Organize Data Sources

The following sections explain how to manage your data sources.

Create a New Folder

To create a new folder for data sources or other data assets (logical models, physical views, VPMs), select the folder that you want to contain the new folder, and press the ‘New Folder’ button folder plus in the toolbar.

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Enter the desired ‘Folder Name’, and press OK. This creates a new folder in the specified location.

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Move a Data Source

To move a data sources or other data asset (logical model, physical view, VPM, folder) from one folder to another, press the ‘More Options’ button menu vertical next to the asset that you want to move, and select ‘Move’.

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Select the folder that you want to move the asset to, and press OK. The asset is moved to the selected folder.

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To move multiple assets at the same time, press the ‘Turn Selection ON’ button, and select the desired assets before pressing the ‘More Options’ button menu vertical button, or press the ‘Move Selected’ button folder move in the toolbar.

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Delete a Data Source

To delete a data source or other asset (logical model, physical view, VPM), press the ‘More Options’ button menu vertical next to the asset that you want to delete, and select ‘Delete’.

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The system administrator may be able to recover deleted assets.

To delete multiple assets at the same time, press the ‘Turn Selection ON’ button, and select the desired assets before pressing the ‘More Options’ button menu vertical button, or press the ‘Delete Selected’ button trash in the toolbar.

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Rename a Data Source

To rename a data source or other asset (logical model, physical view, VPM), press the ‘More Options’ button menu vertical next to the asset that you want to rename, and select ‘Rename’. Type the new name, and press OK.