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Modify Data Discovery Data Store Connections

This applies to: Visual Data Discovery

You can modify data store connections.

Note: You must be logged in as an administrator or as a user with the group privilege Manage Connections to maintain data store connection definitions.

Modify a data store connection definition:

  1. Make sure you are logged in as a user with the group privilege Manage Connections.

  2. Select the Connections option from the Tools menu in the main menu. The Connections page appears. Search the list to locate the data store connection definition you want to modify. See Search and Filter Lists.

    The Connections page lists the data store connections you have defined and identifies how many data source configurations each connection uses.

  3. Select the data store connection definition you want to modify. The Connection Details tab opens.

  4. Select the edit icon next to the name at the top of the page to change the name of this connection. The field is now editable.

    Change the name and select Save.

  5. Use the fields on the Connection Details tab to alter the URL and other connection details and, if applicable, the authentication credentials (User Name and Password fields) required to connect to the data store. Any connection requirements for a specific data store are described in the connector documentation for that data store. See the Data Connector Reference.

    You can insert variables for connection parameters, if you have defined any custom attributes in your environment. See Insert Variables for Connection Parameters. Additionally, you can select any user attributes you have defined for connection parameters using the up and down arrows in the connection parameter section. See Use User Attributes for Connection Parameters.

  6. If the Do As User option is available, optionally specify the custom user attributes you set up to enable user delegation. See Apply User Delegation to a Connection.

  7. This is an optional step.

    Each data source configuration specifies refresh settings for the data from the data store. If a data store connection requires special credentials to refresh the data source data, select the Add an Override button under Scheduler Overrides and select an override setting to use. The override settings you can specify mirror the regular data store connection settings (except for the connection definition name) and vary based on the type of data store connector used for the connection. See Data Connector Reference.

    More than one override setting can be specified. Simply select the Add an Override button again and select a different setting and provide its input value. Repeat this process until all override settings required by the data store have been specified.

  8. Select Validate to validate the connection. If the connection is valid, you can save the connection. If invalid, make changes, then select Validate again.

  9. Select Save to save the connection.

  10. To see the data source configuration definitions that use this connection definition, select the Data Sources tab.

  11. Select Back at the top of the page to return to the Connections page that lists the connection definitions.

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