Database Connection Manager

Last modified by Aurelie Bertrand on 2026/07/15 11:46

The Database Connection Manager allows you to manage database or shared report connections, for a specific role or for all roles.
These are database connections created in named connection mode when creating a new data model, or created directly in this manager.

❗Modifying an existing connection affects all data models that use it.
Check its scope of use via the dependency analysis tool (access by right-clicking on the connection) or, if necessary, duplicate it and modify it as desired.

DB_manager_en.png

To create a new database connection:

  1. Click the + button to the right of the search bar.
    ➡ The Add database connection box appears
  2. Enter the name of your connection.
  3. The Identifier is used to uniquely identify the database.

❗The connection identifier should only be modified in specific situations. It notably simplifies migrating from a development environment to a production environment (see documentation Backup and restore)

  1. Fill in the fields specific to the database or report you want to connect to: URL, driver, Index, etc... Below is an example for a NoSQL database.
  2. Consult the information provided for the Manual connection mode on the dedicated page for connecting to the database/report for more details: page links are provided below.
  3. In the User field, enter the username to use when connecting to the database.
  4. In the Password field, enter the password to use when connecting to the database.
  5. In the Role dropdown, you can choose to restrict full access to the database to a single role. Select None to share the connection with all roles. The field can also be used as a search bar in case of a large number of roles.
  6. In the Share field, click Select allowed roles if you want to restrict database visibility to a selection of roles.
  7. Click Test connection to get the connection status (successful connection or connection failure). If it fails, modify the connection settings.
    New_DB_connection_en.png
  8. Click OK.
    ➡ The connection is added to the list.

DB_manager_connection_added_en.png

 

 You can also:

  • Create a connection from an existing connection: select the connection to duplicate, then click the en_1736847497858-547.png button and modify the settings as desired.
  • Edit a connection: select the connection to edit, then click the Edit button and modify the settings as desired.
  • Delete a connection: select the connection to delete and click the en_Delete_button.png button.

You can also access these functions as well as the dependency analysis tool by right-clicking on a connection in the list.
Dependency analysis allows you to visualize the scope of use of the connection.
DB_manager_context_menu_en.png

For detailed information on connection parameters specific to a database/report, consult the dedicated pages: