Database mapping template

This section contains instructions on how to create mapping templates to load data from various databases. Portfolio uses the Microsoft Data Connection Object to import data. Currently the following types are supported:

  • Microsoft Access database file
  • Microsoft ODBC Data Source
  • Microsoft SQL Server
  • Microsoft SQL Server database file
  • Oracle

Mapping templates are XML files. When you create a template, you can choose to save a copy of it as a file on your computer; for information about managing saved templates, see Manage mapping templates.

To create a template, click the Add new mapping template button button on the right-hand side of the screen. Template names can be up to 50 characters long and can contain any characters except for = / \ + ; : < > @ ? | “.