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Tag: Configure Datasource

The Data Set Data Source

The Data Set Data Source

When you have a system of templates and have run them a number of times, say for a number of your customers, the saved data set files become a source of valuable information.  It would be nice to be able to access those data files as though they were a database. That’s what the XpressDox […]

Using a Stored Procedure as a Data Source

Using a Stored Procedure as a Data Source

This Cookbook article refers to the AdventureWorks database which needs to be installed at a location available to your development environment. If you have not already done so, you can download the database from Download the AdventureWorks Database. It is assumed that you already know how to configure a datasource for a SQL Server database. […]

Configure a Web Service as a Data Source

Configure a Data Source for a Database

Configure a Data Source for a Database

Introduction XpressDox supports a number of database formats as “standard” data sources. These include Microsoft Access, Microsoft Excel (yes, the spreadsheet is regarded as a database), Microsoft SQL Server, MySQL and then any database which has an ODBC driver installed for it. Databases in general have a variety of ways of exposing themselves to the […]

Use a SQL Server Data Source to include Customer information on a template

Use a SQL Server Data Source to include Customer information on a template

XpressDox can provide data from a large number of source databases. In particular, SQL Server databases can be configured as Data Sources in XpressDox, and this makes it possible to include data form those databases in templates. This Cookbook recipe shows how to configure a SQL Server Customer table, from the Microsoft sample database “AdventureWorks”, as a Data Source, and then goes on to explain how to reference that Data Source in a template.

Version 2.2.9 (2009-11-02)

Managing contact details on letters

Make data source information available on all templates

Make data source information available on all templates

Global information sometimes needs to be made available to all templates. Either all templates in an organisation, or all templates in a specific application or group of applications. XpressDox Docussembly™ makes this possible via the Configuration of a data source.

Control how the user can change data source data

Control how the user can change data source data

Data from a data base can be inserted into a template. Perhaps this data has changed since it was last updated in the database, and the template-running-user is the one who knows about this change. It should be permissible for the user to change the data and have the change propagated back into the database.

Configuring data sources

Configuring data sources

The Data Sources facility provides a way for data captured into some other system to be merged into templates. For example, users may wish to be able to have address and other contact information from Microsoft® Outlook inserted into letters. This would be achieved by defining the Outlook Contacts as a Data Source.