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Data Account

1. Overview

Data accounts are access credentials used to connect to databases (services). Through data accounts, you can quickly connect to databases, obtain table information from databases, and create datasets. Through the separation of data account owner and user permissions, it can meet the data account management needs of different users in enterprises.

2. Usage Guide

Function entry: Data Preparation > Data Account > Create/Manage.

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2.1 Select Connector

On the data account page, click the "Create New Data Account" button in the upper right corner. After entering the configuration page, select the database connector as needed.

Note:

1. If you cannot find a suitable database connector, Guandata BI supports self-service integration with external databases. For details, please refer to [Self-service External Database Integration](3-Database Data Integration/0-Database/3-Self-service External Database Integration.md).

2. If you check the relevant connector but get error messages such as "Unable to parse", please refer to Error Description.

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2.2 Configure Data Account

On the current interface, configure parameters such as connection method, database address, username/password, database name, port, SSL protocol, etc.

  • Database address supports input of "domain name" or "IP" 2 types;

  • Connection method provides two configuration items "Specify Database" and "JDBC URL" for selection;

Some databases support additional advanced settings when configuring data accounts:

  • Maximum Connections: Supports setting the upper limit of connection pool count for a single data account. If the number of connections in operation exceeds this value, connections will queue.

  • Driver: Supports users to select pre-configured "Custom" drivers when creating new data accounts;

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After configuration is complete, click "Test Connection" to verify the correctness of the configuration and the availability of network connection.

  • If the test connection is successful, it means the configuration is correct and can connect to the database, and you can proceed to the next step;

  • If the test connection fails, you will receive an error message (including the reason for connection failure), and parameter modification is needed.

Finally, name the data account for the current database to complete the entire process of data account creation.

2.3 Manage Data Account

After creation, data accounts will be uniformly placed in the data account list. Users can perform filtering queries and modify, configure permissions, view resource lineage, migrate, etc. for a created data account.

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In terms of permission configuration, users can specify owners and users for the current data account. Owners have full management permissions for the current data account resources, and users can use the data account to create related datasets.

Additionally, data accounts also support one-click migration as a BI resource. For details, please refer to Data Account Migration.

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When you need to reconnect the data pool, you can click "Refresh Connection Pool" to manually refresh the connection pool of the data account.

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