Managing Sources
You can edit or delete a source. You can refresh and reupload your source data to make the latest data available in mastering flows. You can share a previously added source and change permissions to allow other users to use the source in a mastering flow.
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:
- Navigate to Admin > Sources.
- In the Sources table, select More
> Edit for the source you need to update.
- 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:
- Navigate to Admin > Sources.
- In the Sources table, select More ⁝ > Delete.
- 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:
- Navigate to Admin > Sources.
- To refresh all sources, in the top right, select Refresh.
- 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:
- Navigate to Admin > Sources.
- In the Sources table, move your cursor over the column of the source you need to upload again, then select More ⁝ > Reupload.
- Upload your file by either dragging and dropping it into the upload area or browsing to the file. After the upload completes, select Next.
- 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.
- 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:
- Navigate to Admin > Sources.
- In the Sources table, select More ⁝ > Share for the source.
- 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.
- 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:
- Navigate to Admin > Sources.
- 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. - Change the permission levels for users as needed, or select Delete
to remove a user's permissions.
- Select Save.
Important: Sharing a source with a user also shares its connection with viewer permissions.
Updated 9 days ago