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 existing 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 firstname.lastname@example.org. 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 follow documentation for assistance in setting up a user on your database: PostgreSQL Password Authentication
Step 4 - Install the PostgreSQL ODBC
Install the latest 32 Bit PostgreSQL ODBC driver on the same machine the agent is on. The 32 Bit driver is required as our agent can only interact with 32 bit software. Download the latest full driver from http://www.postgresql.org/ftp/odbc/versions/msi/
- On the machine go to Administrative Tools (control panel -> administrative tools)
- Click on ODBC Data Source 32 Bit (Windows Server) or Data Sources 32 Bit (Windows 7 Professional and Ultimate and later).
- Go to System DSN
- Click on PostgreSQL Unicode
- 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
Step 5 - Configure the Datasource Settings
Refer to the screenshot below and match the corresponding numbered fields:
1. Connection Name
2. The external IP address for the BrightGauge Agent on your network
3. Port Opened on our firewall
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 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.