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Connect to PostgreSQL with a CData source

Before you attempt this you need to add the PostgreSQL provider to your list of available sources.

Go through this guide before you start.

Add a CData data source

PostgreSQL information

If you need some data to test on I use this DVDRental DB.

CData Setup

Start by adding a CData data source and choosing the PostgreSQL provider.

The first step in setting up a CData connector should always be to click the ? in the top right corner.

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PostgreSQL guide from CData

You need to fill out the following fields:

User: postgres

This is the user name used to connect to and authenticate the PostgreSQL server. I use the standard admin account that gets created during installation, but any account that has read rights on the server can be used.

Password: <secret password>

This is the password of said user.

Database: dvdrental

This needs to be a database on the server.

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The server is localhost as default, you only need to change it if it isn’t default. The default port is 5432, you only need to change it if you are not using this.

Getting the data

You can synchronize to see the available fields in the data selection area. This can take a while, but it will show them eventually.

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You can set up the data source to run as a specific schema, you can also set up incremental load, use data type overwrites and make Query tables.

You can also use additional data sources then you can add more PostgreSQL databases provided they contain the same metadata.

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