Edit a Connection

To edit an existing database connection, follow the steps below.

  1. Press the top ‘Data’ button Data in the Portal.

    press Data button in the Portal

  2. Select the ‘Data Source’ folder and locate the desired data source.

  3. Press the ‘More Options’ button More Options next to the database connection that you want to edit, and select the ‘Edit’ option from the menu.

    press More Options and select Edit

  4. Proceed to edit the connection settings as described in Connect to a Specific Data Source.

  5. To delete the connection, select the ‘Delete’ option from the menu.

  6. To refresh the connection, select the ‘Refresh’ option from the menu. This refreshes the cached table information (meta-data) stored by the server.

  7. To move a data source to another folder, select the ‘Move’ option from the menu and specify the new location.

To create a new data source folder, press the ‘New Folder’ button New Folder in the toolbar.