This information is for planning purposes only. The information herein is subject to change or removal without notice before the products described may become available.
The CE/CLM products were renamed in version 7.0. As the help is updated to reflect the changes, the topics might contain inconsistencies. For details on the name change, see Renaming the IBM Continuous Engineering Portfolio.

Managing data sources in Document Builder

As an administrator or report designer, you can add and edit data sources for Document Builder. For example, you can update the password that is required to connect to a data source, set an authentication method, or specify a new location for a data source.

Before you begin

You must know the data source type, and depending on the type and vendor, the properties that are required to connect to it.

About this task

Data sources identify the location of the data stores that are used by reports.

Note: If a report has a data source, you must create a data source connection for each data source that the report uses. Otherwise, you will not be able to generate the document successfully.


  1. On the Design page, click the Connections tab.
  2. Click Add Connection.
  3. Enter a Title for the data source.
  4. Enter a Description for the data source.
  5. Specify the URL for the resource.
  6. If you want to generate documents for different configurations, see Setting up a data source to generate documents about configurations
  7. Select the Authentication Method from the list and enter your credentials:
    • Auto
    • Basic
    • Form
    • OAuth
    • OAuth-OSLC
    • SSL Certificate: If you choose SSL Certificate, click the + sign to add a certificate. In the Upload Certificate window, enter the certificate title, select the certificate, and click Upload. These certificates are private and user-specific.
  8. Enter any cookie properties.
  9. If you are connecting to IBM Engineering Requirements Management DOORS®(DOORS) , select the DOORS Details check box.
    1. Specify the DOORS View.
      Views contain a subset of the objects or attributes that are in the module.
    2. Specify the DOORS Baseline.
      Baselines are read-only versions of a module. A baseline captures and preserves a moment in time.
    3. Specify the DOORS data, for example -data port@doors_db_server.
    The DOORS client must be installed on the same server as the document generation service (dgaas.war). When document generation is triggered, the document generation service starts the DOORS client in batch mode, extracts data from DOORS through DXLs, and then shuts down the DOORS client.
  10. Click Save.
  11. You can also edit and delete data source connections in the Connections tab.


The data source is shown in the list of data source connections that are used by reports. When you generate a document, you are prompted to specify the data source.
Connections tab

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