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PerfectApps ® Help Guide

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Before you can create a new database connection, your database administrator must have installed the connection agent and made a named database connection available within the agent.

 

Connections to the following databases are supported via the connection agent.

 

SQL Server 2016, 2017, 2019 or 2022

Oracle 12c rev2, 19c

MySQL 5.6, 5.7, 8.0

 

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To create a new database connection:

 

1.Go to the Connections Dashboard.

2.Click the New button then select Database. PerfectApps displays a new blank database connection.

3.Within the General section, provide a friendly name that the app designer will see when setting up the Connect or Connect & Search behavior commands later in the App Designer.

4.Under the Details section, enter the URL of the connection agent. This will be provided to you by your DBA or system administrator.

5.Enter the Username and Password that the DBA has supplied. The connection agent can support one or many logins to allow different database tables and views to be made available to different PerfectApps users.

6.The Timeout setting will default to 60 seconds. Adjust this if warranted for the connection.

7.If this connection will use SSL protocol, check the Use Proxy (for SSL) check box. Click Check to verify the connection is functioning given the URL and credentials.

8.The data source drop-down will be populated with data source names that are available according to the user name and password provided. Select a data source name.

9.Having selected the data source, the Database drop-down list will then be populated with available databases within that data source. Select  a database from this list.

10.You can now specify which PerfectApps users, groups or positions are allowed to use this connection by adding them to the upper list within the Permissions section. For each user, group, or position granted access, you can select the type of access. This includes view, edit, or full control. For a more detailed explanation of permission groups, see the Connection and Action Permissions topic.

11.Required: Click the New Action button to define a specific action. Actions specify the types of statements and parameters that will be sent or returned from the database using this connection.

12. PerfectApps displays a new empty connection action. For more information, see Database Connections Action Types.

13. Enter the action parameters and save your changes. Now load the app that should initiate this connection in the App Designer. Select the app event or object event that should initiate the connection. Assign a Connect behavior command or Connect and Search behavior command.

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Refer to the Calling the Connection from an App topic for information on how to perform lookups and other integration types of actions from within an app.

 

Creating a Database Connection

Creating a Database Connection

(3 min)

Watch this tutorial to see how to create a connection to a specific database.

 

 

See also: Database Connection Actions, Directory Services (LDAP) Connections, Connection and Action Permissions

 

Return to: Creating PerfectApps Connections, Integration