Depending on your user role and permissions, you can:

• Edit source file name and description.
• Delete a source.
• Refresh source data from cloud storage locations.
• Reupload source files.
• Share sources.

Editing Source Settings

To edit a source file:

1. Navigate to Admin > Sources.
2. In the Sources table, select More > Edit for the source you need to update.
3. Update the fields as needed and then select Save.

Deleting a Source

Only the user who originally uploaded a source file can delete it.

Important: Deleting a source file removes it from Tamr Cloud. If you delete a source file shared with other users or used in data product mastering flows, that file will no longer be available to those users or data products.

To delete a source:

1. Navigate to Admin > Sources.
2. In the Sources table, select More ⁝ > Delete.
3. Enter the name of the source file, and then select Confirm.

Refreshing Source Data from Cloud Storage Locations

You can refresh source data stored in a cloud storage location or database, such as AWS S3 or Snowflake, to make the latest data available in mastering flows.

Important: Refreshing source data updates that data in all data products in which it is used.

To upload a newer version of your existing source data:

1. Navigate to Admin > Sources.
2. To refresh all sources, in the top right, select Refresh.
3. To refresh only one source, move your cursor over the column of the source, then select More ⁝ > Refresh.

Reuploading a Source File

You can reupload a local source data file to make the latest data available in mastering flows.

Important: Uploading a new version of a source file changes that file in all data products in which it is used.

To upload a new version of a source file:

1. Navigate to Admin > Sources.
2. In the Sources table, move your cursor over the column of the source you need to upload again, then select More ⁝ > Reupload.
3. Upload your file by either dragging and dropping it into the upload area or browsing to the file. After the upload completes, select Next.
4. Specify the following settings for the file. As you change these settings, the data preview updates.
   • Delimiter: (required) Tamr Cloud supports comma, tab, semicolon, space, and pipe delimiters.
   • Header row: Specify whether the file contains a header row.
   • Header Row Number: If the file contains a header row, enter the row number for the header row.
   • Quote Character: Specify whether field values include quote characters. If you set this to yes, Tamr Cloud considers strings within quotes as a single value; delimiter characters within quotes are ignored.
5. Save your settings.

When upload is complete, you can select View Source to preview the source file in a new tab.

Sharing Sources

Share a source to allow other users to use the source as input in a mastering flow.

When you share a source, you select the level of permissions that user will have for that source. See User Roles and Permissions for more information.

To share a source:

1. Navigate to Admin > Sources.
2. In the Sources table, select More ⁝ > Share for the source.
3. Select the user with which to share the source and their permissions for the connection.
   • Editor: allows the user to edit source settings, refresh sources, and use the source.
   • Viewer: allows the user to use the source.
     Note: Admin users and users whose accounts have been disabled do not appear in the list of users; admins have full access to all sources.
4. Select Share.

Important: Sharing a source with a user also shares its connection with viewer permissions.

Changing Permissions for a Source

To change a user's permissions for a source:

1. Navigate to Admin > Sources.
2. In the Sources table, select More ⁝ > Share for the source.
   The Share dialog opens. The dialog lists the users with whom the connection is shared.
3. Change the permission levels for users as needed, or select Delete to remove a user's permissions.
4. Select Save.

Important: Sharing a source with a user also shares its connection with viewer permissions.