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Connect Data Sources

Connect a data source before you import and load data.

The following is the basic workflow to connect a data source in Incorta Analytics:

  1. Select +New.
  2. Select Select Database in the Database field to choose a database connection.
  3. Fill out the fields and select Add Data Source.
  4. Select Test Connection. The connection test status window appears.
  5. Select OK.

NOTE

If you are using a custom JDBC driver that was not shipped with Incorta Analytics, place your driver in $INCORTA_HOME/server/lib/.

Modify Data Source Connection

  1. Select the data source name from the Data Sources list.
  2. Modify the data source connection data and select Save Changes.
  3. Select Test Connection to test the data source connection.

Share a Data Source

  1. Navigate to the “Data” page.
  2. Select the name of the data source to be shared.
  3. Select +New.
  4. Type in the search box to select individual users or groups with whom to share.
  5. Select a permission level to assign to the user, or group.
  6. Select Save.
  7. Select Done.

Delete Data Source

  1. Select one or more data sources by checking the box to the left. An Actions menu will appear in the upper right-hand corner of the screen.
  2. Choose Delete Selection from the menu.
  3. Confirm that you want to delete the data source.
  4. Select Delete.

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