Connecting Salesmatrix SWOT to ODBC, ADO and SQL Server using Upload Service

Root Folder > Connections

Introduction

This utility was created to install as a service on a client-side server. The design was for the service to continually run, start automatically as a machine is started, and run on a cycle with the time length determined at the time of installation.
While the purpose of the utility is to upload data to the Salesmatrix SWOT server, it can also perform other repetitive tasks for example Zip files, FTP files to a remote location and run command lines.
On the server-side, the configuration is managed by the SWOT administration utility – a web based configuration platform. This is located at https://customerswot.com/Admin/

Client-Side Installation

The client-side software is available at the following location:
https://salesmatrix.com/downloads/ using the download button in the Salesmatrix SWOT Upload Service section. Unzip the file and run the setup.exe
 
The installation welcome screen
1 Leave this setting as it is unless otherwise advised
 
2 Enter the token string you received when setting up this company
3 Time in seconds (600=10 minutes. 3600=1hour) for how long the data transfer should take
4 How often the service should check if the update should run.
 
Choose the default installation location unless advised otherwise.
Now open Services – type ‘Services’ at the Windows prompt.
Find the Service call ‘SWOTDataTransferService’. You might need to refresh if Services was open prior to installation
 
 
By default the service should be set to run automatically (After a machine restart). After installation, the service will not be running. Start the service manually the first time.
Ensure that the login object/account is compatible with the data connection that will be used in the data transfer.
It may be better to change the Login from Local System to a Local User and enter that user’s password.
 
 

Server-side configuration.

This is done at the site https://customerswot.com/Admin/
 
After logging in (using the login email and password given when creating the company account) click on the connection button on the left menu list.
If there is a default script currently set up, we will have to add a ‘REST’ command line as the first command of the connection process. Click on Add Stage and add a stage similar to the one below.
Use Advance Options to edit the connection from this point on. For safety, ensure there are 5 or more steps to your data transfer.
 
  1. In the Type area enter ‘REST’
  2. In parameter 2 enter the connection type. There are 3 types of connection possibilities to choose from
ODBC
SQL
ADO
  1. Parameter 3 in perhaps the most important – the connection string to the local data. The connection string method offers a wide range of possibilities.



Here are some examples:
  1. ODBC:
    1. Driver={Microsoft Visual FoxPro Driver};SourceType=DBF;SourceDB=\\svrb01\ sales_data\;Exclusive=No;Collate=Machine;NULL=NO;DELETED=NO;BACKGROUNDFETCH=NO;
    2. Driver={Microsoft Access Driver (*.mdb)};DBQ=yourdatabasename.mdb;
  2. SQL (Server)
    1. Server=myServerName\myInstanceName;Database=myDataBase;User Id=myUsername;Password=myPassword;
  3. ADO
    1. Provider=DB2OLEDB;Network Transport Library=TCPIP; Network Address=192.168.0.12;Initial Catalog=DbAdventures;Package Collection=SamplePackage;Default Schema=SampleSchema;
    2. Provider=Microsoft.Jet.OLEDB.4.0;Data Source=yourdatabasename.mdb;
Article ID: 42, , Modified: August 31 at 9:26 AM

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