Connect GX Cloud to PostgreSQL

Prerequisites

• You have a GX Cloud account with Admin or Editor permissions.

• You have a PostgreSQL database, schema, and table.

• Optional. To improve data security, GX recommends creating a separate PostgreSQL user for your GX Cloud connection.

• Optional. pgAdmin.

Optional. Create a separate PostgreSQL user

1. In pgAdmin, select a database.

2. Click Tools > Query Tool.

3. Paste the following code into the Query pane to create and assign the gx_role role and allow GX Cloud to access all public schemas and tables on a specific database.

   pgAdmin

    -- Create and assign the gx_role role and allow GX Cloud 
    -- to access all public schemas and tables on a specific database
    CREATE ROLE gx_role WITH LOGIN PASSWORD '<your_password>';
    GRANT CONNECT ON DATABASE <your_database> TO gx_role;
    GRANT USAGE ON SCHEMA public TO gx_role;
    GRANT SELECT ON ALL TABLES in SCHEMA public TO gx_role;
    ALTER DEFAULT PRIVILEGES IN SCHEMA public GRANT SELECT ON TABLES TO gx_role
   • Replace <your_password> and <your_database> with your own values.
   • ALTER DEFAULT PRIVILEGES IN SCHEMA public GRANT SELECT ON TABLES TO gx_role; is optional and gives the gx_role user access to all future tables in the defined schema.

4. Click Execute/Refresh.

Connect to a PostgreSQL Data Source and add a Data Asset

1. In GX Cloud, click Data Assets > New Data Asset > New Data Source > PostgreSQL.

2. Enter a meaningful name for the Data Source in the Data Source name field.

3. Enter a connection string in the Connection string field. The connection string format is:

   PostgreSQL connection string

   postgresql+psycopg2://YourUserName:YourPassword@YourHostName:5432/YourDatabaseName

   If you created a separate PostgreSQL user for your GX Cloud connection as recommended above, use those credentials in the connection string.

4. Click Connect.

5. Select one or more tables to import as Data Assets.

6. Click Add x Asset(s).

7. Add an Expectation. See Add an Expectation.