Adding connections to data sources in a project

To create a new connection in a project:

1. Go to the project page, and click the Assets tab.

2. Click New asset > Connect to a data source.

3. Select a data source type, and then choose the connector.

   • Click Select a connector to create a new connection in the project (default).
   • Click Select a platform connection to select a connection that has already been created at the platform level.

4. Click Next.

5. Enter the connection information that is required for the data source. Typically, you need to provide information like the hostname, port number, username, and password. If you enter an asset name that is the same as an existing asset with the same data source type, then the existing asset is updated. If the data source type is not the same, then the existing connection asset is deleted and a new one is created.

6. If prompted, specify whether you want to use personal or shared credentials. You cannot change this option after you create the connection. The credentials type for the connection, either Personal or Shared, is set by the account owner on the Account page. The default setting is Shared.

   • Personal: With personal credentials, each user must specify their own credentials to access the connection. Each user's credentials are saved but are not shared with any other users. Use personal credentials instead of shared credentials to protect credentials. For example, if you use personal credentials and another user changes the connection properties (such as the hostname or port number), the credentials are invalidated to prevent malicious redirection.
   • Shared: With shared credentials, all users access the connection with the credentials that you provide. Shared credentials can potentially be retrieved by a user who has access to the connection asset. Because the credentials are shared, it is difficult to audit access to the connection, to identify the source of data loss, or identify the source of a security breach.
     
     

7. For Private connectivity: To connect to a database that is not externalized to the internet (for example, behind a firewall), see Securing connections.

8. If available, click Test connection.

9. Click Create. The connection appears on the Assets page. You can edit the connection by clicking the connection name on the Assets page.

10. Add tables, files, or other types of data from the connection by creating a connected data asset.

Connections with personal credentials are marked with a key icon on the Assets page and are locked. If you are authorized to access the connection, you can unlock it by entering your credentials the first time you select it. This is a one-time step that permanently unlocks the connection for you. After you unlock the connection, the key icon is no longer displayed. Connections with personal credentials are already unlocked if you created the connections yourself.

Watch this video to see how to create a connection and add connected data to a project.

This video provides a visual method to learn the concepts and tasks in this documentation.

• Transcript
  Synchronize transcript with video

  Video transcript

  Time	Transcript
  00:00	This video shows you how to set up a connection to a data source and add connected data to a project.
  00:08	If you have data stored in a data source, you can set up a connection to that data source from any project.
  00:16	From here, you can add different elements to the project.
  00:20	In this case, you want to add a connection.
  00:24	You can create a new connection to an IBM service, such as IBM Db2 and Cloud Object Storage, or to a service from third parties, such as Amazon, Microsoft or Apache.
  00:39	And you can filter the list based on compatible services.
  00:45	You can also add a connection that was created at the platform level, which can be used across projects and catalogs.
  00:54	Or you can create a connection to one of your provisioned IBM Cloud services.
  00:59	In this case, select the provisioned IBM Cloud service for Db2 Warehouse on Cloud.
  01:08	If the credentials are not prepopulated, you can get the credentials for the instance from the IBM Cloud service launch page.
  01:17	First, test the connection and then create the connection.
  01:25	The new connection now displays in the list of data assets.
  01:30	Next, add connected data assets to this project.
  01:37	Select the source - in this case, it's the Db2 Warehouse on Cloud connection just created.
  01:43	Then select the schema and table.
  01:50	You can see that this will add a reference to the data within this connection and include it in the target project.
  01:58	Provide a name and a description and click "Create".
  02:06	The data now displays in the list of data assets.
  02:09	Open the data set to get a preview; and from here you can move directly into refining the data.
  02:17	Find more videos in the Cloud Pak for Data as a Service documentation.

To add an existing platform connection

1. Go to the project page, and click the Assets tab.
2. Click New asset > Connect to a data source.
3. Select Platform connections to add an existing connection from the Platform assets catalog.
4. Click Next.
5. A summary of the platform connection is shown. You can not edit the plaform connection on this page.
   1. To edit the existing connection, click on Open platform connections. A new window opens where you can edit the platform connection.
6. Click Create to add the existing connection to the project.

Next step

Go to Data Refinery, and select the connection. Drill down to a schema, and table or view.

Learn more

• Adding platform connections
• Integrations with other cloud platforms
• Controlling access to Cloud Object Storage buckets

Parent topic: Adding data to a project