Import data from MS SQL Server
You can import data from the MS SQL Server database into Zoho DataPrep using Zoho Databridge. Click here to know about Zoho Databridge.
Before looking into how to import data, let's take a look at the pre-requisites to connect to the MS SQL Server database.
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 MS SQL Server
1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option.
Info: You can also click the Import data 2. In the next screen, choose the required database or click the Databases category from the left pane.
3. Select New connection from the Connection drop down. If you have existing connections, you can choose the required connection from the Connection drop down.
4. Give your connection a name under the Connection name section.
5. Zoho Databridge is a tool that facilitates importing data from local databases. Databridge is mandatory to import data from any local database.
Note: If this is the first time you are downloading Zoho Databridge, see how to install it here.
6. Once you have installed Databridge on your machine, select your Databridge from the Databridge drop-down.
Note: Select the Databridge which is installed in the same network as the database you want to import the data from.
7. Select MS SQL Server in the Database type drop down and enter the Database server host name and Port number.
8. Enter your Database name and provide the username and password if authentication is required.
Note: You can also select the Use SSL checkbox if your database server has been setup to serve encrypted data through SSL.
9. Save your database configuration and connect to the database using Connect.
Note: The connection configuration will be automatically saved for importing from the database in the future. Credentials are securely encrypted and stored.
10. Select the tables that need to be imported.
11. You can also use alternatively use a SQL query to 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 local database.
12. Click the Import button.
13. 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.
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.
14. 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 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. While creating a new dataset, click Saved data connections from the left pane in the Choose a data source section.
2. You can manage your saved data connections right from the data import screen. Click the ellipsis (3 dots) 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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