Data Source Settings
Admin users can also manage data sources from the Settings > Data Sources page. This page provides a single place to manage all of the data sources within your organization.
If you are on a Free or Starter plan, clicking the Add data source button redirects you to the Add a data source page for your single Workspace.
Managing data sources
You are able to add, edit, index and delete data sources from this page. The table in the page displays a list of every data source in your organization and contains the following information:
- 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. Statuses include:
- Connected (green): The data source connected successfully.
- Connected (yellow): The data source connected successfully but with warnings.
- Error: The data source failed to connect.
- Object Indexing: Displays whether the last object indexing was successful.
Adding a data source
You can add new data sources form this page by clicking the Add data source button, however pre-built dashboards will not be installed (for pre-built dashboards, add data sources from the left-hand pane when in a Workspace).
Index a data source
Click Refresh index
next to a data source to re-index its objects and refresh its data.Editing a data source
Admin users can click Edit
next to a data source to open the Edit data source window, where they can manage the data source's configuration settings.Editing a data source's configuration settings will update the settings for every workspace that uses it in SquaredUp.
For detailed information on each plugin's configuration options, refer to the corresponding Data source article.
Removing a data source
Admin users can click the Delete
next to a data source to remove it from the organization. However, all objects from this data source will be permanently deleted and any dashboard tiles configured to use that data source will no longer work.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.
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.
Configuring Access Control
Access control is configured in the Edit data source window and is enabled via the restrict access to this data source toggle. By default, Restrict access to this data source is set to off, meaning that the data source can be viewed, edited and administered by anyone. Enable this toggle to manage manage access to a data source instance.
- Tailor access to the data source by selecting individual users or user groups from the dropdown and giving them Link to workspace or Full Control permissions.
- 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.
- If a user is not available from the dropdown, you can invite them to the data source by typing in their email address and then clicking Add. The new user is sent an email inviting them to create an account on SquaredUp. Once the account has been created they will gain access to the organization.
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 Sources, and they can modify data source properties, including the ACL, for any data source.
Administrators do not have any special access to data from data sources unless they add themselves to the data source ACL.