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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.

  • Click on the Add Action in the action bar.

  • 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:

    • Read/Write Access: Enable if using eyko as an ETL mechanism.

    • Date Format: Change if the standard format is not preferred.

    • Trim Spaces: Enable to disable character padding if necessary.

    • Indexing: Enable for faster table and column retrieval if needed.

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

  • Ensure all required credentials are accurate to avoid connection issues.

  • Double-check settings before saving to ensure they meet the project requirements.

Tips for Efficiency

  • Use consistent naming conventions for connections to enhance identification.

  • Familiarize yourself with the list of connectors to speed up the selection process.

  • Regularly review and update settings based on project needs.

Link to Loom

https://loom.com/share/759abbb2e74e47aebd6775f94c669955

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