How to Connect to the EDW (Enterprise Data Warehouse)


This guide outlines how to connect to the Enterprise Data Warehouse (EDW) using various tools, including SQL Server Management Studio (SSMS), Excel (Windows and Mac), Microsoft Access, ODBC, and Visual Studio. All connections require UW NetID credentials and are secured through appropriate authentication methods.

Table of Contents

Connecting to the EDW Using SQL Server Management Studio (SSMS)

1. Open SSMS using Run as different user and authenticate with your UW NetID credentials.

SSMS_step1

2. At the Connect to Server dialog:

3. Click Connect.

4. Once connected, navigate to the Object Explorer to locate your database and open the Views folder to begin querying secured views.

SSMS Screenshot Object Explorer

Connecting to the EDW Using Excel (Windows)

1. Open Excel using your UW NetID credentials.

2. Navigate to Data > Get Data > From Database > From SQL Server Database.

screenshot Excel

3. In the Data Connection Wizard:

    1. Enter edwpub.s.uw.edu in the server name portion and then click “OK”.
      • Server Name: edwpub.s.uw.edu
    2. In the next window, use Windows Authentication or provide credentials in the format:
      • User Name: yournetid@netid.washington.edu
      • Password: your UW NetID password.

4. Complete the wizard to access and query data from the EDW.

Connecting to the EDW Using Excel (MacOS)

  1. Open Excel with UW NetID credentials.
  2. Go to the Data tab > New Database Query > SQL Server ODBC.
  3. In the connection window:
    1. Server: edwpub.s.uw.edu
    2. Method: Kerberos
    3. Kerberos ID: Create ID
    4. User Name: yournetid@netid.washington.edu
    5. Password: your UW NetID password
  4. Click Connect to begin querying EDW data.

Connecting to the EDW Using Microsoft Access (ODBC)

Step 1: Prepare Microsoft Access

1. Open the desired database in Access.

2. Go to External Data > New Data Source > From Other Sources > ODBC Database.

Screenshot Microsoft Access 

3. Choose Link to the data source by creating a linked table.

Screenshot Microsoft Access 

4. Under Machine Data Source, select an existing source or click New if the data source you want is not in the list.

Screenshot Microsoft Access 

5. This warning is informational. Press ‘OK’ to proceed.

Screenshot Microsoft Access 

Step 2: Create a New Data Source

1. Choose User Data Source.

Screenshot Microsoft Access 

2. Then select a driver:

Screenshot Microsoft Access 

Option 1: ODBC Driver 17 for SQL Server (preferred)

Option 2: SQL Server Native Client 11.0

Option 3: SQL Server

3. Provide a name, description, and server.

Screenshot Microsoft Access 

4. Choose With Integrated Windows authentication.

Screenshot Microsoft Access 

5. Change the default database to the one you want (e.g., UWODS).

Screenshot Microsoft Access 

6. Click on the checkbox for Use strong encryption for data.

Screenshot Microsoft Access 

7. Click Test Data Source to verify connectivity.

Screenshot Microsoft Access 

8. This is what you should see.

Screenshot Microsoft Access 

9. Select OK until you see the Link Table Dialog box.

Step 3: Choose Tables

  1. In the Link Tables dialog, select the views you need.

Screenshot Microsoft Access 

2. Define a unique record identifier if prompted.

Screenshot Microsoft Access 

3. The linked tables will appear in your Access workspace for querying.

Connecting to the EDW Using Visual Studio (BIDS 2019/ Report Server Projects)

1. Open or create a Report Server Project.

visual studio 2019 screenshot 

2. In Solution Explorer, right-click on Shared Data Sources > Add New Data Source.

visual studios 2019 screenshot visual studios 2019 screenshot 

3. Enter the connection properties:

visual studios 2019 screenshot 

4. Test the connection.

5. Click Advanced and set Encryption to True.visual studios 2019 screenshot 

6. Confirm the populated connection string and click OK.

visual studios 2019 screenshot 

7. The data source will now appear in your project and be ready for report development.

visual studios 2019 screenshot 

Need Help?

If you encounter issues or need assistance: