Progress DataDirect for ODBC for Salesforce Quick Start for … · 2020. 9. 9. · Quick Start: Progress DataDirect for ODBC for Salesforce Driver for Windows This quick start provides

Progress DataDirect forODBC for SalesforceQuick Start for Windows

Release 8.0.0

Quick Start: Progress DataDirect for ODBCfor Salesforce Driver for Windows

This quick start provides basic information that allows you to install, test connect, and access your data withsome commonly used third-party applications.To take full advantage of the features and functionality availablefor your driver, refer to the product documentation library at:

Progress DataDirect Documentation Library

Note: OEM CUSTOMERS: Refer to the Progress DataDirect for ODBC Drivers Distribution Guide for informationon installing, branding, unlocking, and distributing your branded drivers.

This quick start covers the following topics:

• Before you start on page 3

• Requirements and support on page 4

• Downloading the driver on page 4

• Installing the ODBC driver on Windows on page 5

• Setting the library path environment variable on page 8

• Configuring a data source on page 8

• Testing the connection on page 11

• Tuning for performance on page 11

• Accessing data with third-party applications on page 16

• Troubleshooting Setup/Connection Issues on page 23

• Additional resources on page 24

Before you startBefore you get started, you need the following:

• Appropriate user permissions to modify your environment and to read, write, and execute various files inthe DataDirect for ODBC installation directory .

• Connection information:

• Host Name: The URL of the Salesforce instance to which you want to connect.

• User Name:Your logon ID for Salesforce.

• If you are logging on from an untrusted network:

Security Token:Your Salesforce generated security token.

3Progress DataDirect for ODBC for Salesforce Driver: Quick Start for Windows: Version 8.0.0

https://www.progress.com/resources/documentation/datadirect-documentation

• For licensed installations, you will also need the following information that was provided by ProgressDataDirect:

• Control Number

• Serial Number

Requirements and supportDriver requirements:

The driver requires a Java Virtual Machine (JVM) that is Java SE 8 or higher, including Oracle JDK, OpenJDK,and IBM SDK (Java) distributions.

Supported data sources:

• Salesforce API Version 49

For the latest Salesforce Web Service API versions supported by the driver, refer to the supportedconfigurations page on the Progress DataDirect Web site:https://www.progress.com/support/evaluation/supported-configurations

Downloading the driverTo download the Salesforce ODBC driver:

1. Visit the Progress DataDirect Connectors Download page.

2. Enter your data source in the search field, for example Salesforce.com; then, select it from the list.

3. Select ODBC for the interface.

4. Select the OS and architecture platform your application runs on:

• Windows 32-bit• Windows 64-bit

5. Fill in the registration form with your contact information.

6. Review the End User License Agreement. If you agree, select the corresponding box; then, click Download.

The installer program has been downloaded. See "Installing the ODBC Driver on Windows" for instructions oninstalling the driver.

See alsoInstalling the ODBC driver on Windows on page 5

Progress DataDirect for ODBC for Salesforce Driver: Quick Start for Windows: Version 8.0.04

Chapter 1: Quick Start: Progress DataDirect for ODBC for Salesforce Driver for Windows

https://www.progress.com/support/evaluation/supported-configurationshttps://www.progress.com/trial-datadirect

Installing the ODBC driver on Windows

Note: OEM CUSTOMERS: Refer to the Progress DataDirect for ODBC Drivers Distribution Guide for informationon installing, branding, unlocking, and distributing your branded drivers.

This section provides instructions for installing the driver using a GUI. For complete installation instructions,refer to the Progress DataDirect for ODBC Drivers Installation Guide.

To install the drivers from downloaded files:

1. Unzip the files, maintaining the directory structure in the zip file, to a temporary directory. For example:c:\TEMP.

2. From Windows Explorer, navigate to the temporary directory that contains the unzipped installer files; then,double-click the installer program:

For 32-bit drivers, the installer program is named:

PROGRESS_DATADIRECT_ODBC_nn_WIN_32_INSTALL.exe

For 64-bit drivers, the installer program is named:

PROGRESS_DATADIRECT_ODBC_nn_WIN_64_INSTALL.exe

where:

nn

is the product version number. For example, this value is 8.0 for the 8.0.x version of the product.

3. The Introduction window for the product installation appears. Click Next to continue.

4. The License Agreement window appears. Make sure that you read and understand the license agreement.To continue with the installation, select the I accept the terms of the License Agreement option; then,click Next.

Note: You can exit the installer program at any time by clicking Cancel or return to the previous windowby clicking Previous.

5. The Install Directory window appears. In the Where Would You Like to Install? field, type the path, includingthe drive letter, of the product installation directory or click the Choose... button to browse to and select aninstallation directory.

• If you are running the 32-bit installer on 64-bit Windows, the default value for the installation directory isC:\Program Files (x86)\Progress\DataDirect\ODBC.

• For all other installations, the default value for the installation directory for is C:\ProgramFiles\Progress\DataDirect\ODBC

Verify that you have entered (or selected) the correct installation directory. Then, click Next to continue.

To restore the installation directory to its default setting, click Restore Default.

6. Choose the type of installation to perform. Select one of the following options:

• Evaluation Installation (will expire in 15 days). Select this option to install an evaluation version ofthe driver. Click Next to continue with the installation. Skip to Step 10 on page 7.



https://documentation.progress.com/output/DataDirect/odbcinstallhelp/index.html

• OEM/Licensed Installation. Select this option if you purchased a licensed version of one or multipledrivers. Click Next. Proceed to the next step.

Note: OEM CUSTOMERS: Refer to the Progress DataDirect for ODBC Drivers Distribution Guide forinformation on installing, branding, unlocking, and distributing your branded drivers.

7. The Product Registration window appears. See an example below:

Type the control number that was provided by Progress DataDirect in the Control # field, and click theValidate button. A tree menu of drivers with valid licenses appears in the selection box.You can add oneor multiple control numbers, one at a time.

8. From the tree menu, select the drivers that you want to install. Drivers that are already installed are listedin the Drivers (Installed) tree and cannot be deselected. To remove installed drivers, you must uninstall theproduct. Click Next to continue.

Note: If you are installing a different version of a currently installed driver, the installer will overwrite theexisting driver files with the version that you are installing.

9. The Product Registration window appears.



Provide the following information:

a) Type your name and company name in the corresponding fields.

b) Type the serial number that was provided by Progress DataDirect. Click Next to continue. Skip to Step11 on page 8.

10. The Driver Evaluation Selection window appears. See an example below:

From the Drivers To Be Evaluated tree, select the drivers that you want to install. Drivers that are alreadyinstalled are listed in the Drivers (Installed) tree and cannot be deselected.



11. The Create Default Data Source window appears. Select the Create Default Data Source box to define auser data source in HKEY_CURRENT_USER\SOFTWARE\ODBC\ODBC.INI for each DataDirect driver thatyou install.

Warning: If you select Create Default Data Sources, existing data sources in your registry with thesame DataDirect default name will be overwritten. To maintain your current DataDirect default datasources, rename them before you continue.

Then, click Next to continue.

12. The Pre-Installation Summary window provides the opportunity to review the information you have entered.When you are satisfied with your installation or branding option selections, click Install to begin the installation.

13. When the installation finishes, the Install Complete window appears.You may be prompted to restart yoursystem, but it is not required to use the product. Select one of the following options:

• Yes, restart my system. Select this option if you are ready to restart your system. The installer willrestart your system when you exit the program.

• No, I will restart my system myself. Select this option if you prefer to use the product without restartingthe system, or if you are not ready to restart the system.

14. Click Done to exit the installer program.

This completes the installation.

A Progress DataDirect program group is created as part of the installation. This program group provides thefollowing shortcuts:

• ODBC Administrator

• ODBC Driver Help

• ODBC Performance Tuning Wizard

• ODBC Readme

• Processor Information Utility

• Uninstall Progress DataDirect for ODBC x.x- 32 bit [32-bit only]

• Uninstall Progress DataDirect for ODBC x.x- 64 bit [64-bit only]

• XML Persistence Demo [32-bit only]

Setting the library path environment variableBefore you can use your driver, you must set the PATH environment variable to include the path of the jvm.dllfile of your Java™ Virtual Machine (JVM).

Configuring a data sourceTo configure a basic data source to test your connection:

1. From the Progress DataDirect program group, start the ODBC Administrator.



2. Click either the User DSN, System DSN, or File DSN tab to display a list of data sources.

• User DSN: If you installed a default DataDirect ODBC user data source as part of the installation, selectthe appropriate data source name and click Configure to display the driver Setup dialog box.

If you are configuring a new user data source, click Add to display a list of installed drivers. Select theSalesforce driver and click Finish to display the driver Setup dialog box.

• System DSN: To configure a new system data source, click Add to display a list of installed drivers.Select the Salesforce driver and click Finish to display the driver Setup dialog box.

• File DSN: To configure a new file data source, click Add to display a list of installed drivers. Select theSalesforce driver and click Advanced to specify attributes; otherwise, click Next to proceed. Specify aname for the data source and click Next. Verify the data source information; then, click Finish to displaythe driver Setup dialog box.

3. The General tab of the Setup dialog box appears by default.


Configuring a data source

Note: The General tab displays only fields that are required for creating a data source. The fields on allother tabs are optional.

On the General tab, provide the following information; then, click Apply.

• Data Source Name: Type a string that identifies this data source configuration, such as Accounting.

• Description:Type an optional long description of a data source name, such as My Accounting Database.

• Host: Type the URL of the Salesforce instance to which you want to connect.

• User Name: Type your logon ID for Salesforce.

• Security Token: If your Salesforce instance requires a security token, type your Salesforce generatedsecurity token. This value is case-sensitive.

4. Your driver is now configured with the basic settings necessary to connect your driver. Choose from thefollowing:

• If you would like to test the connection, proceed to "Testing the Connection."• If you would like to tune your driver for performance, proceed to "Tuning for Performance."• If you would like to save the values you have specified and close the setup dialog, click OK. These

values will be used as the default settings when you connect to a data source.

See alsoTesting the connection on page 11Tuning for performance on page 11



Testing the connectionTo test the connection:

1. After you have configured the data source, you can click Test Connect on the Setup dialog box to attemptto connect to the data source using the connection options specified in the dialog box.

2. The logon dialog box appears. The fields have been populated with the values you supplied in "Configuringa Data Source."

Enter your Salesforce password; then, click OK. Note that the information you enter in the logon dialog boxduring a test connect is not saved.

• If the driver can connect, it releases the connection and displays a Connection Established message.Click OK.

• If the driver cannot connect because of an incorrect environment or connection value, it displays anappropriate error message. Click OK.

3. On the driver Setup dialog box, click OK. The values you have specified are saved and are the defaultsused when you connect to the data source.You can change these defaults by using the previously describedprocedure to modify your data source, or you can override these defaults by connecting to the data sourceusing a connection string with alternate values. See Progress DataDirect for ODBC for Salesforce User'sGuide and Reference for additional information.

See alsoConfiguring a data source on page 8

Tuning for performanceThe connection options described in this section directly affect the performance of your driver. To tune forperformance, configure your driver according to the recommended settings and your environment.

Application Using ThreadsPurpose:


Testing the connection

https://documentation.progress.com/output/DataDirect/odbcsalesforcehelp/index.htmlhttps://documentation.progress.com/output/DataDirect/odbcsalesforcehelp/index.html

Determines whether the driver works with applications using multiple ODBC threads.

Performance Impact:

The driver coordinates concurrent database operations (operations from different threads) by acquiring locks.Although locking prevents errors in the driver, it also decreases performance. If your application does not makeODBC calls from different threads, the driver has no reason to coordinate operations.

Recommended Settings:

If your application is multi-threaded, enable (default) this option.

If your application is not multi-threaded, disabled this option for improved performance.

GUI Tab:

Advanced

Connection PoolingPurpose:

Specifies whether to use the driver’s connection pooling.

Performance Impact:

Connection pooling allows you to reuse connections rather than creating a new one every time the driver needsto establish a connection to the underlying database. Using connection pooling can improve performance byavoiding the penalty incurred when establishing a new connection, especially for high-throughput applications.

You can further affect the performance by tuning the following connection options that are related to connectionpooling: Connection Reset, Max Pool Size, Min Pool Size, and Load Balance Timeout.


Enable this option to improve performance.

GUI Tab:

Pooling

Connection ResetPurpose:

Determines whether the state of connections that are removed from the connection pool for reuse by theapplication is reset to the initial configuration of the connection.

Note: The value for this option is ignored when Connection Pooling is disabled.

Performance Impact:

Resetting a re-used connection to the initial configuration settings impacts performance negatively becausethe connection must issue additional commands to the server.


Disable this option for improved performance.

GUI Tab:

Pooling

EnableBulkLoadPurpose:



Specifies whether the driver can use the Salesforce Bulk API for insert, update, delete, and batch operations.

Performance Impact:

For batch inserts and individual inserts, updates, and deletes, the driver can use the Salesforce Bulk APIinstead of the Web service API. Using the Bulk API significantly reduces the number of Web service calls thedriver uses to transfer data to Salesforce and may improve performance.


Set to 1 (enabled) for improved performance.

EnableBulkFetchPurpose:

Specifies whether the driver can use the Salesforce Bulk API for select operations.

Performance Impact:

For selects, the driver can use the Salesforce Bulk API instead of the Web service API. Using the Bulk APIsignificantly reduces the number of Web service calls the driver uses to transfer data to Salesforce and mayimprove performance.

Note:

If there is a TOP or LIMIT clause in the select query, the driver considers the TOP or LIMIT clause value asthe expected number of rows in the result set and compares it with the value of the Bulk Fetch Threshold optionto choose either Bulk API or REST API for executing the select query.

If the value of TOP or LIMIT clause is greater than that of the Bulk Fetch Threshold option, but the actual rowcount in the result set is less, the performance of the select query might be affected adversely.


Set to 1 (enabled) for improved performance.

Fetch SizePurpose:

Specifies the number of rows that the driver processes before returning data to the application when executinga Select. This value provides a suggestion to the driver as to the number of rows it should internally processbefore returning control to the application.The driver may fetch fewer rows to conserve memory when processingexceptionally wide rows.

Performance Impact:

Fetch Size and WSFetch Size can be used to adjust the trade-off between throughput and response time. Ingeneral, setting larger values for Fetch Size and WSFetch Size will improve throughput, but can reduce responsetime.


Set Fetch Size to suit your environment. Smaller fetch sizes can improve the initial response time of the query.Larger fetch sizes improve overall fetch times at the cost of additional memory.

GUI Tab:

Advanced

Load Balance TimeoutPurpose:


Tuning for performance

Specifies the number of seconds to keep inactive connections open in a connection pool.


Performance Impact:

By configuring Load Balance Timeout to keep inactive connections open, you improve the likelihood that thedriver can reuse an existing connection instead of establishing new one when a connection is needed. Thisimproves performance by avoiding the operations required to establish a new connection.

The Min Pool Size option can cause some connections to ignore this value.


Specify a value of 0 to improve performance. By specifying a value of 0 (the default), inactive connections arekept open.

GUI Tab:

Pooling

Max Pool SizePurpose:

The maximum number of connections allowed within a single connection pool. When the maximum number ofconnections is reached, no additional connections can be created in the connection pool.


Performance Impact:

Setting the maximum number of connections that the pool can contain too low might cause delays while waitingfor a connection to become available. Setting the number too high wastes memory resources.


Tune this setting for your environment. Specify the maximum number of connections your environment requiresto have open at a time.

GUI Tab:

Pooling

Min Pool SizePurpose:

Specifies the minimum number of connections that are opened and placed in a connection pool, in addition tothe active connection, when the pool is created. The connection pool retains this number of connections, evenwhen some connections exceed their Load Balance Timeout value.


Performance Impact:

A connection pool is created when the first connection with a unique connection string connects to the database.The pool is populated with connections up to the minimum pool size, if one has been specified.The connectionpool retains this number of connections, even when some connections exceed their Load Balance Timeoutvalue. By increasing this number, you improve the likelihood that the driver will be able to reuse a connection;thereby, improving performance.




Tune this setting for your environment. Specify the average number of connections your environment typicallyuses at a time.

GUI Tab:

Pooling

WSFetch SizePurpose:

Specifies the number of rows of data the driver attempts to fetch from the native data source on each requestsubmitted to the server.

Performance Impact:

Fetch Size and WSFetch Size can be used to adjust the trade-off between throughput and response time. Ingeneral, setting larger values for Fetch Size and WSFetch Size will improve throughput, but can reduce responsetime.


Set WSFetchSize to 0 to fetch a maximum of 2000 rows for optimum throughput. Setting the value lower than2000 can reduce the response time for returning the initial data.

GUI Tab:

Web Service

WS Pool SizePurpose:

Specifies the maximum number of Salesforce sessions the driver uses. This allows the driver to have multipleweb service requests active when multiple ODBC connections are open, thereby improving throughput andperformance.

Performance Impact:

WSPoolSize determines the maximum number of sessions the driver uses when there are multiple activeconnections to Salesforce. By increasing this number, you increase the number of sessions the driver uses todistribute calls to Salesforce, thereby improving throughput and performance. For example, if WSPoolSize isset to 1, and you have two open connections, the session must complete a call from one connection before itcan begin processing a call from the other connection. However, if WSPoolSize is equal to 2, a second sessionis opened that allows calls from both connections to be processed simultaneously.


For optimal performance, specify a value that is equal to the number of sessions permitted by your Salesforceaccount.

GUI Tab:

Web Service


Tuning for performance

Accessing data with third-party applicationsThe following sections guide you through using the driver to access your data with some common third-partyapplications:

• Accessing data in Tableau on page 16

• Accessing Data in Microsoft Excel on page 19

• Accessing Data in Microsoft Excel from the Query Wizard on page 21

Accessing data in Tableau

After you have configured your data source, you can use the driver to access your Salesforce data with Tableau.Tableau is a business intelligence software program that allows you to easily create reports and visualizedrepresentations of your data. By using the driver with Tableau, you can improve performance when retrievingdata while leveraging the driver's relational mapping tools.

To use the driver to access data with Tableau:

1. Navigate to the \tools\Tableau subdirectory of the Progress DataDirect installation directory; then,locate the Tableau data source file, DataDirect Salesforce.tdc.

2. Copy the DataDirect Salesforce.tdc into the following directory:

C:\Users\user_name\Documents\My Tableau Repository\Datasources

3. Open Tableau. If the Connect menu does not open by default, select Data > New Data Source or the Add

New Data Source button to open the menu.



4. From the Connect menu, select Other Databases (ODBC).

5. The Server Connection dialog appears.


Accessing data with third-party applications

In the DSN field, select the data source you want to use from the drop down menu. For example, My DSN.Then, click Connect.The Logon to Salesforce dialog appears pre-populated with the connection informationyou provided in your data source.

6. If required, type your user name and password; then, click OK. The Logon dialog closes. Then, click OKon the Server Connection dialog.

7. The Data Source window appears.



By default, Tableau connects live, or directly, to your data. We recommend that you use the default settingsto avoid extracting all of your data. However, if you prefer, you can import your data by selecting the Extractoption at the top of the dialog.

8. In the Schema field, select the database you want to use. The tables stored in this database are nowavailable for selection in the Table field.

You have successfully accessed your data and are now ready to create reports with Tableau. For moreinformation, refer to the Tableau product documentation at: http://www.tableau.com/support/help.

Accessing Data in Microsoft Excel

After you have configured your data source, you can use the driver to access your data with Microsoft Excelfrom the Data Connection Wizard. Using the driver with Excel provides improved performance when retrievingdata, while leveraging the driver's relational-mapping tools.

To use the driver to access data with Excel from the Data Connection Wizard:

1. Open your workbook in Excel.

2. From the Data menu, select Get Data>From Other Sources>From ODBC.

3. The From ODBC dialog appears.



http://www.tableau.com/support/help

Select your data source from the Data Source Name (DSN) drop down; then, click OK.

4. You are prompted for logon credentials for your data source:

• If your data source does not require logon credentials or if you prefer to specify your credentials usinga connection string, select Default or Custom from the menu on the left. Optionally, specify yourcredential-related properties using a connection string in the provided field. Click Connect to proceed.

• If your data source uses Windows credentials, select Windows from the menu; then, provide yourcredentials. Optionally, specify a connection string with credential-related properties in the provided field.Click Connect to proceed.

• If your data source uses credentials stored on the database, select Database; then, provide your username and password. Optionally, specify a connection string in the provided field. Click Connect toproceed.

5. The Navigator window appears.

From the list, select the tables you want to access. A preview of your data will appear in the pane on theright. Optionally, click Edit to modify the results using the Query Editor. Refer to the Microsoft Excel productdocumentation for detailed information on using the Query Editor.



6. Load your data:

• Click Load to import your data into your work sheet. Skip to the end.• Click Load>Load To to specify a location to import your data. Proceed to the next step.

7. The Import Data window appears.

Select the desired view and insertion point for the data. Click OK.

You have successfully accessed your data in Excel. For more information, refer to the Microsoft Excel productdocumentation at: https://support.office.com/.

Accessing Data in Microsoft Excel from the Query Wizard

After you have configured your data source, you can use the driver to access your data with Microsoft Excelfrom the Query Wizard. Using the driver with Excel provides improved performance when retrieving data, whileleveraging the driver's relational-mapping tools.

To use the driver to access data with Excel from the Query Wizard:

1. Open your workbook in Excel.

2. From the Data menu, select Get Data>From Other Sources>From Microsoft Query.

3. The Choose Data Source dialog appears.

From the Databases list, select your data source. For example, MyDSN. Click OK.



https://support.office.com/

4. The logon dialog appears pre-populated with the connection information you provided in your data source.If required, type your password. Click OK to proceed.

Note: The logon dialog may reappear if Excel needs to access additional information from the data source.If this occurs, re-enter your password; then, click OK to proceed to the next step.

5. The Query Wizard - Choose Columns window appears.

Choose the columns you want to import into your workbook. To add a column, select the column name inAvailable tables and columns pane; then, click the > button. After you add the columns you want to include,click Next to continue.

6. Optionally, filter your data using the drop-down menus; then, click Next.

7. Optionally, sort your data using the drop-down menus; then, click Next.

8. Select "Return Data to Microsoft Excel"; then, click Finish.

9. The Import Data window appears.

Select the desired view and insertion point for your data. Click OK.

You have successfully accessed your data in Excel using the Query Wizard. For more information, refer to theMicrosoft Excel product documentation at: https://support.office.com/.



https://support.office.com/

Troubleshooting Setup/Connection IssuesThis section describes common setup/connection issues you may encounter while trying to establish a databaseconnection with the driver as well as some potential reasons for these issues. If you are experiencing a problemnot described in this section, comprehensive troubleshooting resources are available in the "Troubleshooting"section of the User's Guide and Reference for your driver.

In addition, Progress DataDirect offers a variety of options to meet your technical support needs. See ContactingTechnical Support on page 24 for details.

Common Setup/Connection Issues

You are experiencing a setup/connection issue if you are encountering an error or hang while you are tryingto make a database connection with the ODBC driver or are trying to configure the ODBC driver. Some commonerrors that are returned by the ODBC driver if you are experiencing a setup/connection issue include:

• Specified driver could not be loaded.

• Data source name not found and no default driver specified.

• Unable to connect to destination.

• Invalid username/password; logon denied.

Troubleshooting the issue

Some common reasons that setup/connection issues occur are:

• The library path environment variable is not set correctly. Before you can use the driver, you must set thePATH environment variable to the path of the jvm.dll file of your Java Virtual Machine (JVM). For Windowsplatforms, the library path environment variable is PATH.

• The database and/or listener are not started.

• The ODBC driver’s connection options are not set correctly when configuring the driver. For example, thehost name or port number are not correctly configured. See "Configuring a Data Source" for a list ofconnection options that are required for the driver to connect properly to the underlying database.

See alsoConfiguring a data source on page 8


Troubleshooting Setup/Connection Issues

Additional resourcesIn addition to this quick start, the following resources enable you to take full advantage of the features andsupport offered for your driver.

• Product Documentation Library contains a comprehensive set of product documentation, including thefollowing guides:

• Progress DataDirect Connect Series for ODBC Installation Guide details requirements and proceduresfor installing the product.

• Progress DataDirect for ODBC for Salesforce User's Guide and Reference guides you through usingand configuring the driver, provides detailed reference information, and explains the tools used totroubleshoot common problems.

• Progress Support Knowledgebase provides answers to questions, access to technical documentation,release notes, product alerts and other support information.

• Progress Community allows you to contribute, share, and network with other Progress users and employees.

• Technical Support provides technical support services, including maintenance services and opening asupport case.

Contacting Technical Support

Progress DataDirect offers a variety of options to meet your support needs. Please visit our Web site for moredetails and for contact information:

https://www.progress.com/support

The Progress DataDirect Web site provides the latest support information through our global service network.The SupportLink program provides access to support contact details, tools, patches, and valuable information,including a list of FAQs for each product. In addition, you can search our Knowledgebase for technical bulletinsand other information.

When you contact us for assistance, please provide the following information:

• Your number or the serial number that corresponds to the product for which you are seeking support, or acase number if you have been provided one for your issue. If you do not have a SupportLink contract, theSupportLink representative assisting you will connect you with our Sales team.

• Your name, phone number, email address, and organization. For a first-time call, you may be asked for fullinformation, including location.

• The Progress DataDirect product and the version that you are using.

• The type and version of the operating system where you have installed your product.

• Any database, database version, third-party software, or other environment information required to understandthe problem.

• A brief description of the problem, including, but not limited to, any error messages you have received, whatsteps you followed prior to the initial occurrence of the problem, any trace logs capturing the issue, and soon. Depending on the complexity of the problem, you may be asked to submit an example or reproducibleapplication so that the issue can be re-created.



https://www.progress.com/resources/documentation/datadirect-documentationhttps://documentation.progress.com/output/DataDirect/odbcinstallhelp/index.htmlhttps://documentation.progress.com/output/DataDirect/odbcsalesforcehelp/index.htmlhttp://knowledgebase.progress.com/https://community.progress.com/https://www.progress.com/support

• A description of what you have attempted to resolve the issue. If you have researched your issue on Websearch engines, our Knowledgebase, or have tested additional configurations, applications, or other vendorproducts, you will want to carefully note everything you have already attempted.

• A simple assessment of how the severity of the issue is impacting your organization.


Additional resources



Quick Start: Progress DataDirect for ODBC for Salesforce Driver for WindowsBefore you startRequirements and supportDownloading the driverInstalling the ODBC driver on WindowsSetting the library path environment variableConfiguring a data sourceTesting the connectionTuning for performanceAccessing data with third-party applicationsAccessing data in TableauAccessing Data in Microsoft ExcelAccessing Data in Microsoft Excel from the Query Wizard

Troubleshooting Setup/Connection IssuesCommon Setup/Connection IssuesTroubleshooting the issue

Additional resourcesContacting Technical Support