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- Integer-type Primary Key Required: External data needs a unique integer-type field that can be aliased as an ID.
- External Data Not on Local Server Needs a Linked Server Relationship: If the external data is not physically stored on the local SQL server where Aptify is installed, then you need to create a Linked Server relationship.
- External Data Not on Local Server Must Map to a View in a Database on the Local Server: If the external data is not physically stored on the local SQL server where Aptify is installed, then you must also create a view in a local database that points to the virtual entity's data source.
Integer-type Primary Key Required
Data displayed in Aptify must have a unique integer-type field (int, smallint, bigint) that can be used as the ID value for the record. Aptify requires that primary keys use an integer type for ID values.
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Note that this requirement is already met if mapping Aptify sub-type data to a virtual entity, since sub-type entities already have an ID field.
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External Data Not on Local Server Needs a Linked Server Relationship
A virtual entity can display external data that is not stored physically in the local SQL Server. However, to display this data in Aptify, the external data source must have a Linked Server relationship with the SQL Server that hosts Aptify.
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- Launch Microsoft SQL Server Management Studio and connect to the SQL server on which Aptify is installed.
- In the Object Explorer, expand the server's heading and select Server Objects > Linked Servers.
- Right-click the Linked Servers folder and select New Linked Server... from the pop-up menu.
- Specify the Linked Server name in the field provided. If another SQL server, the Linked Server name must match the server's network name.
- Specify the Server type.
- If another SQL server, select the SQL Server option.
- If the source is not another SQL server, specify the data source type from the list of available options in the drop-down list.
- If you set Server type to Other Data source, enter the data source's information in the fields provided.
- Refer to Microsoft's Help documentation if you need assistance completing this information.
- Click the Security page and specify connection credentials for the data source, as appropriate.
- For example, if connecting to another SQL Server, you must provide login information for this server.
- Refer to Microsoft's Help documentation if you need assistance completing this page.
- Click the Server Options page and modify the default options, as necessary.
- Refer to Microsoft's Help documentation if you need assistance completing this page.
- Click OK to create the Linked Server connection.
External Data Not on Local Server Must Map to a View in a Database on the Local Server
A virtual entity in Aptify obtains data from a view that is stored in a database on the local SQL server, either in the APTIFY database or another local database. Therefore, if you are creating a virtual entity for external data that is not on the local server or if you creating a virtual entity of Aptify data (such as a sub-type entity), then you need to create a view in a local database from which Aptify can pull the virtual data.
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