To Create a Source Connection

IT Asset Management (Cloud)
You must know either the server name or its IP address (together with database instance name, if any) to type in during the following process. (There is no browse facility to find the server.)

This process establishes the link between the adapter and the source inventory database. This connection may be used for both reading inventory, and also writing data (if additional context is required for good information gathering).

This process assumes that you already have the appropriate adapter open in the Step Explorer and edit panel. This process creates a test connection, because new adapters are not ready for production. Test connections are not imported by the Compliance Importer in its normal operations. Data from this connection is imported only after you publish the completed and tested connector.
Note: Creating a new test connection adds this connection to the list available in the inventory beacon interface.

To create a source connection:

  1. In the toolbar, on right-hand end of the Source Connection control, click the [...] ellipsis button.

    The Select Source Connection dialog opens.

    Tip: You must create a new test connection for this adapter. You may not reuse an existing connection for this adapter. (The existing connections are those previous declared on your inventory beacon, and editing or deleting from this dialog affects the connections for your inventory adapter.) Only test connections, those displaying a check mark in the Test column, may be created from the Inventory Adapter Studio.
  2. Click New....

    The Create SQL Server Connection dialog opens. (If not, see note below.)

  3. Complete the details:
    1. Provide a descriptive name in the Connection Name field, perhaps referencing the name of the adapter using this connection.
    2. From the Type pull-down, select the name of the adapter you are editing (or just created). Scroll down the list to find your adapter's name. Every connection must be tightly coupled to an adapter through this Type setting.
    3. In the Server field, type the server name or IP address. If the server hosts multiple SQL instances, you may append the appropriate instance name after a backslash. For example, with an instance called Inst1232, you could enter\Inst1232.
    4. In the Authentication field, select the authentication method:

      Windows Authentication — Uses standard Windows authentication to access the server. The credentials of the operator currently logged on will be used to access the SQL Server database. Any operators that require access to the database must be added to the security groups that already have access to the database.

      SQL Authentication — If you select this option, you must then specify an account and password already known to SQL Server. This account’s credentials will be used to access the source database, regardless of the operator or account running the adapter.

    5. If you selected SQL Authentication, complete the Username and Password fields with the account name and password to be used during SQL authentication.
    6. In the Database field, type the name of the database, or use the pull-down list to select from database names automatically detected on your specified server.
    7. Click Test Connection. If the compliance server can successfully connect to the nominated database using the server and authentication details supplied, a Database connection succeeded message displays. Click OK to close the message. Click Save to complete the addition of these connection details.
You cannot save the connection details if the connection test fails. If you cannot get the connection test to succeed, click Cancel to cancel the addition of these connection details.
Note: There is a second type of connection that may be created using the New… button on the Select Source Connection dialog. This is used for database connections to non-Microsoft databases. The difference is that a full database connection string must be entered manually for this connection.
Different UI presentation for non-MS databases

IT Asset Management (Cloud)