Edit Data Source
This section walks users through the process of editing an existing data source to either modify its name, description, or database credentials. To edit an existing Data Source, follow the process below.
Expand on Data Source
On the Data Source page, expand on the Data Source you wish to edit.
Select Edit
Select the Edit button to open the Data Source in edit mode. This will open the Data Source Wizard in edit mode to guide you through the 4-step process of editing a Data Source.
Step 1. Define Your Data Source
You will be brought to Step 1 in the wizard. Here you can modify the following fields:
Data source name
Description
Note: These fields are optional to edit.
Select Next: Connect to procced to Step 2.
Select "Cancel" or "Close" to exit the wizard, which will discard any information entered or progress made up to that point.
Step 2. Connect to Your Database
On Step 2, you can modify the database connection credentials. If any changes are made to these fields, you must select the Test Connection button to validate the connection.
Select the Edit Password button to reveal the Password field and Test Connection button.
Optional fields to modify include:
Server Address
Port number
Database name
Username
Password
Note: Changes to the Server Address, Port number, Database name, or Username require the connection to be tested before moving forward.
If changes were not made to the connection fields, and only the name or description of the Data Source was changed in Step 1, testing the connection is not required.
After testing the connection or if no changes were made, select Next: Review to proceed to Step 3.
Select "Back" if you need to revise any previous steps.
Select "Cancel" or "Close" to exit the wizard, which will discard any information entered or progress made up to that point.
Step 3. Review Impact Analysis
On Step 3, you can view the Impact analysis, showing how your changes may affect existing data views or reports created with the Data Source.
Below is an example of a Data Source that has data views and reports created with it.
Select Next: Save to proceed to Step 4.
Select "Back" if you need to revise any previous steps.
Select "Cancel" or "Close" to exit the wizard, which will discard any information entered or progress made up to that point.
Step 4. Data Source Summary
On Step 4, review the summary details of your Data Source and select Save.
Select "Back" if you need to revise any previous steps.
Select "Cancel" or "Close" to exit the wizard, which will discard any information entered or progress made up to that point.
Once you have selected Save a modal will display, prompting you to provide a reason for editing the Data Source.
Select the dropdown arrow on the Reason field and select one of the following options:
Data Quality
Data/File is corrupted
Data needs to be updated
System is down / cannot collect for certain period of time
Other (Requires an additional comment)
Fill out additional information in the Additional comment field (if required).
If the reason "Other" is selected from the list, you will be required to provide additional comments in the "Additional comment" field.
Once you have provided a reason for your edits, select Confirm. You will be redirected to the Data Sources page and a success message will display, confirming your edits were saved.
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