Installing the ODBC.exe For use with Excel

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Installing the
SAFARIODBC.EXE
For use with Excel
May 3, 2002
Table of Contents
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Overview of Procedures………………………………….Page 3
Download from web page………………………………...Page 4
Begin installation…………………………………………Page 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)……………..Page 32
Page 2
 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
Page 3
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.
2.
You need to save the file to disk:
Click <Save> or <OK> (your
display may be different then
shown at left).
Page 4
3.
Click the <Save>
button.
Hint: I created a
Temp directory
directly under the C:
drive.
Hint: note where file
is saved so you can
find it later.
4.
Shows you that the file is being
saved.
You can now close your web
browser.
Page 5
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 <Unzip> button.
6.
6a.
Click the <OK> button.
Page 6
7.
After the files are finished unzipping
click the <Close> button.
The next couple of steps will be locating and setting up the
ODBC 32 Administrator.
Page 7
8.
9.
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
Page 8
10.
Double click the
‘Setup.exe’ file or as
shown in this
display, choose the
setup file with a
computer monitor
for an icon.
Page 9
11.
You will now begin the process of setting up the Safari
ODBC program.
Click the <NEXT> button.
Page 10
12.
SB-43714-1066
The above entry is case sensitive!
Enter information into the above fields and click <NEXT>
to continue.
Page 11
13.
Click the <NEXT> button.
14.
Click <yes>
Page 12
15.
Click the <NEXT> button.
16.
Click the <NEXT> button.
Page 13
17.
Click <NEXT>
18.
Click <NEXT>
Page 14
19.
Click ‘Restart the
computer’, then click
<FINISH>
If your PC does not automatically restart, do so
from the START button on your desktop.
Page 15
Page 16
22.
Set up data sources: make the ODBC connect to LNOCA!
Open the
control panel
Page 17
23.
Double click on ‘ODBC Data Sources (32 Bit).
If you are using Windows 2000 the Data Sources can
be found under Administrative Tools.
Page 18
24.
Make sure Safari_connection
is highlighted then Click
‘Add’.
25.
Click ‘SAFODBC (English)
Driver 32’.
Then click ‘Finish’.
Page 19
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:
Leave this field blank!
Next select the <ADVANCED SETUP…> button.
Page 20
27.
Do not change Port Number or Service. Fill in the Path Name
with one of the following (spelling and spacing must be exact!):
OECN$:SAFARI USAS
OECN$:SAFARI USPS
OECN$:SAFARI SAAS
OECN$:SAFARI EMIS [db_code]
OECN$:SAFARI SIS [building code]
You should call your Student Services Support person
for your districts 3 character building codes.
Page 21
28.
oecn$:safari usas
Note the colon
after the dollar
sign and the
space between
safari and usas.
After you’ve filled in the ‘Pathname’ field, click the <OK> button.
29.
When the following dialogue box
appears you can click the <OK>
button.
Page 22
30.
The above box will appear with the new ‘Data Source’ that you just
added. You can click the <ADD> button to add another ‘Data
Source’ or you can click the <OK> button to complete the
installation and setup of the ODBC.
Page 23
Using Excel to Access the Data
1.
Open Excel. Click on <DATA> at the top of your toolbar, click
on <Get External Data>, and finally click on <Create New
Query> or <New Database Query> 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 <OK>.
Page 24
2.
3.
Fill in your password and click <OK>.
If this or a similar screen
appears after clicking
<OK> then the ODBC
drivers have been
installed correctly. Your
now ready to create
reports using Excel!
Page 25
Adding ‘Data Sources’ After the Initial Installation
1.
You can now access the ODBC 32 Administrator. To do this
click on your <START> button at the bottom of your screen.
When the list of folders appear go to the <PROGRAMS> folder
then the <Safari Info TOOLS> folder and finally the <ODBC 32
Administrator> folder. You should now be sitting at the screen
that you see in step 2.
Page 26
2.
Select the <User DSN> tab, and then the <ADD>
button.
Page 27
3.
Double click the ‘SAFODBC (English) DRIVER 32’
name, or highlight it and click the <FINISH> button.
Page 28
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 <ADVANCED SETUP…> button.
Page 29
5.
The only box that needs to be filled in in this
step is the ‘Path Name’.
Path Name: OECN$:SAFARI USAS
some other examples:
OECN$:SAFARI USPS
OECN$:SAFARI SAAS
OECN$:SAFARI EMIS [db_code]
OECN$:SAFARI 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 <OK> button to
close the Safari InfoSERVER Advanced Setup dialog box.
Page 30
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 <OK> button when you are finished.
You are now ready to access your data using Excel or any other
ODBC-enabled application.
Page 31
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 don’t 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
Page 32
“save password” box was not checked in the first place.
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