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Connection:

  1. Prerequisites: Obtain the database host, port, and credentials (username and password) with read access to the databases you want to query.
  2. Adding the connection: Go to Integrations > PostgreSQL in the Playbooks dashboard. Enter your database connection details. This includes your host, port, username and password.
  3. Testing the Integration: Create a playbook that includes a step to run a simple SELECT query against your PostgreSQL database and verify the results are fetched correctly.

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Querying:

After adding postgreSQL as a connection, you can do the following:
  • Run a query on PostgreSQL.

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PostgreSQL limited access

To restrict permissions to the users accessing PostgreSQL instance via Playbooks, we recommend creating a custom role with the minimal permissions to get the relevant data. Here are 3 queries that you can run in your pgSQL query console to create a new account:

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Create a new user:

CREATE USER demo_video WITH PASSWORD '%3v8923nv3yn5I';

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Give required permissions to the user:

GRANT SELECT ON table_name TO demo_video;

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Verify permissions granted:

SELECT *
  FROM information_schema.role_table_grants 
 WHERE grantee = 'demo_video';