Create a Microsoft SQL Server source connection in the UI
Read this tutorial to learn how to connect your Microsoft SQL Server account to ÃÛ¶¹ÊÓƵ Experience Platform using the user interface.
Getting started
This tutorial requires a working understanding of the following components of ÃÛ¶¹ÊÓƵ Experience Platform:
-
Experience Data Model (XDM) System: The standardized framework by which Experience Platform organizes customer experience data.
- Basics of schema composition: Learn about the basic building blocks of XDM schemas, including key principles and best practices in schema composition.
- Schema Editor tutorial: Learn how to create custom schemas using the Schema Editor UI.
-
Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
If you already have a valid SQL Server connection, you may skip the remainder of this document and proceed to the tutorial on configuring a dataflow.
Gather required credentials
In order to connect to SQL Server on Platform, you must provide the following connection property:
The connection string associated with your Microsoft SQL Server account. Your connection string pattern depends whether you are using server name or instance name for your data source:
- Connection string using server name:
Data Source={SERVER_NAME};Initial Catalog={DATABASE};Integrated Security=False;User ID={USER_ID};Password={PASSWORD}; - Connection string using instance name:
Data Source={INSTANCE_NAME};Initial Catalog={DATABASE};Integrated Security=False;User ID={USER_ID};Password={PASSWORD};
For more information about getting started, refer to .
Connect your SQL Server account
In the Platform UI, select Sources from the left navigation to access the Sources workspace. You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search option.
Under the Databases category, select Microsoft SQL Server, and then select Set up.
The Connect to Microsoft SQL Server page appears. On this page, you can either use new credentials or existing credentials.
To create a new account, select New account and provide a name, an optional description, and your credentials.
When finished, select Connect to source and then allow some time for the new connection to establish.
To use an existing account, select Existing account and then select the account that you want to use from the existing account catalog.
Select Next to proceed.
Next steps
By following this tutorial, you have established a connection to your SQL Server account. You can now continue on to the next tutorial and configure a dataflow to bring data into Platform.