An instance is a saved connection that tells the system:
You can think of an instance as a connection profile to a data source.
Each instance:

When you open the Data Acquisition page, you see the list of all configured instances, each instance is displayed as a card.
To create a new instance, click on Add instance. The procedure is guided and consists of 3 steps.

Choose the data source:

Enter the connection data:
The address field accepts multiple formats:
| Format | Example |
|---|---|
| IPv4 address | 192.168.1.100 |
| Hostname | server.domain.com or my_server |
| URL with protocol | https://server.domain.com:1433 |
| SQL Server format | hostname,1433\SQLEXPRESS |
my_sql_server)server:1433 or server,1433)server\SQLEXPRESS)Before continuing you must run the connection test.

Select the databases to use:
Finish by clicking on Save associations.
To edit an instance:
A window opens with two sections.

Here you can modify:

Here you can:
One of the most important points to understand is how the connection status works.
| Status | Description |
|---|---|
| Connected | Connection successful - the source is reachable and credentials are valid |
| Error | Connection failed - the source is unreachable or credentials are invalid |
| Not tested | Connection has not been verified yet |
| Testing | Connection test in progress |
This status indicates that:
This behavior prevents showing unreliable information.
Use Check connection status on the instance card to verify:
The status is updated immediately.
The Check connections status button (global) verifies all instances in one operation.
It's useful:
Because the status is not updated automatically. You must use Check connection status to get a real status.
The test confirms that:
Only if you change the connection parameters (address or username). If you only modify the name or database associations, the password is not required.
The system accepts IPv4 addresses, hostnames (with or without underscores), URLs with protocol, and SQL Server format with port and instance name. See the "Source address format" section for examples.
Yes. Hostnames like my_sql_server or db_server_01 are valid.
Common causes include:
The error message will provide specific details about the failure.