Create a Connector

Step 1: In the Main Navigation Bar, click on ‘Data Source’ and click on the connector management tab. (Refer to the images below).

Step 2: Click on the add icon, located in the bottom right of the screen to Create a connector. (Refer to the image below).

Step 3: Enter the connector name and choose the connection type. You can choose between FTP, S3, Azure Blob, File location (local file location), Databricks, Smart Sheet, Jira, Salesforce, Redshift and AWS with respect to the connection type. 

Step 4: If an FTP has been chosen then you need to enter the host name, port, username, password and file path. Click on the save button once the desired options have been entered. (Refer to the image below). 

Step 5: If S3 has been chosen then you need to enter the secret key, access key, region and bucket name. Click on the save button once the desired options have been entered. (Refer to the image below). 

Step 6: If Azure Blob has been chosen then you need to enter the Sass url, Base Url and Container Name. Click on the save button once the desired options have been entered. (Refer to the image below).   

Step 7: If File Location is chosen, you must enter the local file location. Click on the save button once the desired options have been entered. (Refer to the image below).   

Step 8: If Databricks has been chosen then you need to enter the host name and access token. Click on the save button once the desired options have been entered. (Refer to the image below).

Step 9: If Smart sheet has been chosen then you need to enter the access token. Click on the save button once the desired options have been entered. (Refer to the image below).   

Step 10: If Jira has been chosen then you need to enter the Domain URL, User Name and API Access Token. Click on the save button once the desired options have been entered. (Refer to the image below).

Step 11: If Salesforce has been chosen then you need to enter the User Name, Password, Choose either Security Token or Consumer Key radio button and Enter the Security Token. Click on the save button once the desired options have been entered. (Refer to the image below).

Step 12: If Redshift has been chosen then you need to enter the Port, Database Name, Schema Name, User Name and Password. Click on the save button once the desired options have been entered. (Refer to the image below).

Step 13: If AWS has been chosen then you need to enter the Secret Key, Access Key and Region. Click on the save button once the desired options have been entered. (Refer to the image below).

Step 14: You can see the connector that has been created in the list. The name, type, created by and created date, settings of the connector is visible on the list.   

Settings

Edit

Step 1: Under settings, you can edit and/ or delete the connectors. 

Step 2: If you want to edit the connectors, you can do so by clicking on the edit icon. (Refer to the image below). 

Delete

Step 1: Under settings, you can edit and/ or delete the connectors. 

Step 2: If you intend to delete the connector that has been created, then you can do so by clicking on the delete icon. (Refer to the image below). 

Search

Step 1: In the Main Navigation Bar Click on ‘Data Source’. Click on Connectors tab to add/ see the list of Connectors. 

Step 2: To search the connectors we have created, use the search bar enter the name of the connector and hit the search button. (Refer to the image below).