Connection Dialog for Spark SQL

Enter values into the dialog box to connect and fetch data from your data source. Select a specific tab to display specific options.

Connection Tab

Fill out the fields below to initiate a successful connection. Bold fields are required.

Notes

  • Optional Fields. Other fields are optional but you may need to consult your data source administrator for other field values you need to enter to connect. 
  • Connection Strings that Exceed 1020 characters. For Connection Strings that exceed 1020 characters, a File DSN is temporarily created. Refer to this page for details on the implementation.
  • Support for Short Names: Progress short names are supported by this release of Monarch Data Prep Studio, specifically in the Other Connection Options field. Refer to this page for details on the implementation.

Field

Description

Host Name

The name of the machine or domain containing the data source. This host must be accessible from the box where Monarch Data Prep Studio is installed.

Port Number

Port Number required to access the data source. A list of default connector ports is available here.

Authentication

Determines the authentication method to be used during the course of the session. Select the method to use from the drop-down provided.

User Name

A valid User Name required to log-on to the data source.

Password

A valid Password required to log-on to the data source. This password must match the User ID above.

TEST CONNECTION

Click to initiate a connection and test the values you have entered. If there are errors, messages will be displayed beside this button.

Note: You can right-click on an error message to display a Copy button. Select the button to copy the error message.

Tables & Views Tab

Tables and Views

 

Allows you to load, and then select, the tables from your database by manually selecting from a list.

To load tables and views via search and select:

  1. Select the Tables and Views tab.

  2. Click Fetch Databases to fetch the list of databases and populate the drop-down list. Select a database.

  3. Click Load Tables to load a list of predefined tables or views. These are displayed on the Tables List (at the left side of the dialog box).

  4. Select a table from the Tables List.

    The columns of the table are displayed in the Columns List (beside the Tables List).

  5. Select the columns to add to your data table by checking the column boxes.

Note: If you wish to add a duplicate column, select this column from the Add a duplicate column drop-down list provided.

 

To select a column:

Check the boxes beside the columns you want to use. If you want to use all columns check the Column box on the header.

 

To aggregate columns:

 

If the data returned are to be aggregated, check the Aggregate box on the header, then select the aggregation method you want to use for each column. The following aggregation methods are possible for each data type:

 

To filter columns:

 

If the data returned are to be filtered, check the Apply Filter on the header. Then, for each column, select a filter method from the filter drop down and then enter the filter value in the Filter Value box.

Notes:

  • If you are unsure about the filter value format of Date field, hover on the Filter Value text box to display a tooltip hint:

  • Some data sources require case-sensitive filter values. Refer to this list to check which data sources have case-sensitive filters.
  • To load tables and views using an SQL Query, select the Query tab.

Preview Data

Click to fetch data using the credentials and criteria you have specified. This allows you to confirm your connection, ensure you have connected to the correct table, check your query, and verify the information that will be loaded.

Notes:

  • Only 10 records are displayed to allow you to verify that you are selecting the correct data. This limit prevents system slow down.

  • The button is only enabled if the connection is active and the query is correct. Check your connection or your query if one of the buttons is disabled.

Query Tab

Query

Allows you to load, and then select, the tables from your database by entering a SQL Statement.

If you already selected Tables and Views, this box is updated to show the corresponding  SELECT * FROM TABLE query.

 

If you want to define the query, enter the SELECT, EXEC, and/or WITH statements to execute.

Notes

  • To minimize security risks and prevent SQL Injection attacks:

  • Only Select, Exec, and/or With statements are allowed.

  • The following are NOT allowed:

    • Comment characters ( -- )

    • Semi-colons ( ; )

  •  In cases where you need to use a series of SQL statements with or without comments, we recommend you use stored procedures to contain these statements. The stored procedure can then be executed from the form.

  • The Preview Data and OK buttons are only enabled if the connection is active and the query is correct. Check your connection or your query if one of the buttons is disabled.

 

Preview Data

Click to fetch data using the credentials and criteria you have specified. This allows you to confirm your connection, ensure you have connected to the correct table, check your query, and verify the information that will be loaded.

Notes:

  • Only 10 records are displayed to allow you to verify that you are selecting the correct data. This limit prevents system slow down.

  • The button is only enabled if the connection is active and the query is correct. Check your connection or your query if one of the buttons is disabled.

OK/CANCEL

Select OK to establish the connection and fetch data or Cancel to close the dialog. 

The state of the OK and PREVIEW buttons provides a handy status about the state of your connection:

  • The OK and PREVIEW DATA buttons are enabled as soon as the required fields have been entered and verified. This usually means a connection to the data source has been established and a table has been selected.

  • The OK button is disabled when an update is made that can lead to an invalid result (e.g. the User Name or Password is not valid, or the the SQL statement in the Query tab is invalid). In such cases, use  PREVIEW DATA to validate that data can be retrieved. If this fails verify your connection information or query until data can be retrieved.

 

 

 

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