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Creating a SQL Server Bulk Data Source

  1. From the main Navigation Menu, select Data Sources>>Bulk Sources>>Query.
  2. On the Query Data Sources page, click the Create Bulk Query button.
  3. On the New Query Data Source page, Select MSSQL Query Data Source.
  4. Enter a MSSQL Query Data Source a Name.
  5. Select a Connection to a MSSQL Connector.
  6. Click Validate.
  7. Click Edit Query to launch the query builder.
  8. Add Tables/Views to be used for the bulk source. See query builder use here. Needs to link to article on query builder.
  9. Click Save Query.
  10. Click Validate.
  11. If you want to preview the source data, click Preview.
  12. Click Save.

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