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1. Set up a server and database connection

Learn how to use our Data Dictionary capability to set up a database server and establish database connections. This section includes Exercise 1.

To set-up server and database connections: 

  1. Navigate to the 'Data Dictionary' and onto the 'Databases' tab
  2. Click on '+New Server'

    When you click on the Data Dictionary it first takes you to the definitions tab, so we recommend double checking you have clicked on the databases tab.

  3. Choose the type of database you wish to connect to:

    This will open the ‘Create Connection’ form.

  4. Create the server connection

    The 'Details' tab contains the high-level information about the connection.

    In the details tab, the name and description fields are mandatory. We recommend having naming standards so that you can easily identify which definition you would like to use. 


    The 'Connection' tab has all the relevant connection details that need to be completed.

    • DBMS Type- Drop down of supported database types this will be auto filled by your previous selection
    • Host – Enter the host name of the database server
    • Port – Enter the port number to connect over (if left default will use the default port)
    • Linked Server – Select the VI{ server that we used as default to execute jobs against the connection
    • Advanced Driver Properties – Configure custom drivers not supplied by the Curiosity Platform


    The 'Security' tab holds the Username & Password details to connect to the database with.

    • User – The Username of the login details
    • Password – The Password of the user
    • Integrated Security – Use your organisation’s access controls to login rather than a username/password combination
  5. Connect to the database 

    1. Database – Enter the database name
    2. Schemas - You can apply regular expression here to choose which schemas to include
    3. Tables - You can apply regular expression here to choose which tables to include
    4. Expose in SQL Composer – This exposes the connection in Query Composer
    5. Expose in SQL Composer Cross-Platform queries - This exposes the connection to be used in the cross-platform queries in Query Composer

    The 'Test Connection VIP Server' and 'Native' buttons function the same as when we edit the connection, and are described in more detail in the below section
  6. Match the criteria 

    In the ‘Matching Criteria’ tab, we can filter the names of tables that will be brought into the data dictionary using a variety of filtering criteria as shown above.

    When finished click ‘OK’ to continue and create the connection.

Within the 'Data Catalogue' you will now have a database server connection ready to use.

Exercise 1

  1. Set up a database server connection. If a connection already exists – you only need one database server connection for your organisation – then you can select this connection and proceed to step 2. 
  2. Set up a database connection

Need help or want to check your work? Check the solution video here.

Proceed to Section 2 - Scan a database >