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2021 bic docs improvements (#355)
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‎snooty.toml‎

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@@ -4,9 +4,12 @@ title = "MongoDB Connector for BI"
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intersphinx = ["https://docs.mongodb.com/manual/objects.inv",
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"https://docs.atlas.mongodb.com/objects.inv"]
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toc_landing_pages = ["/installation", "/client-applications", "/connect/mysql",
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"/authentication", "/schema-configuration", "/components",
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"/release-notes", "/connect/tableau"]
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toc_landing_pages = ["/installation", "/client-applications",
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"/connect/mysql",
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"/authentication", "/schema-configuration",
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"/components",
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"/release-notes", "/connect/tableau",
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"/reference/odbc-driver"]
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[constants]
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atlas = "MongoDB Atlas"
@@ -20,7 +23,9 @@ download-center-bi = "`MongoDB Connector for BI <https://www.mongodb.com/downloa
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download-center-tableau = "`MongoDB Connector for BI <https://www.mongodb.com/download-center/bi-connector?jmp=tbl>`__"
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download-center-url = "https://www.mongodb.com/download-center/bi-connector"
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java-plugin = "MongoSQL Authentication Plugin for MySQL Connector/J"
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odbc-driver = "`MongoDB ODBC Driver for BI Connector <https://github.com/mongodb/mongo-bi-connector-odbc-driver/releases/>`__"
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odbc-driver-name = "MongoDB BI Connector ODBC Driver"
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odbc-driver = "`MongoDB BI Connector ODBC Driver <https://github.com/mongodb/mongo-bi-connector-odbc-driver/releases/>`__"
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jdbc-driver = "MySQL JDBC Driver"
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om-full = "MongoDB Ops Manager"
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[substitutions]
@@ -49,7 +54,7 @@ kdc = ":abbr:`KDC (Key Distribution Center)`"
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kmip = ":abbr:`KMIP (Key Management Interoperability Protocol)`"
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ldaps = ":abbr:`LDAPS (Secure Lightweight Directory Access Protocol)`"
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ldap = ":abbr:`LDAP (Lightweight Directory Access Protocol)`"
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odbc-driver-name = "MongoDB ODBC driver"
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odbc-driver-name = "MongoDB BI Connector ODBC Driver"
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odbc = ":abbr:`ODBC (Open Database Connectivity)`"
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sasl = ":abbr:`SASL (Simple Authentication and Security Layer)`"
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scram = ":abbr:`SCRAM (Salted Challenge Response Authentication Mechanism)`"

‎source/atlas-bi-connector.txt‎

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@@ -1,5 +1,7 @@
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:noprevnext:
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.. _enable-bi-atlas:
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============================
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Enable BI Connector in Atlas
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============================
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.. include:: /includes/atlas-bi-connector.rst
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To install the {+bi-full+} on premises, see the
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:ref:`Installation Guides <installation-guides>`.
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.. note::
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You can also deploy the {+bi-full+} to the
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To install the {+bi-full+} locally instead, see the
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:ref:`Installation Guides <installation-guides>`.
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You can also deploy the {+bi-full+} to
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:cloudmgr:`{+cm-full+} </tutorial/deploy-bi-connector/>` or
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:opsmgr:`{+om-full+} </tutorial/deploy-bi-connector/>`.

‎source/authentication.txt‎

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@@ -262,9 +262,9 @@ Client Authentication
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---------------------
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If your :doc:`BI tool <client-applications>` is using the
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:doc:`MongoDB ODBC Driver </reference/odbc-driver>`, the driver will
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:doc:`{+odbc-driver+} </reference/odbc-driver>`, the driver will
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handle authentication and you do not need to install an authentication
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plugin. If you are not using the MongoDB ODBC Driver and need to
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plugin. If you are not using the {+odbc-driver+} and need to
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authenticate using your BI tool, install either the C or JDBC
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authentication plugin depending on which is compatible with your BI
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Tool:

‎source/components.txt‎

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@@ -30,19 +30,60 @@ The following tools are available for use with the |bi|:
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and a MongoDB server.
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- :binary:`~bin.mongotranslate` translates a given SQL query into a
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MongoDB :manual:`aggregation pipeline </aggregation>`.
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- The :ref:`MongoDB ODBC driver <odbc-driver>` provides connectivity
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- The :ref:`{+odbc-driver-name+} <odbc-driver>` provides connectivity
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between SQL clients and the |bi|.
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- The :ref:`{+jdbc-driver+} <jdbc-driver>` provides an alternative
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connection method for some SQL clients and the |bi|.
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- The :ref:`C Authentication Plugin <install-auth-c-plugin>` and
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:ref:`JDBC Authentication Plugin <install-auth-jdbc-plugin>`
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facilitate secure transmission of authentication credentials between
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:binary:`~bin.mongosqld` and a MySQL client.
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Choosing a Driver
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-----------------
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Depending on your BI tool of choice, you connect to the
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|bi-short| with the :ref:`{+odbc-driver-name+} <odbc-driver>` or with
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the :ref:`{+jdbc-driver+} <jdbc-driver>`. The following table lists
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some common BI tools and their compatible drivers:
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.. list-table::
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:header-rows: 1
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:widths: 50 25 25
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* - BI Tool
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- {+odbc-driver-name+}
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- {+jdbc-driver+}
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* - Tableau
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- :icon:`check`
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- :icon:`check`
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* - MicroStrategy
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- :icon:`check`
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- :icon:`check`
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* - Microsoft Power BI
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- :icon:`check`
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-
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* - Microsoft Excel
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- :icon:`check`
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-
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* - MySQL Workbench
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-
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- :icon:`check`
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* - DBeaver
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-
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- :icon:`check`
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.. toctree::
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:titlesonly:
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/reference/mongosqld
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/reference/mongodrdl
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/reference/mongotranslate
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MongoDB ODBC Driver </reference/odbc-driver>
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{+odbc-driver-name+} </reference/odbc-driver>
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/reference/jdbc-driver

‎source/connect/microstrategy.txt‎

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@@ -31,7 +31,7 @@ This tutorial is for version MicroStrategy Desktop version 10.11.
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- Create a 64-bit :doc:`system Data Source Name (DSN)
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</tutorial/create-system-dsn>`.
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- Install the :doc:`MongoDB ODBC driver
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- Install the :doc:`{+odbc-driver+}
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</reference/odbc-driver>` for Windows.
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- Make sure you have a running :binary:`~bin.mongosqld`

‎source/includes/atlas-bi-connector.rst‎

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You can host the {+bi-full+} in {+atlas+} To learn how to connect to an
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Atlas-hosted {+bi-short+}, see
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You can host the {+bi-full+} in {+atlas+}. To learn how to enable and
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connect to an Atlas-hosted {+bi-short+}, see
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:ref:`Connect via {+bi-atlas-short+} <bi-connection>`.

‎source/includes/steps-connect-tableau-mongosql-plugin-macos.yaml‎

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title: Download and install the MongoDB ODBC driver.
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title: Download and install the {+odbc-driver+}.
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ref: download-mongodb-odbc-driver-macos
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level: 4
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stepnum: 1
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stepnum: 2
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content: |
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To securely connect Tableau to the |bi-short|, a system
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:abbr:`DSN (Data Source Name)` configured to use the MongoDB ODBC
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driver is required. To create a system DSN, follow the steps below:
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:abbr:`DSN (Data Source Name)` configured to use the {+odbc-driver+}
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is required. To create a system DSN, follow the steps below:
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.. include:: /includes/steps/create-system-dsn-auth-macos.rst

‎source/includes/steps-connect-tableau-mongosql-plugin-windows.yaml‎

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title: Download and install the MongoDB ODBC driver.
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title: Download and install the {+odbc-driver+}.
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ref: download-mongodb-odbc-driver-windows
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level: 4
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content: |
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To securely connect Tableau to the |bi-short|, a system
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:abbr:`DSN (Data Source Name)` configured to use the MongoDB ODBC
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driver is required. To create a system DSN, follow the steps below:
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:abbr:`DSN (Data Source Name)` configured to use the {+odbc-driver+}
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is required. To create a system DSN, follow the steps below:
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.. include:: /includes/steps/create-system-dsn-auth.rst
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‎source/includes/steps-connect-tableau-mongosql-ssl-macos.yaml‎

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stepnum: 2
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content: |
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To securely connect Tableau to the |bi-short|, a system
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:abbr:`DSN (Data Source Name)` configured to use the MongoDB ODBC
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driver is required. To create a system DSN, follow the steps below:
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:abbr:`DSN (Data Source Name)` configured to use the {+odbc-driver+}
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is required. To create a system DSN, follow the steps below:
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.. include:: /includes/steps/create-system-dsn-auth-ssl-macos.rst
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---

‎source/includes/steps-connect-tableau-mongosql-ssl-windows.yaml‎

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title: Download and install the MongoDB ODBC driver.
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title: Download and install the {+odbc-driver+}.
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ref: download-mongodb-odbc-driver-windows-ssl
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level: 4
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stepnum: 1
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content: |
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To securely connect Tableau to the |bi-short|, a system
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:abbr:`DSN (Data Source Name)` configured to use the MongoDB ODBC
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driver is required. To create a system DSN, follow the steps below:
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:abbr:`DSN (Data Source Name)` configured to use the {+odbc-driver+}
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is required. To create a system DSN, follow the steps below:
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.. include:: /includes/steps/create-system-dsn-auth-ssl.rst
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