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Datasource Actions overview

Click the ... on a row in the Datasource listing page to open the Actions menu, which collects the ways to modify the selected Datasource.

A Datasource row selected on the listing page with the Actions menu open, showing Assign Tags, Move to Folder, Share, Edit Name/Description, Edit connection, Scan Datasource, Test Connection, Change Owner, and Delete
The Datasource Actions menu.

Assign Tags​

Assign Tags assigns existing tags to a Datasource.

The Assign Tags dialog with checkboxes for the tags docs, test tag, and to i5
Assigning tags to a Datasource.

Move to Folder​

Move to Folder moves the Datasource to a new or existing folder.

The Move to Folder dialog with options to move to an existing folder or a new folder
Moving a Datasource to a folder.

Share​

Share (Add Shares to Teams/Users) opens the Manage Teams/Users dialog, where you select the Teams and Users to grant access to the Datasource and choose their access level. See Datasource access for what each level grants.

The Manage Teams/Users dialog with a search box and a table comparing Full Access, Restricted Access, and Dataset Only Access across capabilities like running shared Queries and accessing Mappings and Fields
The Manage Teams/Users dialog and its access levels.

Edit Name/Description​

Edit Name/Description changes the Datasource's name or description.

Edit Connection​

Edit Connection opens the Datasource's connection page to make changes. See the Overview articles for each kind of connection.

Rebuild Subroutines​

Rebuild Subroutines rebuilds all of the Datasource's connected subroutines, using the saved connection. It appears only on UniVerse and UniData Datasources, for Users who can edit and test the connection. A message confirms when the subroutines have been rebuilt, or reports that they could not be rebuilt.

Reset Connections​

Reset Connections discards the Datasource's pooled connections, so the next Query opens fresh ones with the current connection settings (for example after changing NLS Detection; see Creating a Multi-value Datasource). It appears only on UniVerse and UniData Datasources, for Users who can edit the connection. A message confirms when the connections have been reset, or reports that they could not be reset.

Scan Datasource​

Scan Datasource updates the Datasource's Mappings. See Scanning a Datasource.

Test Connection​

Test Connection checks whether Informer can connect to the Datasource. A green message appears in the bottom left on success, or a red message with the error on failure. For a saved Datasource the test uses its stored connection; from the connection form it tests the values as entered, so a connection can be checked before it is saved.

Change Owner​

Change Owner opens a dialog to transfer ownership of the Datasource to another Team or User. See Datasource access.

The Change Owner dialog with My Teams, Search, and Create Team tabs, listing Sample Team and Test Team
The Change Owner dialog.

Delete​

Delete opens a dialog that requires typing DELETE to permanently remove the Datasource. Deleting a Datasource also deletes all related content: Mappings, Fields, Links, Queries, Datasets, and Reports. Any Dataset Fields secured by a Datasource Field have that security cleared. This cannot be undone.

note

If a Datasource's driver is missing or unavailable, the Datasource can still be deleted by a user with the right permissions.

The delete confirmation dialog warning that deleting also removes related content, with an Enter DELETE to confirm field
The delete confirmation dialog.
Also available through the REST API
Everything on this page is built on Informer's public REST API, the same one the product uses, so your scripts and integrations can do it too. Developer reference: Datasources.