Configuring the Connection String in the Web Application Management Console - Unity Scheduler - Foundation 25.1 - Foundation 25.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Unity-Scheduler/Foundation-25.1/Unity-Scheduler/Installation/Installation/Running-the-Unity-Scheduler-Installer/Configuring-the-Connection-String-in-the-Web-Application-Management-Console - 2025-03-17 - You must configure a valid connection string in the Web Application Management Console for the Unity Scheduler service to function properly.

You must configure a valid connection string in the Web Application Management Console for the Unity Scheduler service to function properly.

1. Ensure the connection string window of the Web Application Management Console is displayed.
   
2. To encrypt all connection strings configured in the application's .config file, ensure the Options > Encrypt Connection Strings menu option is selected. This option is automatically selected by default every time you open the connection strings dialog box, and the connection strings are encrypted when the .config file is saved.
   CAUTION:

   It is strongly recommended to encrypt the connection strings. If they are not encrypted, all data source connection information is visible in the .config file and could expose sensitive data, including any entered database user names and passwords.

3. Click Add to create a new connection string.
   The fields on the right become available for interaction.
4. Do one of the following depending on the purpose of the connection string being created:
   • If you are configuring Reporting Dashboards with a secondary connection string with a read-only database user account, select Options > Populate Read-Only User. This optional feature populates the User ID and Password fields with the credentials for the read-only user. For more information, see the Reporting Dashboards documentation.
   • If you are creating a connection string for any other purpose, skip this step.
5. In the fields on the right, enter the following information about the data source:

   Option	Description
   Data Source Name	A unique name that you create to identify the connection string. Note: This identifying name may be different from the name of the actual database.
   Data Provider	The data provider type used for the database. Select one of the following: System.Data.SqlClient: Select this for a SQL Server database. Oracle.ManagedDataAccess.Client: Select this for an Oracle database. Note: Only SQL Server and Oracle data providers can be used to connect to the OnBase database.

6. Depending on your selection for Data Provider in the previous step, enter the following database connection information:
   • If System.Data.SqlClient is selected (for a SQL Server database):

     System.Data.SqlClient Option	Description
     Data Source	Enter the server\instance name of the SQL Server instance hosting the database.
     Database	Enter the name of the SQL Server database.

   • If Oracle.ManagedDataAccess.Client is selected (for an Oracle database):

     Oracle.ManagedDataAccess.Client Option	Description
     TNS Connection String	Select this option to enter a full TNS connection string to connect to the Oracle database. Deselect the option to use the connection name instead. Note: Selecting this option enables the Host, Database, Protocol, and Port fields for interaction.
     Data Source	Enter the TNS name or connect descriptor of the Oracle database. Note: This field is available only if the TNS Connection String option is deselected.
     Host	Enter the host address of the Oracle database.
     Database	Enter the name of the Oracle database.
     Protocol	Select the protocol to use for connecting to the Oracle database. Options are: TCP TCPS
     Port	Enter the port to use for connecting to the Oracle database.

7. Enter the following security information:

   Option	Description
   Integrated Security	Select this option to use Windows Authentication to connect to the database. CAUTION: It is strongly recommended to use integrated security instead of a database account for authentication. To use integrated security, the Windows user connecting to the database must be the same user that is running the connecting server or service (such as the Application Server). This user must also be configured with the configgp role in the database.
   User ID	The user name of the database user account accessing the database. Note: This user name is for a database user account, not a user account for OnBase.
   Password	The password of the database user account accessing the database. Note: This password is for a database user account, not a user account for OnBase.

8. Enter any additional options.

   Option	Description
   Additional Options	Any additional options for the connection string. For more information on available connection string options and syntax, see the documentation for your database provider (SQL Server or Oracle).

9. Click Test Connection to test whether the entered information forms a valid connection string.
10. Click Create.
    The connection string is created, the name of the data source is added to the Data Sources list on the left, and the connection string is displayed in the Connection String section.

    
11. Select File > Save to save the changes to the .config file.
12. Select File > Close to exit the connection string configuration window.