Use an Easysoft ODBC driver to connect Arcplan to a database that supports ODBC, enabling you to analyse data stored in backends such as MongoDB and Salesforce from your Arcplan Enterprise dashboard.
Arcplan Enterprise uses an ODBC driver to interact with an external data source. ODBC is a data access technology, the Microsoft implementation of which is included with Windows.
The components necessary to connect Arcplan to Salesforce are:
Arcplan <-> Salesforce ODBC driver <-> Salesforce
The components necessary to connect Arcplan to MongoDB are:
Arcplan <-> MongoDB ODBC driver <-> MongoDB
For installation instructions, refer to the Salesforce ODBC driver documentation or MongoDB ODBC driver documentation.
Before you can use the Easysoft ODBC driver to connect Arcplan to Salesforce or MongoDB, you need to configure a system ODBC data source in ODBC Data Source Administrator. An ODBC data source stores the connection details for the target database (in this case, Salesforce or MongoDB) and the ODBC driver that's required to connect to it (in this case, the Salesforce ODBC driver or the MongoDB ODBC driver).
To run ODBC Data Source Administrator, in the Windows Run dialog box, enter this command:
%windir%\syswow64\odbcad32.exe
Easysoft ODBC-Salesforce Driver
, and then choose Finish.Setting | Value |
---|---|
DSN | Salesforce |
User Name | The name of your Salesforce user. For example, myuser@mydomain.com . |
Password | The password for your Salesforce user. |
Token |
The security token for your Salesforce user, if required.
To find out whether you need to supply a security token, choose the Test button. If the connection attempt fails with an error which contains Salesforce emails the security token to the email address associated with your Salesforce user account. If you have not received a security token, you can regenerate it. Salesforce will then email the new security token to you. To regenerate your security token, log in to Salesforce and then choose Setup from the user menu. Search for "security token" in the Quick Find box. Choose Reset Security Token in the Reset Security Token page. When you receive the token in your email client, copy it and then paste it into the Token field. |
Easysoft ODBC-MongoDB Driver
, and then choose Finish.Setting | Value |
---|---|
DSN | MongoDB |
Description | Easysoft MongoDB ODBC driver |
Server | The name or IP address of the host where your MongoDB instance is running. |
User Name | If you need to supply a user name to access your MongoDB database, enter it here. |
Password | The password for your MongoDB user name. |
You can now connect Arcplan to Salesforce or MongoDB:
Easysoft
when prompted to save the Connect file.The data from your Easysoft data source displays in the Arcplan application.