Creating a CAPS-Xt Connection

The Connection Manager makes creating new CAPS-Xt connections quick & easy; simply clicking the 'New Connection' button in the ribbon brings up the New Connection dialog.


Title: Create CAPS-Xt Connection - New Connection - Description: Create CAPS-Xt Connection - New Connection

From here, a new connection can be created from scratch, or an existing one can be copied. In general, we recommend creating a "base" connection that contains your connection string (or for a PROD solution, your web.config key) for a given external system, then copy it for all subsequent connections to that same system. When starting from scratch, the default options are:

Title: Create CAPS-Xt Connection - Select Connection Type - Description: Create CAPS-Xt Connection - Select Connection Type

Choosing any specifically named external system (i.e. SQL, Oracle, etc) will present a 'Connection String' section in which the necessary parameters of a connection string to that system will be presented in a series of inputs. If 'Custom' is selected, a simply text box will be presented to allow for entering/pasting of a complete connection string. Finally, choosing 'Web.config Key' will present an input for entering the name of the web.config key used to stored the connection string you wish to use.

In addition, all connections require selection of the connection Method (OLE DB or ODBC), require the specifying of a connection Name – which the service will enforce as unique, since it is used at runtime to tell the service which connection to run – and optional inputs for a Category, which can be used to filter the list of connections in the Connection Manager, and a Description, which is allows for & displays additional detail about that connection.

Title: Create CAPS-Xt Connection - Connection Details - Description: Create CAPS-Xt Connection - Connection Details

Next is the Command Type section; this is where a connection is configured to specify whether a query or stored procedure (for systems that support such a concept) call will be executed. An input is presented to allow for entering of the query itself or, in the case of a procedure call, the name of the procedure.

Title: Create CAPS-Xt Connection - Command Type - Description: Create CAPS-Xt Connection - Command Type

 

NOTE
While the ‘Parameter Defaults’ section below provides the most control over what parameters are passed as part of calling a connection (including the ability to lock parameter values), you can also include placeholders in your Query or Stored Procedure command text using the question mark ? character. At runtime, when calling that connection, you would then simply pass in the parameter name(s) and value(s) for each ? in your command text and the Service will replace them automatically.


For example, you could specify a Query such as:
SELECT TaskID, TaskTitle FROM Tasks WHERE ProjectID = ? AND TaskStatus= ?

When calling this connection, you would then include the name-value pairs @ProjectID,13,@TaskStatus,Completed as part of your sqlParams and it would have the effect of filtering for Tasks where ProjectID=13 & TaskStatus=Completed

 

The next properties are optional and only need to be filled in as needed; the 'CorasWorks Variables Enabled' checkbox tells the service to check the parameters being sent into the call, including any URL to XSL (see next property) for any CorasWorks variables and, if found, use their value. Common uses of this include use of variables like [Me] in a query or procedure call, or use of a Global Variable or %SiteURL% in a URL to XSL.

 

The 'XSL Stylesheet' property is for specifying a URL to an XSL stylesheet that should be applied to the result of the service call. This file support XSL 2.0 and can be anywhere in the current web application as long as the user executing the call has Read rights to it. Alternatively, an XSL stylesheet can also be specified at runtime, so this is only necessary if you never want that connection to return un-transformed data.

Title: Create CAPS-Xt Connection -  Variables - Description: Create CAPS-Xt Connection -  Variables

Finally, an optional section of 'Parameter Defaults' is included; any & all parameters here will be appended to the end of the parameter collection (if any) sent through as part of your CAPS-Xt call. As many optional parameters as you need can be added via the Title: Add Parameter - Description: Add Parameter icon, and existing parameters can be removed from the connection via the Title: Remove Parameter - Description: Remove Parameter icon.

Each parameter listed also includes a 'Locked' Title: Locked Icon - Description: Locked Icon or 'Unlocked' indicator Title: Unlocked Icon - Description: Unlocked Icon . A locked parameter means whatever parameter value is defined in the connection is the value that will be sent to the external system by the service and there is no way to change or override it at runtime. By contrast, an unlocked parameter can be overridden at runtime by simply sending in the parameter with a new value; if absent from the call to the service, the default value defined in the connection is used.

Title: Create CAPS-Xt Connection - Parameters - Description: Create CAPS-Xt Connection - Parameters