Introduction
For Canopy customers, who have so requested, we have 'pushed' all their data and various reports to a PostgreSQL database. This database can be accessed directly by these customers using the access codes that have been provided.
While there are many ways of interacting with a PostgreSQL database, the easiest is to use the open source PgAdmin 4. This document explains how to setup access the database using the pdAdmin. Please do not hesitiate to call customer support in case of any questions or concerns.
Downloading pgAdmin 4 and Connecting to your Database
PgAdmin 4 is an open source interface for a PostgreSQL database. You can connect to your database by following the steps given below.
Step 1:
Download PgAdmin 4. It can be downloaded from https://www.pgadmin.org/ by clicking on the Download link
Step 2:
Choose the appropriate platform (i.e. Mac / Windows etc.) that you want to use. Since PgAdmin is an open source tool you can have as many copies of it as you want (on multiple computers if required, although each computer will have to be individually authorized by Canopy to access this data)
Step 3:
Launch PgAdmin 4. It opens as a new tab in your Browser. In PgAdmin 4, right click 'Servers' and then choose Create → Server in the popup menu
Step 4:
In the resulting 'Create - Server' dialog box, choose a name for this server (e.g Canopy_Database)
Step 5:
Click on the 'Connection' tab and enter hostname, username and password that has been supplied by the Canopy team. Press 'Save' to save and exit the dialog box
Step 6:
Click on the 'Servers' and go to your server. Click on your server and select the database name that has been created for you (this name will be given to you by the Canopy team). Right click the database name and select the 'Query Tool'
Step 7:
Enter 'select * from transaction_snapshot limit 50;' in the dialog box and press the 'Lightning' icon. You are connected to your database
FAQs
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