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    Introduction to Datasources
    • 19 Jan 2024
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    Introduction to Datasources

    • Updated on 19 Jan 2024
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    Article Summary

    General

    Datasources are files or services that provide content that Mail & Deploy can use to read data and visualizations, apply filters, render embedded reports etc.

    Example: A QlikView document (QVW file) that contains data, charts, tables can be used as datasource in Mail & Deploy.

    Mail & Deploy supports the following categories of datasources:

    Managing Datasources

    There are various ways to manage datasources in Mail & Deploy.

    Management Service

    You can connect to the Management Service user interface of Mail & Deploy and click the Datasources item in the main menu. This will provide you with a list of all datasources currently set up in Mail & Deploy.

    NOTE

    Only users of type Adminstrator may manage datasources through the Management Service. If you don't see the Datasources item in the main menu, the most likely reason is that you are not a user of that type.

    From the datasource list, you can then start to edit or delete existing datasources as well as creating new datasources manually.

    API

    You can programmatically manage datasources using the API of Mail & Deploy.

    Cache

    Mail & Deploy caches information about a datasource such as tables, views, variables, fields, visualizations, and embedded reports contained in the datasource. This makes the design process of Reports, Tasks, etc. faster, because Mail & Deploy only has to access its cache rather than connect to the datasource directly.

    NOTE

    It is very important to keep this cache up to date; the cache needs to be rebuilt when a new datasource has been added or if a field, variable, visualization, or embedded report has changed within the datasource. The cache does not need to be rebuilt if only the data of the datasource has changed.

    The cache can be rebuilt by connecting to the Management Service user interface of Mail & Deploy, clicking the Datasources item in the main menu and then clicking the  button for the datasource whose cache to rebuild.

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