AX1057

Manage remote data connections

Remote data connections enable the Axiom Cloud to communicate with the client's local network environment. This connection supports the following features:

  • Importing data to the cloud from a local file or database
  • Exporting data from the cloud to a local database.
  • Authenticating users for access into Axiom Budget Planning and Performance Reporting (Windows Authentication)
  • Saving output files for file processing to a local file system (snapshot or export)

Remote data connections are managed in the Remote Data Connections pane of the Scheduler dialog. The following is required to create a remote data connection:

  • The Axiom Cloud Integration Service must be already installed on a server within your local network environment and the server must be enabled for use (on the Server pane of the Scheduler dialog).

  • You must have the connection string to your system's namespace on the Axiom Cloud. If you do not have this information, contact Axiom Support.

NOTE: Only admins can create and edit remote data connections. Users with the Scheduled Jobs User permission cannot view the Remote Data Connections tab in the Scheduler dialog.

  1. On the Service tab of the Scheduler dialog, click Remote Data Connections.

  2. At the bottom of the dialog, click New Connection.

    A set of empty fields appears in the Configuration details section.

  3. Complete the following settings:

    Item Description

    Name

    Name of the remote data connection.

    Description

    Optional. Description of the remote data connection.

    Connection String (SAS)

    Connection string to the namespace that was created by Axiom Support in the Microsoft Azure environment for your Axiom Cloud system. If you do not have this connection string, contact Axiom Support.

    Use for authentication service

    Specifies whether the remote data connection is used for Windows authentication. This setting applies only if Windows authentication is enabled for your Axiom Cloud system.

    If enabled, this remote data connection is also used for any Active Directory Import tasks set up for your system.

    Cloud Integration Server

    Name of the Axiom Cloud Integration Service installed in the local network environment. The name of this server is ServerName-CIS.
  4. Click Save Connection.

The connection now displays in the list of remote data connections. You can now use this connection when setting up import and export utilities.

Edit or delete remote data connections

  • To edit a connection, select the connection in the list and then make the necessary edits in the Configuration details. Click Save Connection to save the changes.

  • To delete a connection that you no longer need, select the connection in the list and then click Delete Connection.

Accessible folders

When the Axiom Cloud Integration Service is installed, you can optionally specify a list of accessible folders for the service. The service is then limited to using those folders when reading files or saving files. If no accessible folders are specified, the service can use any folder that it has permission to access (based on the account the service is running as, which by default is the local service account).

You can view this list of folders in the remote data connection properties so that you know which folders are accessible to the connection. To view the accessible folders, select the connection in the list and then view the Accessible Folders field at the bottom of the Configuration details. This read-only field shows either a list of folders or the text All (no folders configured).

The list of accessible folders cannot be defined or modified within Scheduler. If you need to change the list of accessible folders, you must use the Axiom Software Manager to repair the Axiom Cloud Integration Service. For more information, see the Axiom Cloud Technical Guide.

Default remote data connection

Axiom Budget Planning and Performance Reporting automatically specifies a default remote data connection for the system. The name of this connection can be returned as follows:

  • In import utilities, use the system variable {DefaultRemoteDataConnection}.
  • In a spreadsheet, use the function GetSystemInfo("DefaultRemoteDataConnection").

If your system only has one defined remote data connection, that connection is the default connection. If your system has multiple remote data connections, the default connection is selected alphabetically from all connections that are not enabled for authentication. If all connections are enabled for authentication, the selection is alphabetical.