Incorta

Steps to prepare and connect to Incorta

Prepare Incorta

To begin, complete the following steps in Incorta.

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Cloud Admin role needed

To prepare Incorta for Lightup integration, you must be a cloud admin in your Incorta instance.

Step 1: Enable connections to external BI tools

  1. On your User Profile menu, select Cloud Admin Portal.

    Incorta User Profile menuIncorta User Profile menu

  2. Open the Cluster Management Console.

  3. Select the connected cluster that you want to integrate with Lightup.

  4. In the middle column on the Main tab, under Connect External BI Tools, make sure connections are enabled. If they are disabled, select → Connect external BI tools, and enable them on the page that opens.

    Incorta cluster open in the CMCIncorta cluster open in the CMC

  5. When connections are enabled, the connection strings display just below the setting. Copy the SQL Interface Connection String.

    Connection strings for a cluster with external connections enabledConnection strings for a cluster with external connections enabled

Step 2: Set up Lightup user account

  1. Create a user named lightup. Make note of the password.
  2. Select the new user account, and then add it to a group that has the Analyze User role.

Step 3: Grant Lightup user access to schemas

  1. On your Incorta Home page, select the Schema tab.

  2. For each schema you want Lightup to access, open the vertical dots menu at the end of the schema's row and select Share. Then in the Share modal, select the Lightup user.

    Incorta Schema tab with the vertical dot menu open for a schemaIncorta Schema tab with the vertical dot menu open for a schema

Step 4: Note the tenant name

  1. On your User Profile menu, select About.
  2. Note the tenant name listed in the information modal that opens.

Datasource setup in Lightup

For steps to set up a datasource (including Incorta), see Manage datasources. Below are the Incorta connector settings you will use while setting up a datasource.

Connector settings

  • Host Name - The SQL Interface Connection String that you copied in Step 1, above.
  • Database Name - The tenant name you noted in Step 4, above.
  • Username - The name of the Lightup user.
  • Password - The Lightup user's password.

Query governance

Incorta datasources support Query date range limit and Query history. For steps, see Set query governance settings for a datasource.


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