Astera Data Stack
Version 8
Version 8
  • Welcome to Astera Data Stack Documentation
  • Release Notes
    • Astera 8.0 - What's New, What's Fixed, and What's Improved
    • Astera 8.0 - Known Issues
    • Astera 8.1 - Release Notes
    • Astera 8.2 Release Notes
    • Astera 8.3 Release Notes
    • Astera 8.4 Release Notes
    • Astera 8.5 Release Notes
  • Getting Started
    • Astera 8 - Important Considerations
    • Astera 8 - System Requirements
    • Configuring the Server
    • Connecting to a Different Astera Server from the Lean Client
    • Connecting to an Astera Server using Lean Client
    • How to Build a Cluster Database and Create a Repository
    • How to Login from Lean Client
    • Setting up a Server Certificate (.pfx) File in a New Environment
    • Installing Client and Server Applications
    • Licensing Model in Astera 8
    • Migrating from Astera 7.x to Astera 8
    • UI Walkthrough - Astera 8.0
    • User Roles and Access Control
  • Dataflows
    • Sources
      • Data Providers and File Formats Supported in Astera
      • Setting Up Sources
      • COBOL File Source
      • Database Table Source
      • Data Model Query Source
      • Delimited File Source
      • Email Source
      • Excel Workbook Source
      • File Systems Item Source
      • Fixed Length File Source
      • PDF Form Source
      • Report Source
      • SQL Query Source
      • XML/JSON File Source
    • Transformations
      • Introducing Transformations
      • Aggregate Transformation
      • Constant Value Transformation
      • Data Cleanse Transformation
      • Denormalize Transformation
      • Distinct Transformation
      • Database Lookup Transformation
      • Expression Transformation
      • File Lookup Transformation
      • Filter Transformation
      • Join Transformation
      • List Lookup Transformation
      • Merge Transformation
      • Normalize Transformation
      • Passthru Transformation
      • Reconcile Transformation
      • Route Transformation
      • Sequence Generator Transformation
      • Sort Transformation
      • Sources as Transformations
      • Subflow Transformation
      • SQL Statement Lookup Transformation
      • Switch Transformation
      • Tree Join Transformation
      • Tree Transform
      • Union Transformation
    • Destinations
      • Setting Up Destinations
      • Database Table Destination
      • Delimited File Destination
      • Excel Workbook Destination
      • Fixed Length File Destination
      • SQL Statement Destination
      • XML/JSON File Destination
    • Data Logging and Profiling
      • Creating Data Profile
      • Creating Field Profile
      • Data Quality Mode
      • Record Level Log
      • Using Data Quality Rules in Astera
    • Database Write Strategies
      • Database Diff Processor
      • Data Driven Write Strategy
      • Dimension Loader - Database Write
      • Source Diff Processor
    • Text Processors
      • Delimited Parser
      • Delimited Serializer
      • Fixed Length Parser
      • Fixed Length Serializer
      • Language Parser
      • XML JSON Parser
      • XML JSON Serializer
    • Data Warehouse
      • Fact Table Loader
      • Dimension Table Loader
  • WORKFLOWS
    • What Are Workflows?
    • Using the Workflow Designer
    • Creating Workflows in Astera
    • Decision Task
    • EDI Acknowledgement Task
    • File System Task
    • File Transfer Task
    • OR Task
    • Run Dataflow Task
    • Run Program Task
    • Run SQL File Task
    • Run SQL Script Task
    • Run Workflow Task
    • Send Mail Task
    • Workflows with a Dynamic Destination Path
    • Customizing Workflows with Parameters
    • GPG-Integrated File Decryption in Astera
  • Subflows
    • Using Subflows in Astera
  • Functions
    • Introducing Function Transformations
    • Custom Functions
    • Logical
      • Coalesce (Any value1, Any value2)
      • IsNotNull (AnyValue)
      • IsRealNumber (AnyValue)
      • IsValidSqlDate (Date)
      • IsDate (AnyValue)
      • If (Boolean)
      • If (DateTime)
      • If (Double)
      • Exists
      • If (Int64)
      • If (String)
      • IsDate (str, strformat)
      • IsInteger (AnyValue)
      • IsNullOrWhitespace (StringValue)
      • IsNullorEmpty (StringValue)
      • IsNull (AnyValue)
      • IsNumeric (AnyValue)
    • Conversion
      • GetDateComponents (DateWithOffset)
      • ParseDate (Formats, Str)
      • GetDateComponents (Date)
      • HexToInteger (Any Value)
      • ToInteger (Any value)
      • ToDecimal (Any value)
      • ToReal (Any value)
      • ToDate (String dateStr)
      • TryParseDate (String, UnknownDate)
      • ToString (Any value)
      • ToString (DateValue)
      • ToString (Any data, String format)
    • Math
      • Abs (Double)
      • Abs (Decimal)
      • Ceiling (Real)
      • Ceiling(Decimal)
      • Floor (Decimal)
      • Floor (Real)
      • Max (Decimal)
      • Max (Date)
      • Min (Decimal)
      • Min (Date)
      • Max (Real)
      • Max (Integer)
      • Min (Real)
      • Pow (BaseExponent)
      • Min (Integer)
      • RandomReal (Int)
      • Round (Real)
      • Round (Real Integer)
      • Round (Decimal Integer)
      • Round (Decimal)
    • Financial
      • DDB
      • FV
      • IPmt
      • IPmt (FV)
      • Pmt
      • Pmt (FV)
      • PPmt
      • PPmt (FV)
      • PV (FV)
      • Rate
      • Rate (FV)
      • SLN
      • SYD
    • String
      • Center (String)
      • Chr (IntAscii)
      • Asc (String)
      • AddCDATAEnvelope
      • Concatenate (String)
      • ContainsAnyChar (String)
      • Contains (String)
      • Compact (String)
      • Find (Int64)
      • EndsWith (String)
      • FindIntStart (Int32)
      • Extract (String)
      • GetFindCount (Int64)
      • FindLast (Int64)
      • GetDigits (String)
      • GetLineFeed
      • Insert (String)
      • IsAlpha
      • GetToken
      • IndexOf
      • IsBlank
      • IsLower
      • IsUpper
      • IsSubstringOf
      • Length (String)
      • LeftOf (String)
      • Left (String)
      • IsValidName
      • Mid (String)
      • PadLeft
      • Mid (String Chars)
      • LSplit (String)
      • PadRight
      • ReplaceAllSpecialCharsWithSpace
      • RemoveChars (String str, StringCharsToRemove)
      • ReplaceLast
      • RightAlign
      • Reverse
      • Right (String)
      • RSplit (String)
      • SplitStringMultipleRecords
      • SplitStringMultipleRecords (2 Separators)
      • SplitString (3 separators)
      • SplitString
      • SplitStringMultipleRecords (3 Separators)
      • Trim
      • SubString (NoOfChars)
      • StripHtml
      • Trim (Start)
      • TrimExtraMiddleSpace
      • TrimEnd
      • PascalCaseWithSpace (String str)
      • Trim (String str)
      • ToLower(String str)
      • ToProper(String str)
      • ToUpper (String str)
      • Substring (String str, Integer startAt)
      • StartsWith (String str, String value)
      • RemoveAt (String str, Integer startAt, Integer noofChars)
      • Proper (String str)
      • Repeat (String str, Integer count)
      • ReplaceAll (String str, String lookFor, String replaceWith)
      • ReplaceFirst (String str, String lookFor, String replaceWith)
      • RightOf (String str, String lookFor)
      • RemoveChars (String str, String charsToRemove)
      • SplitString (String str, String separator1, String separator2)
    • Date Time
      • AddMinutes (DateTime)
      • AddDays (DateTimeOffset)
      • AddDays (DateTime)
      • AddHours (DateTime)
      • AddSeconds (DateTime)
      • AddMonths (DateTime)
      • AddMonths (DateTimeOffset)
      • AddMinutes (DateTimeOffset)
      • AddSeconds (DateTimeOffset)
      • AddYears (DateTimeOffset)
      • AddYears (DateTime)
      • Age (DateTime)
      • Age (DateTimeOffset)
      • CharToSeconds (Str)
      • DateDifferenceDays (DateTimeOffset)
      • DateDifferenceDays (DateTime)
      • DateDifferenceHours (DateTimeOffset)
      • DateDifferenceHours (DateTime)
      • DateDifferenceMonths (DateTimeOffset)
      • DateDifferenceMonths (DateTime)
      • DatePart (DateTimeOffset)
      • DatePart (DateTime)
      • DateDifferenceYears (DateTimeOffset)
      • DateDifferenceYears (DateTime)
      • Month (DateTime)
      • Month (DateTimeOffset)
      • Now
      • Quarter (DateTime)
      • Quarter (DateTimeOffset)
      • Second (DateTime)
      • Second (DateTimeOffset)
      • SecondsToChar (String)
      • TimeToInteger (DateTime)
      • TimeToInteger (DateTimeOffset)
      • ToDate Date (DateTime)
      • ToDate DateTime (DateTime)
      • ToDateString (DateTime)
      • ToDateTimeOffset-Date (DateTimeOffset)
      • ToDate DateTime (DateTimeOffset)
      • ToDateString (DateTimeOffset)
      • Today
      • ToLocal (DateTime)
      • ToJulianDate (DateTime)
      • ToJulianDayNumber (DateTime)
      • ToTicks (Date dateTime)
      • ToTicks (DateTimeWithOffset dateTime)
      • ToUnixEpoc (Date dateTime)
      • ToUtc (Date dateTime)
      • UnixTimeStampToDateTime (Real unixTimeStamp)
      • UtcNow ()
      • Week (Date dateTime)
      • Week (DateTimeWithOffset dateTime)
      • Year (Date dateTime)
      • Year (DateTimeWithOffset dateTime)
      • DateToJulian (Date dateTime, Integer length)
      • DateTimeOffsetUtcNow ()
      • DateTimeOffsetNow ()
      • Day (DateTimeWithOffset dateTime)
      • Day (Date dateTime)
      • DayOfWeekStr (DateTimeWithOffset dateTime)
      • DayOfWeek (DateTimeWithOffset dateTime)
      • DayOfWeek (Date dateTime)
      • DateToJulian (DateTimeWithOffset dateTime, Integer length)
      • DayOfWeekStr (Date dateTime)
      • FromJulianDate (Real julianDate)
      • DayOfYear (Date dateTime)
      • DaysInMonth(Integer year, Integer month)
      • DayOfYear (DateTimeWithOffset dateTime)
      • FromUnixEpoc
      • FromJulianDayNumber (Integer julianDayNumber)
      • FromTicksUtc(Integer ticks)
      • FromTicksLocal(Integer ticks)
      • Hour (Date dateTime)
      • Hour (DateTimeWithOffset dateTime)
      • Minute (Date dateTime)
      • JulianToDate (String julianDate)
      • Minute (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (Date dateTime)
    • Files
      • AppendTextToFile (String filePath, String text)
      • CopyFile (String sourceFilePath, String destFilePath, Boolean overWrite)
      • CreateDateTime (String filePath)
      • DeleteFile (String filePath)
      • DirectoryExists (String filePath)
      • FileExists (String filePath)
      • FileLength (String filePath)
      • FileLineCount (String filePath)
      • GetDirectory (String filePath)
      • GetEDIFileMetaData (String filePath)
      • GetExcelWorksheets (String excelFilePath)
      • GetFileExtension (String filePath)
      • GetFileInfo (String filePath)
      • GetFileName (String filePath)
      • GetFileNameWithoutExtension (String filePath)
      • LastUpdateDateTime (String filePath)
      • MoveFile (String filePath, String newDirectory)
      • ReadFileBytes (String filePath)
      • ReadFileFirstLine (String filePath)
      • ReadFileText (String filePath)
      • ReadFileText (String filePath, String codePage)
      • WriteBytesToFile (String filePath, ByteArray bytes)
      • WriteTextToFile (String filePath, String text)
    • Date Time With Offset
      • ToDateTimeOffsetFromDateTime (dateTime String)
      • ToUtc (DateTimeWithOffset)
      • ToDateTimeOffsetFromDateTime
      • ToDateTimeOffset (String dateTimeOffsetStr)
      • ToDateTimeFromDateTimeOffset
    • GUID
      • NewGuid
    • Encoding
      • ToBytes
      • FromBytes
      • UrlEncode
      • UrlDecode
    • Regular Expressions
      • ReplaceRegEx
      • ReplaceRegEx (Integer StartAt)
    • TimeSpan
      • Minutes
      • Hours
      • Days
      • Milliseconds
    • Matching
      • Soundex
      • DoubleMetaphone
      • RefinedSoundex
  • Report Model
    • User Guide
      • Report Model Tutorial
    • Report Model Interface
      • Field Properties Panel
      • Region Properties Panel
      • Report Browser
      • Report Options
    • Use Cases
      • Applying Pattern to Line
      • Auto Creating Data Regions and Fields
      • Auto-Parsing
      • Creating Multi-Column Data Regions
      • Floating Patterns and Floating Fields
      • How To Work With PDF Scaling Factor in a Report Model
      • Line Count
      • Pattern Count
      • Pattern is a Regular Expression
    • Exporting Options
      • Exporting a Report Model
      • Exporting Report Model to a Dataflow
    • Miscellaneous
      • Importing Monarch Models
      • Microsoft Word and Rich Text Format Support
      • Working With Problematic PDF Files
  • API Flows
    • API Consumption
      • Consume
        • REST API Browser
        • Making HTTP Requests Through REST API Browser
        • Using REST Client Outside of the Scope of the Project
      • Authorize
        • Authorizing ActiveCampaign API in Astera
        • Authorizing Astera Server APIs
        • Authorizing Avaza APIs in Astera
        • Authorizing Facebook APIs in Astera
        • Authorizing QuickBooks API in Astera
        • Authorizing Square API in Astera
        • Open APIs - Configuration Details
  • Project Management
    • Project Management
      • Astera's Project Explorer
      • Connecting to Source Control
      • Deployment
      • Server Monitoring and Job Management
    • Job Scheduling
      • Scheduling Jobs on the Server
      • Job Monitor
  • Use Cases
    • End-to-End Use Cases
      • Data Integration
        • Using Astera to Create and Orchestrate an ETL Process for Partner Onboarding
      • Data Warehousing
        • Building a Data Warehouse - A Step-By-Step Approach
      • Data Extraction
        • Reusing The Extraction Template for Similar Layout Files
  • Connectors
    • Connecting to Amazon Aurora Database
    • Connecting to Amazon RDS Databases
    • Connecting to Amazon Redshift Database
    • Connecting to Cloud Storage
    • Connecting to Google Cloud SQL in Astera
    • Connecting to MariaDB Database
    • Connecting to Microsoft Azure Databases
    • Connecting to MySQL Database
    • Connecting to Netezza Database
    • Connecting to Oracle Database
    • Connecting to PostgreSQL in Astera
    • Connecting to Salesforce Database
    • Connecting to Salesforce - Legacy Database
    • Connecting to SAP HANA Database
    • Connecting to Snowflake Database
    • Connecting to Vertica Database
    • Setting Up IBM DB2 iSeries Connectivity in Astera
  • Miscellaneous
    • Cloud Deployment
      • Deploying Astera on Amazon Web Services
      • Deploying Astera on Microsoft Azure Cloud
      • Deploying Astera on Oracle Cloud
    • Context Information
    • Pushdown Mode
    • Role Based Access Control in Astera
    • Safe Mode
    • Server Command Line Utility
    • SmartMatch Feature
    • Synonym Dictionary File
    • Updating Your License in Astera
    • Using Dynamic Layout/Template Mapping in Astera
    • Using Output Variables in Astera
    • Using the Data Source Browser in Astera
  • Best Practices
    • Astera Best Practices - Dataflows
    • Overview of Cardinality in Data Modeling
    • Cardinality Errors FAQs
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On this page
  • Using the Data Source Browser
  • Opening the Data Source Browser
  • Using Data Source Browser with Queries
  • Using Data Source Browser for Transfers
  • Exploring the Database Connection Window
  • Connecting to a Single Database
  • Connecting to Multiple Databases
  1. Miscellaneous

Using the Data Source Browser in Astera

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Last updated 9 months ago

Astera allows users to integrate multiple databases in a single instance. It has a built-in Data Source Browser that not only helps connect to various databases, but also allows users to navigate between the different tables, source data, and run transfers and queries.

In this article, we will cover:

  • An overview of the Data Source Browser

  • Connecting to a single database using the Data Source Browser

  • Connecting to multiple databases using the Data Source Browser

Using the Data Source Browser

The Data Source Browser enables you to connect to and query data from a database server. Astera allows you to connect to multiple database servers at the same time.

Opening the Data Source Browser

  1. Click View > Data Source Browser.

Or press Ctrl+Alt+D.

The Data Source Browser panel will open on the Astera client.

  • You can click the Add Database Server button inside the Data Source Browser to connect to a database server.

  • The connected database servers are displayed inside the Data Source Browser.

  • The connected database server is displayed as a tree in the Data Source Browser. You can click the Disconnect Select Database Server button to disconnect from the selected database server.

Using Data Source Browser with Queries

The Data Source Browser can also be used to start a query. The connected database servers are displayed in the database browser window. Right-click on a database server to view the available options.

  1. Right-click on the connected database server. The context menu is displayed.

  2. Click New Query. A new query starts with a database connection already established.

Using Data Source Browser for Transfers

The Data Source Browser can be used to export data to a Microsoft Excel Worksheet or a Delimited file from the connected database server in the form of a table. You can right-click on the connected database server to view the available options.

  1. Right-click on the connected database server. The context menu is displayed.

  2. Click Export all Tables to Excel files or Export all Tables to Delimited files.

  3. Provide the destination path where you want to save the exported files.

Exploring the Database Connection Window

The Database Connection window is where you can establish a connection to a database server while working with transfers, batches, and queries.

The following table describes the options available in the Database Connection window.

Option

Description

Recently Used

Provides a list of connections that the user has established recently. This allows the user to connect to a recently used database server without having to enter the connection information all over again. If you are connecting to a database for the first time, this list would appear blank.

Data Provider

A list of supported database types. You can select a database provider from this list and connect to it natively from within Astera. Some of the database providers supported in Astera include SQL Server, Oracle, DB2, Microsoft Access, Sybase, MySQL, as well as the Salesforce.

Use Windows Authentication

An option to ’log in’ to the database using your windows credentials rather than supply a user name and password.

Advanced Connection Info

This button opens the Advanced Connection Info dialog box. This is where a user can specify database specific settings such as connection and command timeout.

User Id

Here you need to enter the user ID for the database.

Password

Here, you need to enter the password to the database connection.

Server Name

The name of the server that is running the database management system.

Database

Provides a list of databases you can connect to. This list is retrieved when enough connection information is provided so that Astera can ask the database management system for this list.

Port

This box displays the port number that the program should use on the remote machine to communicate with it. The defaults provided are the ones that are typically used by each database management system.

Test Connection

Provides information on connection results, as in, whether or not the connection was successfully established.

Connecting to a Single Database

Connecting to Multiple Databases

Astera provides you the option to work with more than one database at a time. The steps for connecting to multiple databases are the same as those for Connecting to a Single Database. While connecting to multiple databases, you can connect to an existing data provider or establish a new connection with a different data provider.

The Data Source Browser displays all the active database connections. You can switch between these databases by clicking on the Server name in the Data Source Browser. The active database appears highlighted in the Data Source Browser.

This concludes using the Data Source Browser in Astera.

To learn more about connecting to a single Database Table Source in Astera, click .

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