PostgreSQL Connector Setup
PostgreSQL Connector Setup
The PostgreSQL connector allows you to integrate PostgreSQL into your data flow by pushing or pulling data from PostgreSQL. Follow the steps below to connect CData Arc to PostgreSQL.
Establish a Connection
To allow Arc to use data from PostgreSQL, you must first establish a connection to PostgreSQL. There are two ways to establish this connection:
- Add a PostgreSQL connector to your flow. Then, in the settings pane, click Create next to the Connection drop-down list.
- Open the Arc Settings page, then open the Connections tab. Click Add, select PostgreSQL, and click Next.
- The login process is only required the first time the connection is created.
- Connections to PostgreSQL can be re-used across multiple PostgreSQL connectors.
Enter Connection Settings
After opening a new connection dialogue, follow these steps:
Provide the requested information:
- Name — The static name of the connection. Set this as desired.
- Type — This is always set to PostgreSQL.
- Server — The address of the PostgreSQL server you want to connect to.
- Database — The name of the database you want to target.
- User — The username to use for logging in.
- Password — The password for the user entered above.
- Port — The port to use when connecting to the server.
If needed, click Advanced to open the drop-down menu of advanced connection settings. These should not be needed in most cases.
Click Test Connection to ensure that Arc can connect to PostgreSQL with the provided information. If an error occurs, check all fields and try again.
Click Add Connection to finalize the connection.
In the Connection drop-down list of the connector configuration pane, select the newly-created connection.
Click Save Changes.
Select an Action
After establishing a connection to PostgreSQL, you must choose the action that the PostgreSQL connector will perform. The table below outlines each action and where it belongs in an Arc flow.
|Action||Description||Position in Flow|
|Upsert||Inserts or updates PostgreSQL data. By default, if a record already exists in PostgreSQL, an update is performed on the existing data in PostgreSQL using the values provided from the input.||End|
|Lookup||Retrieves a value from PostgreSQL and inserts that value into an already-existing Arc message in the flow.
The Lookup Query determines what value the connector will retrieve from PostgreSQL. It should be formatted as a SQL query against the PostgreSQL tables.
|Select||Retrieves data from PostgreSQL and brings it into Arc.
You can use the Filter panel to add filters to the Select. These filters function similarly to WHERE clauses in SQL.
|Execute Stored Procedures||Treats data coming into the connector as input for a stored procedure, and then passes the result down the flow.
You can click the Show Sample Data button to provide sample inputs to the selected Stored Procedure and preview the results.