If you're an Administrator, one of your first steps will be connecting a supported database to Preset. In this article we'll describe this process from beginning to end.
Before starting, allowlist the following IPs to ensure that Preset can access your data:
Select a Database
In the Toolbar, hover your cursor over the plus + icon, then Data, and then select Connect Database.
The Connect a database window appears. Select the appropriate database card:
...or, if your database is not one of these, select Supported Databases and choose a database from the drop-down list.
You can configure the database connection by providing connection credentials or supplying a SQLAlchemy URI, depending on the type of database. Both methods are described below.
If your database is one of the following, then you can connect by providing credentials (host, port, etc.) and/or other connection details.
Google BigQuery PostgreSQL Snowflake MySQL Amazon Redshift Google Sheets
- If your database is not listed above, then you can connect by providing a SQLAlchemy URI.
Method 1: Define Credentials
To demonstrate this option, select the Amazon Redshift card.
The Connect a database window appears.
Fields you may encounter when defining credentials include:
- Host*: A host, defined as either an IP address or as a domain.
- Port*: Enter a relevant port number for the connection. If user does not have a port number, then use the database's default port value. This fields is used when connecting Redshift (default port 5439), PostgreSQL (default port 5432), and MySQL (default port 3306) databases.
- Database Name*: The name of the database that you are connecting to.
- Username*: The username associated with a user account.
- Password: The password associated with a user account.
- Display Name*: A nickname for the database (for display in Preset).
- Additional Parameters: Any additional custom parameters, if needed.
- SSL: Select the switch to require a SSL connection.
Select Connect to connect your database to Preset.
You may be prompted to provide additional configuration settings. See Advanced Connection Settings to learn more.
Method 2: Connect with SQLAlchemy URI
The majority of our supported databases are connected via a SQLAlchemy URI — please see connection strings for reference.
For example, after selecting Dremio from the Supported Databases list...
...you can see that the connection requires only a display name and URI to connect to Preset:
When done, select Test Connection to see if it works — a notification message will appear.
If no additional connection settings are required, then go ahead and select Connect.
Need a hand?
Connection Walkthrough Articles
|Amazon Athena||Amazon Redshift||Apache Druid||Aurora MySQL (Data API)|
|Aurora PostgreSQL (Data API)||Databricks||Google BigQuery||Google Sheets (Public)|
|Google Sheets (Private)||MySQL||PostgreSQL||Snowflake|
Preset supports the following databases as well as any database that can be connected to via a SQLAlachemy URI.
|Amazon Athena||Amazon Redshift||Apache Druid||Apache Hive|
|Apache Impala||Apache Kylin||Apache Pinot||Apache Spark SQL|
|Aurora MySQL (Data API)||Aurora PostgreSQL (Data API)||Azure Synapse||ClickHouse|
|CockroachDB||Databricks Interactive Cluster (Hive)||Databricks SQL Endpoint (ODBC)||Dremio|
|ElasticSearch (OpenDistro SQL)||ElasticSearch (SQL API)||Firebird||Firebolt|
|Google BigQuery||Google Sheets||Microsoft SQL Server||MySQL|
|Vertica||...and any database that supports a SQLAlchemy URI connection!|