To create a connection to your system, follow these steps:

  1. Navigate to Settings  > Data Ingestion > Connections.
  2. In the top-right corner, click New connection, find your system, and click Connect.

General configuration

In the general connection configuration step:

  1. 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).
  2. Provide a description (purpose of the connection).
  3. 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.
  4. Click Next.

Tenant configuration

In the tenant configuration step, provide the following information:

  1. Tenant ID: Unique identification of your tenant (organization). For more information, see Prepare for Microsoft Entra integration.
  2. Authentication credentials: Obtained in Prepare for Microsoft Entra integration.
    1. Client ID: Unique ID of your organization.
    2. Client secret: Client secret to later authenticate the connection.

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.
Tip

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.