Overview

This article will walk you through how to create a database connection using the Template Assistant in BarTender Cloud. In addition, we'll discuss the various types of databases you can create in the Template Assistant and the types of database connections allowed when you upload a pre-existing BarTender document for use in BarTender Cloud.

Environment

BarTender Cloud

Information

Creating a Database Connection in the Template Assistant

Once you reach the database connection screen in the Template Assistant, you will be presented with the three supported database types. Refer to Creating a BarTender Document Using the Template Assistant in BarTender Cloud for more information.

You can also choose to have all database records printed at once or to select which records to print at print time.

Database Connection Types

Embedded Text

Embedded text allows you to enter your data manually or import your data from a comma-separated text document (CSV).

Azure SQL Database

Azure SQL is a Microsoft-managed, cloud-based SQL database. After selecting this option you will need to enter your server and login information to connect to your Azure database.

For Azure SQL, you will need to work with your IT or database administrator on adding BarTender Cloud IPs to your Azure SQL database whitelist. These IPs are listed on the connection page for quick reference.

Select the database you want use from the list and click Next to continue.

You can now choose if you want the Template Assistant to generate a SQL statement for you or to provide your own custom statement.

Select any tables that you wish to use from the available list and hit Next. If you select multiple tables, you will be able to configure multi-table joins on the next screen. See our support article on multi-table joins here for more details.

If you only selected one table, click Next to continue to record filtering.

You now have the option to create a query to limit records available for print. Once you are finished, click Next.

On this screen, you can optionally select the order in which your database fields are sorted. Click Next when are ready to move on to field mapping.

Excel Online and Google Sheets

Excel Online and Google Sheets are online, cloud-based databases. Click Next after selection to sign directly into the applicable service to access your database documents.

SAP HANA Cloud

SAP HANA Cloud is an online database as a service. Click Next after selecting SAP HANA from the list of available database connections.

Fill out the following fields before hitting Verify Connection, and If successful, click Next again to continue.

You will need to work with your IT or database administrator on adding BarTender Cloud IPs to your SAP HANA database whitelist. These IPs are listed on the connection page for quick reference.

Select the database you want use from the list and click Next to continue.

You can now choose if you want the Template Assistant to generate a SQL statement for you or to provide your own custom statement.

Select any tables that you wish to use from the available list and hit Next. If you select multiple tables, you will be able to configure multi-table joins on the next screen. See our support article on multi-table joins here for more details.

If you only selected one table, click Next to continue to record filtering.

You now have the option to create a query to limit records available for print. Once you are finished, click Next.

On this screen, you can optionally select the order in which your database fields are sorted. Click Next when are ready to move on to field mapping.

Oracle Cloud

Oracle Cloud is a cloud computing service providing servers, storage, network, applications and services through a global network of Oracle Corporation-managed data centers. Click Next after selecting Oracle from the list of available database connections.

Fill out the following fields before hitting Verify Connection, and If successful, click Next again to continue.

You will need to work with your IT or database administrator on adding BarTender Cloud IPs to your Oracle database whitelist. These IPs are listed on the connection page for quick reference.

You can now choose if you want the Template Assistant to generate an SQL statement for you or to provide your own custom statement.

Select any tables that you wish to use from the available list and hit Next. If you select multiple tables, you will be able to configure multi-table joins on the next screen. See our support article on multi-table joins here for more details.

If you only selected one table, click Next to continue to record filtering.

You now have the option to create a query to limit records available for print. Once you are finished, click Next.

On this screen, you can optionally select the order in which your database fields are sorted. Click Next when are ready to move on to field mapping.

Field Mapping

Lastly, you can assign values to the various data sources on your document. Automatically map your data sources to your database fields by clicking the Auto Map to Database Fields button.

Click Finish to complete the configuration of your BarTender Document.

Database Limitations

BarTender Cloud has some database limitations to be aware of. Only the following online/cloud and embedded database types are currently supported. 

• Embedded Text, JSON, and XML
• Azure SQL
• SAP HANA Cloud
• Oracle Cloud
• Excel Online
• Google Sheets (Online)

• Quickbooks Online

Additional Resources

Getting Started with Database Connections using BarTender Designer