How to connect vTiger database to ODS
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- 1 Preface
- 2 Prerequisites
- 3 ODS Assistant
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
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.
vTiger bases on an mySQL database
Within this example the table "vtiger_account" is selcted which contains the relevant user data
Note: Within V3R2 only one table can be selected here
Within the penultimate step you map the SQL database table attributes to the Open Directory fields, which are finally presented by the LDAP server.
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).
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.