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Glossary

Connecting to Postgres

Overview

You can establish a direct connection to Postgres to pull in data into xP&A.

It is possible to use an SSH tunnel for the connection.

This article contains a description of the prerequisites and the individual steps of the set-up process.

The fields that are pulled in must be defined during the set-up process using a database query. For a detailed instruction on how to structure such a query, see Defining Database Queries.

Prerequisites for the Setup

Whitelist IP Address in Postgres

If your database is behind a firewall, you have to whitelist the static IP address before connecting Postgres with xP&A. Which IP address needs to be whitelisted depends on the region where your Lucanet instance is hosted:

RegionIP address to whitelist
eu-central-152.59.129.235
ap-southeast-113.214.111.217
us-east-13.223.155.63, 98.87.131.112, 44.219.125.183
eu-central-251.34.5.247
eu-north-113.51.154.160

The correct IP address(es) to whitelist matching your region is shown in the New Data Source dialog when you create the connection, so please check this information on the user interface.

Optional: Preparation for Connection via SSH Tunnel

If you want to establish a connection via an SSH tunnel, a user called causal must be created on the remote SSH server and the following public key must be associated with it:

ssh-ed25519 AAAAC3NzaC1lZDI1NTE5AAAAIP9DCR3hBNU/01YU9iK1JMKx2HNsK1+3ChWj3yBqb+Kr causal

Connecting to Postgres

To connect to Postgres:

1

Choose one of the following options:

  • Open the Data workspace from the overview on the start page and click + New.
Shows the start page of Lucanet xP&A. Highlighted are the buttons that need to be used to create a new data source connection from the start page.
New data source connection from the Data workspace
  • Open the model into which you would like to integrate the data, click the + sign next to Data in the overview, and choose New data source:
Shows the view of a model. Highlighted are the buttons that need to be used to create a new data source connection from the model view.
New data source connection from within a model
2

In the Data sources dialog, open the BI/Database tab and choose Postgres

Shows the Data Sources dialog. Highlighted in red is the 'BI/Database' tab.
'BI/Database' tab
3

The New Data Source dialog is displayed as follows:

Shows the 'New Data Source' dialog for a Postgres connection
'New Data Source' dialog for Postgres
4

Configure the steps as described in the following section.

5

Click Create data source.

Set-up Steps

The following steps are required to set up the data source:

1

Choose a connection

Choose an existing connection, or, if you have not configured a connection yet, click New Connection and enter the following in the New Postgres connection dialog:

  • Postgres database host name without port and database
  • Postgres database port
  • Name of the database to which you want to connect
  • Database user name
  • Database user password

If you want to establish a connection via an SSH tunnel, additionally enter:

  • Host name of the SSH server used to establish a tunnel connection to the database
  • Port of the SSH server used to establish a tunnel connection to the database

If you configure access to your data warehouse via SSH:

  • Make sure to fulfill the prerequisites for the setup.
  • Remember to update the database hostname to be the database's IP internal to your network.
  • If you wish to update an existing connection to use SSH please contact us.
2

Complete the query form

Enter the following:

  • Data Source Name
  • Query to define the fields which are to be pulled in. For more information, see Defining Database Queries.
  • Name of the Date column, which must be one of Postgres's date formats
  • Names of the columns that contain variables (which must have a numeric data type.)

Any remaining columns will be treated as dimensions, and must have a string data type.

An exception is the cohort dimension, which must be a date, with the column header explicitly labelled Cohort.

Last updated on May 1, 2026

Table of Contents
OverviewPrerequisites for the SetupWhitelist IP Address in PostgresOptional: Preparation for Connection via SSH TunnelConnecting to PostgresSet-up Steps
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