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Defining Data Sources

Before any user can load data from a data source, that data source must be defined within InterSystems TotalView™ For Asset Management. The data source definition includes all the information needed to access the data source and retrieve information about the structure of available items in that data source.

Defining a Data Source

To create a data source:

  1. Click the Management icon in the application menu.

  2. In the Data Loader section, click Data Sources.

    The page then displays a list of the types of data sources.

  3. Click one of the types.

    The right area then displays a table of the data sources of that type.

  4. Click the New button in the upper right, above that list. (The name of the button depends on the type of data source you are looking at.)

  5. In the right area, enter values as appropriate for that type (see later sections on this page).

  6. Click Submit.

Editing a Data Source

To edit a data source:

  1. Click the Management icon in the application menu.

  2. In the Data Loader section, click Data Sources.

    The page then displays a list of the types of data sources.

  3. Click one of the types.

    The right area then displays a table of the data sources of that type.

  4. Click the Edit icon in the row for the data source that you want to edit.

  5. In the right area, enter values as appropriate for that type (see later sections on this page).

  6. Click Submit.

Testing a Data Source

To test a data source:

  1. Click the Management icon in the application menu.

  2. In the Data Loader section, click Data Sources.

    The page then displays a list of the types of data sources.

  3. Click one of the types.

    The right area then displays a table of the data sources of that type.

  4. Click the Edit icon in the row for the data source that you want to test.

  5. If the page displays a Test Connection button, click that to ensure that you have entered the correct data.

    If the test is successful, the system displays the message Connection Test Succeeded! at the top of the page.

    If the test is not successful, the system displays a popup message indicating the connection failed.

Deleting a Data Source

To delete a data source:

  1. Click the Management icon in the application menu.

  2. In the Data Loader section, click Data Sources.

    The page then displays a list of the types of data sources.

  3. Click one of the types.

    The right area then displays a table of the data sources of that type.

  4. Click the Delete icon in the row for the data source that you want to delete.

    The system displays a popup dialog box to confirm this action.

  5. Click Delete.

When you delete a data source, the system automatically deletes any associated data schema definitions from the Data Catalog and (if applicable) removes its file interface path, including archived files.

See Also

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