Configure PostgreSQL as a Source


An RDBMS is a type of database management system (DBMS) that stores data in a row-based table structure that connects related data elements. In DvSum we have different types of RDBMS data sources including Oracle, Snowflake, My SQL, MSSQL(SQL Server), Azure SQL, and Azure Synapse.

To create any data source, go to the Data Sources tab and click on the “Add Source” button. Then specifically any source can be selected to add.

Data Sources tab > Add Source

Note: Before configuring any RDBMS source, SAWS should be installed and correctly configured in order to authenticate the sources successfully. If you want to know how to configure a SAWS, Click here.


Adding PostgreSQL source in DvSum:

You can follow the steps mentioned below to configure and authenticate a PostgreSQL source:

Step 1Go to the Data Sources tab and click on Add Source button. A modal will open which will ask us to choose a data source that is to be added. Select the PostgreSQL source, provide some source name, and Save it.





Step 2: Once the source is saved, we will be redirected to the connection settings detail page of this new PostgreSQL source. There we need to add Credentials and Host Information. First, enable the checkbox of On-premise Web Service and then select the SAWS which is set up and is currently up and running. Then enter the correct Host, Port, DB Login, and Password. After entering the credentials, Authenticate the source by clicking the “Authenticate” button. 


Note: By Default the SAWS type will be cloud. For more information regarding Cloud SAWS, click here






Step 3: Once the source is Authenticated, the Database section will appear below the Authenticate button from where we have to select the database that we need to scan. This database selection field is a single select field and we can only select one database. 



Once the database is selected, we now have an option of limiting the scan to some specific schema(s) or we have to scan all of them. For the PostgreSQL source, we would have a Schema field as well which will contain a checkbox, If we want to scan all the schemas then we shouldn't check this checkbox and proceed with saving and scanning the source. But if we want to limit our scan to some specific schemas then check this checkbox.




Once it is checked then the list of available schemas will be displayed. Users can select single or multiple schemas from the Available Schemas list and move them to the Selected Schemas tab on the right. 







Step 4: After credentials are authenticated, and Database & Schema(s) are selected we need to save the source. For that, scroll up to the top. From the top right corner click on the “Done” button.




After that click the “Save” button. The source will get saved successfully.






Step 5: Now we can move to Scan History Page and click the "Scan Now" button. The scan will run and a job will be created once we click on the "Scan Now" button. Once the status of the job gets Completed, our new PostgreSQL source's scan will be completed successfully. 



After the scan completion, click on Scan Name and it will open the Scan Summary page of this scan.



On the Scan Summary page, it will show all the insights of the scan i.e how many new tables and columns are fetched in this scan from the schemas we selected earlier.



In order to have more insights into the tables' details, click on "Data Dictionary" from the sidebar. Table listing view will appear. Click on the "Recently Refreshed" tab. In this tab, we will see all the tables that we have got in the recent scan. Click on table names to get to know more details of the table from the detail page.


Watch this quick video tutorial on how to add and configure a PostgreSQL source into DvSum app.


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