This topic describes how to create a self-managed SQL Server data source.
Prerequisites
Ensure network connectivity:
If you connect Quick BI to your SQL Server database over the public network, add Quick BI's IP addresses to your database whitelist. For more information, see Use security groups.
If you connect Quick BI to your SQL Server database over an internal network, use one of the following methods to establish network connectivity between your data source and Quick BI:
If your SQL Server database is deployed on an Alibaba Cloud ECS instance, connect using Alibaba Cloud VPC.
Alternatively, set up a jump server and access the database through an SSH tunnel.
You have a self-managed SQL Server database.
You have the username and password for your self-managed SQL Server database.
You have obtained the AccessKey ID and AccessKey secret for authentication.
Limits
SQL Server versions 2008 through 2022 are supported.
Procedure
Log on to the Quick BI console or the .
Add a data source as shown in the following figure:
Go to the data source creation interface from the Create data source entry.
On the Self-managed Data Sources tab, select SQL Server.
In the Configure Connection dialog box, complete the following settings based on your business scenario.
Name
Description
Display Name
The display name for the data source in the configuration list.
Enter a valid name without special characters. Do not include leading or trailing spaces.
Database Address
The address where your SQL Server database is deployed, such as an IP address or domain name.
Port
The port number for the database.
Database
The name of the database to connect to.
Schema
The schema name to connect to. The default is dbo.
Username
The username for the database.
Password
The password for the database.
VPC Data Source
Choose whether your data source is in a VPC based on your business scenario. If you select VPC Data Source, configure the following parameters:
Purchaser AccessKey ID: The AccessKey ID of the account that purchased the instance.
For more information, see Create an AccessKey.
NoteMake sure this AccessKey ID has read permissions on the destination instance. If it also has write permissions, the system automatically adds the required IP addresses to the whitelist. Otherwise, you must add them manually. For more information, see Create a custom policy.
Purchaser AccessKey Secret: The AccessKey secret of the account that purchased the instance.
For more information, see Create an AccessKey.
Instance ID: The ECS instance ID. Log on to the ECS console and find the instance ID on the Instances tab.
For more information, see View instance information.
Region: The region where the ECS instance is located. Log on to the ECS console and check the region in the upper-left corner of the page.
For more information, see View instance information.
SSH
Choose whether to use SSH to connect to your data source based on your business scenario. If you select SSH, configure the following parameters:
SSH Host: The hostname or IP address.
SSH Username: The SSH username for the database.
SSH Password: The username and password for the corresponding database.
SSH Port: The SSH port. The default is 22.
Enable File Upload
Enables file upload support.
Initialization SQL
The SQL statement executed after each connection to initialize the data source. Only SET statements are allowed. Separate multiple statements with semicolons. Do not use line breaks.
Click Test Connection to verify connectivity.
After the test succeeds, click OK to complete adding the data source.
What to do next
After creating a data source, you can create datasets and analyze data.
To add tables from your SQL Server database or custom SQL statements to Quick BI, see Create a dataset.
To add visual charts and analyze data, see Create a dashboard and Overview of visual charts.
To drill down and perform in-depth data analysis, see Step 3: Configure and display drilling.