Create an External Connection to Oracle

Create a connection to an external Oracle Server database. Then, you can map a Business Object to the connection, and import data into the Business Object.

An external connection connects CSM to an external database. The steps below are specifically for an External Connection between CSM and an Oracle Database.

To create an external connection to an Oracle Server Database:

  1. Open or create a Blueprint.
  2. Select Managers > External Connections to open the External Connections Manager.
  3. Select Create New to open the External Connection Wizard.
  4. On the Login options page, select the Use Trusted Agents check box if you use the Trusted Agents feature and you want to control how the system logs in to the external data source.
  5. Select one of these options, and then select Next.
    • Any Trusted Agent Group: Select to allow any group to handle requests for this external connection.
    • Trusted Agent Group: Select a specific group to handle requests for this external connection.
  6. On the Data Source page, select Oracle.
  7. On the Select Net Service Name page, provide the full string containing the service name.


  8. On the Login Options page, if the database requires login information, select the Login Required check box and either:
    • Windows Authentication: Uses the stored Windows credentials (user name and password) for authentication.

      When Cherwell Services use this connection, the account under which the Cherwell Application Service is running is the account whose credentials are used to connect to the database.

    • User ID and Password: Provide a user ID and password.

      The account must have select rights for each table that is imported or linked to CSM. If CSM is allowed to update data in the database, this account must also have insert and update rights.

  9. Select Next.
  10. On the Database Owner or Schema page:
    1. Select an option from the drop-down list or provide a database owner or schema. This field should be pre-populated. Not all databases have this concept. If implemented and CSM is able to read the available owners, then they are listed in the drop-down list. If not, provide the owner name. If unsure, provide the default dbo.
    2. Select Next.
  11. On the Pooling Options page, select a Connection Pooling option for the database, and select Next:
    • Select the Use default pooling options radio button.
    • Select the Customize the pooling options radio button, and then provide the minimum and maximum pool size.

      To improve performance, set the maximum pool size to three times the number of concurrent CSM licenses that are used in your organization. You may need to adjust this value, depending on usage of your system.

  12. On the Connection name page, provide a name and description (optional) of the database connection, and then select Next.
    The Connection String page opens, displaying the connection string that is used to connect to the database. Modify the connection string, if needed. Many examples of connection strings can be found at
  13. Select Test Connection to verify the connection to the server/database. Text appears next to the button confirming the connection is successful.
  14. Select Finish. A connection now exists to the Oracle database.
  15. Publish the Blueprint (File > Publish Blueprint) to commit the changes, or save the Blueprint (File > Save Blueprint) to continue making other changes.