Database Integration via Agent

Last Updated: 12/03/2015 Introduced in Verision: 2.0

You can use a wizard to guide you through the process of database integration using an agent. Before you can integrate a database using an agent, the agent must have already been created, and you must have the data source, initial catalog, user ID and password values for the connection database.

After downloading, installing and registering an agent, integrate a database through it by navigating to the folder System > Flow Management > Databases and clicking the Create Database via Wizard button.


We will be integrating this sample SQL database through an agent that we will name Curtis.

Sample Database

First, we create the agent to use for the database integration. We register the agent, then we download it.

We navigate to the folder System > Agents and click the Add/Register Agent button.



In the Register Agent pop-up, we enter a title for the agent and click OK. The title is a placeholder for the agent we will download in the steps below.


We select the newly registered agent name in the folded data panel to view its details.


To download the actual agent for the registered agent name, we click the Download Agent button.



In the Save As pop-up, we enter a name for the agent, select a download location and click Save.



Once the agent has downloaded, we install it by navigating to the saved location and running the .exe file.
When the agent is installed, we can use it to integrate our sample database.

We navigate to the folder System > Flow Management > Databases and click the Create Database via Wizard button.


In the Create Database Definition step, we enter a database definition name in the field. Then, we select the Connect using Agent option in the Connection Options section.

Finally, we click the Select Specific Tables checkbox in the Advanced Options section and click Next.



In the Define a Connection String step, from the Agent drop-down list, we select the name of the agent we created. In the Connection String Template drop-down list, we select a connection string, copy it, and paste it in to the Connection String field.

Once we paste the connection string template in to the Connection String field, we modify the following values to reflect the database connection: Data source, initial catalog, user ID and password.



We test the new connection by selecting the Test Connection button.

When the test is successful, a message displays. We click Next.


In the Validate Data step, we confirm that the data has been validated, then click Next.

In the Create Table Definitions step, we select the SampleTable checkbox, and click Next.


In the Database Definition is Created step, we click Done. The database integration is complete.





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