How to Connect a Data Source on Streamline

Connecting a data source to your project is a crucial step in utilizing the powerful features of Streamline. This guide will walk you through the process of integrating a data source, from selecting the type of database to finalizing the connection.

Note: This guide serves as a general walkthrough of how to connect a data source for the first time. The steps involved with each data source type may be slightly different depending on which one you choose. We've created articles for each datasource type and you can find them under the same section as this article.

Step 1: Access Your Integrations Page

To begin, navigate to the platform's Integration page. Here, you’ll find a list of all your existing connections. Click the button at the top of the page to add a new data source connection.

Step 2: Choose Your Data Source Type

Upon clicking the button, a window will open showing a variety of data source options you can connect to. This list will continue to expand as development progresses, offering more integrations over time. Make sure to give your Data Source a name and then choose the relevant option. For this example, we’ll select a Postgres SQL database.

Step 3: Input Host Information

Next, you will need to enter the host information required for the connection. This includes the hostname, port, and any additional authentication credentials necessary for the connection. Once you've entered this information, you can authenticate the connection.

Step 4: Select the Database and Schema

Once authenticated, the platform will ask you to specify which database and schema within that database you would like to connect to.

Step 5: Finalize the Connection

After making your selections, click Connect. Your database will be successfully integrated into the platform, and the connection will appear in your data source catalog. Now, you’ll be able to use the data within your project and workflows.

Step 6: View Your Data

Once connected, navigate back to the integrations tab to confirm that the connection has been made. From the Data Catalog page you’ll see your new connection listed with information about the available data entities and any associated tags.

Additionally, the platform offers a comprehensive Data Catalog that displays all connected entities and data sources. This makes it easy to see what data is available for your projects.

Step 7: Use the Data Catalog Filters

To make it easier to manage your data, the platform allows you to filter your view through the Data Catalog section.

You can view the data in an Entity View, which shows all the entities within the connected source, or in a Data Field View, which lists each individual data field, along with its corresponding entity and data source.

Note - A search box at the top left allows you to quickly find specific fields or entities within your data source. Moreover, you can filter and sort the data with page limitations and other options, giving you full control over your data management.

Next Steps

Now that you've successfully connected your data source, the next step is to create a DataSet.