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Manage Data Sources

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This article describes importing data into Meisterplan from external sources in the Data Sources administration view.

Required Access Level

The Data Sources view is only available to Administrators and Data Managers.

Opening the Data Sources View

The Data Sources view is available under Manage in the sidebar.

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Data Source List

Add data sources to import data from exernal sources.

All data sources will be listed here:

  • The data source list may be modified.
  • Extended import and update rules can be defined for using multiple data sources at the same time. You may also use these settings to delete specific data during the import. See the Settings for All Data Sources article for details.

Adding Data Sources

Click Add Data Source to create a new connection. All data source types can be used multiple times. A new data source will always be added at the end of the list.

Meisterplan-Add-Data-Source.png

Default List Actions

Hovering over a list item will yield three icons for processing the associated data source. You may also click a row, hold the mouse button and drag the row to the desired list position while holding the mouse button to change the order of data sources.

Meisterplan-Manage-Data-Sources-Default-List-Actions.png

  • Drag and drop row to change the order of the data sources.
  • Import data
  • Edit data source settings
  • Delete data source

Excel Data Source

Excel data sources come with a file picker instead of the import icon:

Meisterplan-Manage-Data-Sources-Excel-Data-Source.png

  • Click the folder icon to select an Excel file and start the import from the selected file.

See the Data Import with an Excel Data Source article for details about the import via an Excel data source.

Please note that the Excel import is also available in the Portfolio Designer view via the Import and Export menu in the toolbar, with fewer configuration options. For details about this and about the differences to the import via an Excel data source, see the Excel Import and Export article.

Webservice Data Source

To activate the webservice in Meisterplan, add a Webservice data source.

See the Webservice Data Source Settings article for an overview of the settings for webservice data sources.

See the Webservice API documentation for details on implementing the webservice.

  • Adding or deleting a webservice data source will only activate or deactivate the service.
  • The data import and export is triggered by accessing the service.
  • Under Manage > Data Sources, you can cancel an active import.

Meisterplan-Manage-Data-Sources-Webservice-Data-Source.png

Universal Database Connector

The universal database connector can import data from any JDBC compatible database to Meisterplan. To use it, proceed as follows:

  • In the Data Sources view, add a Universal Database Connector data source.
  • Via the settings for the universal database connector data source, download the required Java executable component.
  • Configure and run the connector as is described in the Universal Database Connector Setup article, which is also linked in the data source settings.
  • If desired, schedule a task to run the connector automatically at regular intervals.
  • Under Manage > Data Sources, you can cancel an active import.

Meisterplan-Manage-Data-Sources-Universal-Database-Connector.png

Other Data Sources

The following articles provide details about the settings for the other available data sources:

 

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