Quickstart

If you want the shortest successful first run, follow this order. It avoids the most common beginner mistake: trying to analyze before the app has a working SQL connection, an AI / LLM provider, and a database with the right visibility settings.

If you have not completed onboarding, SQL permissions, or Query Store preparation yet, go back to the installation guide first.

1. Complete the first-run onboarding and let the 30-day full trial start automatically.
2. Add one saved SQL Server connection in Settings > Database.
3. Test the connection, save it, then click Connect.
4. Add one AI / LLM provider in Settings > AI / LLM and test it.
5. Start with Dashboard to confirm the instance is reachable and metrics are loading.
6. Move to Query Statistics or Object Explorer for your first deeper analysis.

In this product, Add Connection means add a saved connection profile. It does not create a new SQL database on the server.

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1. Open Settings > Database.
2. Click Add Connection.
3. Enter a clear Connection Name.
4. Enter Server / Instance and confirm the correct Port.
5. Choose the Default Database you want the profile to open first.
6. Select SQL Server Authentication or Windows Authentication.
7. If you chose SQL authentication, enter Username and Password.
8. Leave ODBC Driver on auto-select unless your DBA requires a specific driver.
9. Keep Encrypt Connection enabled unless you have a documented reason not to.
10. Enable Trust Server Certificate only when your environment explicitly requires it.
11. Click Test Connection.
12. If the test succeeds, click Save, then select the profile and click Connect.

Choose this path if you want model traffic to stay local. Make sure Ollama is already running and the model is already installed before you test it inside the app.

ollama serve
ollama pull codellama

1. Open Settings > AI / LLM > Providers.
2. Click Add AI Model.
3. Choose Provider = Ollama.
4. Enter a clear Name such as Local Ollama - SQL.
5. Enter Host as your Ollama URL, usually http://localhost:11434.
6. Enter the exact installed model name, for example codellama.
7. Click Test. If the test succeeds, click Add.
8. Select the provider in the list, click Set Default, then click Save Settings.

Choose this path if your team already uses a managed provider or if you want a centralized model backend. The exact fields vary by provider, but the workflow stays almost the same.

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1. Open Settings > AI / LLM > Providers and click Add AI Model.
2. Choose a cloud provider such as OpenAI, Azure OpenAI, Anthropic, or DeepSeek.
3. Enter a clear Name so you can distinguish production and test providers later.
4. Enter the target Model value exactly as required by that provider.
5. Enter the API key or credential field.
6. If you use Azure OpenAI, also fill in Endpoint and Deployment.
7. Click Test. If the test succeeds, click Add.
8. Select the provider, click Set Default, then click Save Settings.

1. After you connect, open Dashboard first.
2. Confirm that CPU, memory, IO, and TempDB metrics are populated.
3. Then open Query Statistics for query-level evidence.
4. If you want to inspect one procedure, function, or table, open Object Explorer.

If you want the product-level explanation for why this module order works, read the overview.