Note: The Configuration Manager is currently supported only on Windows platforms.

The driver includes an enhanced setup dialog, the Progress DataDirect Salesforce Configuration Manager, that allows you to configure data sources, generate connection strings, test connections, and execute test queries. On Windows, data sources are stored in the Windows Registry. You can configure and modify data sources through the ODBC Administrator using the Configuration Manager, as described in this section.

Note: As you configure your data source, the Configuration Manager generates a corresponding connection string in the Connection String pane. To use your connection string, click the Copy button () and paste the string to a location that can be used by your application. See "Generating connection strings with the Configuration Manager" for details.
Note: Connection string attributes can be used to override the default values of the data source if you want to change these values at connection time.

To configure and test a data source:

  1. Open the Windows ODBC Administrator.
  2. Open the Configuration Manager through the User DSN or System DSN tab.

    • User DSN: If you are configuring an existing user data source, select the data source name and click Configure to display the Configuration Manager in your browser.

      If you are configuring a new user data source, click Add to display a list of installed drivers. Select your driver and click Finish to display the Configuration Manager.

    • System DSN: If you are configuring an existing system data source, select the data source name and click Configure to display the Configuration Manager in your browser.

      If you are configuring a new system data source, click Add to display a list of installed drivers. Select the driver and click Finish to display the Configuration Manager.

    The Salesforce Configuration Manager window opens.
  3. From the Configuration Manager window, provide values of the connection options you want to configure in the corresponding fields. To view more options, select the tabs at the top of the page. See "Connection option descriptions" for descriptions of the supported options.
    Note: See "Connection string examples" for a list of required options used for different configurations. The options and settings described in that section apply to all methods of configuration.
  4. At any point during the process, you can click Test Connect to attempt to connect to the instance with your settings. In the Test Connection window:
    1. Provide values for any fields required by your instance. Note that the information you enter in the logon dialog box during a test connect is not saved.
    2. Optionally, in the Test Query field, enter any SQL queries you want to execute during the test. For example: 
      SELECT * FROM INFORMATION_SCHEMA.SYSTEM_TABLES
    3. Click Execute.
    If successful, the window displays a confirmation message and, if a query was specified, the results of the query.
  5. Click Save to apply your values as the default when connecting with the data source.