Connecting to Databases and Cloud Data Sources

Infinity provides a seamless connection to a wide range of databases and cloud data sources. With support for 500+ connections, users can integrate databases, cloud storage, and BI tools effortlessly.

For this tutorial, we will walk through the process of connecting to a PostgreSQL database.

1. Click "settings"

Access the settings menu.

2. Click "Datasources"

Navigate to the Datasources section.

Click 'Datasources'

3. Click "ADD DATASOURCE"

Click 'ADD DATASOURCE'

4. Select the database or cloud datasource you like to connect

Select the database or cloud datasource you like to connect

5. We'll be using Postgres for this tutorial.

Choose the Postgres option.

We'll be using Postgres for this tutorial.

6. You can select "Live" or "Cached" mode.

When connecting to a PostgreSQL database, you can choose between Live and Cached modes, depending on your data retrieval needs.

Mode Options

1. Live Mode

   • Queries are executed directly on the database during runtime.

   • Ensures real-time data access with the latest updates.

   • May have slightly higher latency depending on the database performance.

2. Cached Mode

   • Data is copied and stored in the platform’s data warehouse.

   • Improves performance by reducing database queries.

   • Ideal for historical data analysis and reducing database load.

You can select 'Live' or 'Cached' mode.

7. Enter Database Credentials

Access the field for entering the datasource name.

Enter Database Credentials

8. Critical: White list IP and provide read-only access.

When connecting your database to Infinity, it is critical to whitelist the required IP address and provide read-only access to ensure a secure connection.

Why Whitelist an IP?

• Ensures that Infinity can securely access your database.

• Prevents unauthorized access by restricting database connections to a specific IP.

• Improves security while allowing the platform to retrieve data for analytics.

Steps to Whitelist the Required IP

1. Identify the IP to Whitelist

   • The platform will display the required IP address (e.g., 34.71.126.215 in this example).

   • Copy the IP address provided in the notification.

2. Whitelist the IP in Your Database

   • Log into your database management system (e.g., PostgreSQL, MySQL, or cloud provider like AWS RDS, Google Cloud, or Azure).

   • Navigate to Security Settings or Network Access settings.

   • Add the provided IP to the Allowed IP List or Firewall Rules.

3. Grant Read-Only Access

   • Create a read-only database user or adjust permissions for an existing user.

   • Ensure the user can read data but cannot modify or delete records.

Critical: White list IP and provide read-only access.

9. Proceed to the next step.

Move on to the next step.

Proceed to the next step.

10. Add/Edit data descriptions for each table

When connecting a database, it is essential to provide clear and meaningful descriptions for each table to improve AI-driven insights and analytics.

Steps to Add or Edit Data Descriptions

1. Review Tables in Your Dataset

   • After establishing the connection, you will see a list of tables.

   • Tables marked as "uncompleted" require descriptions to be added.

2. Select a Table

   • Click on a table (e.g., customer, manufacturer, mobilephone) to open its details.

   • A description field will be available for each table.

3. Enter or Edit Descriptions

   • Provide a clear and concise summary of what the table contains.

   • Example: Instead of "customers", use "Contains customer demographic details, contact information, and purchase history."

4. Save and Complete the Process

   • Once you have reviewed and updated the description, the table status will change to "completed."

   • Continue editing until all tables have descriptions.

   • Click Next to proceed to the settings step.

Why This Matters?

✔ Enhances AI Context – AI models use descriptions to generate accurate charts and analyses. ✔ Improves Data Usability – Users can better understand and navigate the dataset. ✔ Ensures Data Consistency – Helps maintain a structured and well-documented database.

By completing this step, you ensure that Infinity can leverage your data effectively for AI-driven insights.

Add/Edit data descriptions for each table

11. Once you update data descriptions for all tables, proceed by clicking "Next"

• Review Completion Status

  • Ensure that all tables in the list have a "completed" status.

  • A progress bar at the top will indicate how many tables have been reviewed.

• Verify Each Table's Description

  • Double-check that all table descriptions are clear, accurate, and useful.

  • If needed, edit descriptions before moving forward.

• Proceed by Clicking "Next"

  • Once all tables are marked as "completed", click the "Next" button.

  • This will take you to the Settings step, where you can configure additional options like permissions and data access settings.

12. Assign access permissions

1. Navigate to the Permissions Settings

   • In the Settings step, locate the Roles section.

   • This allows you to assign access based on predefined roles.

2. Select Roles for Access

   • Click the Roles dropdown menu.

   • Choose the appropriate roles that should have access to the data source.

   • You can assign multiple roles as needed.

3. Save the Permissions

   • Once you have assigned the necessary roles, click Save to confirm the changes.

Assign access permissions

13. Click "Save" to complete connection.

Save the changes.

Click 'Save' to complete connection.

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