need to define it using the ODBC administration tools.
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The Explore Analytics Agent uses ODBC to connect to your Microsoft Access data source. If an ODBC data source is not already defined for your Access database, you'll need to define it using the Control Panel Administrative Tools Data Sources (ODBC) tools.
  
== Creating the Data Source ==
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In the "Data Sources (ODBC)" tool, use the "System DSN" tab, and choose "Add" to go to the "Create New Data Source" dialog box. Select the "Microsoft Access driver (*.mdb)", give your ODBC data source a name and use the "Select" button to locate and specify your Access database file.
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== Creating the Explore Analytics Data Source ==
  
 
To create the data source, go to the "Data" menu and select the option "Add a MS Access data source". You will see the following dialog (we show it with some example inputs already populated). We then explain each entry.
 
To create the data source, go to the "Data" menu and select the option "Add a MS Access data source". You will see the following dialog (we show it with some example inputs already populated). We then explain each entry.
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=== ODBC Data Source Name ===
 
=== ODBC Data Source Name ===
  
This is the host name (computer name) of the computer on which SQL Server resides. If the agent is installed on the same computer as the database, then you can typically refer to the host as "localhost" as in our example. If the database is on another computer, enter the name or IP address of that computer.
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This is the ODBC data source name (DSN) (see ODBC section above).
 
 
=== Microsoft SQL Server User ===
 
 
 
This is the name of the database user through which we connect to the database to access data. You can leave this field blank, to use "Integrated Security". That's a feature of SQL Server that identify the user based on their Windows user. Therefore, this would identify the database user to be the Windows account under which the agent is running (e.g., the local "administrator" account).
 
  
=== Microsoft SQL Server Password ===
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=== Microsoft Access User ===
  
The password of the user entered in the previous field. If you're using Integrated Security, then leave this field blank as well.
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This is the name of the Access database user. If your database does not require a user, then leave this blank.
  
=== Microsoft SQL Server Database Name ===
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=== Microsoft Access Password ===
  
Your SQL Server manages several "databases" each one has a database name (this is SQL Server terminology). The data source is for one such database. Please specify the name of the database (in our example it "northwind", the SQL Server example database).  
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The password of the user entered in the previous field. If a user is not required, then leave this blank.
  
 
== Getting Help ==
 
== Getting Help ==
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Setting up an agent-based data source is the most difficult task in Explore Analytics. Don't hesitate to seek help. You can contact [http://www.exploreanalytics.com/support.html Explore Analytics Support].
 
Setting up an agent-based data source is the most difficult task in Explore Analytics. Don't hesitate to seek help. You can contact [http://www.exploreanalytics.com/support.html Explore Analytics Support].
  
{{Template:Preparing to Explore|Configuring a MySQL Data Source|Configuring a ServiceNow Data Source}}
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{{Template:Preparing to Explore|Configuring a SQL Server Data Source|Configuring a ServiceNow Data Source}}

Revision as of 10:08, 10 July 2013

Overview

Before you can add a Microsoft Access data source, you must install the Explore Analytics Agent. Please see the section Installing the Explore Analytics Agent for installation instructions.

The agent should be installed on a Windows computer that has access to the database, typically the computer where the Microsoft Access database is installed.

The rest of this page assumes that you have the agent installed and running. You're now ready to setup a Microsoft Access data source and create live reports that draw data directly from your database.

ODBC

The Explore Analytics Agent uses ODBC to connect to your Microsoft Access data source. If an ODBC data source is not already defined for your Access database, you'll need to define it using the Control Panel Administrative Tools Data Sources (ODBC) tools.

In the "Data Sources (ODBC)" tool, use the "System DSN" tab, and choose "Add" to go to the "Create New Data Source" dialog box. Select the "Microsoft Access driver (*.mdb)", give your ODBC data source a name and use the "Select" button to locate and specify your Access database file.

Creating the Explore Analytics Data Source

To create the data source, go to the "Data" menu and select the option "Add a MS Access data source". You will see the following dialog (we show it with some example inputs already populated). We then explain each entry.

Add access data source.png

Data Source Name

Give this data source a name to identify it.

Description

Optional description. This is shown when you list data sources to help users choose the correct data source.

Agent Service Account

The choices for this field are typically pre-populated for you, and there's usually only one choice. This is the name of the Explore Analytics account through which the agent connects to Explore Analytics. You will need to make a selection here only if you have multiple agents that service different data sources.

ODBC Data Source Name

This is the ODBC data source name (DSN) (see ODBC section above).

Microsoft Access User

This is the name of the Access database user. If your database does not require a user, then leave this blank.

Microsoft Access Password

The password of the user entered in the previous field. If a user is not required, then leave this blank.

Getting Help

Setting up an agent-based data source is the most difficult task in Explore Analytics. Don't hesitate to seek help. You can contact Explore Analytics Support.

Configuring a Data Source
Configuring an Oracle Data Source
Configuring an Oracle Cloud Data Source
Configuring a MySQL Data Source
Configuring a PostgreSQL Data Source
Configuring a DB2 Data Source
Configuring a SQL Server Data Source
Configuring a Microsoft Access Data Source
Configuring an Informix Data Source
Configuring a ServiceNow Data Source
Configuring a Salesforce.com Data Source
Configuring an Amazon RDS Data Source
Configuring a SQLite Data Source
Configuring a SugarCRM Data Source using a CDATA JDBC Driver
Refreshing Data Source Configuration
Explore Analytics Agent
Installing the Explore Analytics Agent
Installing the Explore Analytics Agent on Linux
Uploading Data
Importing a Google Spreadsheet