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Overview

The DatasetDB in the Dataset Module is the object that allows the connection of the solution with external SQL databasedatabases. 


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titleSolution Examples

Datasets Examples



DatabaseDB Configuration

Utilities

There are two utilities you can access through buttons in this page. 

  1. SQLite Admin: Simple configuration tools for SQL databases.
  2. Visual QueryBuilder: Opens our tool for building SQL queries interactively. Learn more at Visual SQL Query Builder.


Creating a New DB (Database connection)

To create a new DB connection, follow the steps below:

  1. Access Datasets → / DBs.

  2. Click the plus icon.

  3. Fill in the Name field and select a Provider and a Database. In addition, provide a meaningful description to make it easier to execute maintenance in the future.

  4. Press Ok.

ConnectionString example for Microsoft SQL Express:

  • DataSource: .\SQLEXPRESS
  • Initial Catalog: myDatabase (or the name of your database)

    When using SQLite databases, the Dataset Module can automatically create the database locally if it doesn't already exist. For other database types, the database itself must already exist before you set your connection.

    InfoAny user can create new connections in the solution. However, only the Administrator can configure database login passwords

    .


    Configuring the ConnectionString

    To configure a DB, follow the steps below.

    1. Access Datasets→ Datasets/ DBs.

    2. Double-click the property you wish to edit on the row corresponding to the channel you want to modify.

    3. Edit the property field.


    Warning

    In general, the ConnectionString has one more field "Additional Parameters", where typically you add the content "User Id"= <username>.   But, Each database has its own settings for security, so refer to specific database documentation for its expected syntax on connection strings. 


    ConnectionString example for Microsoft SQL Express:

    • DataSource: .\SQLEXPRESS
    • Initial Catalog: myDatabase (or the name of your database)
    Info

    Any user can create new connections in the solution. However, only the Administrator can configure database login passwords.



    ConnectionString Macros

    When defining the ConnectionString, the following macros are available, independently of the select provider:

    ConnectionString Macro

    Macro

    Description

    _ExecutionPath_

    Working directory for the solution. Unless otherwise configured, or modified, it is the folder where the solution file is located.

    _ExecutionPathAndName_

    Working directory for the solution, and solution name. 

    _ProductPath_

    Path where the product is installed.

    _SolutionName_

    Name of the solution, without path and without extension. Example: Solution1

    _SolutionPath_

    Path of the solution file.

    _SolutionPathAndName_

    Path of the solution and its name (without extension)

    _Transfers_

    Path of the default folder to transfers, usually the folder Transfers under the product folders in Public Documents.

    _ThirdParty_

    Path for the ThirdParty folder, usually located under MyDocuments/<productName>/ThirdParty

    _WpfControls_

    Path for the WpfControls folder, located in the product Installation folder, sub-directly WpfControls



    Pre-defined Databases

    There are four database connections preloaded into any new solution.

    Datasets DB - Pre-defined database connections

    DB

    Database

    Path Location

    Usage

    Retentive

    SQLite

    <ProjectNameAndPath>.dbRetentive

    Stores values for Retentive Tags.

    RuntimeUsers

    SQLite

     <ProjectNameAndPath>.dbRuntimeUsers

    Stores dynamically created Users.

    AlarmHistorian

    SQLite

     <ProjectNameAndPath>.dbAlarmHistorian

    Stores Alarm and AuditTrail records.

    TagHistorian

    SQLite

    <ProjectNameAndPath>.dbTagHistorian

    Stores Tag Historian and Annotations.


    If needed you need to use another database for the pre-defined connections, follow these steps below:

    1. Rename or delete the previous DB. This step is necessary, as the system would not allow the creation of two objects with the same name. 

    2. Create a new DB with the same name as the previous DB, with the required database and connection settings.

    Properties Reference

    Databases (BDs)

    DB Configuration Table

    The following table describes each available property you can configure when editing a DB:

    Info

    If a column is not visible on the grid, enable it by right-clicking the grid header and selecting it from the list.


    Property

    Description

    ID

    Identifies each database entry uniquely to distinguish between different database configurations.

    VersionID

    Specifies the version of the database configuration to track changes and manage different versions effectively.

    Name

    Provides a name for the database configuration to easily reference and identify it within the system.

    Provider

    Defines the provider technology used in the connection, such as System.Data.SQLite, which determines the specific database type and driver.

    Database

    Identifies the type of dataset used in this connection to ensure compatibility and proper data handling.

    ConnectionString

    Establishes the connection to the database by entering the server path and instance. The selected database provider defines the syntax. Uses third-party components and macros for flexibility. Utilizes the interface to define fields like Provider, Data Source, and Additional Parameters. For example, Provider=System.Data.SQLite;Data Source=_ExecutionPathAndName_.dbAlarm.

    CustomOptions

    Provides additional configuration options for the database connection or operations to customize behavior and performance.

    LogonPassword

    Provides the corresponding password for the database login. This property is only accessible by administrators to ensure security.

    FilterColumns

    Lists columns used to filter data during database operations to optimize queries and improve data retrieval efficiency.

    ServerIP

    Specifies an optional IP address or DNS name for a computer to be used as a secure gateway, in case the database is not running in the local computer, enhancing security and access control.

    The TWebServices must be installed on the remote computer. 

    Level

    Assigns the security or access level for the database entry to manage permissions and protect sensitive data.

    Category

    Categorizes the database entry for organizational purposes to facilitate management and reporting.

    LockState

    Indicates the current lock status of the database entry to manage concurrent access and ensure data integrity.

    LockOwner

    Identifies the user or process holding the lock on the database entry to track changes and maintain accountability.

    DateModified

    Records the date and time when the database entry was last modified to maintain a history of changes and updates.

    DateCreated

    Records the date and time when the database entry was created to track the creation and initial configuration.

    Description

    Provides a brief description of the database connection to give context and additional information for reference.



    Additional Connection Guides

    In the documentation in Below you can access guides presenting that present step-by-step instructions on how to connect to specific databases. Below, you find the existing guides:


    Solution Test Databases Example

    Execution Profile for Development

    Assume you must transition the Alarm Historian configuration to a Microsoft SQL production database within your organization. During the development and testing phases of the application, you may prefer to wait to publish alarm events to that database. In other platforms, it would be necessary to manually switch connections between test and production environments or devise workarounds to handle this situation. We provide a built-in, optional feature. You can configure the Alarm Historian DB to target the production database, regardless of its current availability or intended use. Subsequently, run the solution in Test Mode, storing data in the local SQLite file <projectName>.dbAlarmHistorianTest.

    When running the solution in validation mode, there is a configuration confirmed set by default that can override the connection of the pre-defined DB, using testing ones instead.

    That configuration is defined in Runtime Execution Profiles.

    The following table lists the database files that can be enabled to use when running in Validation Development Mode:

    dbRetentiveTestdbRuntimeUsersTestdbAlarmHistorianTestdbTagHistorianTest

    DB

    Database

    Path Location

    Usage

    Retentive

    SQLite

    <ProjectNameAndPath>.

    dbRetentiveDev

    Stores values for Retentive Tags.

    RuntimeUsers

    SQLite

     <ProjectNameAndPath>.

    dbRuntimeUsersDev

    Stores dynamically created Users.

    AlarmHistorian

    SQLite

     <ProjectNameAndPath>.

    dbAlarmHistorianDev

    Stores Alarm and AuditTrail records.

    TagHistorian

    SQLite

    <ProjectNameAndPath>.

    dbTagHistorianDev

    Stores Tag Historian and Annotations.



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