SQL Server as a source

The SQL Server source endpoint supports both cloud and on-premises endpoints. To connect to an on-premises database, your environment must have a self-managed Groundplex configured in the Classic Manager shared folder. Refer to Connect to on-premises endpoints for more information.

To use the Incremental load type, you'll need to select a column that contains the last updated timestamp for each table.

A timestamp column must be one of the following types:

  • datetime
  • datetime2
  • datetimeoffset
  • smalldatetime

Supported Snap account types

Designer and Classic Manager provide multiple Snap account types for most endpoints and not all types are compatible with AutoSync. When you create or edit a data pipeline, the existing credentials list includes only compatible accounts.

Many Snap accounts support references to JAR files. If you create an account that references a JAR file for use in AutoSync, you must use an absolute path to the JAR file.

For SQL Server, AutoSync supports:

  • SQL Server Account

Connection configuration

To configure credentials in AutoSync:

  • Enter the following properties:
    • Credential label: A unique, meaningful name such as SQL-Server-Sales. If a configuration with the same name exists, AutoSync displays an Asset conflict error message.
    • Hostname: The name of the machine hosting the database.
    • Port number: The port number to connect to the database. Default value: 1433
    • Database name: The name of the database. For example, MyDB.
    • Username: A username for an account with the correct permissions for AutoSync to synchronize data.
    • Password: The password for the account. Multiple retries with an invalid password can cause your account to be locked.
    • Share: (Optional) Select a user group to share this configuration with. Org admins create user groups to share credentials. If you are a member of a user group, you can select it from the dropdown. You can also select the global shared folder, which shares the credentials with everyone in your Org.
  • Validate and save: After saving, AutoSync adds the configuration to the list of saved credentials.
  • Select schema: AutoSync populates this list from the account. Choose the schema that contains the tables to load as a source.
  • Select tables to synchronize: From the drop-down list, select a table to synchronize. AutoSync populates the list from your SQL Server account.
  • Select the column that tracks the last modified time: To use Incremental or SCD2 load, select a column that tracks modifications. To use Full load, leave this field empty. Refer to Incremental load for more information.
  • Click Select another table to add another table to synchronize.