In this article we will explain how to connect a PostgreSQL database to Preset. So let's get started!
Allowlist Preset IPs
Before setting up the connection, please take a moment to add Preset's IP addresses to your Inbound and Outbound firewall rules.
Define the Host and Port
Let's start by selecting + Database — have a look at Connecting your Data if you need help wth this step.
...then select the PostgreSQL icon:
The Connect a database window appears.
In the Host field, enter the host for the database connection — this can be expressed as an IP address or as a domain.
Next, in the Port field, enter the port number for the connection. If you do not have one, then use the default port number of 5432 for PostgreSQL.
Define Database Name and Credentials
In the Database Name field, enter the exact name of the database that you are connecting to.
In the Username and Password fields, enter the relevant credentials to connect to the database.
Define Display Name, Parameters, and SSL
In the Display Name field, enter a database nickname for display in the Preset environment.
In the Additional Parameters field, enter any additional custom parameters, as needed.
Lastly, enable the SSL switch if you wish to require SSL mode for the connection.
Make the Connection
To finalize the connection, just select Connect.
After your PostgreSQL database is successfully connected to Preset, you will be provided with an opportunity to make any additional configurations to your database, if needed.
To learn how to do this, please visit Advanced Connection Settings.
When done, just select Finish. Great work!