Configure Providers

Connections allows you to create point-to-point connections to external databases. Connection types shown in the following table:

Definitions

Connection Type	Description
Push	where changes made in NEXUS are sent to the external field, but not vice versa
Pull	where changes made in the external table are pulled into the field in NEXUS.
Push & Pull	where changes made in either the external table or in NEXUS are propagated to the other

There are three steps to setting up a point-to-point connection. They are:

1. Set up the Provider

2. Set up the Tables; and

3. Set up the Columns.

Setting up the Provider

1. Click on Configuration ‣ General ‣ Providers

2. Click Add from the Configuration - Providers toolbar.

3. In the Add External Provider dialog, enter a descriptive Name for the Provider (eg. MAXIMO)

4. Choose the Provider Type (currently supports Oracle, MSSQL Server and Excel). Based on the Provider Type selected, you will be presented with further options (eg. if you choose Oracle type, then you will need to enter the Oracle Easy Connect String; if you choose Excel type, then you will need to enter the full path to the Excel file; and if you choose MSSQL Server you will be required to enter the Server Address, Database Name and other Authentication information.)

Configure Connections

Setting up the Tables

Source Name

When you are adding a new Table, click on OK after you have chosen the Provider. When you relaunch the dialog, the list of available Sources will be available for selection from a dropdown list.

1. Click on Configuration ‣ General ‣ Connections

2. Click Add from the Configuration - Connections toolbar.

3. In the External Table dialog, click on the Ellipsis () button to choose the Provider set up previously, and enter a Name for the Table (eg. Workpack).

4. Enter the Source Name, this will be the database table name or for Excel the named table (eg. Workorder).

5. The Primary Key is the column or field defined in the External table which will be used to match to field in NEXUS IC which identifies the row to be updated. The values in the chosen field must be unique (eg. Name).

6. Check or uncheck Allow Insert determines if NEXUS will insert rows into the External Table or the NEXUS table.

Setting up the Columns

1. Click on Configuration ‣ General ‣ Connections

2. Click Add from the bottom toolbar in the Configuration - Tables dialog.

3. In the Add External Field Map dialog, click on the Ellipsis () button to choose the Table set up previously.

4. The External Field Name will be the name of the Excel column or the name of the field in the MSSQL Server table.

5. The Primary Key Field is a column or field defined in the NEXUS IC database which will be used to match to the Primary Key field in the External table.

6. Choose which direction the data is to be passed from the Sync Direction dropdown list.

7. Finally, click on the Internal Field ellipsis button to choose a field in NEXUS which is mapped to the External field column.