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Database Connections

Overview

Database connections allow IB-X Agents to securely connect to relational databases and perform database operations from workflows.

Database connections can be used by database activities to perform operations such as:

  • Selecting records
  • Inserting records
  • Updating records
  • Deleting records
  • Executing stored procedures

IB-X supports the following database connection types:

DatabaseAuthentication
Microsoft SQL ServerSQL Authentication or Windows Authentication
PostgreSQLUsername and password
MySQLUsername and password
OracleUsername and password
note

The configuration properties required for a connection vary depending on the selected database type.


Microsoft SQL Server

The Microsoft SQL Server connection is used to connect IB-X Agents to Microsoft SQL Server databases.

It supports both SQL Authentication and Windows Authentication (SSPI).

Connection Properties

PropertyDescription
Server NameName or address of the SQL Server instance.
Database NameName of the database to connect to.
Authentication TypeAuthentication method used to connect to SQL Server. Select SQL Authentication or Windows Authentication.
User NameUser name used to authenticate with SQL Server. Required when using SQL Authentication.
PasswordPassword associated with the SQL Server user. Required when using SQL Authentication.

Authentication

SQL Authentication

Select SQL Authentication when the database connection should authenticate using a SQL Server user account.

Provide:

  • User Name
  • Password

Windows Authentication

Select Windows Authentication to connect to SQL Server using Windows Authentication (SSPI).

When Windows Authentication is selected, SQL Server user name and password credentials are not required.


PostgreSQL

The PostgreSQL connection is used to connect IB-X Agents to PostgreSQL databases using username and password authentication.

Connection Properties

PropertyDescription
Server NameHostname or IP address of the PostgreSQL server.
PortPort used to connect to the PostgreSQL server.
Database NameName of the PostgreSQL database to connect to.
User NameUser name used to authenticate with PostgreSQL.
PasswordPassword associated with the PostgreSQL user.

MySQL

The MySQL connection is used to connect IB-X Agents to MySQL databases using username and password authentication.

Connection Properties

PropertyDescription
Server NameHostname or IP address of the MySQL server.
PortPort used to connect to the MySQL server.
Database NameName of the MySQL database to connect to.
User NameUser name used to authenticate with MySQL.
PasswordPassword associated with the MySQL user.

Oracle

The Oracle connection is used to connect IB-X Agents to Oracle databases using database credentials.

Connection Properties

PropertyDescription
Server NameHostname or IP address of the Oracle database server.
PortPort used to connect to the Oracle database server.
SIDSystem Identifier (SID) of the Oracle database to connect to.
User NameUser name used to authenticate with the Oracle database.
PasswordPassword associated with the Oracle database user.

Testing the Connection

After providing the required connection properties, click Test Connection to verify that IB-X can connect to the database using the supplied configuration and credentials.

A connection test can help identify issues such as:

  • Incorrect server or database information
  • Invalid credentials
  • Incorrect port configuration
  • Network connectivity problems
  • Database access restrictions
note

A successful connection test confirms that IB-X can establish the database connection using the supplied credentials. The database user must still have the appropriate permissions for the operations performed by individual workflow activities.


Used By

Database connections are used by IB-X database activities to interact with relational databases.

Depending on the activity, a database connection can be used to:

  • Query database records
  • Insert records
  • Update existing records
  • Delete records
  • Execute stored procedures

The operations that can be performed depend on the selected database activity and the permissions granted to the configured database user.


Security Considerations

Database credentials configured in IB-X are stored securely and should be granted only the database permissions required by the automation.

For example, if an Agent only reads database records, the configured database account should not be granted write permissions unless they are required.

note

The AI Command Center must have network access to the configured database server.

For self-hosted environments, ensure that the required database host and port are reachable from the AI Command Center deployment.


For information about creating, editing, testing, cloning, deleting, and auditing connections, see Connections.