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Datasource Connection

Connect datasource

Explore datasource

Datasets

Create Dataset

Create Datasets with AI

Datasets with parameters

Reports

Add Reports

Reports with parameters

Publish Reports

Dashboards

Create Dashboards

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How to Create a Datasource

Step 1: Access Datasource Management

• Navigate to the Datasource section from the sidebar menu of your Flowtrail AI dashboard.

Step 2: Add a New Datasource

• Within the Datasource page, locate and click the “Add Datasource” button to initiate the process.

Step 3: Complete the Mandatory Fields

• You will be directed to the Datasource editor. Ensure to fill out all mandatory fields:
  • Datasource Name: Provide a custom name to easily identify your database within the editor or query builder.
  • Host & Port: Enter the hostname and port number of your database.
  • Database: Enter the name of your database.
  • Username & Password: Enter the credentials required to access your database.

Step 4: Configure the Advanced Options

• Optionally, you can configure advanced database options:

  • Use SSL/TLS: Enable this option if your database connection requires SSL/TLS encryption. Upload your SSL certificates including CA Certificate, Client Key, and Client Certificate. You can choose to verify the CA certificate or skip CA certificate verification.
  • Read-only Connection: If desired, you can set the connection to be read-only. This option restricts write access to the database, ensuring data integrity and preventing accidental modifications.
  • Additional Options: Add any further connection options by specifying key-value pairs.

  

Step 5: Verify and Save

• After completing all the necessary fields and configuring advanced options, click the “Save” button to proceed. Flowtrail AI will verify the credentials provided.

Step 6: Confirmation

• Upon successful verification of database credentials, you will receive a confirmation message indicating that the data source has been added successfully.

Note: Ensure that the database credentials provided are accurate to avoid connection issues.