Setting up served catalogues using SQL Connect

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Manual: v5 - pages 266-276

Note that you need to have appropriate Portfolio Server and Portfolio Network clients installed and licenced before installing SQL Connect. The initial steps are then to set up SQL Server or Oracle 8i and then install the Portfolio SQL Connect software as detailed on pages 267-270 of the manual. You should be installing the SQL Connect software onto a computer that already has the Portfolio Server software installed. Now:

You will see that after the SQL Connect software has been installed and serialised, setting up and serving a new SQL Catalogue takes but a few minutes. The SQL Connect software handles the creation of a default set of Catalogue fields. Once the SQL Catalogue is created and served you can then carry out further customisation (e.g. Custom Fields, Saved Finds) as you would with a normal Catalogue. Although using SQL Connect removes the 4 Gb size limit for an individual Catalogue, the module enables a catalogue of any size to be stored in an SQL database with all the benefits that brings - e.g. better performance with large numbers of concurrent users. Installing the Correct ODBC Drivers SQL Server 6.5 and 7.0: Install the ODBC and SQL Server drivers according to the instructions supplied with the Microsoft SQL Server. Oracle 8i: Install the Oracle Client software (including ODBC and Oracle driver options). In the ODBC Control Panel, create a System DSN with the user name you created in step 2. Important: make sure the “Force Retrieval of Long Columns” option is checked (enabled). When the ODBC driver has been verified (and the DSN created if this is an Oracle database) you can proceed with setting up Portfolio SQL Connect and Portfolio Server. Create a DSN (Oracle only)
  1. Open the ODBC (32 bit) Control Panel (Start > Settings > Control Panel > ODBC (32 bit).
  2. In the "ODBC Data Source Administrator" dialog, select the "System DSN" tab.
  3. Click "Add."
  4. In the "Create New Data Source" dialog, select the Oracle ODBC Driver.
  5. Click "Finish." The Oracle ODBC Driver Setup dialog will be displayed.
  6. Enter the following information:
  7. The completed form should look something like the screen shot shown:
  8. Click "OK" to accept the changes and add the DSN.

Question: Setting up served catalogues using SQL Connect [FAQ00165.htm]
Last Update:- 01 June 2006

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