Connection

The "Connection" defines the main source system integration for the Knowledge Base. It can either be a Direct or Gateway-driven connection to a number of supported SQL-and-similar source systems.

For a full list of our supported integrations, their details, and troubleshooting info, see Source System Integrations.

For more information about Lumi AI's Data Gateway, see here.

Key Components

This section breaks down into the system, connection type, and associated details. You have the ability to test a connection (recommended) before saving.

System Selection

Use the dropdown to select the target system you would like to connect to. For a full list of current and future-scoped integrations, see Source System Integrations.

We are constantly expanding our supported systems based on user feedback.

Can't find the system you'd like to connect to? Feel free to reach out to [e-mail] with your feedback.

Connection Method

Two connection methods are available for systems. Not all systems support both methods; see Source System Integrations for details.

• Direct: Is the conventional connection approach, connecting Lumi AI's backend directly to the target system. This is the default option in most cases. Connections are SSL/TLS secured.

• Gateway-Driven: This is Lumi AI's proprietary solution for systems that are not, or cannot, be exposed to internet connections. In this method, the organization admin(s) download and install a Data Gateway that sits on the edge of the organization's local network, without outbound access to Lumi AI's backend only, and with organization-configured network access to the destination system. See Data Gateway for more details. You must create a Data Gateway in Lumi AI and have it running before you can select it in the Knowledge Base in Connection Properties (see below).

Connection Properties

Each system (and choice of direct or gateway) influences the Connection Properties that must be populated. Typically, for most SQL systems, it will be a combination of Host, Port, Username, Password, and Database.

In Lumi AI's Knowledge Base, a connection is defined down to the "Database" level or equivalent depending on the system. This is to simplify the definition in later sections and prevent cross-database access that may not be intended.

For systems that do not have a database-schema-table pattern, the equivalent highest level equivalent is used (e.g., Databricks "Catalog" replaces "Database" in this context).

For more information about individual properties and troubleshooting configuration, see Source System Integrations.

Testing the Connection

Once all components above are populated, you can use the "Test Connection" button to run a simple connection test.

If a Gateway is being used and the connection to the Gateway is not healthy, that must be resolved first.

It's possible for the Gateway to fail or be turned off as it exists in the organization's infrastructure, not Lumi AI's, so please coordinate with Admins / IT to resolve if it is erroring before trying to resolve the connection.

Sometimes, though rare, the Gateway may need to be updated to capitalize on new functionality or supported systems.

If the connection is not healthy (and there is no Gateway, or the Gateway reports healthy), the properties must be adjusted to resolve.

For details on individual properties, or troubleshooting, see Source System Connections.

While not required, it is recommended that you have a healthy connection and save before proceeding with other activities when creating a Knowledge Base from scratch.

An unhealthy connection will not be able to share metadata on available schemas, tables, views, and fields, thus populating remaining sections will be restricted. It also means the Knowledge Base will not be effective/usable in Chat or Board context until resolved.