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.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.Click
Connect
.
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.
