Database Connections

PerfectForms™ Help Guide > Administering and Integrating PerfectForms™ > Administering Connections and Integration > Creating PerfectForms™ Connections >

Note: Before you can create a new database connection, your database administrator must have installed the connection agent and made a named database connection available within the agent. For more information, see Installing the Connection Agent.

Connections to the following databases are supported via the connection agent.

•	SQL Server 2005 / 2008

•	Oracle 10g XE

•	MySQL 5.0 / 5.5

•	Sybase ASE 15.0

Interactive Example

For a demonstration of a database connection used in a form, see the Database Lookups Examples topic (available only in the online version of this help guide).

To create a new database connection:

1.	Go to the Connections Dashboard.

2.	Click the New button then select Database. PerfectForms™ displays a new blank database connection.

3.	Within the General section, provide a friendly name that the form designer will see when setting up the Connect or Connect & Search behavior commands later in the Form Designer.

4.	Under the Details section, enter the URL of the connection agent. This will be provided to you by your DBA or system administrator.

5.	Enter the Username and Password that the DBA has supplied. The connection agent can support one or many logins to allow different database tables and views to be made available to different PerfectForms™ users.

6.	The Timeout setting will default to 60 seconds. Adjust this if warranted for the connection.

7.	If this connection will use SSL protocol, check the Use Proxy (for SSL) check box. Click Check to verify the connection is functioning given the URL and credentials.

8.	The Datasource drop-down will be populated with datasource names that are available according to the user name and password provided. Select a datasource name.

9.	Having selected the datasource, the Database drop-down list will then be populated with available databases within that datasource. Select a database from this list.

10.

You can now specify which PerfectForms™ users, groups or positions are allowed to use this connection by adding them to the upper list within the Permissions section. For each user, group, or position granted access, you can select the type of access. This includes view, edit, or full control. For a more detailed explanation of permission groups, see the Connection Permissions topic.

11.	Required: Click the New Action button to define a specific action. Actions specify the types of statements and parameters that will be sent or returned from the database using this connection.

12.	PerfectForms™ displays a new empty connection action. For more information, see Database Connections Action Types.

13.	Enter the action parameters and save your changes. Now load the form that should initiate this connection in the Form Designer. Select the form event or object event that should initiate the connection. Assign a Connect behavior command or Connect and Search behavior command.

Note: Refer to the Calling the Connection from a Form topic for information on how to perform lookups and other integration types of actions from within a form.

Updated: 30/03/2012 Page url: http://www.perfectforms.com/Documentation/manual/html/?d_databaseconnections.htm
PerfectForms™ -- forms software, workflow software, and business process management