Sources Page

This applies to: Visual Data Discovery

Use Sources to create, import, export, search, review, and maintain your data source configuration definitions.

All users can view the Sources page.

If you log in as a user who has not been granted permissions for any data sources, the Sources page displays a message indicating that no sources are available.
If you log in as a user who only has read permissions for one or more data sources, they are shown on this page, but Connection information is not available for the sources.
If you log in as a user who belongs to a group that is granted the Create New Data Sources or Administer Sources privilege, you can create, import, export, and maintain data source configurations using this work area.

Use this work area to create, import, and edit data sources.

The Sources work area includes the following features:

Create Source : Select to create a new data source configuration. See Define a Visual Data Discovery Data Source Configuration.
Import Source: Select to import a new data source configuration and connection information. See Import or Export a Data Source.
Embed Sources Inventory: Select to generate a code snippet to embed the sources inventory in your application. See Generate a Sources Inventory HTML Snippet.
A table that lists the sources you can see, sort, and favorite of the defined data source configurations.
Options to modify source permissions, view and modify row and column security filters, refresh the cache, and manage Available Visual Types and Materialized Views.
A search bar at the top of the page you can use to search for a specific data source configuration in the table.

To access the Sources work area:

Log into Symphony.
Select the Sources option from s the main menu. The Sources page appears.

Depending on your settings, you can edit and delete data source configurations listed in the table on the Sources page. You can also clear the cache for a data source configuration. If there are many sources listed, you may need to search for the data source configuration you need. Use the search bar to search for a source definition in the list. See Search for a Definition in a List.

Buttons

The buttons on the page allow easy access to saved dashboards, as well as other dashboards created by other users in your Symphony environment. They also allow you to create a new dashboard, filter the dashboards that are shown, or import a dashboard.

Button	Description
All	Removes any filters for the sources list and displays all sources available to you within your environment.
	Displays only the sources that you have marked as favorites.
	Displays only the sources that you created and saved. Sources created and saved by other users are hidden.
	Displays only the sources that other users shared with you.
	Select to generate an embeddable sources inventory link. See Generate a Sources Inventory HTML Snippet.
Import Source	Allows you to import a source. See Import or Export a Data Source.
Create Source	Allows you to create a new source. See Define a Visual Data Discovery Data Source Configuration.

The Sources List

Each column in the table is described below. The Type, Name, Connection, Author, and Modified Date columns are sortable, and you can filter by any associated tags.

Column	Description
Fav	Mark the source as a favorite.
Type	An icon identifying the data store type for the data source configuration.
Name	The name assigned during data source configuration.
	Indicates a searchable description is associated with this source.
Tags	Content tags applied to the data source. If several are associated with a data source, hover over the ellipsis to see all tags for this resource.
Filter icon	Select to filter the work area's contents by one or more content tags.
Connection	The display name of the data store connection definition connected to this data source. For flat files, you define a Display Name when you upload the file; this name is shown.
Author	The user name of the data source creator.
Modified Date	The time stamp when the data source configuration definition was last modified.
Permissions	Select the permissions button () for a data source to assign and manage its permissions. You can only define permissions for a data source if you are logged in as a user with the Administer Sources privilege, or as a user with the Manage Source Permissions privilege.
Row	Select the row security ( ) button for a data source to define its row security for authorization groups. You can only define row security for a data source if you are logged in as a user with the Administer Sources privilege, or as a user with the Manage Source Permissions privilege.
Column	Select the column security ( ) button for a data source to define its column security for different authorization groups. You can only define row security for a data source if you are logged in as a user with the Administer Sources privilege, or as a user with the Manage Source Permissions privilege.
Actions	Shows icons you can select to perform actions for the data source. Select the trash can () button to delete a data source configuration. Before you delete a data source configuration, you must delete all the dashboards and visuals that use it. See Delete a Data Source Configuration. You can only delete a data source if you are logged in as, a user with the Administer Sources privilege, or a user with read and delete permission for the data source. Select the clear cache () button to clear the data cache for a data source configuration. Select one or more cache options to clear: Data Cache: Clears the cached query results. Statistics Cache: Clears the cache of fields statistic metadata, such as min, max, and distinct values numbers. See How Symphony Caches Data and Clear the Cache for a Data Source Configuration. You can only clear the cache for a data source if you a user with the Administer Sources privilege, or a user with write permission for the data source. If a Custom Range has been defined for a field, the minimum and maximum fields used in filters remain unchanged when you refresh source data. These fields are shown with cache actions disabled on the Cache tab. Select the More menu () button to view the More menu for a data source configuration. Options include: Available Visual Types: Select to define what visuals are available for this data source configuration. See Available Visual Types. Materialized Views: Select to define materialized view settings for the data source configuration. See Use Materialized Views (Experimental). Not visible if disabled. Export Source: Select to export the source information in JSON format. See Import or Export a Data Source. If you try to delete a visual, dashboard, dashboard link, data source, or data source field, Symphony displays an error message naming any objects dependent on the item you’re trying to delete. You can delete the item after you’ve removed the association from the dependent object.