Which database settings can I configure in Cloud Reporting?

In Bold Reports® Cloud, you configure the database settings to import users and groups from an existing SQL Server or PostgreSQL database.

Before you configure database settings

Only admin users can change the settings. Keep the connection details of the SQL Server or PostgreSQL database that stores your users ready before you start.

How to configure the database connection

You configure the database connection under Settings > Authentication > Database, and then test the connection to a SQL Server or PostgreSQL database.

  1. Select Settings in the left-side panel.
  2. Select the Authentication tab, and then select Database. Database connection configuration page

Users can be imported from the following types of databases:

  • SQL Server
  • PostgreSQL

In the Database type dropdown, select the type of database to import users from. Select database Type

SQL Server database

  1. For the SQL Server Database, provide the following connection details: Server name, Authentication type, Username, Password, and Database name.
  2. Click Test Connection to validate the connection details.

Configuring SQL Server database connection

PostgreSQL database

  1. For the PostgreSQL Database, provide the following connection details: Server name, Port, Username, Password, and Database name.
  2. Click Test Connection to validate the connection details.

Configuring PostgreSQL database connection

How to map database columns to user fields

After you enter the connection details, you map database columns to the Username, First name, and Email address user fields and then save the configuration.

  1. Once the connection details are filled out, click Next to retrieve the schema of the provided database connection. Select Next option from database page

  2. The column mapping page opens and shows the schema of the connected database. Database mapping column

  3. Select the matched columns from the database schema for the Username, First name, Email address, Last name (optional), and IsActive (Optional) fields. Mapping database column with user fields

  4. If the columns are selected from different tables, the following scenarios will occur:

    • If the tables have a single relationship, the join will be made with the particular relationship.

    • If the tables have multiple relationships, the relationship can be selected from the list of relationships, and then click Apply. Select table relationship

    • If there is no relationship between tables, form a join with the selected tables, and then click Apply. Form table relationship

  5. Click Save to save the database details. Users are then retrieved from the configured database. Saving database details

    Use the Back button on the settings page to edit the database details before mapping and saving the database configuration.

  6. A success message confirms that the database details are saved. Database configuration success message

Which user fields must you map?

User field Required
Username Yes
First name Yes
Email address Yes
Last name No
IsActive No

Frequently asked questions

Which databases can I import users from?

You can import users into Cloud Reporting from SQL Server and PostgreSQL databases.

Who can import users from the configured database?

Only members of the System Administrator group can import users from the database. See Import users from a database.

Can I keep imported database users up to date?

Yes. You can synchronize imported database users manually or on a schedule. Synchronization updates names and email addresses and deletes users removed from the database.