Prerequisites
Before you connect, you must first do the following:- Connect a data source to your Connect AI account. See Sources for more information.
- Generate a Personal Access Token (PAT) on the Settings page. Copy this down, as it acts as your password during authentication.
Connect to Connect AI
To establish a connection from Mode to the Connect AI Virtual SQL Server API, follow these steps.1
Log in to Mode.
2
On the Discover page of Mode, click Connect a Database.
3
On the next screen, select Microsoft SQL Server.
4
Enter the following Microsoft SQL Server settings.
- Display name—enter the name of your connection for display purposes.
- Host—tds.cdata.com
- Port—14333
- Database name—enter the Connection Name of the Connect AI data source you want to connect to (for example, Salesforce1).
- Username—enter your Connect AI username. This is displayed in the top-right corner of the Connect AI interface. For example, test@cdata.com.
- Password—enter the PAT you generated on the Settings page. Leave the rest of the connections settings at their default values unless you need to modify them.
5
Click Connect. If the connection succeeds, a success message appears. Your connection is now available for use in Mode.
6
Repeat the steps above to connect to additional Connect AI sources, changing the Database name for each one.
1
After your connection succeeds, click New Report. The SQL query text editor appears.
2
Enter a SQL query for your data, such as:
1
Click Run to run the query. The data appears below.
2
Click +New chart to create visualizations from the data.