Data Sources settings

SquaredUp uses plugins to create connections to your data sources. You can see a list of your data sources in SquaredUp. For example, you might use the Azure plugin to connect to two data sources, which you name 'Azure prod' and 'Azure dev'.

See Plugins and data sources.

Data sources are managed from the Settings > Data > Data Sources page. This page provides a single place to manage all of the data sources within your organization.

Data source list

Name	The name given to the data source when it was created.
Plugin	The plugin that connects to the data source.
Status	The connection status of the data source.
	Connected (green): The data source connected successfully
	Connected (amber): The data source connected successfully but with warnings.
	Error (red): The data source failed to connect. Click More info to view the support status code and help links.
Object Indexing	Displays whether the last object indexing was successful. If indexing failed or there are warnings a More Info link will give further information.
Workspaces	The number of workspaces the data source has been added to. Click the hyperlinked number to open the Workspaces using <data source> window, where you can easily navigate to an associated workspace.

Page controls

Icon	Control	Description
—	Add data source	Click to open the Add data source window and connect a new data source.
—	Refresh index	Re-index the data source’s objects and refresh its data. Objects are automatically indexed every 12 hours.
	Edit data source	Opens the Edit data source window, where you can manage the data source’s configuration. Changes apply to every workspace that uses it.
	Delete data source	Permanently removes the data source from your organization. All of its objects are deleted, and any dashboard tiles using it stop working.

Access control

This feature is available with an Enterprise plan

Data source access control works differently to workspace access control. Access control on a data source restricts which users are allowed to link a data source to a workspace, rather than which users are allowed to read data from the data source.

Note

Access control functions per instance of a data source. Meaning that if you have multiple instances of a data source you must manage data source access for each instance individually.

Access levels

When access control is enabled on a data source, permissions are as follows:

Access level	Permissions
Link to workspace	User can link the data source to any workspace they have at least Editor permissions for. Data from the data source can then be viewed by anyone with any access to the workspace. User can share the data source data with anyone they want. User cannot configure the data source in any way, or delete it.
Full Control	User can change the data source configuration, ACL, and delete the data source.

By default, the user setting the permissions for the data source is given Full Control and the Everyone group will be given Link to workspace permissions.

Administrator special access

Like workspaces, administrators have special ‘administrative’ access to all data sources. This means they see all data sources listed under Settings > Data > Data Sources, and they can modify data source properties, including the ACL, for any data source.

Note

Administrators do not have any special access to data from data sources unless they add themselves to the data source ACL.

See Managing data sources for how to configure access control.

Data source permissions

Everyone can open the Settings > Data > Data Sources page and see the data sources in the organization.

Adding a data source needs either administrator rights or a group with the Can add data sources permission. Editing, indexing and deleting an individual data source depend on that data source’s own access control, so the buttons only appear on the rows you have rights to.

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