Build Vertica-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect AI, you get access to your Vertica data directly from your datapine visualizations and dashboards. This article describes connecting to Vertica in CData Connect AI and building a simple Vertica-connected visualization in datapine.

CData Connect AI provides a pure SQL Server interface for Vertica, allowing you to query data from Vertica without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Vertica, leveraging server-side processing to return the requested Vertica data quickly.

Configure Vertica Connectivity for datapine

Connectivity to Vertica from datapine is made possible through CData Connect AI. To work with Vertica data from datapine, we start by creating and configuring a Vertica connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Vertica" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Vertica.

   Set the following connection properties to connect with Vertica.

   • Server: Enter the host name or the IP address of the server that hosts the Vertica database.
   • Port: Enter the port number for your Vertica database. The default port is 5433.
   • User: Enter the username that you use to authenticate to the Vertica database.
   • Password: Enter the password that you use to authenticate to the Vertica database.
   • Database: Enter the name of the database hosted on your Vertica server.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Vertica Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Vertica data from datapine.

Connecting to Vertica from datapine

Once you configure your connection to Vertica in Connect AI, you are ready to connect to Vertica from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. Vertica1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect AI username (e.g. [email protected])
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
   👁 Configuring the connection to CData Connect AI
   
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed" 👁 Selecting tables and fields to visualize (Salesforce is shown)
   
6. In the References step, define any relationships between your selected tables and click "Save and Proceed" 👁 Defining foreign key relationships
   
7. In the Data Transfer step, click "Go to Analyzer"

Visualize Vertica Data in datapine

After connecting to CData Connect AI, you are ready to visualize your Vertica data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to Vertica from datapine, you are now able to visualize and analyze real-time Vertica data no matter where you are. To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect AI today!