Connect to Samanage Data from HeidiSQL

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with CData Connect AI, HediSQL reach extends to include access to live Samanage data. This article demonstrates how to connect to Samanage using Connect AI and query Samanage data in HeidiSQL.

CData Connect AI provides a pure SQL Server interface for Samanage, allowing you to query data from Samanage 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 Samanage, leveraging server-side processing to return the requested Samanage data quickly.

Configure Samanage Connectivity for HeidiSQL

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

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

2. Select "Samanage" from the Add Connection panel

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

   Start by setting the Profile connection property to the location of the Samanage Profile on disk (e.g. C:\profiles\Samanage.apip). Next, set the ProfileSettings connection property to the connection string for Samanage (see below).

   Samanage API Profile Settings

   Navigate to Setup > Users in Samanage, click your username, and select Generate JSON Web Token from the Action dropdown.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Samanage 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 Samanage data from HeidiSQL.

Connect to Samanage from HeidiSQL using Connect AI

To establish a connection from HeidiSQL to the CData Connect AI Virtual SQL Server API, follow these steps.

Create a new HeidiSQL Session

1. In the Session Manager, select New in the bottom-left
2. Give the new session a descriptive name, e.g. Connect-Cloud-Samanage

Configure a SQL Server Connection to Connect AI

1. In the session settings, set the Network type to Microsoft SQL Server (TCP/IP)
2. The Library DLL should automatically update to MSOLEDBSQL
3. Set the Hostname/IP to tds.cdata.com
4. Set the User to your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected]
5. Set the Password to your PAT created in Connect AI in the previous section.
6. Set the Port to 14333

Query Samanage from HeidiSQL

1. In the database listing on the left, find your connection to Samanage configured earlier.
2. Expand this connection to view individual tables or data objects present within Samanage.
3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables

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