Configuring a dynamic SQL address book
You must configure the SQL connection settings to use the dynamic SQL database for contacts.
To configure an address book for using dynamic SQL
- Open the address book and contact item that you want to configure:
- Click the Administration tab.
- In the Address Books section, perform one of the following options:
- Click the address book name.
- Click Manage to open the Address Book Administration page and then double-click the address book.
- In the left pane of the Address Book details page, click Contacts.
- Double-click the contact item that you want to configure.
- In the left pane, click Address Book Options.
- Select Dynamic SQL.
The Configure External Source button becomes active. - Click Configure External Source.
- In the External Address Book Configuration: Dynamic SQL page, complete the following fields:
- In the Server Address field, enter the name or IP address of the SQL server for this address book.
- In the Server Port field, enter the port number for the server.
- In the Database Type field, select the appropriate option:
- Sql Server
- Postgres
- If you select Database Type as Sql Server, in the External DB Security Type field, select an appropriate option:
- For non-encrypted connection: None
For encrypted connection: SSL Connection (Default certificate)
- In the Database field, type the name of the default database for this address book.
- In the Server User ID and Server Password fields, enter the credentials for logging into this server.
- Click Connect.
The system attempts to connect to the SQL database server. If the connection is successful, the mapping section becomes active. - In the Table or View field, select the table or view that contains the fields for this address book.
- To map the SQL source fields to the Footprints Address Book Fields, click an entry in the SQL Fields column and select the matching field.
For more information, see Working-with-mappings. - Click Save.
After you save this record, the Server User ID and Password fields become read-only. - To modify Server User ID and Password, click Change Credentials.
You can return to this page at any time to update the server credentials. - To implement your changes, in the breadcrumb trail, click the Address Book link, and then click Save and Publish.
Next steps
Configuring-Master-Contact-records
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