Connect to an MDS Repository (MDS Add-in for Excel)

In the Master Data Services Add-in for Excel, you must connect to an MDS repository before you can load or publish data.

Prerequisites

To perform this procedure:

  • You must have permission to access the Explorer functional area.

To connect to an MDS repository

  1. In the MDS Add-in for Excel, on the Master Data tab, in the Connect and Load group, click the arrow under the Connect button and click Manage Connections.

  2. On the Manage Connections dialog box, in the New connection section, click Create a new connection.

  3. Click New.

  4. On the Add New Connection dialog box, in the Description field, type a description for your connection. This connection will be displayed when you click the arrow under the Connect button on the toolbar.

  5. In the MDS server address box, type the URL of the Master Data Manager web application, for example http://contoso/mds.

    Note

    Ensure that you use the computer name; do not use “localhost”.

  6. Click OK. The name is displayed in the Existing Connections section.

  7. Optionally, click Test to test the connection. A confirmation or error dialog is displayed. Click OK to close it.

  8. Click Connect. The Master Data Services pane is displayed.

Next Steps

See Also

Connections (MDS Add-in for Excel)