Connecting to a PostgreSQL database

Randall Berg -

Do you want to connect to a PostgreSQL database?  Great!  BrightGauge has that ability.  Here’s a quick document to help you get it connected:

 

 

Step 1 - Log in to your BrightGauge Account  

If you haven’t created an account yet, go here to get started.

 

Once logged in, to get started: 

  • New Accounts

On first login, from the account Overview page, click on the "Add a Datasource" button:

Or, from the first "Welcome to BrightGauge" dashboard page, click on the "Connect a Datasource":

 

  • Existing Accounts

From the account Overview page (to access click on the BrightGauge logo on the top left hand corner), click on the green "+" towards the bottom right of the page (next to the list of your exiting datasources):

 

Or, click on "Data" menu on the the top righthand corner of the screen, and select "Datasources" from the drop down menu:

 

Now click on “Add a New Datasource” and then click on the "PostgreSQL" icon:

 

Whether a new or existing account, you'll come to datasource settings screen below.Leave this page open as it will be used in Step 4. You can now proceed onto the next steps.

 

 

 

Step 2 - Download and Install BrightGauge Agent

You’ll need to download and configure the BrightGauge Agent.  The link to download the BrightGauge Agent is on this screen (Item "A" above). Documentation to help setup configure the BrightGauge Agent can be found here.  Make sure to install the BrightGauge agent on a machine somewhere within the same network as your mySQL database. If you have issues, there are some known issues here or email support@brightgauge.com.  If you want to limit the firewall exception to inquiries from our IP addresses, you can see them above item "B" in the image above (blurred out here, login to see the addresses).  

 

 

Step 3 - Setup the PostgreSQL Server

  • If server is within a different network, make a firewall exception for port 5432 (5432 is the default port, but can be changed during SQL server setup, so if it has been changed, use whatever port the database was setup with).
  • Create a user.  Password Authentication is preferred.  Please following documentation for assistance in setting up a user on your database: PostgreSQL Password Authentication

 

 

Step 4 - Install the PostgreSQL ODBC

Install the latest PostgreSQL ODBC driver on the same machine the agent is on.  Download the latest full driver from http://www.postgresql.org/ftp/odbc/versions/msi/

  1. On the machine go to Administrative Tools (control panel -> administrative tools)
  2. click on ODBC Data Source (Windows Server) or Data Sources (Windows 7 Professional and Ultimate and later).
  3. Go to System DSN
     Screen_Shot_2014-10-23_at_4.22.19_PM.png
  4. Click on PostgreSQL Unicode  
     Screen_Shot_2014-10-23_at_4.25.48_PM.png
  5. Fill in the Setup box with the following information:
    • Data Source (DSN Name): any name you want
    • database: PostgreSQL database name
    • Server: local machine name, IP address (internal if local, external if off-site), or URL
    • Port: 5432 (if using non-default setup, use the port you selected upon creation of PostgreSQL server)
    • User: username you setup in Step 3
    • Password: password you setup for the user in Step 3

Screen_Shot_2014-10-23_at_4.31.01_PM.png

 

 

 

Step 5 - Configure the Datasource Settings

Refer to the screenshot below and match the corresponding numbered fields:

1. Connection Name

Agent

2. The external IP address for the BrightGauge Agent on your network

3. Port Opened on our firewall

Database

4. Name of the DSN that you assigned in Step 4

 

5. Username you setup in Step 3

6. Password you setup for the user in Step 3

 

 

Step 6 - Test Connection

Once you've filled out all of the fields, make sure to test the connection.  If successful, save the connection.

Please note, a common issue we have seen clients experience is with the "AutoFill" feature in web browsers inputting the wrong the credentials for the database user field. When a test connection is successful, the page is refreshed and the autofill takes effect automatically without the user realizing. The user then selects save, accidentally saving the autofilled credentials which are incorrect. A way to prevent this issue is to open a private browsing window (or incognito window) to fill out the datasource configuration page, or simply retyping the credentials after the test connection and clicking "Save".

Once you’ve saved the connection it's now off to build some new datasets!  Help documents for SQL building in BrightGauge can be found here.

 

Signup for one of our weekly training sessions here to get more familiar with the product as well as check out our support forums at support.brightgauge.com

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