Difference between revisions of "How to connect vTiger database to ODS"
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== ODS Assistant ==
== ODS Assistant ==
=== Data Sources ===
=== Data Sources ===
Revision as of 14:31, 13 December 2011
- 1 Preface
- 2 Prerequisites
- 3 ODS Assistant
- 3.1 Data Sources
- 3.2 Add new SQL Data Source to ODS
- 3.3 Maintenance
This How To describes the connection of a vTiger database to OpenScape Office (OSO) by using the OpenDirectory Service (ODS).
It is written based on OSO version V3R2. Deviations may occur, if higher versions are used.
Only the vTiger relevant settings are described here. For general ODS configuration issues have a look at:
All data shown here and also the screenshots are examples only, which are used to demonstrate the capabilities.
Information about vTiger Database
vTiger uses a mySQL database in general.
The relevant data for caller identification etc are stored within the table "vtiger_account" this may differ from installation to installation
Open Directory Service allows the connection of several databases. The connection is done by so called “Database Connectors”.
For every database type a specific connector with appropriate configuration parameters exists. A database connector type can be used to connect multiple databases of the same type. Database connectors have to be configured individually to access a specific database. The specific configuration of a Database connector within the Open Directory Service is labelled as Data Source.
Predefined Data Sources
Within Open Directory Service two Data Sources are preconfigured
- OpenScape Office directories - Allows access to OpenScape Office directories.
- OpenScape Office Speed Dials - Allows access to the OpenScape Office speed dials.
The pre-configured datasources cannot be deleted or modified except the configuration of “number conversion”, which could be necessary for some LDAP clients.
User defined Data Sources
You can create new Data Sources in a simple dialog guided way by pressing the “Add” button within the “Data sources” site.
Afterwards the Database Connector specific dialog starts, which allows to enter the appropriate data. You can modify already configured datasources at any time by pressing the edit button. Datasources, which you do not need need any longer can be deleted accordingly. Multiple datasources can be defined and operated simultaneously.
Status of connected datasources
The Settings Windows gives an overview about all configured datasources to you. In the last row the status of the data source is indicated by a coloured dot.
- Green: Operational
- Red: Status “ODBC not ok, LDAP not ok” configuration not correct or data source not available.
- Yellow: Status “ODBC ok but LADP not ok” Service should be restarted
- Grey: Status “configuration incomplete”
If you move the mouse pointer over the dot an additional text is shown in case of malfunction.
Add new SQL Data Source to ODS
If you select the "Add" button within the Data Source window, a new dialog opens, which allows the configuration of a new connection to a SQL datbase. Five tabs leads you, dependent on the type of SQL datasource through the whole configuation process.
At first you define the name of the datasource. This name is used to identify the datasource within the Open Directory Service. Max 20 alphanumeric characters can be used here
Database specific information such as localtion can be enteres here Max 100 alphanumeric characters can be used here.
Depending on the type of the target SQL database the suitable ODBC driver has to be selected. A drop down menu offers the available types:
- Microsoft SQL
The following configuration parameters may differ from driver to driver.
Database Server address
The IPv4 address of the database server has to be entered here in the format:
Entry of FQDN and URL is not recommended here.
Database Server port
The port of the Database Server within the Server machine has to be entered here.
This field supports alphanumeric input . The database name is case sensitive as it is used by the database server internally to identiy the database.
This field supports alphanumeric input . The database login name is case sensitive. Login name ist used by the database server to identify the user and to grant access to data according to its user configuration.
This field supports alphanumeric input . The database login name is case sensitive. Password is used by the database server to identify the user.
TDS Protocol version
This parameter applies only to Microsoft SQL / Sybase SQL databases. Serveral protocol types are supported. More information about protocol usage is shown by clicking on the yellow info icon.
After you have enterd all parameters the connection to the database can be tested. A click on the button labeled “Test Database access” checks if access to the database is granted by the database server. A dialog box informs about success or non success of the test.
At the end of the database configuration dialog you should save the settings the first time by selecting the "Save" button. Afterwards the name of the datasource is available within the left column under the “Data Sources” headline. You can continue configuration by selction of the datasource within the Settings window and pressing the "Edit" button .
Within SQL databases data is stored in tables and within the tables in attributes. Once ODS has established the connection to the external database, the available tables can be displayed by pressing the button “Query database tables”
Note: Within V3R2 only one table can be selected here
If it is not clear which attributes are available in a table the “Preview database table” button can be used to read the attributes from the selected table.
A browser function allows you to step through the selected table and to display the content of the attributes.
Within the penultimate step you map the SQL database table attributes to the Open Directory fields, which are finally presented by the LDAP server. The mapping is done in the way, that the available attributes of the selected table are presented at the left side and the Open Directory Sevices (LDAP) field at the right side.
The table attribute can be chosen by a click to the attribute within the drop down menu. An already used and assigned attribute is presented in blue color. Multiple assignments of an attributes to different LDAP fields are allowed.
At the Open Directory Service side the available fields are presented also within a drop down menu. Selection is done by mouse click. Within the drop down menue only the “available” (not assigned) fields are presented for mapping.
A preview function allows to check the output of the assigned Open Directory fields by browsing through the database entries.
Already mapped fields are displayed on the screen. Add and remove operations are available for editing the mapping.
Note: Mapping of multiple attributes to one Open Directory field is not possible.
Within a connected database telephone numbers could be stored in different formats. The Number Conversion function allows you to normalize the the retrieved phone numbers into a full qualified number format (e.g. +12 (345) 678 90). This is could be necessary for correct caller identification. Number conversion can be configured per data source. The stored phone numbers within the source database are not modified.
If You enable the function by a tic within the “Active” checkbox, the additional dial parameters are presented and can be populated. You have to determine the localization, for which the telephonenumber were entered in teh database and enter the suitable data. In case that the data source is located at the same place as the ODS (OSO system) the apropriate settings can be imported from the OSO configuration by pressing the button "Query System Settings". You can also configure if the phone numbers in the database starts with a dialout prefix or not. This setting is needed, as in some counties a ‘0’ as prefix cannot be differentiated from the national access prefix (e.g. in Germany).
Note: Number conversation can fail in some cases, e.g. if parts of the phone number are missing or if an odd notation is used. In this case the telephone number have to be corrected within the datasource.
Administration menue of Data Sources offers also the test of the configured parameters. Selection of the LDAP Test Tab allows user to check, if the the settings and configuration made before, deliver the requested data.
Pressing the button “Run test” will seach within the configured datasource and displays all entries of the datasource and the content of the configured Open Directory Service data fields (LDAP fields).
In case that the output within some fields does not meet the expectation (e.g. Phone number conversion is wrong), configuration can be adjusted and the test can be repeated as often until the results are satisfying.
Save Datasource configuration
At the end of the database configuration the settings should be saved. Afterwards the data source name is available within the left column under the “Data Sources” headline . Further information about the data source is available within the Data Sources Main Window. A data source can be modified or deleted by pressing the appropriate button after data source selection within the Main Window.
The maintenance screen allows you to check the current status of the Open Directory Service and to restart the service. The actual status is displayed in a status line .
For better visibility a colored icon represents the status in addition to the plain text.
- Green: Status “Running” No action required
- Grey: Status “Not Running” Activation of the service required.
If a red, blinking dot apperas in the main navigation behind the Maintenance text an Open Directory Service restart is required due to configuration modifications.
The restart of the Open Directory Service can be performed by a mouse click on the Restart button. If the “Restart” button ist greyed out, Open Directory Service has to be activated first at the “Settings” page.
A succeeding dialog box informs you about the result of the restart action.