To create new documentation click add documentation button on ribbon. This will open wizard that imports database schema and creates new documentation in your repository.
First choose DBMS system you are trying to connect to from the list: SQL Server, Oracle or MySQL.
Connecting to SQL Server database
Connecting to SQL Server requires providing host name.
You can log in to SQL Server using Windows Authentication where your Windows credentials will be used or SQL Server Authentication where you will have to provide username and password. You can save password for later connections by checking "Save password" option.
After you provided server connection data, you may select database name from the list using [...] button or enter database name manually.
Learn more: SQL Server connection requirements.
Connecting to Oracle schema
Connecting to Oracle databases requires Oracle client software to be installed on user workstation, but tnsnames.ora entries are not used. User must specify database host name, port number and service name (if you don't know those details, look into
Dataedo reads objects of just one schema per documentation. By default user that you log in with schema will be used. If you want to document different schema check "Use different schema" option and provide schema name or choose schema from the list using [...] button.
You can save password for later connections by checking "Save password" option.
Learn more: Oracle connection requirements.
Connecting to MySQL (or compatibile) database
To connect to MySQL database provide host name, port number (by default it is 3306 - a default MySQL port number), username and password. After providing those details, you will be able to select database name from the list using [...] button or enter it manually.
Filtering and selecting objects
To narrow down list of objects that will be read from the database you may provide pattern that all object names must match. By default this is set to '%' which means all objects will be read. If you enter 'GL%' then only objects with names that start with 'GL' would be read. If you enter '%TAB', only objects ending with 'TAB' will be read. And so on.
Once read, all objects, before imported, will be presented in a list for further selection. You may choose to further exclude some objects from importing. To do this you may browse and filter the list and uncheck objects you don't want to import to your documentation.
To learn more about Ignoring and deleting objects.
After objects are chosen you may change default documentation title. By default it is set to '
It is advised to change it to something that makes is easy to identify what database it documents and that suitable for document and page title.
You can later change this title simply selecting documentation and pressing F2 key or choosing Rename option from context menu (right click).
Importing schema and creating documentation
You are ready to start importing schema - click Import button.
Your database schema has been imported to new documentation in the repository. Now you are ready to export your documentation to PDF, HTML or Excel. This is also a beginning of your documentation process.