› Connection Manager › Configure connection details

Configure connection details

By default, new connections have the Connection Type set to MYSQL. To proceed, from the drop-down list, select your Connection Type:

When you have finished configuring the database connection, continue to Test and save the connection.

MySQL

To connect your MySQL database to Transact, see the following table for information on each required configuration.

Configurable field

Description

Connection Name

The name for your connection as it will appear in the Connection Manager in Transact.

Connection Description

The description for your connection as it will appear in the Connection Manager in Transact.

Connection URL

The connection URL for the MySQL database, which is generated automatically from other fields. For help understanding this URL, see the MySQL Documentation.

Database Name

The name of the particular database on the server.

Port

The port number where the MySQL server listens for requests. By default this is port 3306.

Host

The host name of the database server.

User Name

The username for connecting to the MySQL database.

Password

The password for connecting to the MySQL database.

Microsoft SQL Server

To connect your Microsoft SQL Server (MSSQL) database to Transact, see the following table for information for each required configuration.

Configurable field

Description

Connection Name

The name for your connection as it will appear in the Connection Manager in Transact.

Connection Description

The description for your connection as it will appear in the Connection Manager in Transact.

Connection URL

The connection URL for the Microsoft SQL Server database, which is generated automatically from other fields. For help understanding this URL, see the Microsoft SQL Documentation.

Database Schema Name

The schema name for the SQL server database. By default this is dbo.

Database Name

The name of the particular database on the server. To find the database name, refer to sample queries in the Microsoft SQL Documentation.

Port

The port number where the SQL server database listens for requests. By default this is port 1433.

Host

The host name of the database server.

User Name

The username for connecting to the SQL server database.

Password

The password for connecting to the SQL server database.

Microsoft SQL Server with Windows Authentication

This topic covers how to connect your Microsoft SQL Server database to Transact when using Windows Authentication. This option allows Transact to use Windows user accounts to connect to the database, instead of using explicit database users.

See the following table for information on each required configuration.

Configurable field

Description

Connection Name

The name for your connection as it will appear in the Connection Manager in Transact.

Connection Description

The description for your connection as it will appear in the Connection Manager in Transact.

Connection URL

The connection URL for the Microsoft SQL Server database, which is generated automatically from other fields. For help understanding this URL, refer to the Microsoft SQL Documentation.

Database Schema Name

The schema name for the database. By default, this is dbo.

Domain

The name of your Windows domain.

To get the domain name of a machine, do the following:

  1. Open the Command Prompt.

  2. Type set and press Enter.

    The current environment variable settings appear.

  3. Find the USERDOMAIN property.

Database Name

The name of the particular database on the server. To find the database name, see the sample queries in the Microsoft SQL Documentation.

Port

The port number where the database server listens for requests. By default this is port 1433.

Host

The host name of the database server.

User Name

These fields are disabled.

When using MSSQL Windows Authentication, Transact will attempt to use the name of the user running the EphesoftTransact service to connect to the database. You can view this account from the Services manager:

  1. Open Windows Services Manager.

  2. Right-click EphesoftTransact.

  3. Select Properties > Log On.

If you try to test the database connection and receive an error that you suspect is related to authentication, you may need to grant access to the database table for the services account user inside SQL Server Management Studio.

Password

The password for connecting to the Microsoft SQL server database.

Oracle

To connect your Oracle database to Transact, see the following table for information on each required configuration.

Configurable field

Description

Connection Name

The name for your connection as it will appear in the Connection Manager in Transact.

Connection Description

The description for your connection as it will appear in the Connection Manager in Transact.

Connection URL

The connection URL for the Oracle database, which is generated automatically from other fields. For more information, see the Oracle documentation.

Database Name

The name of the particular database on the server. Also known as the SID in Oracle terminology.

Due to Oracle restrictions, the Database Name must be uppercase and match the User Name.

Port

The port number where the Oracle server listens for requests. By default this is port 1521.

Host

The host name of the database server.

User Name

The username for connecting to the Oracle database.

Due to Oracle restrictions, the User Name must be uppercase and match the Database Name.

Password

The password for connecting to the Oracle database.

SID / Service Name

Select between SID (Service ID) or Service Name and add the string to the text field. This should match the case (uppercase or lowercase) as it was entered during Transact installation.

This will automatically concatenate the Connection URL with the SID or service name.

You can use the following query to find the service name: 

select value from v$parameter where
name='service_names';

MariaDB

To connect your MariaDB database to Transact, see the following table for information on each required configuration.

For detailed information on these parameters, see Connecting to MariaDB.

Configurable field

Description

Connection Name

The name for your connection as it will appear in the Connection Manager in Transact.

Connection Description

The description for your connection as it will appear in the Connection Manager in Transact.

Connection URL

The connection URL for the MariaDB database, which is generated automatically from other fields.

Database Name

The name of the particular database on the server.

Port

The port number where the MariaDB server listens for requests. By default this is port 3306.

Host

The host name of the database server.

User Name

The username for connecting to the MariaDB database.

Password

The password for connecting to the MariaDB database.