Open SQL Connection—Setting Properties

The Open SQL Connection action is used to make a connection to a data source and start a SQL session in AutoMate.

To set Open SQL Connection properties

  1. From the Task Builder Available Actions pane, open the Database folder and double-click the Open SQL Connection action or drag it into the Steps pane.

  2. In the Session name box, use the default entry unless you have already created one or more SQL sessions in the task. If you have multiple SQL sessions, give each one a unique name, such as SQLSession1, SQLSession2, etc.

  3. Under Connection string, select Custom or Pre-defined.

  4. For a custom connection string, do one of the following:

    1. Type or paste the connection string into the Custom box.

    2. Click in the Custom box, and then click the Insert Expression/Variable button and use the Expression Builder to enter the connection string.

    3. If you have the connection string stored in a data link file, click the Open Folder button , navigate to the file, and click Open.

    4. Click the New button and use the Data Link Properties Wizard to enter the connection string.

  5. For a pre-defined connection string, select from the drop-down list, or create a new pre-defined connection string as follows:

    1. Click the New button next to the Pre-defined box.

      The Add Pre-defined Connection properties box appears.

    2. In the Name box, enter a name for the pre-defined connection. The name must contain only alphanumeric characters, begin with a letter, and contain no spaces. This name will appear on the drop-down list of pre-defined connections.

    3. In the Connection string box, enter the connection string in one of the following ways:

    1. In the Comments box, enter any comments desired (optional).

    2. To disguise the connection, select Disguise connection string.

    3. To disable the connection so that it does not appear on the drop-down list for pre-defined connections, clear the Enabled check box. Caution: If you disable a connection string that is already being used in another task, that task will fail.

    4. Click OK when finished.

      When you create a pre-defined connection string in this way, it is permanently stored in the system and available for use with other actions and other tasks.

  1. Click the Advanced tab, and enter the properties as follows:

  2. To set the Description tab properties, refer to Description Tab Options.

  3. To set the Error Causes and On Error tab properties, refer to Step Error Handling.

  4. When finished, click OK to save settings and close the properties dialog window.

See Also

About Actions

Adding Task Steps

SQL Query Action-Setting Properties

Execute SQL Query Action

Open SQL Connection Action