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Easysoft Data Access

How do I connect Arcplan to an ODBC Database?

Article:
01091
Last Reviewed:
30th January 2024
Revision:
1

Use an Easysoft ODBC Driver to connect Arcplan to an ODBC Database, enabling you to analyse data stored in data stores such as MongoDB and Salesforce.com 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.

Example: How to connect Arcplan to Salesforce.com

The components necessary to connect Arcplan to Salesforce.com are:

Arcplan <-> Salesforce.com ODBC Driver <-> Salesforce.com

Example: How to connect Arcplan to MongoDB

The components necessary to connect Arcplan to MongoDB are:

Arcplan <-> MongoDB ODBC Driver <-> MongoDB

The Salesforce.com ODBC Driver and MongoDB ODBC driver are available to download from the Easysoft web site.

Installing, Licensing and Testing the Easysoft ODBC Driver

  1. Download the Windows Salesforce.com ODBC Driver or Windows MongoDB ODBC Driver as required.
  2. Install and license the Easysoft ODBC Driver on a Windows machine.

    For installation instructions, see the Salesforce.com ODBC Driver documentation or MongoDB ODBC Driver documentation.

Before you can use the Easysoft ODBC Driver to connect Arcplan to Salesforce.com or MongoDB, you need to configure a System ODBC data source. An ODBC data source stores the connection details for the target database (e.g. Salesforce.com) and the ODBC driver that is required to connect to it (e.g. the Salesforce.com ODBC driver).

To run ODBC Administrator on 32-bit Windows, open Administrative Tools in Control Panel, and then open Data Sources (ODBC). (On older versions of Windows, the Control Panel applet that launches ODBC Administrator is labelled Data Sources.)

To run ODBC Administrator on 64-bit Windows, in the Windows Run dialog box, type this command:

%windir%\syswow64\odbcad32.exe

If you are not sure whether your version of Windows is 32-bit or 64-bit, follow the instructions for running ODBC Administrator on 64-bit Windows. If you get an error, follow the instructions for 32-bit Windows instead.

Use ODBC Administrator to create your ODBC Driver data source.

Creating a Salesforce.com ODBC Data Source

  1. Choose the System DSN tab, and then choose Add.
  2. In the Create New Data Source dialog box, choose Easysoft ODBC-Salesforce Driver, and then choose Finish.
  3. Complete the Easysoft ODBC-Salesforce Driver DSN Setup dialog box:
    Setting Value
    DSN Salesforce.com
    User Name The name of your Salesforce.com user. For example, myuser@mydomain.com.
    Password The password for your Salesforce.com user.
    Token The security token for your Salesforce.com 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 LOGIN_MUST_USE_SECURITY_TOKEN, you need to supply one.

    Salesforce.com emails the security token to the email address associated with your Salesforce.com user account. If you have not received a security token, you can regenerate it. Salesforce.com will then email the new security token to you. To regenerate your security token, log in to Salesforce.com and then choose Setup from the user menu. Search for "security token" in the Quick Find box. Click 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.
  4. Use the Test button to verify that you can successfully connect to Salesforce.com.

Creating a MongoDB ODBC Data Source

  1. Choose the System DSN tab, and then choose Add.
  2. In the Create New Data Source dialog box, choose Easysoft ODBC-MongoDB Driver, and then choose Finish.
  3. Complete these fields Easysoft ODBC-MongoDB Driver DSN Setup dialog box:
    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.
  4. Use the Test button to verify that you can successfully connect to your MongoDB database.

Connecting Arcplan to your ODBC Database

You can now connect Arcplan to Salesforce.com or MongoDB:

  1. In Arcplan Application designer, on the Window menu, choose Database.
  2. In the Database window, create a new connection.
  3. In the Create new connection dialog box, choose external data source.
  4. In the Interface for list, choose ODBC.
  5. In the Data Sources list, choose your Easysoft data source.
  6. Choose OK, and then type "Easysoft" when prompted to save Connect file.
  7. Create a new Arcplan application, in which you insert a new row and column.
  8. Drag a column from the Database window to your row.

    The data from your Easysoft data source displays in the Arcplan application.

  9. Drag a column heading from the Database window to your column.
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