Import data from Amazon RDS MS SQL Server
Zoho DataPrep supports importing data from Amazon RDS, a cloud database. Amazon RDS is also known as Amazon Relational Database Service and it helps to set up, operate, and scale databases.
Prerequisites for MS SQL Server
Please ensure the following conditions are met before proceeding with connecting to your MS SQL Server.
1. Provide database read permissions to the Zoho DataPrep server.
2. Ensure you have the correct login credentials for your database. As a best practice, try connecting to your target database from the Zoho DataPrep server, using the native database management software available for the respective database.
3. Zoho DataPrep supports SQL Server authentication to connect to your MS SQL server. Please make sure you have the SQL server and Windows authentication mode enabled in your security settings.
4. In the SQL Server Configuration Manager page, click the SQL Server Network configuration option, choose the required SQL Server instance name and enable the Shared memory, Named pipes and TCP/IP properties.
5. Right-click on TCP/IP, navigate to Properties and head to the IP Addresses tab. Ensure the Active and Enabled fields are set to 'Yes', and configure the TCP/IP Port. Click OK to proceed.
6. Once you've made these changes, restart your MSSQL services. (You can restart using the Management and Server Config tools or from Windows services.)
Database user permissions
Please ensure that the user has db_datareader permission before logging in.
Role/Permission & Scope of Access: db_datareader - Grants SELECT on all tables and views in a specific database.
The user account that is used to connect with MS SQL server should have the following roles associated in the respective database.
| Database name | User role |
| AMDB | Public, db_owner |
| Master | Public, db_datareader |
| msdb | Public, db_datareader |
If you would like to connect SQL Server using an SQL named instance, ensure that the 'SQL Browser Service' is running on the MSSQL host server, and provide View Database State permissions to the user.
To provide the View Database State permission
1. Open the MSSQL Server Management Studio.
2. Right-click on the database you wish to import and select Properties.
3. On the Permissions tab of the Properties dialog box, select Permissions for public, navigate to the View Database State listing, and select the corresponding Grant checkbox.
To import data from Amazon RDS MS SQL Server
1. Create a pipeline or open an existing pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option. You can also click the Import data option under the Workspaces tab to import data.
Info: You can also click the Import data 2. Choose the Cloud databases category from the left pane and click Amazon RDS. You can also search Amazon RDS in the search box.
Note: If you have already added an Amazon RDS connection, choose the required connection under the Saved connections category and proceed to import. To learn more about Saved connections, click here. 3. Select Amazon RDS in the Database service name dropdown and the MS SQL Server Database type.
4. Enter the Endpoint, SQL Server Instance Name, Database name, Connection name, username, and password to authenticate the database connection.
Note: The Connection name must be unique for each connection.
5. You can also select the Use SSL checkbox if your database server has been setup to serve encrypted data through SSL.
6. Click the Connect button.
Note: The connection configuration will be saved for importing data in the future. Credentials are securely encrypted and stored.
7. Select the tables that need to be imported.
8. You can also Use SQL query option to select and import data.
9. Click Import to begin importing data from your Amazon RDS account.
Note: Zoho DataPrep supports SQL Server authentication.
To edit the Amazon RDS MySQL connection
DataPrep saves your data connections to avoid the hassle of keying in the credentials every time you need to connect to a data source or destination. You can always edit the saved data connection and update them with new parameters or credentials using the Edit connection option.
1. Choose Saved connections from the left pane from the Choose your data source box while creating a new dataset.
2. You can manage your saved data connections right from the data import screen. Click the (ellipses) icon to share, edit, view the connection overview, or remove the connection.
3. Click the Edit connection option to update the saved connection with new parameters or credentials.
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