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Cx Odbc Driver Installation Guide CX ODBC Driver Installation Guide Copyright 2001 Jenazabar, Inc. You may print any part or the whole of this documentation to support installations of Jenzabar software. Where the documentation is available in an electronic format such as PDF or online help, you may store copies with your Jenzabar software. You may also modify the documentation to reflect your institution's usage and standards. Permission to print, store, or modify copies in no way affects ownership of the documentation; however, Jenzabar, Inc. assumes no responsibility for any changes you make. Filename: inodbc Distribution date: 08/30/2001 Contact us at www.jenzabar.com Jenzabar CX, and QuickMate are trademarks of Jenzabar, Inc. INFORMIX, PERFORM, and ACE are registered trademarks of the IBM Corporation Impromptu, PowerPlay, Scenario, and Cognos are registered trademarks of the Cognos Corporation UNIX is a registered trademark in the USA and other countries, licensed exclusively through X/Open Company Limited Windows is a registered trademark of the Microsoft Corporation All other brand and product names are trademarks of their respective companies JENZABAR, INC. CX ODBC DRIVER INSTALLATION GUIDE TABLE OF CONTENTS INTRODUCTION........................................................................................................................................... 1 Overview................................................................................................................................................. 1 Operation of the ODBC Link................................................................................................................... 1 Purpose of This Guide............................................................................................................................ 1 Intended Audience.................................................................................................................................. 1 INSTALLATION INSTRUCTIONS FOR THE JENZABAR ODBC DRIVER ............................................... 3 Introduction............................................................................................................................................. 3 SMO Distribution .................................................................................................................................... 3 Overall Process ...................................................................................................................................... 3 Preparing the Informix Driver Service on the Unix Host ............................................................................ 4 Introduction............................................................................................................................................. 4 Before You Begin ................................................................................................................................... 4 Requirements for First Time Setup ........................................................................................................ 4 About the setup_odbc Script .................................................................................................................. 5 Preparing to Install the Driver on the PC.................................................................................................... 7 Location of Installation Software ............................................................................................................ 7 Removing the Client SDK....................................................................................................................... 7 Entry in the PC's services File................................................................................................................ 7 Entry in the PC's hosts File .................................................................................................................... 7 Final Preparation .................................................................................................................................... 8 Working Without Permanent Leases in DHCP....................................................................................... 8 Defining ODBC DSNs............................................................................................................................. 8 Use of Two Drivers ................................................................................................................................. 8 Passwords for Administrative Users....................................................................................................... 8 If You Are an NIS User ........................................................................................................................... 8 Installing the Driver on the PC.................................................................................................................... 9 Introduction............................................................................................................................................. 9 Using the Wizard .................................................................................................................................... 9 MIGRATING YOUR DATA SOURCES ...................................................................................................... 13 Introduction........................................................................................................................................... 13 How to Migrate Your Data Sources...................................................................................................... 13 TROUBLESHOOTING ............................................................................................................................... 15 SUMMARY.................................................................................................................................................. 17 INDEX ......................................................................................................................................................... 19 i INTRODUCTION Overview Jenzabar, Inc. provides a proprietary ODBC (Open Database Connectivity) driver for SQL access to the Jenzabar CX database and processes. The Jenzabar ODBC driver supports the elements of ODBC standards required for Jenzabar CX application use. It is not guaranteed to work with products other than those that those distributed by Jenzabar. The driver is frequently updated as these products are upgraded in order to support Jenzabar CX products such as Campaign Management and Human Resources, as well as third-party products such as Impromptu which are resold by Jenzabar. A proprietary ODBC driver is provided because it allows features to be added to Jenzabar CX software which would otherwise not be practical or even possible. The best example of this is the use of virtual tables by Jenzabar CX PC software. For example, the Document Imaging software can do an ID lookup just the same as a libentry program would. It can use phonetic matching because the program uses the virtual table ids_aps which is implemented by the Appserver ids_aps. This proprietary ODBC driver will allow future additions to the Jenzabar CX PC software that could not be made if a commercial driver were used. The Jenzabar ODBC driver allows integration of Jenzabar CX information with any other sources of information for comparison and evaluation. With the Jenzabar ODBC driver, you can use Jenzabar CX data with third party tools, including Microsoft Office and Visual Basic. Operation of the ODBC Link The C:\Windows\System directory contains a dll named cisodbc.dll (the name may have a trailing digit to indicate the version; e.g., cisodbc5.dll). This is the ODBC driver used by a Jenzabar CX program to link to either the Informix database or to Jenzabar CX Appservers. In operation, a program that needs to connect to an ODBC database will use the operator- supplied ODBC Data Source Name to pick a specific ODBC driver. It will then make calls to the code in the driver to connect to the required database and extract data from it. Generally, this database may be either on the local machine or accessed from a remote machine over the network. In the specific case of the Jenzabar ODBC driver, the data will be retrieved from the Jenzabar CX database server. With Jenzabar CX programs, the Jenzabar ODBC driver is used and connects to the host named in the ODBC Setup file using the port number specified in that file. Some programs open a single connection to the database, while others open two. The first of these connects through the specified port to the host program cisinf, which is the backend (host side) portion that interacts directly with the Informix database. If a second connection exists, it connects through the specified port to the host program cisaps. This program makes the connection to the AppServers that deliver data from the Jenzabar CX virtual tables (those with a suffix _aps; e.g., ids_aps). Purpose of This Guide This guide serves as a learning tool and reference guide for installing the Jenzabar ODBC driver on your system. Intended Audience This guide is for use by the system users in your institution’s computer center. System users include the Jenzabar coordinator, system administrator, and programmer/analysts. Installing the ODBC Driver 1 Introduction INSTALLATION INSTRUCTIONS FOR THE JENZABAR ODBC DRIVER Introduction These instructions support the
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