Creating, Editing, and Deleting Data Sources

Considerations

  • You must have Owner or Metadata Manager permission on at least one application in order to create, modify, or delete an unregistered data source.
  • You must have Owner or Metadata Manager permission on an application in order to edit the registered data source for that application. You can enable and disable the data source, and you can add a Code to identify the data source instead of the name when a request file is processed. No other edits can be made to registered data sources.
  • You can create and delete unregistered data sources only. You cannot create or delete a registered data source.

Creating a Data Source

Considerations

  1. From the home page, click Tools, and then click Data Sources.
  2. Click Create.
  3. Enter the following information:
    Field Description
    Name Name (must be unique) for the data source.
    Description Optional: Description for the data source
    Code Unique code that identifies this data source when a request file is processed.

    Note:

    If the Code field is left blank, the name of the data source is used to identify it when a request file is processed. However, because the data source name can change over time it is a best practice to use the Code field to identify the data source instead of the name.
  4. Click Create.

    The data source is displayed in the inspector.

Editing a Data Source

After you create a data source, you can edit it in the inspector to enable or disable it or to change any general details.

  1. From Data Sources, click the name of a data source to open it in the inspector, and then click Edit.
  2. Optional: Edit any of the summary fields for the data source listed in Creating a Data Source.

    Note:

    For registered data sources, the only field that you can update is the Code field.
  3. In Enabled, click to enable or disable the data source. Data sources must be enabled in order to reference them in matching rules.

    Note:

    You cannot disable a data source if it is being referenced by a matching rule.

Deleting a Data Source

To delete a data source, in the Action column for the data source that you want to delete, click Actions action button, and then select Delete.

Note:

You cannot delete a data source if it meets any of the following conditions: