Quick BI:Add an RDS for SQL Server Data Source

Procedure

1. Configure a whitelist.

   Before you can connect to the RDS for SQL Server instance, you must add the IP addresses of Quick BI to the instance's whitelist. For instructions, see Configure a whitelist.

2. Log on to the Quick BI console.

3. Add the data source.

   1. Navigate to the data source creation page. For instructions, see Create a data source.

   2. On the Alibaba Cloud Databases tab, select RDS for SQL Server.

4. In the connection configuration dialog box, configure the following parameters.

   Parameter	Description
   Display name	The display name of the data source in the data source list. The name must not contain special characters or leading or trailing spaces.
   Endpoint	The public endpoint of the SQL Server database. For a VPC data source, enter the internal endpoint instead. To find the endpoint, go to the RDS console, open the basic information section, and click View Connection Details. Example: rm-xxxxxxxxxxxxxxxxxx.sqlserver.rds.aliyuncs.com. For more information, see View or modify internal and public endpoints and ports.
   Port	The database port. Default: 1433.
   Database	The name of the target database.
   Schema	The database schema. Default: dbo.
   Username	The username for the database account.
   Password	The password for the database account.
   VPC data source	To connect through a VPC, select VPC data source and configure the following parameters. Purchaser's AccessKey ID: The AccessKey ID of the Alibaba Cloud account that was used to purchase the instance. For more information, see Obtain an AccessKey pair. Note Ensure that the AccessKey ID has read permissions on the target instance. If the AccessKey ID also has write permissions, Quick BI automatically adds the required IP addresses to the whitelist. Otherwise, you must add them manually. For more information, see Create a custom policy. AccessKey Secret: The AccessKey Secret of the Alibaba Cloud account used to purchase the instance. For more information, see Obtain an AccessKey pair. Instance ID: The ID of the instance. Log in to the RDS console to find the ID in the Basic Information section. Region: The region where the instance is located. Note If you select VPC data source, you must enter the internal endpoint and port in the Endpoint and Port fields, respectively.
   Enable file upload	Allows file uploads to this data source.
   SSL	Encrypts data in transit using SSL. Select this option if the data source requires SSL.
   Initial SQL	Runs SQL statements each time a connection is established. These statements run each time Quick BI connects to the data source. Use only SET statements, separated by semicolons (;).

5. Click Test Connection to verify the data source connection.

   

6. After the connection test succeeds, click OK to add the data source.

   If a data source with the same configuration already exists, Quick BI displays a conflict prompt. You do not need to add it again.