View and Edit in Datasource

View Data Source:

When data source connections for a particular database are already available, you will be taken to “View” tab when you click on the database name. A list of data source connections that have been created for that database will appear.

  • Search: User can search a particular connection within the list.
  • User can sort the connections depending on Name and Connection ID.
  • Test: Click on this button to test the connection.
  • Edit: Click on this button to edit the data source connection.
  • Share: Click on this button to share the data source connection with other users.
  • Delete: Click on this button to delete the data source connection.
  • Create Metadata: Click on this button to create a metadata from the connection. It is advisable to test the connection before creating metadata.

Edit Data Source:

  1. Go to the Data Sources tab next to Home.
  2. Click on the database icon that contains the connection you want to edit. You will see a list of connections that are present for that database.

  3. Click on the Edit button corresponding to the connection that you want to edit. You will see the connection details.
  4. Input the details that you want to edit.

  5. Click on Advanced in order to make advanced level settings like adding properties apart from host and port, changing the data source provider etc.

  6. Click on Test Connection.

  7. If Test is successful, click on Update Datasource in order to save the changes that you have made.

  8. The data source connection has been updated successfully. You can now:
    1. Create Metadata using this data source
    2. Edit the data source
    3. Share the data source

Delete Datasource:

  1. Click on Data Sources tab next to Home tab.
  2. Click on the database in which the data source that you want to delete resides. You will see the list of data source connections that have been created.
  3. Click on Delete button corresponding to the data source connection you want to delete. You will get 2 options:
    • Simple Delete:Select this option to delete the data source connection only.
    • Cascaded Delete:Selecting this option will delete all the Metadata, Reports and Dashboards associated with this datasource connection.

  4. Select the type of delete. You will be prompted to confirm your action. Click on OK.

    5. The datasource connection is deleted.

For more info, contact us at support@helicalinsight.com


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