Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Greenplum connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Greenplum Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Greenplum

To connect to Greenplum, set the Server, Port (the default port is 5432), and Database connection properties and set the User and Password you want to use to authenticate to the server. If the Database property is not specified, the add-in connects to the user's default database (it is the same name as the user).

Authenticating to Greenplum

The CData Excel Add-In for Greenplum supports the md5, password, Kerberos and SASL (particulary, SCRAM-SHA-256) authentication methods.

The specific authentication method is setup in the pg_hba.conf file on the Greenplum Server. You can find instructions about authentication setup on the Greenplum Server here. The md5, password and SASL authentication methods do not require additional setup by the CData Excel Add-In for Greenplum.

Kerberos

The Greenplum Server initiates authentication with the Kerberos Server when the CData Excel Add-In for Greenplum attempts a connection. You need to setup Kerberos on the Greenplum Server to activate this authentication method. After you have Kerberos authentication setup on the Greenplum Server, see Using Kerberos for details on how to authenticate with Kerberos by the add-in.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Greenplum you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

Excel Add-In for Greenplum