Manage Sources

You can use the Setup workspace in Reference Data Center to add, view, and edit the data sources used by Reference Data Center. You can add data sources to use as gold copies for data strategies.

Add Data Sources

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

To add data sources:

1. From the Setup workspace, click Sources in the left navigation.
   You see the Sources workspace with the current list of data sources.
2. Click Add.
   You see the Add Source Details dialog box.
3. Enter the Short Name, Long Name, and Comments that describe the data source. The short name identifies the records on the historical database for this data source.
4. Select the Feed Types you wish to use with this data source. For example, for BBID (Bloomberg) as a data source, you can select Analytics, Positions, Prices, Securities, and so forth, as feed types.
5. Click Assign to select or remove business groups that access the data source.
6. Click Save.
   You see the refreshed list of all the available data sources.

View / Edit Data Sources

You can view and edit the data sources.

To view / edit data sources:

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