Connecting your Data
  • 28 Jun 2022
  • 3 Minutes to read
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Connecting your Data

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    Light
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Introduction

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:

us-west-2 us-east-1 eu-north-1 ap-northeast-1
35.161.45.11 44.193.153.196 13.48.95.3 35.74.159.67
54.244.23.85 52.70.123.52 13.51.212.165 35.75.171.157
52.32.136.34 54.83.88.93 16.170.49.24 52.193.196.211

Select a Database

In the Toolbar, hover your cursor over the plus + icon, then Data, and then select Connect Database.

New_Connect_a_Database_v2

The Connect a database window appears. Select the appropriate database card:

Select_Google_BigQuery

...or, if your database is not one of these, select Supported Databases and choose a database from the drop-down list.

Select_Supported_Database

Preset supports these databases. If you don't see your preferred database listed, then please contact support to have your database added to our list of supported databases.


Connection Methods

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.

Method 1: Define Credentials

Method 2: Connect with SQLAlchemy URI

  • 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.

Method_One_Credentials_1

The Connect a database window appears.

Define_Credentials_1

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.

*: Required

Select Connect to connect your database to Preset.

You may be prompted to provide additional configuration settings. See Advanced Connection Settings to learn more.

URI_or_BigQuery_Connect_3


Method 2: Connect with SQLAlchemy URI

The majority of our supported databases are connected via a SQLAlchemy URI — please see connection strings external-link_10x10 for reference.

For example, after selecting Dremio from the Supported Databases list...

Method_Two_Select_a_Database_from_List

...you can see that the connection requires only a display name and URI to connect to Preset:

SQLAlchemy_URI_1

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
Trino

If you're running into any problems, try to troubleshoot the connection. If you're still stuck, don't worry — just contact support for assistance.


Supported Databases

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
Oracle PostgreSQL Presto Rockset
SAP HANA Snowflake Teradata Trino
Vertica ...and any database that supports a SQLAlchemy URI connection!

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