Manage Data Source Connections

This section explains on how to share data sources and manage the version history of data sources and delete them in the Bold BI.

Data Sources that are accessible by the user depending on the user’s permission is displayed in the data sources page.

There are two connection type available in Data source

• Live mode
• Extract mode

Live mode connection

In this connection type data source directly fetched from source, examples like MySQL, Oracle, etc.

Extract mode connection

In this connection type data source fetched from source periodically, examples like CSV, JSON, etc.

User can see the data source refresh status and occupied data rows count in this page.

Check connectivity section for more details.

Refresh Setting

This section explains on how to configure the data source refresh setting.

Steps to configure a data source refresh setting

1. Click the Actions button in the Data sources grid context menu and select Refresh Setting option.

   

2. Select the recurrence type, recurrence, start and end dates in the Refresh Setting dialog box.

   • Data refresh can be scheduled hourly, daily, weekly and monthly.
   • Application Time Zone is displayed below the date picker. Start time of the schedule is converted to client Time Zone and shown in the right side for the user’s convenience, after selecting click on the Schedule button.
   • Data refresh failure notification can be sent to the owner of the data source with the error message and a link to the data source refresh history by enabling the send failure notification to owner option.
   • Bold BI application deactivates the data refresh, after limited consecutive failures and send the disable notification to the owner by mail.

   

NOTE: Only the data source created with extract mode will have this refresh setting option.

Refresh Data

Data refresh can be made to run on demand by using the Refresh Data option in the data source grid context menu.

Refresh History

You can see the data refresh history information of corresponding data source in the Refresh History option in the data source grid context menu.

And, also you can see the failure information by clicking the failed link in run history dialog box.

NOTE: Only the data source created with extract mode will have this refresh history option.

Share Data sources

This section explains on how to share data sources with the other users in the Bold BI.

Steps to share a data source

1. Click the Actions button in the Data sources grid context menu and select Sharing Permissions option.

   

2. Select the permission access from the Select Access dropdown and type in user or a group name whom you want to share the data source with.

   

3. After selecting the permission access and users or groups, click on the Share button.

   

NOTE: Only the user who created the data source and the Administrator can share the data source with other Bold BI users.

Remove Permission

The user who created the data source and the Administrator can remove the shared data source permissions.

1. Click the Manage Access button to see the users or groups and their permissions.

   

2. Then remove the permissions using the Remove option in the Actions column of the each permissions.

   

Version History

Versions and file logs for each data source are maintained in the Bold BI for every changes in the data source. Check Version History section for more details.

Delete Data Sources

Data Sources can also be deleted from the Bold BI when they are no longer required.

Click the Actions button in the data sources grid context menu and select Delete to delete the data source.

Preview Data Sources

You can preview the data of your data sources.

Click Actions in the data sources grid context menu and select Preview Data to preview the data source.

Copy Data Sources

You can copy the data source item only for the data source type in Live mode connection.

Click the Actions button in the data sources grid context menu and select Copy Data Source to copy the data source.

NOTE: The copy option shown only for Live mode connection like SQL and won’t shown for Extract mode connection like files, web API, etc.

Draft Data Sources

The Data Source will be automatically saved as draft when the user did not published the created data source.

You can view the unpublished draft data sources in the data source listing page tagged with draft label.