Create a Data Source

1. Open the Data Source window.
   1. From the Administration tab, click on the Data Sources tile.
   2. Click the Add button or [Shift] + [Alt] + A. The Data Source window will open.Data_Source_Window
2. Enter a unique Name for your data source.
3. Enter a Connection String. A detailed ADO connection string contains a series of argument = value statements separated by semicolons. Parameters are specific to the database driver being used.
   1. Click the ellipsis button to launch the connection string wizard.

      -OR-

      Type the ADO connection string directly in the Connection String box.

      Refer to Microsoft Windows® documentation/online Help for more information regarding ODBC drivers.  For Windows operating systems, your ODBC Data Source Administrator can be accessed from your Control Panel > Administrative Tools.

4. Click the Test Connection button to test your data source connection. You will receive a confirmation message if DocLink is able to successfully connect.
5. In the Username field, enter a valid login account used to connect to the database (not required if the wizard is used to create the connection string).
6. In the Password field, enter a password associated with the login account (not required if the wizard is used to create the connection string).
7. Click OK to save your changes.