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Creating a Linked Server Relationship for a Virtual Entity

Owned by admin (Deactivated)
Sept 19, 2016
2 min read

This topic describes how to create a linked server relationship to support the creation of a virtual entity to retrieve external data that is not physically stored on the local SQL server where Aptify is installed.

The external data must be in a format and location that is supported by SQL Server's Linked Server functionality. Examples of supported data sources include other SQL Server machines, OLE DB or ODBC data source as well as Jet/MS Access. Oracle, DB2, and other relational databases can be connected via OLE DB or ODBC.

 

Follow these steps to create a Linked Server relationship:

  1. Launch Microsoft SQL Server Management Studio and connect to the SQL server on which Aptify is installed.
  2. In the Object Explorer, expand the server's heading and select Server Objects > Linked Servers.
  3. Right-click the Linked Servers folder and select New Linked Server... from the pop-up menu.

    Creating a Linked Server Connection
  4. Specify the Linked Server name in the field provided. If another SQL server, the Linked Server name must match the server's network name.
  5. 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.

      Adding a Linked Server
  6. 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.

  7. 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.

  8. 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.

  9. Click OK to create the Linked Server connection.

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