Azure SQL Managed Instance Setup Guide

Follow these instructions to replicate your Azure SQL managed instance to your destination using Fivetran.

Prerequisites

To connect your Azure SQL managed instance to Fivetran, you need:

SQL Server version 2012 or above
An Azure account with a DB Owner, SQL Server Contributor, or SQL Security Manager role
ALTER ANY USER permissions in your database server
Your database host's IP (e.g., 1.2.3.4) or domain (e.g., your.server.com)
Your database's port (usually 3342)
(If you want to connect using SSH) An SSH server

IMPORTANT: We do not support single-user mode. We only support the proxy connection type. See Microsoft's Azure SQL documentation for more information on the proxy connection type.

Setup instructions

IMPORTANT: Do not perform the Choose connection method step if you want to use Hybrid Deployment for your data pipeline.

Choose authentication method

Decide on your preferred authentication method.

Authenticate with Microsoft Entra ID (formerly Azure Active Directory)

IMPORTANT: You must have a properly configured Entra ID enabled within your Azure account to authenticate with Microsoft Entra ID (formerly Azure Active Directory). Follow Azure's Active Directory for Azure SQL setup instructions to properly enable Entra ID Authentication on your Azure SQL Database. You must have an AD admin user role to authorize Fivetran's access.

Microsoft Entra ID allows you to authenticate Fivetran using OAuth-style authentication. You can easily limit permissions and revoke Fivetran's access at any time, while also not sharing any user or password credential information with Fivetran.

In your connector setup form, choose the Connect via Microsoft Entra ID authentication method.
In Microsoft Entra ID, click the Properties button.
Find and copy your tenant ID.
Enter the Tenant ID in your connector setup form, then click Authorize.
In your Azure SQL database, create a user using the following command. Even though you don't share user or password information with Fivetran, the database eventually requires a user to issue queries. The <PRINCIPAL-NAME> must either match your Active Directory user's User Principal Name or be a Group Principal Name assigned to that user.

CREATE USER [<PRINCIPAL-NAME>] FROM EXTERNAL PROVIDER;

Authenticate with username and password

With this method, you provide Fivetran with a username and associated password for a properly-configured user on the database. You'll create this user later in this setup guide.

Choose a connection method

Next, decide whether to connect your Azure SQL managed instance directly, using an SSH tunnel, using Azure Private Link, or using Proxy Agent.

Connect directly (TLS required)

IMPORTANT: You must have TLS enabled on your database to connect directly to Fivetran. Follow Azure's TLS setup instructions to enable TLS on your database.

Fivetran connects directly to your database instance. This is the simplest connection method.

To connect directly, create a firewall rule to allow access to Fivetran's IPs for your database's region.

Connect using SSH

Fivetran connects to a separate server in your network that provides an SSH tunnel to your database. You must connect through SSH if your database is in an inaccessible subnet on a virtual network.

To connect using SSH, create a firewall rule to allow access to your SSH tunnel server's IP address.

Before you proceed to the next step, you must follow our SSH connection instructions to give Fivetran access to your SSH tunnel. If you want Fivetran to tunnel SSH over TLS, follow Azure's TLS setup instructions to enable TLS on your database.

Connect using Azure Private Link

IMPORTANT: You must have a Business Critical plan to use Azure Private Link.

Azure Private Link allows Virtual Networks (VNets) and Azure-hosted or on-premises services to communicate with one another without exposing traffic to the public internet. Learn more in Microsoft's Azure Private Link documentation.

Follow our Azure PrivateLink setup guide to configure Private Link for your database.

Connect using Proxy Agent

Fivetran connects to your database through the Proxy Agent, providing secure communication between Fivetran processes and your database host. The Proxy Agent is installed in your network and creates an outbound network connection to the Fivetran-managed SaaS.

To learn more about the Proxy Agent, how to install it, and how to configure it, see our Proxy Agent documentation.

Enable access

Configure a server firewall to grant Fivetran's data processing servers access to your database.

Log in to the Azure console.
On the Azure main page, select Azure SQL.
Click the Azure SQL managed instance that you want to connect to Fivetran.
On the instance overview page, find the host URL and make a note of it. You will need it to configure Fivetran.
In the left menu, go to the Security section. Click Networking.
Set the Public endpoint toggle to Enable.
Click Save.
In the left menu, click Overview.
Click the Virtual network/subnet link.
In the left menu, go to the Settings section. Click Subnets.
On the Subnets page, find the security group and make a note of it.
Return to the resource group that contains your managed instance. Click the network security group that you noted in the last step.
In the left menu, go to the Settings section. Click Inbound security rules.
On the Inbound security rules page, click Add to add a new firewall rule with a memorable name (for example, Fivetran). What you enter in the IP fields depends on whether you're connecting directly or using an SSH tunnel.
- If you are connecting directly, use the following settings:
  - Source : Fivetran's IPs for your managed instance's region
  - Source Port Range : *
  - Destination : Any
  - Service: Custom
  - Destination port ranges : 3342
  - Protocol : TCP
  - Action : Allow
  - Priority : Set a higher priority than the deny_all_inbound rule.
- If you are connecting using an SSH tunnel, use the following settings:
  - Source : Your SSH tunnel server's IP address
  - Source Port Range : *
  - Destination : Any
  - Service: Custom
  - Destination port ranges : 3342
  - Protocol : TCP
  - Action : Allow
  - Priority : Set a higher priority than the deny_all_inbound rule.
Click Add.

Create user

If you're authenticating Fivetran with a username and password, create a database user for Fivetran's exclusive use.

IMPORTANT: If you are authenticating with Microsoft Entra ID (formerly Azure Active Directory), skip ahead to Enable incremental updates.

Open a connection to your Azure SQL database.
Add a container database user by running the following command. Replace <database> with the name of your database, <username> with the username of your choice, and <password> with a password of your choice:

USE [<database>];
CREATE USER <username> WITH PASSWORD = '<password>';

Grant user permissions

Once you've created the Fivetran user, grant it SELECT permission for the database, schemas, tables, or specific columns you want Fivetran to sync. You can grant access to everything in a given database:

GRANT SELECT on DATABASE::[<database>] to <username>;

or all tables in a given schema:

GRANT SELECT on SCHEMA::[<schema>] to <username>;

or a specific table:

GRANT SELECT ON [<schema>].[<table>] TO <username>;

or a set of specific columns in a table:

GRANT SELECT ON [<schema>].[<table>] ([<column 1>], [<column 2>], ...) TO <username>;

or all but a set of specific columns in a table:

GRANT SELECT ON [<schema>].[<table>] TO <username>;
DENY SELECT ON [<schema>].[<table>] ([<column X>], [<column Y>], ...) TO <username>;

Enable incremental updates

For incremental updates, we use one of the following tracking mechanisms:

These mechanisms let Fivetran copy only the rows that have changed since the last data sync so we don't have to copy the whole table every time. Learn more in our updating data documentation.

Choose to enable change tracking, change data capture, or Fivetran Teleport Sync.

Change tracking

Expand for details

Enable change tracking at the database level:
```
ALTER DATABASE [<database>] 
SET CHANGE_TRACKING = ON 
(CHANGE_RETENTION = 7 DAYS, AUTO_CLEANUP = ON);
```
NOTE: While we recommend seven days of change retention, you can set your retention period as low as one day. However, a shorter retention period increases the risk that your logs will expire in between syncs, triggering an automatic full source re-sync.

Enable CT for each table you want to integrate:

ALTER TABLE [<schema>].[<table>] ENABLE CHANGE_TRACKING;

Grant the Fivetran user VIEW CHANGE TRACKING permission for each of the tables that have change tracking enabled:
```
GRANT VIEW CHANGE TRACKING ON [<schema>].[<table>] TO <username>;
```

Change data capture

Expand for details

Enable change data capture at the database level:
```
USE TEST;
EXEC sys.sp_cdc_enable_db;
```
Enable CDC for each table you want to integrate:
```
EXEC sys.sp_cdc_enable_table  
@source_schema = [<schema>],
@source_name   = [<table>],
@role_name     = [<username>],
@supports_net_changes = 0;
```
NOTE: Fivetran only supports tables with a single CDC capture instance. Our syncs only include tables and columns that are present in a CDC instance. If you add new tables or columns, you must create a new CDC instance that includes them and delete the old instance.
NOTE: When @supports_net_changes is set to 1, an additional non-clustered index is created on the change table. Because this index needs to be maintained, enabling net changes can degrade CDC performance.
Set your CDC retention period:
```
EXEC sys.sp_cdc_change_job
@job_type = N'cleanup',
@retention = 10080; -- Sets the retention period to 7 days
```
NOTE: While we recommend seven days of change retention, you can set your retention period as low as one day. However, a shorter retention period increases the risk that your logs will expire in between syncs, triggering an automatic full source re-sync.

Fivetran Teleport Sync

You do not need to do any additional configuration to use Fivetran Teleport Sync.

(Optional) Schema changes for change tracking (CT) and change data capture (CDC) Private Preview

By default, when you create a new table in your database, you must manually enable CT or CDC for that table before we can sync it. Additionally, if you add a new column to an existing CDC-enabled table, you must manually recreate the CDC capture instance before we can sync the column.

If you want Fivetran to automatically enable CT or CDC for newly created tables and to update CDC capture instances when a new column is added, install the following stored procedures on your database. If your connector contains only CT-enabled tables, then any subsequent new tables will be CT-enabled. If your connector has a mixture of CT- and CDC-enabled tables or contains CDC-enabled tables only, then we will enable CDC over CT by default.

Expand for instructions

Install the following script on your database. Before running the script, replace <database> with your database name.

NOTE: If you have configured your connector to "Allow columns", you can exclude the [dbo].[sp_ft_enable_cdc] and [dbo].[sp_ft_enable_change_tracking] stored procedures. If you have configured your connector to "Block All", you can exclude all the following stored procedures.

USE [<database>];

/****** Object:  StoredProcedure [dbo].[sp_ft_enable_cdc]    Script Date: 1/17/2024 11:12:55 PM ******/
SET ANSI_NULLS ON
GO
   
SET QUOTED_IDENTIFIER ON
GO
   
CREATE OR ALTER PROCEDURE [dbo].[sp_ft_enable_cdc]
   @TableList NVARCHAR(MAX),
   @FivetranUser NVARCHAR(MAX)
WITH EXECUTE AS OWNER -- Change to an appropriate sysadmin user
AS
BEGIN
   SET NOCOUNT ON;

   -- Table to store tables with results
   CREATE TABLE #ResultTables (TableName NVARCHAR(MAX), Result NVARCHAR(MAX));

   -- Enable CDC for each table
   DECLARE @TableName NVARCHAR(MAX);
   DECLARE @SqlStatement NVARCHAR(MAX);

   WHILE LEN(@TableList) > 0
   BEGIN
      -- Get the first table in the list
      SET @TableName = NULL;
      SET @TableName = SUBSTRING(@TableList, 1, CHARINDEX(',', @TableList + ',') - 1);

      -- Remove the processed table from the list
      SET @TableList = STUFF(@TableList, 1, LEN(@TableName) + 1, '');

      -- Build and execute the SQL statement to enable CDC for the table
      SET @SqlStatement = '
      BEGIN TRY
         EXEC sys.sp_cdc_enable_table
             @source_schema = ''' + PARSENAME(@TableName, 2) + ''',
             @source_name   = ''' + PARSENAME(@TableName, 1) + ''',
             @role_name     = ''' + @FivetranUser + ''',
             @supports_net_changes = 0;
         
         INSERT INTO #ResultTables (TableName, Result) VALUES (''' + @TableName + ''', ''Success'');
      END TRY
      BEGIN CATCH
         PRINT ERROR_MESSAGE();
         INSERT INTO #ResultTables (TableName, Result) VALUES (''' + @TableName + ''', ERROR_MESSAGE());
      END CATCH
      ';

     -- Execute the dynamic SQL statement
     EXEC sp_executesql @SqlStatement;
   END

   -- Return the list of tables with results
   SELECT * FROM #ResultTables;
      
   -- Drop the temporary table
   DROP TABLE #ResultTables;
END;
GO


/****** Object:  StoredProcedure [dbo].[sp_ft_enable_change_tracking]    Script Date: 1/17/2024 11:10:45 PM ******/
SET ANSI_NULLS ON
GO
   
SET QUOTED_IDENTIFIER ON
GO
   
CREATE OR ALTER PROCEDURE [dbo].[sp_ft_enable_change_tracking]
   @TableList NVARCHAR(MAX),
   @FivetranUser NVARCHAR(MAX)
WITH EXECUTE AS OWNER -- Change to an appropriate sysadmin user
AS
BEGIN
   SET NOCOUNT ON;
      
   -- Table to store tables with results
   CREATE TABLE #ResultTables (TableName NVARCHAR(MAX), Result NVARCHAR(MAX));
      
   -- Enable change tracking for each table
   DECLARE @TableName NVARCHAR(MAX);
   DECLARE @SqlStatement NVARCHAR(MAX);
      
   WHILE LEN(@TableList) > 0
   BEGIN
      -- Get the first table in the list
      SET @TableName = NULL;
      SET @TableName = SUBSTRING(@TableList, 1, CHARINDEX(',', @TableList + ',') - 1);
      
      -- Remove the processed table from the list
      SET @TableList = STUFF(@TableList, 1, LEN(@TableName) + 1, '');
         
      -- Build and execute the SQL statement to enable change tracking
      SET @SqlStatement = '
      BEGIN TRY
         ALTER TABLE ' + @TableName + ' ENABLE CHANGE_TRACKING;
         GRANT VIEW CHANGE TRACKING ON ' + @TableName + ' TO ' + @FivetranUser + ';
         INSERT INTO #ResultTables (TableName, Result) VALUES (''' + @TableName + ''', ''Success'');
      END TRY
      BEGIN CATCH
         PRINT ERROR_MESSAGE();
         INSERT INTO #ResultTables (TableName, Result) VALUES (''' + @TableName + ''', ERROR_MESSAGE());
      END CATCH
      ';
         
      -- Execute the dynamic SQL statement
      EXEC sp_executesql @SqlStatement;
   END
      
   -- Return the list of tables with results
   SELECT * FROM #ResultTables;
      
   -- Drop the temporary table
   DROP TABLE #ResultTables;
END;
GO

  
/****** Object:  StoredProcedure [dbo].[sp_ft_get_tables_with_ddl_changes]    Script Date: 1/30/2024 9:10:47 PM ******/
SET ANSI_NULLS ON
GO
   
SET QUOTED_IDENTIFIER ON
GO

CREATE OR ALTER PROCEDURE [dbo].[sp_ft_get_tables_with_ddl_changes]
   @TableList NVARCHAR(MAX),
   @ddlTime DATETIME = NULL -- New parameter for ddlTime
WITH EXECUTE AS OWNER -- Change to an appropriate sysadmin user
AS
BEGIN
   SET NOCOUNT ON;

   -- Declare a table variable to store the results
   DECLARE @ChangedTables TABLE (
      TableName NVARCHAR(MAX),
      DdlTime DATETIME
   );

   -- Split the comma-separated list into a table variable
   DECLARE @TableNames TABLE (
      TableName NVARCHAR(MAX)
   );
      
   INSERT INTO @TableNames (TableName)
   SELECT value
   FROM STRING_SPLIT(@TableList, ',');
      
   -- Check for DDL changes in cdc.ddl_history
   INSERT INTO @ChangedTables (TableName, DdlTime)
   SELECT
      tn.TableName,
      MAX(dh.ddl_time) AS LatestDdlTime
   FROM cdc.ddl_history dh
   INNER JOIN @TableNames tn ON CONCAT(OBJECT_SCHEMA_NAME(dh.source_object_id), '.', OBJECT_NAME(dh.source_object_id)) = tn.TableName
   WHERE @ddlTime IS NULL OR dh.ddl_time >= @ddlTime
   GROUP BY tn.TableName;
      
   -- Return the list of tables with the latest DDL changes
   SELECT TableName, DdlTime
   FROM @ChangedTables;
END;
GO



/****** Object:  StoredProcedure [dbo].[sp_ft_update_cdc]    Script Date: 1/31/2024 1:19:40 AM ******/
SET ANSI_NULLS ON
GO

SET QUOTED_IDENTIFIER ON
GO

CREATE OR ALTER PROCEDURE [dbo].[sp_ft_update_cdc]
   @TableName NVARCHAR(MAX),
   @FivetranUser NVARCHAR(MAX),
   @CaptureInstance NVARCHAR(MAX),
   @CapturedColumnList NVARCHAR(MAX)
WITH EXECUTE AS OWNER
AS
BEGIN
   SET NOCOUNT ON;

    -- Table to store tables with results
    CREATE TABLE #ResultTables (TableName NVARCHAR(MAX), Result NVARCHAR(MAX));

    DECLARE @SourceSchema NVARCHAR(MAX);
    DECLARE @SourceName NVARCHAR(MAX);

    BEGIN TRY
        -- Assign values to variables for PARSENAME function
        SET @SourceSchema = PARSENAME(@TableName, 2);
        SET @SourceName = PARSENAME(@TableName, 1);

        -- Step 1: Disable the current CDC instance
        EXEC sys.sp_cdc_disable_table
            @source_schema    = @SourceSchema,
            @source_name      = @SourceName,
            @capture_instance = @CaptureInstance;

        -- Step 2: Create a new CDC instance
        EXEC sys.sp_cdc_enable_table
            @source_schema        = @SourceSchema,
            @source_name          = @SourceName,
            @role_name            = @FivetranUser,
            @capture_instance     = @CaptureInstance,
            @captured_column_list = @CapturedColumnList,
            @supports_net_changes = 0;

        -- Insert the result into the #ResultTables table
        INSERT INTO #ResultTables (TableName, Result) VALUES (@TableName, 'Success');
    END TRY
    BEGIN CATCH
        PRINT ERROR_MESSAGE();
        -- Insert the error message into the #ResultTables table
        INSERT INTO #ResultTables (TableName, Result) VALUES (@TableName, ERROR_MESSAGE());
    END CATCH;

    -- Return the list of tables with results
    SELECT * FROM #ResultTables;

    -- Drop the temporary table
    DROP TABLE #ResultTables;
END;
GO

Grant the Fivetran user execute permission.

USE [<database>];
GRANT EXECUTE ON dbo.sp_ft_enable_cdc to <username>;
GRANT EXECUTE ON dbo.sp_ft_enable_change_tracking to <username>;
GRANT EXECUTE ON dbo.sp_ft_get_tables_with_ddl_changes to <username>;
GRANT EXECUTE ON dbo.sp_ft_update_cdc to <username>;

Finish Fivetran configuration

In your connector setup form, enter a Destination schema prefix. This is used as the connector name and cannot be modified once the connector is created.
NOTE: Depending on your selection in the Destination schema names field, we will either prefix the connector name to each replicated schema or use the source schema names instead.
In the Host field, enter the host you copied in Step 3.
Enter your database instance's port number. The port number is usually 3342.
For the Database, enter the name of the database that you want to connect to Fivetran.
Choose your authentication method. If you selected Connect with a username and password, provide the following information:
- For the User, enter <username>@<servername>. The <servername> is part of the Azure host URL you found in Step 3 (for example, <servername>.database.windows.net).
- For the Password, enter the password for the Fivetran-specific user that you created in Step 4.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
(Not applicable to Hybrid Deployment) Choose your connection method. If you selected Connect via an SSH tunnel, copy or make a note of the Public Key and add it to the authorized_keys file while configuring the SSH tunnel, and provide the following information:
- SSH hostname (do not use a load balancer's IP address/hostname)
- SSH port
- SSH user
- If you enabled TLS on your database in Step 2, set the Require TLS through tunnel toggle to ON.
Choose your incremental Update Method.
Private PreviewIn the Destination schema names field, select Fivetran naming or Source naming to determine how the schema names appear in your destination. For more information, see the Schema information section.
Click Save & Test. Fivetran tests and validates our connection to your Azure SQL managed instance database. Upon successful completion of the setup tests, you can sync your data using Fivetran.

Setup tests

Fivetran performs the following tests to ensure that we can connect to your Azure SQL managed database and that it is properly configured:

The Connecting to SSH Tunnel Test validates the SSH tunnel details you provided in the setup form. It then checks that we can connect to your database using the SSH Tunnel. (We skip this test if you aren't connecting using SSH.)
The Connecting to Host Test validates the database credentials you provided in the setup form. It then verifies that the database host is not private and checks that we can connect to the host.
The Validating Certificate Test generates a pop-up window where you must choose which certificate you want Fivetran to use. It then validates that certificate and checks that we can connect to your database using TLS. (We skip this test if you selected an indirect connection method and then disabled the Require TLS through Tunnel toggle.)
The Connecting to Database Test checks that we can access your database.
The Checking Access to Schema Test checks that we have the correct permissions to access the schemas in your database. It then verifies that your database contains at least one table.
The Validating Replication Config Test verifies that your database has an incremental sync method enabled (either CDC or CT).