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  • Simple Software Knowledge Base - Article

How do I connect to an SQL Server database?

Wednesday, 28 February 2018 by dwilder

SimpleIndex has the ability to export, query or autofill from an SQL database.  This allows you to upload data that is indexed with SimpleIndex to a table or view, search against the database or pull information from the database based on a key value.

Insert New Data

  1. Open the Job Settings Wizard and go to the Database step
  2. Set the Database Mode to Insert New Records
  3. Click the “New Data  Source…: button
  4. Select the SQL Database radio button and click Next
  5. Fill in the “Server:”, “Database:”, “Username:” and “Password” for the SQL Database
  6. Click the “Build” button to generate the Database Connection String
  7. Click the “Test” button to confirm SimpleIndex is connected to the Database properly
  8. Click the “Load” button under “Table or View:” and then select the Table or View that needs to be Inserted to
  9. Link all of the fields in SimpleIndex to the columns in the database that they should Insert to

Search Existing Data

  1. Open the Job Settings Wizard and go to the Database step
  2. Set the Database Mode to Retrieve and View Records
  3. Click the “New Data  Source…: button
  4. Select the SQL Database radio button and click Next
  5. Fill in the “Server:”, “Database:”, “Username:” and “Password” for the SQL Database
  6. Click the “Build” button to generate the Database Connection String
  7. Click the “Test” button to confirm SimpleIndex is connected to the Database properly
  8. Click the “Load” button under “Table or View:” and then select the Table or View that needs to be Inserted to
  9. Link all of the fields in SimpleIndex to the columns in the database that they should Insert to

Autofill Based on Key Values

  1. Open the Job Settings Wizard and go to the Indexing & File Naming Step
  2. Click the “Autofill Settings…” button
  3. Select the SQL Database radio button and click Next
  4. Fill in the “Server:”, “Database:”, “Username:” and “Password:” for the SQL Database
  5. Click the “Build” button to generate the Database Connection String
  6. Click the “Test” button to confirm SimpleIndex is connected to the Database properly
  7. Click the “Load” button under “Table or View:” and then select the Table or View that needs to be Inserted to
  8. Select the key field for the database column in the “Database Key Field 1:”
  9. Select the key field for the SimpleIndex index field in the “Index Key Field 1:”
  10. Set-up the Autofill fields that need to be filled in based on the key field

Related Links

  • SimpleIndex.com – Database Integration
  • SimpleIndex.com – Automatic Indexing Using Existing Data
  • SimpleIndex Wiki – Database
  • SimpleIndex Wiki – SQL Server
  • SimpleIndex Wiki – Database or Spreadsheet
  • SimpleIndex Wiki – Data Source
  • SimpleIndex Wiki – ODBC
  • SimpleIndex Wiki – Autofill
DatabaseDatabase AutofillSQL Server
Read more
  • Published in Database & Retrieval
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How do I connect to an existing Access database?

Wednesday, 28 February 2018 by dwilder

SimpleIndex has the ability to export, query or autofill from an Access database.  This allows you to upload data that is indexed with SimpleIndex to a table or query, search against the database or pull information from the database based on a key value.

Insert New Data

  1. Open the Job Settings Wizard and go to the Database step
  2. Set the Database Mode to Insert New Records
  3. Click the “New Data  Source…: button
  4. Select the Microsoft Access radio button and click Next
  5. Click “Browse…” button under “Access Database:”, browse to the database file, select it and click Open
  6. Click the “Load” button under “Table or View:” and then select the Table or Query that needs to be Inserted to
  7. Link all of the fields in SimpleIndex to the columns in the database that they should Insert to

Search Existing Data

  1. Open the Job Settings Wizard and go to the Database step
  2. Set the Database Mode to Retrieve and View Records
  3. Click the “New Data  Source…: button
  4. Select the Microsoft Access radio button and click Next
  5. Click “Browse…” button under “Access Database:”, browse to the database file, select it and click Open
  6. Click the “Load” button under “Table or View:” and then select the Table or Query that needs to be Inserted to
  7. Link all of the fields in SimpleIndex to the columns in the database that they should Insert to

Autofill Based on Key Values

  1. Open the Job Settings Wizard and go to the Indexing & File Naming Step
  2. Click the “Autofill Settings…” button
  3. Click the “New Data  Source…: button
  4. Select the Microsoft Access radio button and click Next
  5. Click “Browse…” button under “Access Database:”, browse to the database file, select it and click Open
  6. Click the “Load” button under “Table or View:” and then select the Table or Query that is being filled from
  7. Select the key field for the database column in the “Database Key Field 1:”
  8. Select the key field for the SimpleIndex index field in the “Index Key Field 1:”
  9. Set-up the Autofill fields that need to be filled in based on the key field

Related Links

  • SimpleIndex.com – Database Integration
  • SimpleIndex.com – Automatic Indexing Using Existing Data
  • SimpleIndex Wiki – Database
  • SimpleIndex Wiki – Access
  • SimpleIndex Wiki – Database or Spreadsheet
  • SimpleIndex Wiki – Data Source
  • SimpleIndex Wiki – ODBC
  • SimpleIndex Wiki – Autofill
DatabaseDatabase AutofillMS AccessODBC
Read more
  • Published in Database & Retrieval
No Comments

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