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ETL+ for PostgreSQL

Installation Checklist

Connecting to PostgreSQL

  • If you haven’t installed ETL+ yet: ETL+ Deployment Instructions.

  • Login to ETL+ (help here).

  • Adding a new PostgreSQL database: On ETL page’s left panel, click Add Source -> PostgreSQL.

  • Maintaining a PostgreSQL source: On ETL page’s left panel, right-click the source → Properties.

  • On the PostgreSQL page:

    • The Alias box will be automatically populated, but you can customize it.

    • Schema: Check this box if you want all target tables from this source to be assigned into a SQL schema named <Schema Name>.

    • Server name:: Enter the URL or IP of the database.

    • Port: Enter the database port number.

    • Credentials: Enter Login and Password.

    • Database name: Enter the database name.

    • Device: Be sure to set the Device to a computer with direct access to the PostgreSQL Db.

    • Click Connect.

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    You’ll get back to the ETL page and see tables under the selected PostgreSQL source on the left panel.

Mapping and Loading Tables

  • To view tables available on the left panel, right-click the PostgreSQL source → Refresh.

  • To map a PostgreSQL table to the data warehouse, double-click its name on the left panel, or right-click on it → Add Table.

    • You’ll now see the table added/mapped to the center panel.

  • To preview its data, right-click the table on the center panel → Preview.

  • To load its data to the data warehouse, right-click the table on the center panel → Load Now.

  • Click the Log icon (top right) to view data load results. Log page help here.

Schedule the Data Load

  • On the ETL main page, click Job (top right icon on the center panel).

  • The Job page usually comes pre-configured to your source system(s).

    • Overview this page’s configuration. On the right panel, feel free to uncheck tables and Tableau extracts that don’t apply to your reporting needs.

  • Run a Job now (optional): click the Run Job (play icon) on the left panel.

  • To schedule the data load (optional):

    • Select a Job → Job Properties (wrench icon) → configure the schedule panel → Save

  • Click Close -> Close.

Testing

After ETL+ has loaded your PostgreSQL files, this is to check if the data extraction process finished successfully and row count per extracted table matches with your PostgreSQL tables.

Steps

  • Login to ETL+ (help here).

  • On the ETL main page, click the top-right Log icon. Log page help here.

  • Scroll down on the log page and double-check that no table load failed, and the row count matches with the PostgreSQL tables. Following is an example highlighting two tables and their loaded row count.

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