Create a Microsoft SQL Server source connection in the UI

Read this tutorial to learn how to connect your Microsoft SQL Server account to Adobe Experience Platform using the user interface.

Getting started

This tutorial requires a working understanding of the following components of Adobe Experience Platform:

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:

Credential
Description
Connection string

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 this SQL Server document.

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.

TIP
Sources in the sources catalog display the Set up option when a given source does not yet have an authenticated account. Once an authenticated account exists, this option changes to Add data.

The sources catalog with the Microsoft SQL Server source selected.

The Connect to Microsoft SQL Server page appears. On this page, you can either use new credentials or existing credentials.

Create a new account

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.

The new account interface with the source connection details entered and highlighted.

Use an existing account

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.

The existing account interface that displays a list of the existing accounts.

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.

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