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PostgreSQL

This section explains how to create, configure, and test a PostgreSQL data source in DataDios.

Steps to Create and Test a PostgreSQL Data Source​

Step 1: Create a Data Source​

  1. Navigate to Data Explorer from the left navigation menu.

  2. Click + Add connection in the top-right corner. The Create data source dialog opens.

  3. Under Identity, enter a Name for the datasource and select PostgreSQL Database from the searchable Type dropdown.

    Create data source dialog

Step 2: Fill Connection Details​

In the Connection Parameters section, provide:

  • Host: PostgreSQL host or IP address
  • Port: PostgreSQL port (default: 5432)
  • Username: PostgreSQL login username
  • Select Secret Source: choose Direct Input to type the password here, or select a configured secret store
  • Enter Secret Key: the password for the account (shown only when Secret Source is Direct Input)
  • Database: database to connect to
  • Schema: target schema (leave blank to use the default schema)
  • Object Types: choose whether to fetch tables, views, or both
  • Schedule Sync: configure for metadata timeline synchronization (see Metadata Timeline)
  • Sync Batch Size: optionally control how much metadata is fetched per batch

The dialog can also show Drift, Lineage, Workload, and Profiling tabs for optional capabilities — these are optional and can be turned on later from Edit:

  • Drift — toggle Enable drift tracking to monitor the source for schema changes.
  • Lineage — toggle Build lineage after creating to trace data flow.
  • Workload — toggle Enable workload analysis and pick from PostgreSQL-specific workflows (PG Table Storage Usage, PG Database Storage Usage, PG Query Workload, and more).
  • Profiling — toggle Enable data profiling to collect column/table-level facts for quality rules and search.

Step 3: Test Connection​

Click Test Connection to validate the credentials before saving.

Step 4: Save Data Source​

If the test succeeds, click Create. You'll land back on the Sources list with the new PostgreSQL connection visible.

Step 5: Explore Data Source Items​

Click the connection's name to drill down through its hierarchy — connection → database → schema → table — with tabs that change at each level:

LevelTabs
ConnectionSources · Lineage · Schema Drift · Data Quality
DatabaseSources · Lineage · Schema Drift · Data Quality · Queries
SchemaSources · Lineage · Schema Drift · Data Quality
TableMetadata · Data Preview · Profile · Quality Rules · Lineage · History

Connection-level tabs

Database-level tabs

Schema-level table listing

Open a table to view its Metadata tab — Attributes, Constraints, FK Relationships, Indexes, and Partitions. The Attributes table lists ATTR_SNO, ATTR_NAME, DATA_TYPE, DATA_LENGTH, DATA_SCALE, NULLABLE, and GENERIC_TYPE.

PostgreSQL table Metadata tab

Other useful tabs on the same table:

  • Data Preview — a row-level data grid of the table's actual content.

    PostgreSQL table Data Preview tab

  • Profile — column- and table-level profiling facts, populated when Enable data profiling is on for the connection.

  • Quality Rules — the Active Rules configured for this table (Rule, Type, Severity, Dimension, Category, Hub). For detailed information, refer to the Data Quality documentation.

    PostgreSQL table Quality Rules tab

Best Practices​

  1. Use Secret Store for passwords to avoid hardcoding credentials
  2. Always Test Connection before saving to ensure configuration is correct
  3. Enable only what you need — Drift, Lineage, Workload, and Profiling are optional and can be turned on later from Edit if you don't need them at creation time
  4. Leverage Schedule Sync to keep metadata timelines updated

For more details on configuring PostgreSQL with metadata sync, see the Metadata Timeline.