Manage Sources

You can use the Sources workspace to create and edit data sources.

Create Data Sources

You can add data sources for use as additional vendor sources or gold copies.

To create data sources:

1. In the Setup workspace, in the left navigation, click Sources.
   You see the Sources workspace with the current list of data sources.
2. Click Create New and from the drop-down list, select Source.
   You see the Add Source Details dialog box.
3. Enter the Name and Short Name for the data source. The short name identifies the records on the historical database for this data source.
4. Optionally, enter a Description to describe the data source.
5. Select the Frequency for the data source. Options include: 
   –  Daily
   –  Monthly
   –  Yearly
6. Click the Assign Data Types drop-down list to select or remove business groups that access the data source.
7. Under Set Assignment and Maintenance, add Assigned Business Groups from the drop-down list.
   The business groups display under Group Name.
8. Click Set All to Maintainable to set all the selected business groups to maintainable, or from the list that displays, click Maintainable next to the corresponding group name.
   Click Save.
   You see the refreshed list of all the available data sources.

Edit Data Sources

You can edit the data sources in the Sources workspace.

To edit data sources:

1. In the Setup workspace, in the left navigation, click Sources.
   You see the Sources workspace with the refreshed list of data sources.
2. Under Views, click Sources.
3. Select the source you wish to view /edit and click Edit.
   You see the Edit Source Details dialog box.
4. Review the information, make the appropriate changes, and click Save.
   You see the refreshed list of all the available data sources.