Push-to-Warehouse Setup: SQL Server

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In this guide, you will be setting up a connection to a data warehouse destination you own. Reach out to your Customer Success Manager or [email protected] to confirm that your Modern Treasury plan includes the Push to Warehouse capability.

Prerequisites

• If your SQL Server database is protected by security groups or other firewall settings, please reference our Push to Warehouse IP Address documentation to complete Step 1.
• Confirm that your SQL Server database is configured to allow TCP/IP connections.

Step 1: Allow access

Create a rule in a security group or firewall settings to allow:

• Incoming connections to your host and port (usually 1433) from the static IP.
• Outgoing connections from ports 1024 to 65535 to the static IP.

Step 2: Create writer user

Create a database user to perform the writing of the source data.

1. Open a connection to your SQL Server database.
2. Create a user for the data transfer by executing the following SQL command. The should be the target destination database.

USE <database>;
CREATE LOGIN <username> WITH PASSWORD = '<password>';
CREATE USER <username> FOR LOGIN <username>;

3. Grant user CREATE TABLE privileges on the database.

GRANT CREATE TABLE TO <username>;

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Understanding the CREATE TABLE permission in SQL Server

The CREATE TABLE permission is a database level permission that allows for the creation of new tables in a given database. The user must also have the ALTER permission granted on a given schema in order to create new tables in that schema (see the next step for details).

4. Grant user CREATE SCHEMA privileges on the database if the schema does not exist.

GRANT CREATE SCHEMA TO <username>;

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If the schema already exists

By default, the service creates a new schema based on the destination configuration. If you prefer to create the schema yourself before connecting the destination, you may must ensure that the writer user has the proper permissions on the schema, using GRANT SELECT, INSERT, UPDATE, DELETE, ALTER ON SCHEMA :: <schema> TO <username>;.

If the schema already exists, the user does not need the GRANT CREATE SCHEMA permission.

Step 3: Add your destination

Securely share your host name, database name, your chosen schema name, username, and password with us to complete the connection.