Configuring the Origin and Destination

Configuring the Origin and Destination

Configuring the Origin


The Origin is the data SOURCE that will be used in a job. You can choose from SQL, XML, OLE DB, ODBC, or SOAP. To get to the origin tab first select the project, then a job and finally select the origin tab. For MS SQL database connections, use the OLE DB connection. To change or edit the connection simply select edit connection, here you can change the ray or connection type as well as log in to your origin connections account.

Example for OLE DB (MS SQL Server) 

1. On the Origin tab, select edit connection and change the connection type to OLEDB.

2. To build the connection string, click the ellipses (…) next to the box.

3. Use the data link screen to create the connection. On the provider tab, select “Microsoft OLE DB Provider for SQL Server” or “SQL Native Client”, depending on your version.

4. For Data Source, enter your SQL Server host/instance name. Configure your authentication settings, and select your source Database from the Initial Catalog dropdown, then click OK. The Connection String box should now be populated.

5. Enter a SELECT SQL statement to configure the entire recordset source of your connection. This will be all of the data that will be transformed or moved into your destination.

6. Click the test connection button. Results should read “Successful” and display the number of rows returned by your SQL SELECT statement.




Configuring the Destination


The Destination is the data TARGET that will be used in a Job. You can choose from SQL, XML, OLE DB, ODBC, or SOAP by selecting the corresponding tab. (As of version 1.0, only OLE DB and ODBC are supported). For MS SQL database connections, use the OLE DB connection.

Example for OLE DB (SalesLogix)

1. On the Origin tab, select the OLE DB tab.

2. To build the connection string, click the ellipses (…) next to the box.

3. Use the Data Link screen to create the connection. On the provider tab, select “SalesLogix OLE DB Provider”.

4. Select your SalesLogix Server and database name. Enter your username & password, being sure to check Allow Saving Password.

5. Click OK, the Connection String should be populated.




    • Related Articles

    • Use Before Save and After Save operations to loop through a single origin record multiple times

      There are many reasons why you might want to loop through a single origin row multiple times. In Act for example, the contact record may contain an Account and one or more Contacts. Another example would be a Note that needs to be related to multiple ...

    • Look in many xref lists for an origin ID

      Function ScriptedField Dim newid Dim oldid oldid = "@@ORG:OLDID@@" newid = XrefRead("Accounts",oldid) If Len(newid) = 0 Then newid = XrefRead("Contacts",oldid) End If If Len(newid) = 0 Then newid = XrefRead("Opportunities",oldid) End If If Len(newid) ...

    • Table of Contents

      General Help Frequently Asked Questions Projects Renaming, Copying and Deleting Projects Renaming, Copying and Deleting Jobs Creating a Project Creating a New Job Jobs Create a New Job Renaming, Copying and Deleting Jobs Scheduling Jobs (IN PROGRESS) ...

    • Creating a New Stage

      Creating a Stage Under the mappings tab there is a bar titled stages. At the very end of the stages bar (on the right of the screen) there is a button with a + and what looks like a bulleted list, click this button and the New Creatio Connect Stage ...

    • How to Chain Jobs

      Select the next job you want to run when the currently selected job is finished. This works with scheduled jobs and the chain jobs checkbox on the run job tab. This is useful if you are building an integration or migration and want to chain together ...