Adding and editing data sources

From the Data Source Library, you can add a new data source.

1. To add a new data source, on the Data Source Library, click New Data Source.
2. To edit an existing data source, click its edit icon.
3. On the data source configuration dialog, in the Data source name field, type the name of the new data source.
   
4. In the Description field, type a description of the data source.
5. In the Maximum records per upload field, type the maximum number of records that can be added at one time to a data set created from this data source.

   When users create a data set or add records to a data set from this data source, if the number of records to add is greater than the maximum, the user must adjust the filters to reduce the number of records.

6. Under Define connection, click the radio button for the type of data source you are creating.
7. For an Oracle BI data source:
   
   1. In the Host field, type the host name for the Oracle BI server.
   2. In the Port field, type the port number for the Oracle BI server.
   3. In the User name field, type the user name to use to connect to the Oracle BI server.
   4. In the Password field, type the password to use to connect to the Oracle BI server.
8. For a JDBC data source:
   
   1. In the URL field, type the URL for the database.
   2. In the Properties field, if needed, update the additional parameters needed for the connection.

      By default, the properties configure the JDBC connection to work in ANSI mode. This is required for some databases to support allowing users to filter the data when creating data sets from the data source.

      The default properties also set useLegacyDatetimeCode to false. This property is needed in order for date/time values from MySQL to work properly.

      If the data for this data source does not include any date/time values, then remove the useLegacyDatetimeCode property.

      If the data for this data source does include date/time values, and uses MySQL on a Linux machine, then you must also add the following property:

      serverTimezone=UTC

      When you add properties, you must insert a line break between each property-value pair.

   3. In the User Name field, type the user name to use to connect to the database.
   4. In the Password field, type the password to use to connect to the database.
9. Click Next.
   Studio attempts to connect to the data using the credentials provided. If the connection is successful, then:

   • For an Oracle BI data source, the Select Data Table page is displayed.
   • For a JDBC data source, the Data Source Definition page is displayed.

   See Selecting the data to use in a data source.