How Do I Connect to an IBM DB2 Data Source?

In this article we demonstrate how to connect a Report Template to an IBM DB2 server. For more details about the Connection Editor, see the Connection Editor Reference.

What is Needed to Establish the Connection

  1. Go to the IBM Fix Central page.
  2. In the 'Product selector' input box type "IBM Data Server Client Packages".
  3. In the 'Installed Version' input box select the latest version.
  4. In the 'Platform' input box select your PC OS type. Example: "Windows 64-bit, x86".
  5. Click on Continue.
  6. On the 'Identify fixes' page, choose the radio button next to 'Individual fix IDs' and in the input box type "*dsdriver*FP002".
  7. Click on Continue.
  8. On the 'Select fixes' page, check the fix pack: "DSClients-ntx{bitness}-dsdriver-{version#}-FP002". Where {bitness} is 32 or 64 and {version#} is the latest version you chose. You don’t want the Merge Modules so be sure the fix pack doesn’t have "mm" before the version #.  
  9. Click on Continue.
  10. You may have to create an IBMid. Just fill out the form and you’ll receive an email with a code that allows you to complete your new user registration.
  11. On the 'Download options' page, choose "Download using your browser (HTTPS)" option.
  12. Click on Continue.
  13. On the 'Download files using HTTPS' page, download the "{version#}fp2_ntx{bitness}_dsdriver_EN.exe". Where {bitness} is 32 or 64 and {version#} is the latest version you chose.
  14. After the download completes, run the "{version#}fp2_ntx{bitness}_dsdriver_EN.exe" program and select the defaults.
  15. After you have followed the prompts from the IBM installer, you have completed the driver install.

Connect Your Report Template to IBM DB2

From Microsoft Word, Excel, or PowerPoint, navigate to the AutoTag Manager tab. Once on the AutoTag Manager tab, click on the upper half of the Data Sources button. This will bring up the Connection Editor.

  1. In the Connection Editor window click on the New tab.
  2. Click on IBM DB2 .NET... in the SQL section. The Details pane will change to prompt you for your data source details.
  1. Enter a Name for your data source connection.
  2. Type or paste the name of the desired DB2 server, or browse to the location of the DB2 server. This list will auto-populate with the names of DB2 servers on your network configured to respond to a network query asking for their names. You can type in the name or select from the list. 
  3. Enter the name of the desired database. This list will auto-populate from the DB2 server once it is set.  In most cases you will also need to enter your username and password for Report Designer to auto-populate the list of databases. You can type in the name or select from the list. 
  4. Enter your credentials. (The Windward public DB2 server db2.windward.net username and password are "demo" and "demo" without the quotes). 
  5. In the Display Tables section, select User Owned
  6. Click on Add, then Test, to test your connection. If all parameters and credentials are correct and a connection is made, you will receive a successful notification. 
  7. Click on Close to save your information. 

Other (Optional) Connection Editor Fields

Field Description
Read in metadata
Check this to read in additional information from the database, primarily the descriptions of tables, views, and columns, and the primary key - foreign key relationships. You should always keep this checked.
Use Connection String
You can enter the connection string directly instead of entering the Server, Database and Credentials. When unchecked it will display the connection string Report Designer generated from your settings.
Root Directory
This is the optional default directory for any Import Tag requests where the requested file does not have an absolute path. If left blank, Report Designer will use the directory where the data source file is located. If the data source is not a file it will use the directory where the template is located.

Each flavor of DB2 uses different options to read in metadata. If you connect to your DB2 server, but Report Designer does not display any database tables or views in the Data Bin, then please refer to [Overriding DB2 Metadata].

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