Creating Data Publications

To transfer data from Archer to an external database, create a data publication.

Before you begin

Create your database, if it doesn't already exist.

Note: Consider the amount of data that you may be publishing from Archer when you set your initial database size.

Task 1: Create a data publication

  1. From the menu, click Admin menu> Integration > Data Publications.
  2. Click Add.
  3. In the General Information section, enter a name and description, and select the solution from which you want to publish data.
  4. Do 1 of the following:

    • To continue configuring the data publication, go to the next task.
    • To finish setting up the data publication later, click Save or Save and Close.

Task 2: Configure connection parameters

For the data publication to run successfully, the server responsible for running the data publication must have the required network access to the database.

In the Connection section, do the following:

  1. From the Publication Target list, select your database type.
  2. In the Connection String field, enter a string that identifies the server, database name, and credentials needed to connect to your database.
  3. You can provide the password to the target database either as a token in the Connection String or in the Password field. When using a token, the {Password} token in the connection string is replaced by the password entered in this field when the connection string is submitted.

    The following table describes the syntax for each database type.

    Database Type

    Syntax

    SQL

    • If you want to display the password in plain text in the connection string, use this syntax:
    • Server=ServerName;Database=DatabaseName;UID=UserName;Pwd=Password

    • If you want to pull the password from the Password field, use this syntax:
    • Server=ServerName;Database=DatabaseName;UID=UserName;Pwd={Password}

    Oracle

    Data Source=[name];User Id=[userID];Password={password}

  4. If you chose to use a token in the connection string, enter the password in the Password field.
  5. (Optional) To test the connection to the target database, click Test Connection.
  6. Do 1 of the following:

    • To continue configuring the data publication, go to the next task.
    • To finish setting up the data publication later, click Save or Save and Close.

Task 3: Run your data publication

You can run a data publication immediately or set up a publishing schedule.

  1. If you are ready to run your data publication, set the status to active.
  2. Do either of the following:
    • To run the publication immediately, at the top of the page, click Run Now.
    • To schedule the publication, complete the Schedule section.
  3. To save the data publication, click Save or Save and Close.