PostgreSQL Integration | Validio Docs

PostgreSQL is an open-source relational database management system known for its extensibility, standards compliance, and support for advanced data types. Integrating Validio with your PostgreSQL database lets you monitor, analyze, and validate your data assets. To integrate with PostgreSQL,

Create a service account in PostgreSQL with the appropriate permissions for Validio. See Prerequisites.
Create a Validio credential to connect to the service account. See Add a PostgreSQL Credential.
Create a Validio source to monitor the tables in the PostgreSQL database. See Add a PostgreSQL Source.

Prerequisites

Set up an account in PostgreSQL with the necessary permissions for Validio to read and validate your data. For more information about credentials in Validio, see Credentials. For detailed information about permissions in PostgreSQL, refer to Privileges.

Credential Permission RequirementsValidio Credentials require VIEWER access rights when connecting to sources to read and access data. Admins must ensure that they do not provide EDITOR access rights to their credentials.

You can use this SQL script to set up a user and grant the necessary permissions for the source in Validio:

Copy this script to a SQL worksheet.
Follow the steps described in the script.

SQL

/*--------------------------------------- Parameters used in this script -------------------------------------------------
Search/replace all instances of these parameters in the script with names of your choice.

<validio_user>                                          -- Name of validio-user. It's not recommended to use an already existing user.
<Some_Password123>                                      -- Password for validio-user.
<database_to_monitor>                                   -- Database to monitor.
<user_creating_tables> [, <user2_creating_tables>...]   -- One or more users who will create future tables validio-user should immediately get access to.
<schema_to_monitor> [, <schema2_to_monitor>...]         -- Optionally filter access to one or more schemas 

*/------------------------------------------------ Script -----------------------------------------------------

-- An admin-user, such as postgres, is necessary to perform this setup. 
SET SESSION AUTHORIZATION 'postgres';

-- Create Validio-user with necessary grants
CREATE USER <validio_user> PASSWORD '<Some_Password123>';

-- Grant monitor-role to user
GRANT pg_monitor TO <validio_user>; 

-- Grant Validio-user right to connect to the database to monitor
GRANT CONNECT ON DATABASE <database_to_monitor> TO <validio_user>;

-- Grant access to the data to validate. You can either write your own statements, or to simplify the process use the following query which generates grant statements for all
-- existing and future tables in your database, or filtered only to specific schemas if you like. Run the query and then copy&paste the result (the generated statements) into a worksheet. 
-- Review the generated statements before you run them, to ensure the grants will apply as you prefer.
SELECT p1 || schema_name || p2 || CASE WHEN o = 0 THEN ':    --------------' ELSE ' TO <validio_user>;' END AS statement
FROM (
    SELECT 0 AS o, '--------------    Privileges for schema ' AS p1, '' AS p2 UNION ALL
    SELECT 1, 'GRANT USAGE ON SCHEMA ', '' UNION ALL
    SELECT 2, 'GRANT SELECT ON ALL TABLES IN SCHEMA ', '' UNION ALL
    SELECT 3, 'ALTER DEFAULT PRIVILEGES FOR USER <user_creating_tables> [, <user2_creating_tables...>...] IN SCHEMA ', ' GRANT SELECT ON TABLES'
) AS s,
information_schema.schemata
--    WHERE schema_name IN ('<schema_to_monitor>' [, '<schema2_to_monitor>'...]) -- Uncomment and edit this line to limit the result to specific schemas
ORDER BY schema_name, o;

Add a PostgreSQL credential

The PostgreSQL credential configuration form, showing host, port, user, password, and default database fields — Configuration for PostgreSQL credential

To add a credential for PostgreSQL,

Navigate to Credentials and click + New credential.
Under Namespace, select a namespace where the resources will be created.
For Credential Type, select PostgreSQL Credential.
Fill in the credential parameter fields. Refer to the PostgreSQL Credential Parameters table.
Check Use for catalog and schema checks to automatically discover credentials and add them to the catalog page.
Click Create.

Validio will validate the connection to the PostgreSQL account. If validation passes, Validio will automatically start fetching data. If validation fails, check that you provided the correct parameter values and try again. Once the credential is created, you can add a source to monitor PostgreSQL data.

PostgreSQL credential parameters

Field	Description
Name	Identifier for the credentials. Used when accessing Sources.
Host	DNS hostname or IP address to the PostgreSQL database server.
Port	Port number of the PostgreSQL database server.
User	Username of PostgreSQL account with read access to the desired table.
Password	Password of the specified PostgreSQL user.
Default database	Name of the default PostgreSQL database where the table to read is included.

Add a PostgreSQL source

The PostgreSQL source configuration form, showing credential, database, schema, and table selection — Configuration for PostgreSQL source

To add a source for PostgreSQL,

Navigate to Sources and click + New source.
Under Source type, select PostgreSQL.
Under Config,
1. Select the valid Credential or create a new credential to authenticate your connection to the data warehouse.
2. You have two options for specifying the dataset and tables to monitor:
  1. Select an existing table — Enter the Database, Schema, and Table to specify where the data comes from. Selecting more than one table will create a new source for each table. Refer to the Source Configuration Parameters table.
  2. Use Custom SQL — Write a valid SQL query to specify the tables to monitor.
3. Set the Polling schedule, which is how frequently the validators on the source will check for changes.
Under Schema, click Continue to automatically infer the schema fields from the tables you selected. If you select many tables, this operation can take a few minutes to complete.
Under Source details,
1. Add Tags to help group related sources or to use for routing notifications.
2. Add an Owner who will be the contact for incident notifications.
3. Assign a Priority, which indicates the importance of incidents detected on this source.
Click Continue to create the source. Source names are generated automatically and will be displayed when the source creation completes. If there are more than 5 sources, you will see the names for the first five and a count of the remaining sources.

Source configuration parameters

Parameter	Description
Credential	PostgreSQL credential.
Database	Name of the PostgreSQL database.
Schema	Name of the schema that contains the table.
Table	Name of the table to read data from.

Remove Source permissions

You can use this SQL script to remove configured permissions for the Source in Validio:

Copy this script to a SQL worksheet.
Follow the steps described in the script.

Text

/*--------------------------------------- Parameters used in this script -------------------------------------------------
Search/replace all instances of these parameters in the script with names of your choice.

<validio_user>       -- Name of validio-user you want to remove.
<validio_group>      -- Name of validio-group you want to remove (if you have set up a group for Validio)

*/------------------------------------------------ Script -----------------------------------------------------

-- An admin-user, such as postgres, is necessary to perform this setup. 
SET SESSION AUTHORIZATION 'postgres';

-- This script generates statements to remove Validio. Run the script, then copy&paste the statements into a worksheet and run them to remove all Validio-related entities (see inline-comments below for more details) from this Catalog. We recommend you to carefully look through the statements before you run then to make sure you really want to remove each entity.
SELECT 'REASSIGN OWNED BY <validio_user> TO CURRENT_ROLE;' AS statement UNION ALL  -- Reassign ownership from Validio-user to you.
SELECT 'DROP OWNED BY <validio_user>;' UNION ALL  -- Revoke all privileges from Validio-user
SELECT 'DROP USER <validio_user>;' UNION ALL  -- DROP Validio-user
SELECT 'DROP GROUP <validio_group>;'  -- DROP Validio-group (Remove this row if you haven't set up a Validio-group)
;

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PostgreSQL

Prerequisites

Add a PostgreSQL credential

PostgreSQL credential parameters

Add a PostgreSQL source

Source configuration parameters

Remove Source permissions

​Prerequisites

​Add a PostgreSQL credential

​PostgreSQL credential parameters

​Add a PostgreSQL source

​Source configuration parameters

​Remove Source permissions

Prerequisites

Add a PostgreSQL credential

PostgreSQL credential parameters

Add a PostgreSQL source

Source configuration parameters

Remove Source permissions