Creating Data Sources

Key Terminologies:

• Process: Assign an existing approval process (non-query) to the newly created data source.
• Owner: The user responsible for the data source, and once query approval is enabled, this person oversees the data source's query approvals.
• Type: Currently divided into three types: 1. Read-Write (can be queried and executed), 2. Write (execution only), 3. Read (query only).

Tips

The different types will determine how the data source appears in the shuttle box for different authorization types within a permission group. For details, refer to Permission Group Settings.

Editing Data Sources

Key Terminologies:

• Exclude Databases: Select and save databases that need to be excluded so that they do not appear in the database selection dropdown on the submission order/query page.
• Masking Fields: When masking fields are entered, the matched field data (case-sensitive) under this data source will not be displayed in the query results.

Warning

If the following warning notification appears after clicking the data source edit button:

This indicates that there is a configuration issue with the data source, and it cannot connect to the database.