Avatar NX - connecting to external ODBC sources
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- NX External ODBC Data Sources
- Import Reports (PM)
Scenario 1: 'NX External ODBC Data Sources" form - Functionality
Specific Setup:
- Have access to an external database server [ServerA], that contains table data [TableA]. For example, an "SQL Server"
- Using the windows "ODBC Data Source Administrator", create a "User Data Source" [DataSourceA] configured to use an "SQL Server" driver to connect to the [ServerA]
Steps
- Open form "NX External ODBC Data Sources"
- Select "Create New" in the "Action" field
- Set the "Driver Type" field to desired value
- Set the "ODBC Data Source Name" to [DataSourceA]
- Set the "Server Host/IP" to the "Host" name or "IP Address" of [ServerA]
- Set the "Username" field to the login user name for [ServerA]
- Set the "Password" field to the login password for [ServerA]
- Click the [File] button
- Click the [OK] button
- Return to form "NX External ODBC Data Sources"
- Select "Edit Existing" in the "Action" field
- In the "Select Existing Data Source" field, select [DataSourceA]
- Validate the "Driver Type" field is populated with the value selected in step 3
- Validate the "ODBC Data Source Name" is populated with [DataSourceA]
- Validate the "Server Host/IP" field is set to the value populated in step 5
- Validate the "Username" field is set to the value populated in step 6
- Validate the Password field is populated with the value populated in step 7
- Exit the form
Scenario 2: 'Import Reports' Form (Avatar NX) - Validate "Import Report for Command Button Launch" requiring and External "ODBC" connection
Specific Setup:
- An external database exists on [ServerA] that contains data in a table [TableA].
- Using form "NX External ODBC Data Sources", have an "ODBC Data Source" created [DataSourceA] configured to use an ODBC driver to connect to the external database server [ServerA]
- Have a Crystal Report [ReportA] created that connects to the external database [ServerA] using [DataSourceA] in order to display data in [TableA].
Steps
- Open form "Import Reports"
- Select "Import Report for Command Button Launch" in the "Select Import Type"
- Select "Import New Report" in the "New or Existing Report" field
- Set the "Report Description" field to a desired report name
- Click the [Select Report for Import] button
- Navigate to the location of [ReportA]
- Select the report
- Select "Yes" in field "Does This Report Require ODBC Connections In Addition To The Current Database" field
- In the "Connection Type" field, select "myAvatar NX"
- In the "myAvatar NX Connection" field, select [DataSourceA]
- Click [Add New Connection] button
- Validate the Additional ODBC Connections text box is populated with the [DataSourceA] connection
- Click [Submit]
- Return to the form
- Select "Import Report for Document Routing" in the "Select Import Type"
- Select "Update Existing Report" in the "New or Existing Report" field
- From the "Existing Report" field drop down list, select the report added in step 4
- Validate the "Report Description" field is the value set in step 4
- Validate the "Additional ODBC Connections" text box is populated with the connection for [DataSourceA]
- Close the form
Scenario 3: 'Import Reports' Form (Avatar NX) - Validate "Import Report for Document Routing" requiring an External "ODBC" connection
Specific Setup:
- An external cache database exists on [ServerA] that contains data in a table [TableA].
- Using form "NX External ODBC Data Sources", have an "ODBC Data Source" created [DataSourceA] configured to use an ODBC driver to connect to the external database server [ServerA]
- Have a Crystal Report [ReportA] created that connects to the external database [ServerA] using [DataSourceA] to display data in [TableA].
Steps
- Open form "Import Reports"
- Select "Import Report for Document Routing" in the "Select Import Type"
- Select "Import New Report" in the "New or Existing Report" field
- Set the "Report Description" field to a desired report name
- Click the [Select Report for Import] button
- Navigate to the location of [ReportA]
- Select the report
- Select "Yes" in field "Does This Report Require ODBC Connections In Addition To The Current Database" field
- In the "Connection Type" field, select "myAvatar NX"
- In the "myAvatar NX Connection" field, select [DataSourceA]
- Click [Add New Connection] button
- Validate the Additional ODBC Connections text box is populated with the [DataSourceA] connection
- Click [Submit]
- Return to the form
- Select "Import Report for Document Routing" in the "Select Import Type"
- Select "Update Existing Report" in the "New or Existing Report" field
- From the "Existing Report" field drop down list, select the report added in step 4
- Validate the "Report Description" field is the value set in step 4
- Validate the "Additional ODBC Connections" text box is populated with the connection for [DataSourceA]
- Close the form
|
Topics
• Import Reports
• NX
• Query/Reporting
|
