Create Data Sources

Add a new data source by entering required details such as name, description, type, criteria, and classification. Creating a data source ensures your queries pull accurate, relevant data from the right system, making reporting and analysis faster and more reliable.

Create includes tabs with sections of information. Collapse or expand sections to show more content. Hiding detailed information helps keep the page uncluttered, making it easier to view other sections as needed. To expand or collapse a section, click the section heading.

Create new data sources by entering details on one or multiple tabs. After inputting the information, click Create. The system creates the data source and opens the Update page.

Your organization's administrator sets up a default form within the Classic TMS modules. The display of tabs, field groupings, and fields varies depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

Create mode displays the form assigned to you based on the current data segment within the Classic TMS database in which you are operating, along with the group to which you are assigned.

1. Go to Data sources > Create.

2. On the Main tab, enter or select the details within each section.

3. Required

   • Name: Unique identifier for the data source that clearly reflects its purpose or content.

   • Description: Brief summary explaining what the data source contains and how it will be used.

   • Type: This field is automatically set to View and displayed as disabled. This indicates that only View data sources are available.

4. Criteria source: You cannot change the Module, Saved query, and Query text fields when you update this record later.

   • Module: Functional area or system component that uses the data source.

   • The following fields are always disabled in Create, Update, and Query modes.

     • Saved query: Predefined query stored for reuse to retrieve data from the source.

     • Query text: Actual query string or script used to extract data from the source.

     • Use on the fly ad-hoc query: Indicates whether users can run custom, temporary queries without saving them.

5. Classification

   • Segment: High-level grouping that defines the segment for the data source.

   • Category: Classification that organizes the data source within a broader segment.

   • Sub category: More granular classification under the main category for detailed organization.

   • Status: Current state of the data source such as Active and Obsolete.

6. Click Create.

   The system creates the data source and the Update page displays, where you add further details.