How do I create and configure a new system connection in eyko to ensure proper setup and data integration?
How to set up, configure, and verify new system connections or data sources in eyko.
It explains:
How to access the Systems tab and start a new connection.
How to name the connection and select the appropriate connector.
How to enter credentials, configure settings, and enable Smart Setup.
How to link related systems, edit properties, and verify successful connection setup.
Best practices for maintaining connection accuracy and efficiency.
Key Steps
1. Accessing the Systems Tab 0:00
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Navigate to the Systems tab in eyko.
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Click on the Add Action in the action bar.
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Select the Start button to begin creating a new connection.
2. Naming the Connection 0:19
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Provide a name for the connection for easy identification (e.g., JD Edwards business data).
3. Selecting a Connector 0:31
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Choose a connector from the list or type to search for a specific connector.
4. Entering Sign-In Credentials 0:44
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Input the required sign-in credentials for the selected connector (e.g., Azure SQL Server).
5. Configuring Settings 1:09
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Review and adjust the following settings as needed:
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Read/Write Access: Enable if using eyko as an ETL mechanism.
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Date Format: Change if the standard format is not preferred.
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Trim Spaces: Enable to disable character padding if necessary.
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Indexing: Enable for faster table and column retrieval if needed.
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6. Utilizing Smart Setup 2:16
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If applicable, enable Smart Setup for systems compatible with eyko Smart features (e.g., JD Edwards, Oracle eBusiness Suite).
7. Saving the Connection 2:38
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Click Save and Close to initiate the automated configuration process.
8. Editing eyko Properties 3:02
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After the connection is established, edit the business data connection to access eyko properties.
9. Setting Related System 3:14
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Use the Related System option to link different tables within the database if necessary.
10. Finalizing the Setup 3:47
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Click Save and Close to establish the relationship between the systems.
11. Verifying the Entities Tab 4:04
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Go to the Entities tab to confirm that tables have been renamed to user-friendly names.
Cautionary Notes
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Ensure all required credentials are accurate to avoid connection issues.
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Double-check settings before saving to ensure they meet the project requirements.
Tips for Efficiency
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Use consistent naming conventions for connections to enhance identification.
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Familiarize yourself with the list of connectors to speed up the selection process.
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Regularly review and update settings based on project needs.