Setup Guide

Setup Guide

This document describes the basic setup of the MSSQL data source.

 Before you start

  • Note the host and the port of the Setup Guide database.
  • Note the username and the password for the user connecting to the Setup Guide database.

Panoply only supports the 2016 (and up) editions of MSSQL.

To configure this data source:

  1. If necessary, whitelist Panoply.
    • To ensure data security, Setup Guide databases with production data are typically not publicly available. To allow Panoply to access your data, see Whitelisting.
  2. Click Data Sources in the navigation menu.
  3. Click the Add Data Source button.
  4. Search for MSSQL and select it.
  5. Enter the credentials to connect Panoply to MSSQL. If you’re not sure what your connection details are, contact your administrator.
    • Host Address - The URL of the MSSQL database or the IP address of the host server.
      • URL example: your.server.com
      • IP example: 123.45.67.89
    • Port - The port number of the MSSQL server. This is 1433 for most connections.
    • To connect using SSL instead:
      • Enter your Client Certificate
      • Enter your Client Key
      • Enter your SSL Certificate
  6. Enter your MSSQL username and password. This user must have permission to access the data. If the permissions are not in place, some of the data will not be available.
    • All information entered into Panoply is encrypted to ensure the security of your data. See Data Protection for more information on how Panoply actively provides data security.
  7. Select the MSSQL database to connect to. Panoply loads a list of tables and views from your database.
  8. Select the MSSQL tables and views from which to collect data.
  9. Click Save Changes and then click Collect.
    • The data source appears grayed out while the collection runs.
    • You may add additional data sources while this collection runs.
    • You can monitor this collection from the Jobs page or the Data Sources page.
    • After a successful collection, navigate to the Tables page to review the data results.

Next Steps

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