Intalio|BPMS version 5.2 saw the introduction of the database connector.  However, before creating a database connector (see tutorial here), it is necessary to set up a connection profile in Intalio|Designer for that database.

Switch to Database Development perspective.

 Right click on Database and select New or click on the New Connection Profile button at the top of the Datasource Explorer tab. 

Select Generic JDBC Connection. 

Enter name and description.  Selecting auto-connect will mean that you do not need to explicitly connect later in DB connector definition.  We’ll call this connection profile TestDatabase.

Click on the “Next Button” and you will be given the opportunity to specify details for the database you are trying to set up.

The first step is to select the driver that will be used to connect to your database.  In the case of this tutorial, we will be connecting to the Derby database that comes with Intalio|BPMS.  If you have never used the database connector before, you will first need to define the driver you will use select the “…” button in the upper right hand corner.  Another dialogue box will appear. 

Select your database and click on the add button.  Another dialogue box will appear

Select your driver from the “Available Driver Templates”.  The driver name will appear in the “Driver Name:” field.  Make sure “Edit New Driver Definition Immediately” is checked and select OK.  Another dialogue box will appear.

The default value for the driver files must be changed.  Select the driver file and then click on the “Remove Jar/Zip” button.  Then click on the “Add Jar/Zip” button.  A file selection dialogue will appear.  Navigate and select the drivers that will connect you to your desired database.  Intalio includes some JDBC drivers.  The Derby driver can be found at [Intalio server root]\repository\org\apache\derby\derbyclient\10.2.2.0\derbyclient-10.2.2.0.jar.  Then click on the “OK” button on the “Edit Driver Definition” dialogue. 

Make sure your desired driver is selected and then click on the “OK” button of the “Driver Definitions” dialogue.  This returns you to the “New JDBC Connection Profile” with all of the default values entered for your selected driver.  In this case,

Edit the “Database:” field with the name of the database you will be connecting to.  Edit the “URL:” field to include the URL used to connect to your database.  Also update the “User name:” and “Password” fields and check the “Save Password” box. 

If you are connecting to the database that comes with Intalio|Server, then the values are:

Database: BPMSDB

URL: jdbc:derby://localhost:1527/BPMSDB

User name: app

Password: app

If you have entered everything correctly clicking on the “Test Connection” button will yield:

Then click on the “Finish” button.

Your Data Source Explorer area should now look like this:

If not, try right clicking on the data source you just created and selecting “Connect” from the popup menu.

You have now set up a connection profile.  You can now go on to create a database connector.