Managing data sources

To manage data sources, select Farm Configuration > Data Sources and use the toolbar options. These tasks are performed on the Data Sources tab:

  • Create a data source
  • Update a data source
  • Export a data source configuration
  • Import a data source configuration
  • Test a data source connection
  • Delete a data source
  • View the email and task records in the IPF repository data source
  • Clear the data source cache
Note: Data sources tasks can also be performed using the Portal Manager.

Creating a data source

During the initial portal installation and configuration, most data sources are created in the Farm Manager. The data sources are then configured and applied to a portal in the Portal Manager. Steps for creating and applying data sources are provided in the portal installation guide.

Data sources can also be created in the Portal Manager using the Data Sources tab under Farm Configuration.

Updating a data source

Updating a data source is not hot safe.

The hot safe option is to create a new data source and then change the portal configuration to use the new data source.

Exporting a data source configuration

You can export configured data sources to save them for later use. Steps are provided in the portal installation guide.

Importing a data source configuration

You can import data sources that have been configured and exported. Steps are provided in the portal administration guide.

Testing a data source connection

If the connection to the specified data source fails, you should not continue. Check your server and settings and try creating the data source again.

Deleting a data source

Deleting a data source is not hot safe.

If there are portals using the data source, a message is displayed to make you aware. You must make sure no sessions reference a portal that still uses the data source.

Viewing email and task records in the IPF repository data source

Steps are provided in the portal administration guide.

Clearing the data source cache

When images, translations, or schema are changed in a back office, SQL Server, or Oracle data source, you must select the data source and clear the data source cache in order for those changes to be seen on the portal.