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. Enable TCP/IP in SQL Server Configuration. Open SQL Server Configuration Manager.

7. Navigate to SQL Server Network Configuration and go to the protocols.

8. Right click and enable TCP/IP.

9. Right-click TCP/IP and go to Properties.

10.Under the IP Addresses tab, find IPAll.

11. Set TCP Port to 1433 (default for SQL Server). Click OK.

12. 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 Other Cloud Services - 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  icon at the top of the pipeline builder and bring data from multiple sources into the pipeline.

Note: If you had already added Other Cloud Services - MS SQL Server connection, choose the required connection under the Saved connections category and proceed to import. To learn more about Saved connections, click here. 

3. Select Other Cloud Services in the Database service name dropdown and the MS SQL Server Database type.

4. Enter the Endpoint, Port, SQL Server Instance Name, Database name, Username, and Password to authenticate the database connection.

5. Enter a unique name for your connection under Connection name.

6. You can also select the Use SSL checkbox if your database server has been setup to serve encrypted data through SSL.

7. Click the Connect button.

Note: The connection configuration will be saved for importing data in the future. Credentials are securely encrypted and stored.

8. Select the tables that need to be imported.

The incremental fetch option is not available when the data is imported using a query from databases. Click here to know more about incremental fetch from cloud database.

9. You can also the Use SQL query option to select and import data.

The incremental fetch option is not available when the data is imported using a query from databases. Click here to know more about incremental fetch from cloud database.

10. Click Import to begin importing data from your account.

11. Once you complete importing data, the Pipeline builder page opens and you can start applying transforms. You can also right-click the stage and choose the Prepare data option to prepare your data using various transforms in the DataPrep Studio page. Click here to know more about the transforms. 

12. Once you are done creating your data flow and applying necessary transforms in your stages, you can right-click a stage and add a destination to complete your data flow.

Note:  After adding a destination to the pipeline, you can try executing your pipeline using a manual run at first. Once you make sure manual run works, you can then set up schedule to automate the pipeline. Learn about the different types of runs here.

While configuring the Schedule, Backfill, Manual reload, Webhooks, or Zoho Flow, the import configuration needs to be mandatorily setup for all the sources. Without setting up the import configuration, the run cannot be saved. Click here to know more about how to set up import configuration.

13. After configuring a run, a pipeline job will be created at the run time. You can view the status of a job with the granular details in the Job summary. Click here to know more about the job summary.

To edit the Other Cloud Services - MS SQL Server 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. Click Saved connections from the left pane under the Choose your data source box while creating a new dataset.

2. You can manage your saved 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. You can update all the parameters and credentials in the saved connection and click Update.

See Also

How to export data to Other cloud services - MS SQL Server?

Learn about importing data using saved data connections.

Importing data from cloud storage services.

Learn about schedule.

Import data from local databases.