Build FTP-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect AI, you get access to your FTP data directly from your datapine visualizations and dashboards. This article describes connecting to FTP in CData Connect AI and building a simple FTP-connected visualization in datapine.

CData Connect AI provides a pure SQL Server interface for FTP, allowing you to query data from FTP without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to FTP, leveraging server-side processing to return the requested FTP data quickly.

Configure FTP Connectivity for datapine

Connectivity to FTP from datapine is made possible through CData Connect AI. To work with FTP data from datapine, we start by creating and configuring a FTP connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "FTP" from the Add Connection panel

3. Enter the necessary authentication properties to connect to FTP.

   To connect to FTP or SFTP servers, specify at least RemoteHost and FileProtocol. Specify the port with RemotePort.

   Set User and Password to perform Basic authentication. Set SSHAuthMode to use SSH authentication. See the Getting Started section of the data provider help documentation for more information on authenticating via SSH.

   Set SSLMode and SSLServerCert to secure connections with SSL.

   The data provider lists the tables based on the available folders in your FTP server. Set the following connection properties to control the relational view of the file system:

   • RemotePath: Set this to the current working directory.
   • TableDepth: Set this to control the depth of folders to list as views.
   • FileRetrievalDepth: Set this to retrieve and list files recursively from the root table.

   Stored Procedures are available to download files, upload files, and send protocol commands. See the Data Model chapter of the FTP data provider documentation for more information.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add FTP Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to FTP data from datapine.

Connecting to FTP from datapine

Once you configure your connection to FTP in Connect AI, you are ready to connect to FTP from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. FTP1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect AI username (e.g. [email protected])
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
   
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
6. In the References step, define any relationships between your selected tables and click "Save and Proceed"
7. In the Data Transfer step, click "Go to Analyzer"

Visualize FTP Data in datapine

After connecting to CData Connect AI, you are ready to visualize your FTP data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to FTP from datapine, you are now able to visualize and analyze real-time FTP data no matter where you are. To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect AI today!