How to Connect to an Oracle Database and Manage Your Dataset

Connecting an Oracle database to your project is a key step in leveraging the powerful capabilities of Streamline. This guide walks you through integrating an Oracle data source and creating datasets for use in your workflows.

Note: This article is specific to Oracle Database. If you're connecting a different data source, check our Data Source Library for platform-specific instructions.

Prerequisites

Before you begin, ensure the following:

• You have network access to your Oracle database server (host and port).
• Your Oracle user account has the necessary permissions to connect and read schema data.
• Required firewall rules are in place to allow outbound traffic on the Oracle port.
• If unsure, check with your database administrator.

Part 1: Connect to an Oracle Data Source

Step 1: Go to the Integrations Page

From your dashboard, navigate to the Integrations tab on the left.

Click + New Connection at the top of the page.

Step 2: Select Oracle Database as Your Integration Type

In the pop-up window, choose Oracle Database from the list of supported databases.

Give your connection a recognizable name (e.g., Production Oracle DB, Reporting Oracle).

Tip: Pick a name that helps team members quickly identify the database’s purpose or environment.

Step 3: Enter Oracle Connection Details

Input the following credentials for your Oracle instance:

• Host (e.g., oracle.example.com)
• Port (default is 1521, but confirm with your DBA)
• Database.
• Username and Password

Once you've entered the details, click Authenticate to test the connection.

Security Tip: Use secure credential management practices and avoid sharing passwords openly.

Step 4: Choose Your 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

Click Connect to complete the integration. Your Oracle connection will now appear in the Integrations list.

Step 6: Explore Your Oracle Data

Once connected:

• Visit the Data Catalog to explore entities (tables) and fields available in your Oracle schema. The Data Catalog tab can be found on the left-hand panel under the Data section.
• Use filters or the search box to locate specific data elements.

The Entity View displays tables, while the Data Field View lists individual columns with metadata like type and source.

Part 2: Create and Manage a Dataset from Oracle

Once your Oracle connection is active, you can start organizing your data into reusable datasets for your projects and workflows.

Step 1: Access the Datasets Section

Navigate to Datasets from the left-hand panel. Click + Create New Dataset.

Step 2: Define Dataset Basics

• Name your dataset clearly.
• Select your Oracle data source.
• Choose a Primary Entity (table) from your Oracle schema.
• Assign a label to translate internal database terms into more user-friendly language.
  Example: Use "Customer Info" instead of tbl_customer_data.

Step 3: Configure Field Access

On the next screen, review each field (column) and configure write access if needed.

Once ready, click Create to save the dataset.

Optional: Create a Dataset Directly from the Data Catalog

You can also build a dataset directly from the Oracle schema view:

• In the Data Catalog, select an entity (table) and click New Dataset from Entity.
• Customize the dataset by selecting fields or updating their classifications.

Optional: Add Related Entities

Want to enrich your dataset?

• While creating a dataset, click Add Related Entity to include related tables (e.g., orders linked to customers).
• The platform uses foreign key relationships to map them automatically.
• You can add as many related entities as needed before finalizing the dataset.

Optional: Edit an Existing Dataset

To update a dataset:

• Go to Datasets, locate the dataset, and click Edit.
• You can:
  • Add/remove related entities
  • Change labels or field classifications
  • Update data access settings
• Click Next & Update to save changes.

Troubleshooting Tips

If you encounter issues, try these common fixes:

• Connection fails: Verify hostname, port, and credentials are correct.
• Authentication errors: Ensure your Oracle user has proper permissions and credentials are valid.
• Firewall issues: Confirm network rules allow outbound traffic on the Oracle port.
• Schema access problems: Confirm your user has rights to read the target schema.
• Contact your DBA or IT team if problems persist.

Performance Tips

• Limit dataset size by selecting only necessary fields and rows in your queries.
• Optimize SQL queries for faster data retrieval and workflow execution.
• Regularly review and update datasets to remove obsolete or redundant data.

Summary

By connecting your Oracle database and building tailored datasets, you ensure that your data is clean, accessible, and structured for workflows. 

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