Adding and Managing Data Sources in Your Tenant

Create and configure Data Sources to allow the Aisera Platform to interact with your third-party applications

Data Sources

A Data Source is a reusable connection profile that defines how the Aisera Platform will interact with your third-party application. Using an integration, the Data Source defines the functions to be associated with your third-party application. The Data Source allows you to configure how data will be imported to the Aisera Platform, what sort of transformation will be applied to the data, and how data will be transferred back.

When using an Out of the Box Data Source, there are several application-specific configurations available. These allow you to customize how the Aisera Platform interacts with your third-party application.

If the Data Source you are looking for is not in the Data Source Search window, you can create a Generic Data Source.

Creating a Data Source

To create a Data Source:

1. Choose Settings > Data Sources from the left navigation menu of your Aisera Admin UI.

2. Clock on the + New Data Source button in the upper-right corner.

3. Search for the Data Source you want to create in the New Data Source window.

4. Click Next.

5. Select the Functions you would like your data source to perform, and, if applicable, set the schedule.

   Incremental Retrieval: This method retrieves data updated after the last retrieval's timestamp.

   Date Range Retrieval: This method retrieves all data between specified start and end dates. If no end date is given, it retrieves all data from the start date onward.

6. Click Next.

7. Remaining configurations will depend on what application you are connecting to and what functions you have selected. For more information about Out of the Box Applications, refer to the connector documentation. Continue through the configuration wizard and select OK to save the new Data Source.

Editing a Data Source

To edit a Data Source:

1. Choose Settings > Data Sources from the left navigation menu of your Aisera Admin UI.

2. Click on the Data Source you will be editing.

3. In the Data Source Details window, click on the Pencil icon to open the Edit Data Source modal.

   
4. Edit the configurations and select OK to save the changes.

Deleting a Data Source

To delete a Data Source:

1. Choose Settings > Data Sources from the left navigation menu of your Aisera Admin UI.

2. Click on the Data Source you will be deleting.

3. In the Data Source Details window, click on the Trash icon.

   
4. Click OK to confirm the deletion of the integration.