Data Source Servers (Admin)

Use the server manager to manage the data source server and set server security.

General

Use the server tree on the left (red highlight below) to find and select the data source server you wish to manage. Use the drop-down data type filter (yellow box), or the search option (orange box) to narrow down the list of items in the tree, and use the sort by drop down (white box) to arrange the sources by name, type, or folder.

Filter by Type

The Filter by Type drop down allows users to filter the servers displayed by datasource type.

Sort

The Sort drop-down allows users to organize the servers by name, type, or folder. The folder structure can be defined when creating or editing the server. The default sort order is to organize by name (alphabetically), but can be changed in the user defaults.

Note: The filter and sort selections are saved within the session, so any subsequent source management activity will default to the selected sort and filter selections.

Note: By hovering your cursor over the server, the server name, type, and description will be displayed as a tooltip.

Once selected the general tab will show:

  • Server IP: the address of the data source server
  • Port: its port (if relevant)
  • User Name: the username to connect to the data source (if relevant)

From any of the server tabs (General, Security, and Databases), you can see and edit the server definitions.

Note: For Pyramid In-memory data source servers, two extra charts are displayed showing disk size and memory size (green highlight).

Security

For a given data source server, select the Security tab to manage access to this server by role.

  • Select the roles that should be assigned to the server.
    • Read: users will be able to query the server (subject to database and model specific access)
    • Write: user will be able to build new databases on this server using the data modeling tools
  • You can assign the same role permissions for all of the subordinate databases and models within the server by clicking Propagate Roles button.
    • Use the role-specific propagate button to propagate a single role at a time.

Click Apply to save your selections.

Sort By Role Permission

Users can sort roles by read or write access by clicking on the area to the right of the read and write columns (Green Arrows). Users can click the area three times, where each click will sort the list by different criteria.

  • The first click will sort the column in ascending order resulting in checked items appearing at the bottom of the list.
  • The second click will sort the column in descending order resulting in checked items appearing at the top of the list.
  • The third click will sort the column by role name in ascending order.

Filter By Role Permission

Users can filter roles by read or write access by hovering the cursor next to the write column and clicking on the filter icon (red box above). Users can check the required role types displayed in the filter, then click on the filter button to filter the list of roles.

Databases

Click the Databases tab to see the list of databases hosted on the selected server .

For each database you'll see the following columns:

  • Actions: this is a list of database specific actions. The choices will vary by data source type.
    • De-recognize: click to de-recognize a materialized database in the Pyramid repository. This will make the database INVISIBLE to users in Pyramid without deleting the actual database.
    • Recognize: click to recognize a materialized database in the Pyramid repository. This will make the database VISIBLE to users in Pyramid, even if it was created outside of Pyramid.
    • Delete: click to delete the database. This feature is only available on some systems.
    • Edit: go to the General tab for the given database. This is a shortcut button.
    • Security: go to the Security tab for the given database. This is a shortcut button.
  • Recognize: indicates if the database is currently recognized in Pyramid. If not, you can select the database and click recognize it. You can also select a materialized database and click Remove to de-materialize it.
  • Database Name: displays the database name.
  • Disk Size: the database's disk size.
  • Memory Size: the database's memory size (if relevant)
  • Created On: the date and time that the database was created.

Macro Actions

Users can use the checkboxes in the list to perform bulk actions. Not all actions are available on every database type.

  • Remove: when a recognized database is selected, the Remove button is enabled, allowing you to de-recognize that database.
  • Recognize: when an unrecognized database is selected, the Recognize button is enabled, allowing you to recognize the database in the Pyramid repository.
  • Refresh: refresh the list of databases.