Edit a Data Source Connection

You can edit an existing data source connection in CDM to change its connection parameters, file path, or expiration policy. For example, if a database is moved to a different server, and you still want to access the same data, you must update the data source connection with the name or IP address of the new server.

To edit a data source connection:

1. Verify that no reports will be adversely affected if you edit the data source connection.
2. In CDM, do either of the following to open the Data Source Connectivity tab in the work area:
   • Click the File tab, then navigate to Administration > External Data > Data Source Connectivity.
   • Click the Home tab, then in the Navigation Pane, click Administration and double-click Data Source Connectivity under External Data.
3. Right-click the data source connection you want to edit and click Edit, or double-click the data source connection.
4. Edit the connection parameters. If a password is used as part of a connection string parameter, it is masked and cannot be viewed. For more information, see the Connection Parameters section for the database type that you are editing.

   Note: You can modify only the connection information. To change to a different database type, you must create a new data source and specify the new database type.

5. Click Test Connection.
   • If the connection succeeds, the Connection successful icon is displayed.
   • If the connection fails, the Connection test failed icon is displayed. Check with the database administrator to ensure that the database server is running and that you have the correct parameters.
6. Click OK.