Create a data connection to an OLE database

You may want your form to have access to information in a database. For example, you may want to retrieve data to populate a form based on a value, such as an employee ID, that the user enters when filling the form. When the user enters the ID number, it triggers a database lookup to retrieve the matching record and display it in the form.

To display, insert, update, or delete data from a database, you make a connection to the database and then bind the fields on the form to the corresponding columns in the database table.

You can also use scripting to perform the Insert, Update, Delete, and Next/Previous navigation of records in the database.

Determining when to use a database versus, for example, an XML data file, is up to the application developer. You could have multiple data connections configured for a form (one to a database, one to an XML file) and bind individual fields to either of the data connections.

OLEDB is the only database connection that you can connect to from Designer. Through the use of the Microsoft OLEDB Provider for ODBC Drivers, you can also access databases identified by the ODBC data source name (DSN). You can use OLE drivers other than the Microsoft OLEDB Provider for ODBC, however the form must be certified in Acrobat before it will function at run time.

In Acrobat, security concerns dictate that you cannot specify an ODBC connection string by using the Driver=; syntax. Therefore, the client computer needs a DSN configured for ODBC connections.

If you are using external data sources in a form design that you want users to fill in Adobe Reader, you must set usage rights for the form by using Acrobat Reader DC extensions 10.

  1. Do one of the following tasks:

    • Select File > New Data Connection.

    • Select an object on the page. In the Object palette, click the Binding tab, and select New Data Connection from the Data Binding menu.

  2. In the Name New Connection box, type a name for the connection.

    The name must be one word and no longer than 127 characters. The first character of the name must be a letter or underscore (_). The remaining characters may be letters, digits, hyphens (-), underscores, or periods (.).

  3. Select OLEDB Database and click Next.

  4. In the OLEDB dialog box, set up your database connection string. If you need assistance with this setup, refer to your database provider documentation.

  5. Select one of these options then click Next:

    • Select the Table option and select a table as the record source. The list is populated with a list of all the tables available from the database identified by the connection string.

    • Select the Stored Procedure option and select the record source from the list. The list is populated with all of the stored procedures available from the database.

    • Select the SQL Query option and type the SQL query string.

  6. Type your user name and password into the User and Password boxes and set the appropriate ADO recordset options.

  7. Click Next. Designer validates that the connection to the database is successful and prompts you for credentials, if required.

  8. Click Finish. The data appears in the Data View palette.

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