PostgreSQL

Connect RootCause.ai to your PostgreSQL database to import tables or run custom queries.

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Prerequisites

Before connecting, ensure you have:

• PostgreSQL database hostname or IP address

• Port number (default: 5432)

• Database name

• Schema name (default: public)

• Username and password with read access to the tables you want to import

• Network access from RootCause.ai to your database (firewall rules, VPN, etc.)

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Setting Up the Connection

1. Navigate to Data → Datasets in your workspace

2. Click New Connection and select PostgreSQL

3. Enter your connection details:

Field	Description	Example
Host	Database server hostname or IP	db.example.com
Port	PostgreSQL port	5432
Database	Database name	analytics
Schema	Schema to connect to	public
Username	Database user	readonly_user
Password	User password	••••••••
Enable SSL	Use encrypted connection	✓ Recommended

1. Click Test Connection to verify your credentials

2. Click Save to create the connector

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Importing Data

Once your connector is saved, you can import data in two ways:

Import a Table

Select "Table" as the import type and enter the table name. RootCause.ai will import all columns and rows from that table.

Custom SQL Query

Select "Custom Query" to write your own SQL. This is useful for:

• Joining multiple tables

• Filtering rows before import

• Selecting specific columns

• Aggregating data

Example:

SELECT 
  customer_id,
  order_date,
  total_amount
FROM orders
WHERE order_date >= '2024-01-01'

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What Happens When You Import

1. RootCause.ai executes your query against the database

2. Results are stored securely in your workspace's data lake

3. Schema is automatically detected (column names, data types)

4. A preview is generated so you can verify the data

The imported dataset becomes available for use in Data Views and Ontology mapping.

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Live Data Sync

You can configure automatic syncing to keep your dataset current:

• Manual – Only sync when you click "Sync Now"

• Hourly – Refresh every hour

• Daily – Refresh once per day

• Weekly – Refresh once per week

When a sync runs, the entire dataset is replaced with fresh data from the source.

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Security Recommendations

• Use a dedicated read-only database user for RootCause.ai

• Enable SSL for encrypted connections

• Restrict the user's access to only the tables needed

• Use IP allowlisting if your database supports it

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Troubleshooting

Connection timeout

• Verify the hostname and port are correct

• Check that your firewall allows connections from RootCause.ai

• Ensure the database is running and accepting connections

Authentication failed

• Verify username and password

• Check that the user has CONNECT permission on the database

• Ensure the user can access the specified schema

Permission denied on table

• Grant SELECT permission to the user on the required tables

• Verify the schema name is correct