SQL Server

 

 

 

SQL Server

 

The SQL Server source allows you to create your create a custom query against a SQL Server database and use the returned set of data as source data for pasTransfer.

 

SQL Server Login Page

 

The SQL Server Query Page allows a user to enter credentials, select a database, and write a custom query for exporting data from the database.

Connection Tab

oSQL Server Name:  The location/address of the SQL Server database.

oAuthentication:  The method for signing into the SQL Server database.  Windows will attempt to log in with the users Windows Credentials.  SQL Server will allow you to manually enter a user name and password for the SQL Server database.  Optionally, you can choose to save the password afterwards.

oDatabase Name:  The name of the target database which contains the table or view which is to be inserted into.

Query Tab

oQuery: The select statement to be used to query data from the SQL Server.

Advanced Tab

oConnection Timeout:  The amount of time to spend attempting to make a connection to the database.  The default time is 15 seconds.

oCommand Timeout:  The amount of time to spend attempting to complete the commands or transaction before disconnecting.  It is advised to use a higher command timeout if you are inserting a lot of data or working with a slow connection.

oUse Transactions:  A transaction is a single unit of work.  Enabling transactions allows for an all-or-nothing insert.  If any lines encounter a problem, the transaction will roll back and all modifications will be erased.  If a transaction is successful, all modifications were successful and become a permanent part of the database.

Data Record Column Macros Page

 

The Data Record Column Macros Page is used to map columns from the returned set data to a Journal Line.  The list box to the left contains a list of columns which will be returned from the query specified in the prior page.

 

General Tab

Account Code:  The account code for a journal line.  This is a macro-enabled field.

Matching Account Code:  The matching account code for a journal line.  This is a macro-enabled field.

Description:  The description for a journal line.  This is a macro-enabled field.

Reference:  The reference for a journal line.  This is a macro-enabled field.

Transaction Date:  The transaction date for a journal line.  This is a macro-enabled field.

Period:  The period for a journal line.  This is a macro-enabled field.

Amount Tab

 

The Amount tab will allow you to specify multiple amounts to be processed, each as an individual journal line.  Dragging a column into the data grid will add a new amount with a specified macro command.  The Account Suffix, Quantity, Transaction Date, and Period are optional fields.  If a Transaction Date or Period is supplied, it will override the Transaction Date and Period on the General Tab.  These fields are macro-enabled, however the macro needs to be entered manually for these fields.  You may also choose to create an offset for each journal entry, ignore zero-value amounts, and alter the processing style of the amount value.

 

Attributes Tab

 

Any columns from the source data can be made into attributes and mapped later on the destination transformation.  Click and drag a column to the attribute data grid to create a macro command.

 


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