To create a connection to your system, follow these steps:
- Navigate to Settings > Data Ingestion > Connections.
- In the top-right corner, click New connection, find your system, and click Connect.
General configuration
In the general connection configuration step:
- Nameyour connection for easier identification in Dawiso.
- Use a unique and descriptive name like the combination of the server name and your local environment naming (e.g.,
server1_prod).
- Use a unique and descriptive name like the combination of the server name and your local environment naming (e.g.,
- Provide a description (purpose of the connection).
- Select a Connection type.
- Shared: Source is accessible from the public internet and you can share your credentials with Dawiso.
- Private: Source is not accessible from the public internet and you cannot share your credentials with Dawiso. For more information, see the Create a private connection article.
- Click Next.
Server configuration
In the server configuration step, provide the following information:
- Server Name: The host name of your Amazon Redshift cluster. You can use one of the following formats:
- Redshift cluster URL endpoint (e.g.,
redshift-cluster-1.abc123xyz789.us-east-1.redshift.amazonaws.com). - IP address (only if your Redshift cluster has a static IP and is configured to allow IP-based access).
- DNS name if your organization has mapped the endpoint internally.
- Redshift cluster URL endpoint (e.g.,
- Port: The network port used to connect to the Amazon Redshift cluster. The default port is 5439.
- Authentication credentials:
- User Name: Your Amazon Redshift user with permissions to connect to the server. For more information, see Prepare for Amazon Redshift integration.
- Password: Valid password to your login.
Optional and additional settings
[Optional steps] Configure Optional and Additional Settings for your connection:
- Optional settings: Specify options supported by the provider in JSON format.
- Additional Settings: Recommended to leave empty unless our Dawiso support team suggests otherwise. Here, you can add a JSON formatted list of additional settings for troubleshooting or advanced connection configuration.
When adding optional settings, make sure the value is in a valid JSON.
Test and save connection
If your connection is shared, click on Test connection and wait for a few seconds.
- If successful, there will be a green checkmark next to the button.
- In case of failure, there will be a red error icon. Hover over it for a detailed error message. For more information, see the troubleshooting section. You will still be able to save your connection.
If your connection is private and you used dummy credentials, the connection test will fail.
Finally, Save the connection and proceed to the next step: using the connection to create a data source. During this process, you will specify what metadata to ingest.