Installing the SAFARIODBC.EXE For use with Excel

1
Installing the SAFARIODBC.EXEFor use with Excel

• May 3, 2002

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Table of Contents

• Overview of Procedures.Page 3
• Download from web page...Page 4
• Begin installationPage 9
• Set up DSN connections.Page 17
• Using Excel to access data..Page 24
• Adding Data Sources After the Initial
  Installation.. Page 26
• Notes for SafariODBC (Safari OpenAccess)..Pag
  e 32

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• To use Excel as a means of creating reports you
  must download the following
• safaodbc.exe

Overview of Procedures

• Download the self-extracting files
• Expand .exe, locate and execute the setup.exe
  file
• Fill in your Full Name, School Name, and
  License Key prompts
• Setup Data Sources in the Safari ODBC

4
www.lnoca.org/odbc/
1.
Double click SAFARIODBC.EXE (blue text) to
download the ODBC installation files. Double
click SAFARIODBC.PPT (blue text) to download a
Power Point instruction document. Double click
W95WS2SETUP.EXE (blue text) may be needed for
first time Windows 95 users.
You need to save the file to disk Click ltSavegt
or ltOKgt (your display may be different then shown
at left).
2.
5
Click the ltSavegt button. Hint I created a Temp
directory directly under the C drive. Hint
note where file is saved so you can find it
later.
3.
Shows you that the file is being saved. You can
now close your web browser.
4.
6
5.
Locate the safariodbc.exe file on your hard
drive. Double click this file.
Make note of where the Unzip to Folder box is
putting the files or specify a temporary
directory to put them. Click the ltUnzipgt button.
6.
Click the ltOKgt button.
6a.
7
7.
After the files are finished unzipping click the
ltClosegt button.
The next couple of steps will be locating and
setting up the ODBC 32 Administrator.
8
8.
After double clicking on the My Computer Icon
this window will appear. Double click on the
drive where you put the unzipped files.
Navigate to the folder where you unzipped the
files to In my case c/temp. I unzipped the
files into the same location where I downloaded
safariodbc.exe
9.
9
10.
Double click the Setup.exe file or as shown in
this display, choose the setup file with a
computer monitor for an icon.
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11.
You will now begin the process of setting up the
Safari ODBC program.
Click the ltNEXTgt button.
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12.
SB-43714-1066 The above entry is case sensitive!
Enter information into the above fields and click
ltNEXTgt to continue.
12
13.
Click the ltNEXTgt button.
14.
Click ltyesgt
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15.
Click the ltNEXTgt button.
16.
Click the ltNEXTgt button.
14
17.
Click ltNEXTgt
18.
Click ltNEXTgt
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19.
Click Restart the computer, then click ltFINISHgt
If your PC does not automatically restart, do so
from the START button on your desktop.
16
Stop here if you are upgrading the odbc
driver. Continue if this is a first time
installation on this PC.
17
Set up data sources make the ODBC connect to
LNOCA!
22.
Open the control panel
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23.
Double click on ODBC Data Sources (32 Bit). If
you are using Windows 2000 the Data Sources can
be found under Administrative Tools.
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24.
Make sure Safari_connection is highlighted then
Click Add.
25.
Click SAFODBC (English) Driver 32. Then click
Finish.
20
26.
Enter the following information in the dialog
box Connection Name (choose
any name you like here) i.e. - USAS, USPS,
SAAS, EMIS, SIS Server Name lnoca.org Username
This field is optional (recommended) Password L
eave this field blank! Next select the ltADVANCED
SETUPgt button.
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27.
Do not change Port Number or Service. Fill in
the Path Name with one of the following (spelling
and spacing must be exact!)
OECNSAFARI USAS OECNSAFARI
USPS OECNSAFARI SAAS OECNSAFARI EMIS
db_code OECNSAFARI SIS building code
You should call your Student Services Support
person for your districts 3 character building
codes.
22
Note the colon after the dollar sign and the
space between safari and usas.
28.
oecnsafari usas
After youve filled in the Pathname field,
click the ltOKgt button.
29.
When the following dialogue box appears you can
click the ltOKgt button.
23
30.
The above box will appear with the new Data
Source that you just added. You can click the
ltADDgt button to add another Data Source or you
can click the ltOKgt button to complete the
installation and setup of the ODBC.
24
Using Excel to Access the Data
1.
Open Excel. Click on ltDATAgt at the top of your
toolbar, click on ltGet External Datagt, and
finally click on ltCreate New Querygt or ltNew
Database Querygt for Office 2000 users. The
following menu will appear. You can now select
the data source that you wish to use by double
clicking on it or single click the source and
click ltOKgt.
25
2.
Fill in your password and click ltOKgt.
3.
If this or a similar screen appears after
clicking ltOKgt then the ODBC drivers have been
installed correctly. Your now ready to create
reports using Excel!
26
Adding Data Sources After the Initial
Installation
1.
You can now access the ODBC 32 Administrator. To
do this click on your ltSTARTgt button at the
bottom of your screen. When the list of folders
appear go to the ltPROGRAMSgt folder then the
ltSafari Info TOOLSgt folder and finally the ltODBC
32 Administratorgt folder. You should now be
sitting at the screen that you see in step 2.
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2.
Select the ltUser DSNgt tab, and then the ltADDgt
button.
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3.
Double click the SAFODBC (English) DRIVER 32
name, or highlight it and click the ltFINISHgt
button.
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4.
Enter the following information in the dialog
box Connection Name (choose any name you
like here) i.e. - USAS, USPS, SAAS, EMIS,
SIS Server Name lnoca.org Username This field
is optional Password Leave this field
blank! Next select the ltADVANCED SETUPgt button.
30
5.
The only box that needs to be filled in in this
step is the Path Name. Path Name
OECNSAFARI USAS some other examples OECNSAFA
RI USPS OECNSAFARI SAAS OECNSAFARI EMIS
db_code OECNSAFARI SIS building code
You should call your Student Services Support
person for your districts 3 character building
codes.
Once the Path Name field is entered, click the
ltOKgt button to close the Safari InfoSERVER
Advanced Setup dialog box.
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6.
Your new DSN should now be listed under the User
DSN tab. In this example it would be GHH - SIS.
You may follow the procedure to set up DSNs for
all of the UDMS Dictionaries that you wish to
use. Click the ltOKgt button when you are
finished. You are now ready to access your data
using Excel or any other ODBC-enabled application.
32
Notes for SafariODBC (Safari OpenAccess)
Safari ODBC is a product that allows ODBC-enabled
applications to communicate with the UDMS server
to access UDMS data sources. For instance,
Microsoft Excel may be used to query an UDMS view
using the Safari ODBC driver. SafariODBC is a
32-bit application and can only be used with
32-bit applications. Therefore, these new tools
can only be used on a Windows 95, 98 or NT
computer running a 32-bit application. For
example, it can be used on Windows 95 with Office
97. However, it will not work with earlier
versions of Office because Office 97 was the
first fully 32-bit version of Office. Note that
there is an inconvenience when using Safari
OpenAccess with Excel. When saving a query and a
worksheet, if you remember to uncheck the save
password box, you will be prompted for a
password when you refresh the query. If you
change your password, you will be able to refresh
the data in the worksheet without a problem. If
you dont uncheck the save password box and you
change your password, you will not be able to
refresh the data. You will receive and unable
to connect error message and Excel will close.
There is a workaround for this. Open the
worksheet and change the data range properties
uncheck the save password box. Save the
worksheet and close it. When you open the
worksheet, it should behave as if the save
password box was not checked in the first place.