Configure Datasource

Connect to a database - Configure a data source

Use data from a customer and/or staff database on your XpressDox templates. As a first step, the database needs to be configured as a data source in XpressDox. Learn how to configure a data source in this article.

More information about your configured data source

Now that you have configured your data source, there may be some properties on the XpressDox configuration screen you want to know more about. Learn about those properties here.

IncludeDataSourceData - XpressDox

Include data from a configured data source in a template   Instead of selecting one or more rows from a data source in the interview, you can use the IncludeDataSourceData to include data in your template.   Please refer to this article for more information.

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...

A Web Service as a Data Source

Configuring a web service as a data source follows the same first steps as for other data sources. The first place where it differs is (obviously) at the point where you choose the type of data source: When you press the “Finish” button, the data source will be entered into...

A SQL SELECT as a data source

It may be that you are developing a set of templates using data from a database, but you are not the database administrator, and so can’t create your own views or stored procedures in the database.  Using the feature described here, you could at least address the database with a...

Managing contact details on letters

Ensuring correct contact details on a letterhead can be a huge problem in a large enterprise. XpressDox has a number of features which make it possible to overcome this problem. One of these is the Data Source Configuration feature together with the ChooseFromDataSource command.

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.

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...

How to change data or insert new data into a data source

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...

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...
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