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Integrations

SQL Server

Read-only connections.

SQL Server — Read-only connections.

Provides
Knowledge source
Agent tools
Channel

Setup

  1. Go to Settings → Integrations → SQL Server → Connect.
  2. Authorise with an account that has access to everything you want to make available. For knowledge sources, use an admin or service account; permissions are still enforced per user at query time.
  3. Add SQL Server as a source under Knowledge → (knowledge base) → Add source and choose the scope to include.

What is synced

Content from the scope you select, with its metadata (author, dates, location) and the access rights defined in SQL Server. Changes are picked up by change notifications where SQL Server supports them, otherwise on the schedule you set (15 minutes to daily). Deletions and permission changes are applied on the next sync.

Permissions

Access rights in SQL Server are mapped to workspace users (by email) and groups. A user can only retrieve items they could open in SQL Server itself. See Permissions & access control.

Triggers

Events from SQL Server (new or updated items in scope) can start agent runs. See Automations & triggers.

Disconnecting

Disconnecting removes the credential from the vault immediately. Documents synced from SQL Server are removed from knowledge bases within minutes and from backups as they rotate.