The INTERJECT Website Portal

Estimated reading time: 4 minutes

Overview

The INTERJECT website portal is a central place to manage INTERJECT client settings and user profiles. The most common use is to manage users, data portals, and data connections. Data portals and connections support the INTERJECT reporting and save back functions. This section will review all areas of the website portal. Go directly to any topic by clicking one of the links below. The database connection can support MS SQL Server OLEDB as well as ODBC. ODBC allows connection to any other relational database. Currently, INTERJECT only supports direct connections with databases that support stored procedures. This includes Oracle, MySQL, MariaDB and many others.
For all other data sources, a custom website API can be created to connect the data to INTERJECT. This is very similar to how a website application accesses its data layer. Using an API you can connect to PostgreSQL and noSQL databases like MongoDB. You can also use an API to connect to other cloud data APIs such as provided by SalesForce, Intacct, Netsuite, Quicken and many other cloud software services.

Logging In to the Interject Website Portal

This section details how to log in to the INTERJECT website portal to get access to INTERJECT features.

Data Connections

A Connection is used with Data Portals so INTERJECT can connect to certain stored procedures within a database or to a custom website API. A single connection can be used by many Data Portals.

Data Portals

In this section you will quickly set up a connection to SQL Server and test it using the security context of the user from their Excel session.

A Connection can be set up to connect directly to a database using a OLEDB or a .Net Adapter connection string for MS SQL Server or using a ODBC connection string to connect to Oracle, MySQL, or others that support stored procedures. For other databases, including noSQL databases, a customer website API can be used to connect the datasource to INTERJECT, which is covered in a later section.

The following lists are examples of connection strings for SQL Server:

  • Example .Net Adapter connection string: Server=myServerAddress;Database=myDataBase;Trusted_Connection=True;
  • Example OLEDB connection string: Provider=SQLNCLI11;Server=myServerAddress;Database=myDataBase; Trusted_Connection=yes;
  • Example of an ODBC connection string: Driver={SQL Server Native Client 11.0};Server=myServerAddress;
  • Database=myDataBase;Trusted_Connection=yes;

See https://www.connectionstrings.com/ for additional information on connection strings.

User Profile

Managing Users and User Profiles is another commonly used area of the INTERJECT Website Portal. The role of Client Admin, has the ability to open the profile of a user by clicking on their name. The menu to the left includes the link User Profile as a shortcut to get to your own user profile.