Connect your Postgres

Setting up the Postgres destination connector involves setting up Postgres entities (user, grants) through Postgres access, and configuring the Postgres destination connector using Whaly UI.

This page describes the step-by-step process of setting up the Postgres destination connector.

Step 1: Create a Whaly read only user in Postgres​

To set up the Postgres destination connector, you first need to connect to your Postgres server to run some SQL queries.

CREATE USER whaly_bi WITH ENCRYPTED PASSWORD 'some_password_here';
GRANT CONNECT ON DATABASE database_name to whaly_bi;
\c database_name
GRANT SELECT ON ALL SEQUENCES IN SCHEMA public TO whaly_bi;
GRANT SELECT ON ALL TABLES IN SCHEMA public TO whaly_bi;

If you're using a schema other than public, run this command to grant usage permissions to Whaly:

GRANT USAGE ON SCHEMA schema_name TO whaly_bi;

To make sure that future tables you add to the public schema are also available to the whaly_bi user, run these commands:

ALTER DEFAULT PRIVILEGES IN SCHEMA public GRANT SELECT ON tables TO whaly_bi;
ALTER DEFAULT PRIVILEGES IN SCHEMA public GRANT SELECT ON sequences TO whaly_bi;

Depending on your setup, the preceding commands may need to be altered. If another user or role is creating tables that the whaly_bi user needs future permissions for, you must specify a target role or user to apply the whaly_bi user's permission grants for:

ALTER DEFAULT PRIVILEGES FOR USER <USER_WHO_CREATES_TABLES> IN SCHEMA public GRANT SELECT ON tables TO whaly_bi;
ALTER DEFAULT PRIVILEGES FOR USER <USER_WHO_CREATES_TABLES> IN SCHEMA public GRANT SELECT ON sequences TO whaly_bi;
-- or
ALTER DEFAULT PRIVILEGES FOR ROLE <ROLE_THAT_CREATES_TABLES> IN SCHEMA public GRANT SELECT ON tables TO whaly_bi;
ALTER DEFAULT PRIVILEGES FOR ROLE <ROLE_THAT_CREATES_TABLES> IN SCHEMA public GRANT SELECT ON sequences TO whaly_bi;

See ALTER DEFAULT PRIVILEGES on PostgreSQL's website for more information.

Step 2: Set up Postgres as a destination in Whaly

Navigate to the Whaly UI to set up Postgres as a destination. You can authenticate using username/password.

Host

The host IP or URL of your Postgres server. It can be a Read-only replica or a regular Postgres server.

Port

The Port to be used to connect to Postgres. Default is: 5432

Database

The name of the Postgres database to connect to on the server. Default is: postgres

User

The name of the user to use for Whaly BI. Default is: whaly_bi

Password

The password of the user created for Whaly BI

Step 3: Secure the database connection

Please make sure to properly whitelist Whaly IPs.