1
Confirm network access
Summand connects from a fixed set of egress IPs, listed in Settings → Connectivity. Allowlist them on your database firewall before continuing.For private databases — VPC-only, no public endpoint — Enterprise customers can use PrivateLink, VPC peering, or an SSH tunnel. Email sales@summand.com to set this up; it takes about a day.
2
Create a read-only database user
Run the SQL appropriate for your engine. Postgres example:Snowflake equivalent:Use a long random password — at least 32 characters. Summand stores it encrypted in AWS Secrets Manager.
3
Add the connector in Summand
Go to Connectors → Add connector → PostgreSQL (or MySQL / Snowflake). Provide:
- Host
- Port (5432 for Postgres, 3306 for MySQL, your account URL for Snowflake)
- Database name
- Username and password from the previous step
SELECT 1, and reports success or a clear error.4
Pick tables
Once connected, Summand queries
INFORMATION_SCHEMA and lists every table the user can read. Toggle on the tables you want as datasets — you can enable more later.Each enabled table becomes a dataset. The baseline column-stats component runs automatically; no other configuration is required.5
Pick what to do next
From any dataset’s detail page:
- Chat with Summand for ad-hoc questions.
- Create a view to save a SQL transformation, including cross-table joins.
- Set up an experiment to schedule the Predictors, Surprise finding, or other components on the dataset (or on a view of it).
6
Refresh on demand
Click Refresh on any dataset to re-read current data from the source. Scheduled experiments will pick up the new data on their next tick. The previous semantic-layer version is preserved for comparison.
Performance tips
- Limit row count for huge tables. A 100M-row table will take a long time to refresh. If you only need a representative sample, create a database view that samples or filters, and point Summand at the view.
- Pre-aggregate via Summand views. If multiple experiments target the same cohort, define the cohort once as a view and point experiments at the view rather than re-filtering in each component.
- Refresh during off-peak hours. A refresh is a single full table read. For warehouses with concurrent workloads, schedule analysis around your peak.
Security review checklist
If you need to walk security through the integration:- ✓ Read-only credentials, scoped to the schemas you grant
- ✓ Credentials stored encrypted in AWS Secrets Manager (KMS-backed)
- ✓ TLS required for all database connections; cert validation enforced
- ✓ Egress from a fixed IP range we publish
- ✓ No write paths exist in code —
SELECT-only is a hard property of the connector, not a configuration - ✓ Audit log entries for every connector create / update / delete (Enterprise tier)