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Source wizard: Add data

The source wizard provides a common point of entry for users to add Flat File, JDBC, JSON, Mainframe, and XML sources to Qlik Data Catalyst. As selections are made, the wizard requires information specific for the source type. Note the examples below are for a JDBC scenario, data discovery and requirements vary according to source.

To add data to either an Existing Source or a New Source initiate the source wizard by selecting Add Data.

Add data to Qlik Data Catalyst

Source wizard is initiated by selecting Add Data.

A modal displays with choices to: Add To existing source or To new source

Adding To existing source

Select To existing source, then Next.

Source

  1. Select Source Name from dropdown

  2. Entity Level: Specify level of data management (see System Settings: Level Control).

    The default level for the source will populate in the dropdown and this can be modified and applied to new entities.

  3. Base Directory: This is the directory where data will be stored in file system. [This value is specified in core_env property: localfile.base.dir.source.connection. This property limits access and browsing to this directory. A subdirectory displays in this field.]
  4. Groups: Select Groups Select group(s) requiring access from the dropdown options. At least one group must be added for the data to be discoverable.

Click Next.

Entities & Fields

  1. Select which new Entities to add to the source. Entities already added to the source are disabled and greyed out.

  2. Choose appropriate Stored file format either For All Entities or select format for each individual entity.

    This step is skipped for single node entities; where stored format type is always TEXT_TAB_DELIMITED.

Adding To new source

Select To new source, then Next.

Source Connection

  1. Choose Connection from pre-defined source connection dropdown to connect to external sources

  2. Default Entity Level: Specify level of data management (see Administration>System Settings: Level Control)
  3. Select Source Hierarchy: Choose from pre-defined source hierarchies
  4. Inbound Protocol: Pre-defined inbound protocol auto-populates for the selected source connection

  5. Base Directory: Enter the directory where data will be stored in file system. Select the subfolder icon to browse file system directories. [This directory value is specified in core_env property: localfile.base.dir.source.connection]

    Note that if the folder does not exist in a directory, users can create a new folder in the file browser field.

  6. Groups: Select group(s) requiring access from the dropdown options. At least one group must be added for the data to be discoverable.
  7. Click Next.

Select folder icon to browse directories

If creating a new folder, type in a new directory level and then select Ok, or select a pre-existing base folder

Select Next once all SOURCE CONNECTION fields are complete

Sources

  1. Select new sources

Entities & Fields

  1. Select which new entities to add to the source. As this is a new source, it does not have entities until they are added.

    Sources can be renamed at this stage.

  2. Choose appropriate Internal file format either For All Entities or select format for each individual entity.

    This step is skipped for single node entities; where stored format type is always TEXT_TAB_DELIMITED.

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