Add data connections

This topic describes how to add a data connection directly from the Data connections pane. You can also add a data connection during the creation of a dataset. You can also duplicate a data connection and edit its details, if necessary.

Prerequisites

• You have all the necessary role permissions granted by an administrator in Access Manager.

  Permissions

  dataprep.access

  dataprep.data-connection.create

Procedure

1. On the sidebar, click Data connections.

   The Data connections pane appears.

   

2. Click New connection.

3. Click the type of data connection that you want to create.

   The Add data connection dialog appears.

4. On the Connection details tab, specify the data connection details. The available fields depend on the type of data connection that you selected.

   Microsoft SQL Server

   1. Select the authentication mode. You can choose one of the following options:

      • Username and password

      • Windows authentication

   2. Specify the connection details as follows:

      • Server – Specify the address of the Microsoft SQL server.

      • Port – Specify the port used for the database.

      • Database – Specify the name of the database.

      • Username – Specify the username for the database.
        This field is available only if you selected Username and password as the authentication mode.

      • Password – Specify the password for the database.
        This field is available only if you selected Username and password as the authentication mode.

      • Schema – Specify the name of the database schema. Click Load list to view available schemas.

      • Ask user for credentials – Switch to On if you want to share this connection or a dataset based on it without sharing your credentials. In this case, recipients need to provide their credentials to access data from this connection.

      • Connection name – Specify a name for this connection.

   Oracle data source

   1. Select the authentication mode. You can choose one of the following options:

      • Username, password, and SID

      • Username, password, and service name

   2. Specify the connection details as follows:

      • Server – Specify the address of the server where the Oracle data source is stored.

      • Port – Specify the port used for the database.

      • Service ID – Specify the service ID for the database.
        This field is available only if you selected Username, password, and SID as the authentication mode.

      • Service name – Specify the service name for the database.
        This field is available only if you selected Username, password, and service name as the authentication mode.

      • Username – Specify the username for the database.

      • Password – Specify the password for the database.

      • Schema – Specify the name of the database schema. Click Load list to view available schemas.

      • Ask user for credentials – Switch to On if you want to share this connection or a dataset based on it without sharing your credentials. In this case, recipients will need to provide their credentials to access data from this connection.

      • Connection name – Specify a name for this connection.

   Other databases

   Depending on the database type, the following fields may be available:

   • Server – Specify the address of the server where the database is stored.

   • Port – Specify the port used for the database.

   • Database – Specify the name of the database.

   • Username – Specify the username for the database.

   • Password – Specify the password for the database.

   • Schema – Specify the name of the database schema. Click Load list to view available schemas.

     The field is available for the PostgreSQL, DB2, Apache Derby, and Google Cloud SQL sources.

   • Host – Specify the host for the database.

   • Instance – Specify the instance of the database.

   • Universe – Select a universe for SAP BusinessObjects. Click Load list to view available universes.

   • Cube name – Specify the name of a cube (for Microsoft SQL Server Analysis Services).

   • Ask user for credentials – Switch to On if you want to share this connection or a dataset based on it without sharing your credentials. In this case, recipients will need to provide their credentials to access data from this connection.

   • Connection name – Specify a name for this connection.

5. By default, metadata is cached for each new connection.

   To change the setting, click the Caching tab, and turn off Cache metadata for this connection.

6. (Optional) To be sure the data connection details are entered correctly, click Test Connection.

   A message indicates whether the connection to the data source was successful.

7. Click Save.

   The data connection is saved in the Data connections pane.

   Tip: In the Data connections pane, click a connection tile to start creating a dataset based on it.