Create a connection in Anaplan Data Orchestrator to import data from Microsoft SQL Server (MSSQL). Then use the connection to extract data and create a source dataset.

You will need your Microsoft SQL Server (MSSQL) credentials to connect the MSSQL data with Data Orchestrator. See the MSSQL documentation for more information about your credentials.

Note: The MSSQL connector also supports a connection to Azure SQL.

To create a connection:

  1. Select Data Orchestrator from the top-left navigation menu.
  2. Select Connections from the left-side panel.
  3. Select Create connection.
  4. Select Microsoft SQL Server (MSSQL) and then select Next.
    If you can't find the connector, enter a search term in the Find... field.
  5. On the Connection details page, enter these details and select Next:
    • Name: Create a name for your connection. The name can contain alphanumeric characters and underscores.
    • Description: Enter a description about your connection.
  6. On the Connection credentials page, enter your MSSQL credentials and select Next:
    • Username
    • Password
    • Host
    • Port
    • Database
    • Schemas
  7. After the connection test is complete, select Done.

You can extract data from the MSSQL connection to add source data to Data Orchestrator. The data extract creates a source dataset.

To extract data:

  1. Select Data Orchestrator from the top-left navigation menu.
  2. Select Source data from the left-side panel.
  3. Select Add data > From connection.
  4. On the Dataset details page, enter these details and select Next:
    • Connection
    • Dataset name
    • Description
    • Namespace
    • Path name
  5. On the Choose an upload type page, enter these details and select Next:
    1. Select the Load type:
      • Full replace: Completely replaces the current loaded data with the new data.
      • Append: Adds the new data to the end of the current table.
      • Incremental: Takes the data and incrementally updates what was previously loaded.
    2. Select the columns to import.

 Notes: 

  • The _ab fields are added by Data Orchestrator and aren't user data.
  • If you selected Incremental as the load type (partial replace): 
    • Select a Primary key checkbox. You can select more than one checkbox.
    • Data Orchestrator uses the  _ab fields as cursor keys to identify what's changed. The values aren't used for a Full replace
    • The Cursor Field is preselected.
  • If you selected Append as the load type (partial replace):
    • Data Orchestrator uses the  _ab fields as cursor keys to identify what's changed. The values aren't used for a Full replace
    • The Cursor Field is preselected.
  1. Select Create in the confirmation dialog.