MS SQL Server (query and table)

Overview

Microsoft SQL Server is one of the main relational database management systems on the market that serves a wide range of software applications for business intelligence and analysis in corporate environments.

Based on the Transact-SQL language, it incorporates a set of standard language programming extensions and its application is available for use both on premise and in the cloud.

Microsoft SQL Server is ideal for storing all the desired information in relational databases, as well as to manage such data without complications, thanks to its visual interface and the options and tools it has.

The MS SQL Server Query and Table sources support batch syncs.

Info tab

You can find the parameters in the Info tab below (Image 1).

Values

Parameter	Description	Example
Title	Mandatory. Input a name for your data sync	MS SQL Sync
Variables	Optional. Review our documentation on Variables here for more information about this field.
Permissions	Data syncs are role based access systems where you can give specific groups read, write, execute, and/or all of the above with admin access. Inputting at least an Admin Group is mandatory

Image 1: The Info Tab

Source tab

The following table outlines the mandatory and optional parameters you will find on the Source tab (Image 2).

Source Details

The following parameters will help to define your data sync source and how it functions.

Parameter	Description	Example
Source	Mandatory. Select your source from the drop down menu.	MS SQL Server
Connection String	Mandatory. The Connection String to connect to your MS SQL Server. The Connections UI will encrypt this value.	Please see here for example Connection Strings.
Object	Mandatory. The type of Object you want to use in your data sync.	This can be either Table or Query.
Table	Appears when Object = Table. The name of the Table (including the schema) you want to sync out of your MS SQL Server.	Employees
Query	Appears when Object = Query. This should be a SELECT statement indicating the data you want to sync out of your MS SQL Server.	Select * from dbo.employees
Test Connection	You can use the "Test Connection" button to ensure that your credentials are properly configured to access your source. If configured correctly, a "Connection Successful" pop-up will appear. If configured incorrectly, a "Connection Failed" pop-up will appear along with a link to the applicable error logs to help you troubleshoot.

Schema

The Schema section is where you define which source columns you want to sync in your connection. You can repeat the values for multiple columns.

Parameter	Description	Example
Name	Mandatory. The name of your column as it appears in the source.	Name
Alias	Optional. You may choose to use an alias on your column so that it has a different name in the data sync.
Data Type	Mandatory. The data type of the column values.	Text
Description	Optional. You may choose to add a description to your column.

Select Show Advanced for more options for the Schema section.

Parameter	Description	Example
Mandatory	If both Mandatory and Validated are checked on a column, then rows where the column is empty are rejected If just Mandatory is checked on a column, then all rows are synced with the execution log status of failed, and the source error of "Mandatory Rule Violation" If just Validated is checked on a column, then all rows are synced.
Validate Data	If both Mandatory and Validated are checked on a column, then rows where the column is empty are rejected If just Validated is checked on a column, then all rows are synced.
Trim Whitespace	Optional if data type = text. For Text data types, you can choose whether to trim the whitespace._
Max Length	Optional if data type = text. You can input a numerical value in this field that represents the maximum length of the data that can be synced in your column. If the value is exceeded, the row will be rejected (you can find this error in the Execution Log).

You can choose to add in a Transformation > String Replacement by inputting the following:

Parameter	Description	Example
Pattern	Mandatory if using a Transformation. The pattern for your string replacement.
Replacement	What you want to replace your pattern with.

Note that you can have more than one String Replacement

Filter

You have the option to add a source filter to your data sync. Please review the documentation here for more information on source filters.

Image 2: The Source Tab

Next steps

• Configure your Destination

• Define your Sync Actions.

• Add in your Post Sync Scripts, if required.

• Click Jobs > Start a Job to begin your sync.