Adding a named connection

Last modified by Aurelie Bertrand on 2026/06/29 17:27

The named connection is visible in the connection manager and can be used by all data sources.

  1. In the Database Connection Manager, click on the + button to the right of the search bar.
    The Add a database connection box appears.
  2. Enter the name of your connection.
  3. The Identifier is given and used to uniquely identify the database.

You should not change the value of the identifier except in specific cases (e.g. specific migration from a 'dev' server to a 'prod' server).

  1. Fill in the fields specific to the database or report you wish to connect to: URL, driver, Index, etc... Below is an example for a NoSQL database.
  2. See the information given for Manual Connection Mode on the database/report connection page for more details.
  3. In the User field, enter the name of the user to be used when connecting to the database.
  4. In the Password field, enter the password to be used when connecting to the database.
  5. In the Role drop-down list, you can choose to restrict full access to the database to one role only. Select None for no access restrictions.
  6. In the Share field, click Select allowed roles if you wish to restrict database visibility to a selection of roles.
  7. Click on Test connection to obtain the status of the connection (successful connection or connection failure). If the connection fails, change the connection parameters.
    Add DB connection
  8. Click OK to add the connection to the Database Connection Manager.

Database added