Create a data source

This topic describes how to create a data source. A data source defines the attributes of a product (endpoint) that will be party to a synchronization. Later, you will create a connection that synchronizes between two data sources.

Note: If you are synchronizing with Jira, make sure your project is set up for synchronization. For details, see Prepare Jira for synchronization.

Identify a sample project

The majority of data sources require a 'sample’ or ‘template’ project (/workspace). Micro Focus Connect uses this project to discover the available types, fields, and list values that will be available for configuring a connection based on this data source. This is necessary for products whose schema is customizable on a per-project basis, e.g. ALM Octane, ALM/QC, JIRA, Azure DevOps, Broadcom Rally, CollabNet Version One, and ServiceNow.

You should specify a project that has all the entities you want to use within a connection. It does not have to be the project whose data will actually be synchronized.

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Data source settings

For any given data source, specify a sample project that includes all the entities required to be used within a connection and all the projects that the connection synchronizes.

Per project, check that all custom properties being mapped are of the same type, same name, and same label. This is true for the sample project and the project(s) being synchronized by the connection.

If one or more projects are expected to use a property whose schema is described by the (different) sample project, then that property must be the same as the one described by the sample project. Unexpected synchronization failures will occur if the settings are not the same.

There are two main ways to create a single shared data source:

  • across multiple connections
  • as a single connection with multiple projects

Note: If you are configuring a shared data source as a single connection with multiple projects, the sample project schema (specifically for types and properties being synchronized) must be identical to all the constituent projects across the related connections.

You can create multiple data sources to the same product endpoint. In such configurations, assign each data source its own sample project.

For connections that sync only one endpoint, set a unique and separate data source for the master and for the target. The data source sample project should be set to the same project synchronized by the connection.

To create a Data source:

  1. Click the Data Sources tab.
  2. Above the Data Sources list, click + Data Source.
  3. In the dialog box that opens, provide the following information:

    New Data Source Name Enter a unique name for your Data source.
    Data Source Product The products that are available in the list are the connectors that were added with the product installation or the ones that you downloaded from our community and installed yourself.
  4. Your data source is added to the list of Data sources.

    1. Select your data source to edit its details.
    2. Click Properties. The Properties pane lists additional fields that are specific to the product. For information on the fields, click View Readme. The readme file that was installed with your connector displays in the lower pane.

You can delete a data source as long as it is not included in a connection.

Note: The bottom pane already displays a Type with the name ChangeSet. There is no need to make any changes within this pane.

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Next steps: