Establishing a Connection
Configure a Connection Profile
From the CData ribbon, click Get Data and select From Microsoft SQL Server connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Microsoft SQL Server Connection button. Here you can set the connection settings, test the connection, and save the connection profile.
Connecting to SQL Server
Specify the following conneciton properties to connect to SQL Server:
- Server: The name or network address of the computer running SQL Server.
- Database: The name of the SQL Server database to connect to. If unspecified, the default database will be used.
Authenticating to SQL Server
You can authenticate to Microsoft SQL Server using either Windows Authentication or SQL Server authentication.
Windows AuthenticationTo authenticate with Windows Authentication, set the following to authenticate:
- IntegratedSecurity: Set this to true to enable the add-in to obtain login credentials automatically from the identity of the windows user running the process.
SQL Server Login CredentialsAlternatively, you can authenticate with your SQL Server user login credentials:
- User: The username of the SQL Server user.
- Password: The password of the SQL Server user.
Connection PropertiesThe Connection properties describe the various options that can be used to establish a connection.
Managing ConnectionsAfter successfully authenticating to Microsoft SQL Server you will be able to customize the data you are importing. To learn more about this, see Managing Connections.
- Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
- Using the Excel Add-In: Find other ways to interact with Microsoft SQL Server data, such as using the available CData Excel Functions.