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Connect Microsoft SQL Server

NOTE
Requires Admin permissions.

This topic explains how to connect your Microsoft SQL database to Commerce Intelligence in a four-step process. This process requires some technical expertise related to server connections and SQL, and may require support from developers on your team.

Commerce Intelligence supports Amazon RDS, EC2, Microsoft SQL Azure, and most other cloud server providers. If you have a question on your particular host, submit a support ticket asking us to provide this information.

Your system needs to run SELECT queries on your database. This is initially done to get a snapshot of your database structure and then regularly overtime to keep your data up to date. Your updates are incremental, and ÃÛ¶¹ÊÓƵ restrict update frequency and time to prevent any unwanted load on your server.

The best way to do this is for us to connect to your database server over TCP/IP. Create a user for us that can only run SELECT queries (and, optionally, can only select data from the tables you specify). This must be done for each of your servers that you are connecting to Commerce Intelligence.

Connecting Microsoft SQL to Commerce Intelligence:

  1. Make sure that your server allows connections over TCP/IP and mixed mode authentication.

  2. Make sure that your firewall allows your server’s dedicated IP to connect.

    You can find the IP address that is used to connect to your server on the connections section of your Settings page.

  3. Create a user that to use to log into your database server. You have two options; either via UI or via a query:

    • UI
    • (second example)
  4. Input the server IP address, username, and password in Commerce Intelligence under Manage Data > Connections.

  5. Click Add a Data Source.

  6. Select to connect a Microsoft SQL database and enter your credentials in the fields on the new Connections page.

    If you are using Windows Azure, you must specify a database name as well.

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