Integration › Contacts

ODBC

Add any data source to XPhone Connect Directory via the ODBC interface. If the data source is required for authentication of the user name and password, a dialogue appears in XPhone Connect Directory where you can enter this data.

You can only set up connections to an ODBC data source via Data Source Names (DSNs). The DSNs must be set up via the 64-bit version of the Windows ODBC data source administrator (C:\Windows\System32\odbcad32.exe).

Hint

Binary fields can not be used as recovery attributes.

Requirements

Before you can add an ODBC data source to XPhone Connect Directory, the following requirements must be met:

• You have created the requisite DSNs using the 64-bit Windows ODBC data source administrator.

• You have created the DSNs on XPhone Connect Server. Only once the DSNs have been created on XPhone Connect Server are they visible in XPhone Connect Directory version.

• If you are using a user DSN, you have created it using the Windows user ID under which the XPhone Connect Server service is running. User DSNs are only visible to the users by whom they were created.

• If you are using a file DSN, it must be located XPhone Connect Directory in the sub-directory \DSN of the installation directory on the XPhone Connect Server, for example C:\Programme\XPhone Connect Server\DSN.

• If you wish to incorporate a Microsoft Access data base as a data source, Microsoft Access must be installed on XPhone Connect Server.

Configuration

• Open the configuration interface of the XPhone Connect Directory.

• Click on Add data source.

• Select the data source type ODBC.

• Click on the Next button.

• Carry out the steps in the dialog:

1. First configure the Basic settings.

2. Data source

   • DNS category

     Select a DNS category from the list to limit the selection. You can choose between User, System, File or All.

   • Data source

     Select a DSN via which you wish to access the data source in the DATA SOURCE list. After clicking on Verify, XPhone Connect Directory automatically determines all DSNs available on the server and shows them in a list.

   • Authentification

     If an authentication is necessary, check the box Use authentication for the ODBC data source and enter user name and password.

3. Table

   In the TABLES list, all available database tables and database views are from the selected data source are displayed.

   • Tables list

     In the TABLES list, select the database table you want to add as data source.

   • Filter

     Use the FILTER field to reduce the number of displayed database tables. To do this, you will need to know the database diagram and the name of the database table. Enter your search as follows: <Database diagram>.<Database table>

   • Show entries

     Click on Show entries to display a preview of the entries in the database table. In the preview, click on Scroll to scroll through the list of contacts.

   • Include system tables in the search

     If you want to include system tables in the search, check the corresponding box.

4. Configure the Index schedule.

5. Configure the Data access.

6. Configure the Phone number conversion.

7. Configure the Authorisations.

8. Configure the Priority.

9. Configure the Proximity search.

10. Complete the data source configuration with Overview.

11. Field schema assignment

    Link the fields. At least the Entry ID must be linked to one field of the CSV file (see also chapter Field schema).