Symprex Email Signature Manager, v5.0.0 |
Configure a Custom Data Sources |
This topic explains how to create or edit a custom data source for use with your templates.
Create the Data Source
Custom data sources are managed using the Manage Data Sources dialog.
Configure the Data Source
The first part of the configuration is to specify the database from which the user data will be fetched using the Data Source page:
Select the type of the source database in the Type drop-down and then configure the following settings:
To verify that you have entered the details of the database correctly, click the Test Connection button; this will open a connection to the database using settings specified (although no data will be read at this point).
Specify the Data Query
The second part of the configuration is to specify the query that will be used to fetch the user data from the database using the Data Query page:
The query needs to be specified such that it will return a single row of data for the user to which a signature is being deployed. To accomplish this, the WHERE clause of the query can be customised using the following tokens:
Generally speaking, the source table for the query should contain a primary key that can be mapped to one (or more) of these tokens. In the example above, the UserAccountName field in the database is the primary key field in the table and is used to match against the user's Active Directory account name.
Specify the Data Query
The third part of the configuration is to specify the mappings between the fields returned by the query and the fields in the signature using the Data Mapping page:
When the Data Mapping page is selected, a connection to the database specified on the Data Source page will be established and the query specified on the Data Query page will be executed to determine the fields available; these fields are displayed in the Database Field column of the grid. For each database field that should be mapped, select the field in the Template Field of the grid.
In the example above:
Configuration Completed
The configuration of the data source is now completed; click the Save button to save the changes. You can now select the data source as the source for any signature and verify that it is fetching the correct data for any user by using the Test Signatures dialog.
Note If the query fails to return a record when the signature is deployed, the signature will be populated using the data from Active Directory.
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