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Add connections

Neebo can connect to a range of external data systems at your organization. Each Neebo connection is to a particular source of data on one of these systems, for instance to a particular database among the many databases that may be stored on a single server.

Connect to a new system#

You connect a new data system to Neebo by adding a dataset from that system. You can do this from either your Neebo Home page or from inside a Workspace:

  • To add from your Neebo home page: click the 'Add new' button button and select the "Dataset" option.
  • To add from inside a Workspace: click the 'Add' button button from the detail page or the 'Add data' button from the Workbench. This will add the dataset you select to Neebo and add a reference to the dataset into your Workspace.

Then follow these steps in the dialog that opens:

  • Click on the icon for the type of system you wish to connect.
  • Enter connection details for the system and any user credentials you may need to access it.
  • Click the 'Connect' button button.
  • Select the individual database table or data file you wish to add as a dataset.
  • Click the 'Add connection' button button to finish creating the dataset.

Your data system is now connected and your dataset is available for use in Neebo.

Neebo will now begin to index related datasets on the connected system, generally those within the same database or folder, and make those datasets available for use in Neebo as well. This Introspection process means you only need to provide connection details once and can then find all datasets from that source using Neebo's find or browse options. Neebo does not introspect S3 buckets or your local computer.

Connecting by source type#

Upload file

Upload file#

Click the 'Upload file' button button to upload data files or documents from your computer directly to Neebo.

Drag and drop any files you wish to upload or use the add buttons to browse for files and folders on your computer. When a folder is uploaded, each file will be turned into a separate document or dataset depending on its file type. A progress bar will indicate the upload status.

Files in CSV, XLS, JSON, and Parquet formats become datasets in Neebo and can be viewed and interacted with inside a Workspace's Workbench. All other formats (including PDF, DOC, and image files) are handled as documents.

See uploading files for full details on handling of different file types, uplolad limitations, and other features of uploading files.

Any files you upload will live in your company's Neebo environment and all the other Neebo users in your organization will be able to read and use them in their own work. Please consider the confidentiality of files before uploading them to Neebo.

Snowflake

Snowflake#

You can build a Neebo dataset from any of the databases in your Snowflake warehouse. Each table in the database is treated as a separate dataset. Once you add one table as a Neebo dataset, Neebo will introspect the rest of the tables in that individual database and make them available as datasets.

For better performance with more complex queries, Neebo uses a native Snowflake connector to push down aggregations and joins when possible. Note that this connector does not require staging write access permissions.

These screenshots show the information to provide:

Connect to Snowflake Warehouse

Select Database and Table information

Datameer

Datameer#

You can build a dataset from any workbook on your Datameer system. Each kept workbook sheet is treated as a separate dataset and that workbooks must have been Run at least once before they can be added to Neebo. Once you add one sheet as a dataset, Neebo will introspect the rest of the workbooks in the corresponding folder and make their sheets available as datasets.

Note that only worksheets saved in parquet format can be connected to Neebo. Storing in Parquet has been the default since Datameer 6.3.

These screenshots show the information to provide:

Connect to Datameer

Select and describe File

S3

S3#

You can build a Neebo dataset from any CSV or Parquet file in your S3 bucket. Neebo does not introspect S3 connections so only the file you specify will be turned into datasets.

Files can be named anything as long as the file name does not contain the backtick (`) character or begin with either a space or an underline (_) character.

Once you select a file to add to Neebo, a message will appear at the bottom of your screen to let you know the file is being transfered. You will be notified in your activities panel and with another message at the bottom of your screen once the file has completed transfering to Neebo.

These screenshots show the information to provide:

Connect to S3

Specify Bucket and File

Database

Database#

You can build a Neebo dataset from a table in any of the these database systems: Microsoft SQL Server, MySQL, Oracle, PostgreSQL, Redshift, or Teradata. Each database table is treated as a separate dataset. Once you add one table as a Neebo dataset, Neebo will introspect the rest of the tables in that individual database and make them available as datasets.

These screenshots show the information to provide:

Connect to your database server

Select database and table information

Tableau Catalog

Tableau Catalog#

You can build a Neebo dataset from a table in any database listed in your Tableau Catalog. Each database table is treated as a separate dataset. Once you add one table as a Neebo dataset, Neebo will introspect the rest of the tables in that individual database and make them available as datasets.

These screenshots show the information to provide:

Connect to Tableau Catalog

Select Database

Connect to Database and select Table

Once you connect to your Tableau Catalog and select which database you wish to use, you will then have to connect to that database in a new dialogue. We will use the Tableau Catalog to fill in the database connection information but you will still need to enter your own user credentials and then select which table to use as usual. For other information on making a database connection, see the "Database" help above.

Data size limit#

Neebo has a default maximum dataset size of 3 million records for JDBC data sources. This limit applies both when adding new tables and when a dataset grows above that size as a result of an operation. Datsets above this limit are flagged with an warning triangle - yellow alert on search cards and on their detail pages.

Data sources that exceed the record count limit will still appear in Neebo search results and can still be added to Workspaces but they cannot act as data sources for other Neebo datasets nor can they be opened in external tools through Neebo.

System Administration

This limit is configurable. In some cases the default value may be too high or too low to serve its purpose of keeping the Neebo system healthy, controlling costs, and preventing overloads. If you think you would like to adjust the default limit, please contact your Neebo sales representative or use the Help button to contact Customer Support.

Supported Column Names#

A column name in Neebo may contain any character except a ` (backtick). Note that column names inside the same dataset must be unique and are not case sensitive (e.g. column names "State" and "STATE" cannot both be used in a dataset).