Zoomdata Version

Overview of the Data Sources Page

The Data Sources page provides you full control over the data sources that you are connecting to via Zoomdata.

On the Data Sources page you can:

  • Add new sources
  • Edit their properties
  • Download the saved configurations
  • Delete sources
  • Manage existing connections
  • Import data sources configurations from other Zoomdata instances

To start working with your data sources, log into Zoomdata as an Administrator and from the Settings menu, click Sources .

Figure 1

The Data Sources page comprises three sections:

  1. Import Source Configuration
  2. Add a New Data Source
  3. My Data Sources

Figure 2


Zoomdata lets you import a data source configuration from another Zoomdata instance (exporting a data source is covered in the topic Managing Data Sources and Connections , specifically, the Download function). Configuration settings that are imported include:

  • The source name
  • The connection settings
  • Custom labels created on the Fields Page
  • Default parameters set on the Charts Page

To import the source file, perform the following steps:

  1. On the Data Sources page, click Import Source Configuration .

Figure 3

  1. In the Import Source section, click Browse source file and select the .json file.
  2. Click Import . The imported data source will be listed in the My Data Sources section.


In the Add a New Data Source section, a list of all available (and enabled) connectors is displayed.

To add a new data source, click the desired icon and step through the connection process. For more information on the connection process, access the Connecting to Data section of this guide and select a specific data source connection article.

Managing data sources and connections

You can manage connections and configuration settings to existing data sources under My Data Sources section. Data source configuration options available in Zoomdata include connection parameters, caching setup, and fields and charts settings.

Figure 4

Your available data sources are listed in a table format and provide following information:

  1. Type - the type of the data source (sortable column)
  2. Data Source Name (sortable column). For Flat File data sources, you can upload additional files or clear the data:
  3. Connection - connection information (sortable column)
  4. Cache - the cache type used for the data source:

- this icon is displayed to show that caching is enabled

  1. Clear cache - click the button to clear Zoomdata cache for the selected source.
  2. Enabled - by default, data sources are enabled. This means that users can access the data source and build charts and dashboards; to disable the data source, clear the check box.
Before you disable a data source, you will need to remove all saved charts that use it.
  1. Download - click the button to download the data source as a .json file; you can then upload this file to another Zoomdata instance; refer to the Import Source Configuration topic for details about importing the data source.
This option is available for all types of data sources, except flat files.
  1. Delete - click the button to delete a data source
Before you delete a data source, you must delete all the dashboards that use it.


To work with existing connections or add new ones, click Manage Connections in the My Data Sources section.

The Connections page includes the following elements:

Figure 5

  1. Saved connections section - contains all the verified and saved connections.
  2. Connection - shows the number of sources, that use this connection. To view the details, click the required item in the list.
  3. Connection details section - contains the list of connection settings. When you modify them and validate, the new settings will be applied to all the data sources that use the selected connection.
  4. Data Sources section - lists all the data sources that use the selected connection.
If you want to delete the connection, you must first remove all the dependencies in the data sources that use it.

Adding connection details

You can add and verify the connection details to enable other users to use them while creating a new data source. The validated connections are listed under the Use validated credentials list on the Connection page.

Figure 6

To add a connection, perform the following steps:

  1. On the Connections page, click Add .

    Figure 7
  2. Select the connection type.
  3. In the Add Connection section, fill in the required fields and click Validate .

    Figure 8

Removing connection details

To remove the validated connection details, perform the following steps:

  1. Select the connection from the list on the Connections page.
  2. Click the button and confirm deletion by clicking Delete :

    Figure 9

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