Some companies using Evolution have a need to access more data than is offered in our standard data access. Please contact Sales for pricing and availability. If your company has access to Advanced Data Access this is how you connect to it.
Security:
A secure connection will need to be established. This was reviewed with your IT team when you purchased Advanced Data Access.
Connection String:
This will be provided by our support team. If you do not have this or would like it changed please contact support.
Access via Firewall:
The access to the Advanced Data Access is controlled by allowing known IP Addresses or ranges for your Company in our Firewall. Ensure you have provided those IP Addresses to our team and that they have been setup in our firewall and then you attempt to connect to the Database via ODBC or any method on a computer coming from that allowed IP Address.
Excel Access via Azure SQL Direct Connection
1. Go to the Data Tab in Excel, choose Get Data, choose From Data, choose From SQL Server Database
2. Enter the Address of the Database provided by Softbase in the Server field.
3. Enter the database name in the Database field, this is requred
4. Choose Advanced Options and enter your SQL Query if you would like to write your own, otherwise you can select the views from the SQL Server Database
5. Choose the Database option and enter the credentials provided to access the SQL Server Database
*** the password is case sensitive ***
6. Choose Connect and you will see a list of all tables you have access to and you can select to load to Power Query or directly to the Excel Spreadsheet.
ODBC:
Prerequisites:
Microsoft ODBC Driver for SQL Server version 17.2.0.1 or later for your operating system.
In Windows, search for ODBC Data Sources, and open the ODBC Data Sources desktop app.
Select Add.
Select ODBC Driver 17 for SQL Server then Finish.
Enter a name description, and Server Address in the Server field for the connection you were provided and choose Next when it becomes enabled.
5. Choose the 3rd Option for SQL Server Authentication and then enter the username and password provided in the Login ID and Password fields and choose Next.
*** Note the Password is case sensitive***
6. Enter the database name provided in the Default Database field below and click Next.
7. On the next screen, leave all options as defaults then select Finish.
8. Select Test Data Source to verify you have entered all the correct credentials.
9. Verify that the test succeeded then select OK. If the test didn't succeed, check the values that you specified in previous steps.
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