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Add and map a data source connection

Copying data from a data source to an ODX, begins in the web interface. Here, you add the data source connection and map it to an ODX instance. When you open the instance in the desktop application, you can then use the mapped data source connections when you add a data source.

Adding a data source connection

To add a data source connection, follow the steps below.

  1. Go to Data Estate > Data sources and click Add data source

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  2. In the Data source list, select the data source provider you want to use.
  3. In the Name box, type a name for the data source.
  4. In the Description box, type a description of the data source connection.
  5. Under Connection settings, enter the connection information required by the data source you've selected.

Cloning a data source connection

If you need to add a new data source connection that is mostly the same as an existing data source, you can clone the existing connection data source instead of starting from scratch.

To clone a data source connection

  • On the Data Sources page, in the Actions column, click the Clone button.

This will open a page similar to the Add Data Source page, but prefilled with data from the cloned data source. Nothing is saved before you save the new data source.

Mapping a data source to an ODX 

Once you've added a few data sources, it's time to map them to an ODX. To do that, follow the steps below.

  1. Go to Data Estate > Instances and click on an ODX instance.
  2. On the Mapped data sources list, click Add.
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  3. In the Add data source modal, select the data sources you want to add from the Data sources list, and then click Add.
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    You can search for, and select, multiple data sources.

Removing a data source mapping

A data source connection cannot be deleted if it is mapped to an ODX instance. You should also take care when you remove a data source mapping since any data sources on the ODX that use the data source connection will stop working.

Follow the steps below to delete a data source mapping. 

  1. On the Mapped data sources list, click the Delete icon in the Actions column in the row of the data source you want to remove.
  2. In the Remove data source modal, confirm that you want to remove the mapping by clicking Remove.
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