Datasources

Audience: Tenant admin
Goal: Connect governed databases and run schema discovery.

Create a datasource

1. Open Datasources (/datasources).

Figure: Tenant datasources and status.

2. Click Create datasource.
3. Choose database type (PostgreSQL, MySQL, Snowflake, SQL Server, and others—see Supported systems).
4. Enter connection settings. Credentials can be inline or env:VAR references resolved on the Edge Agent.
5. Assign an Edge Agent.
6. Save and run Test connection.

Schema discovery

After a successful test:

1. Run Discover schema (or Generate profile report where available).
2. Open the datasource detail page to review snapshots and tasks.

Figure: Connection detail, snapshots, and tasks.

3. When status is READY, the datasource appears in Explore.

Authentication notes

• Passwords display as [SET] on edit—leave blank to keep the current secret.
• Databases (Explore) types are grouped for common analytics; advanced connectors appear separately.

Tips

• Use read-only database accounts for production warehouses.
• Re-run discovery after major schema changes.
• CSV/Excel ad-hoc analysis uses Explore file uploads, not datasource records.

Troubleshooting

Issue	What to try
Test fails	Check agent drivers, firewall, and credentials on the edge
Stuck in pending	Open datasource tasks; retry from Operations
Not visible in Explore	Wait for READY status; refresh Explore