Data Sources

25 Jul 2024
3 Minutes to read

Data Sources

Updated on 25 Jul 2024
3 Minutes to read

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Data Sources configuration refers to the process of setting up and administering data sources within a Service Automation environment. This process involves defining the endpoints, protocols, and security measures used to connect and interact with various data sources.

The importance of data source configuration is listed in the gif below:

Data Source Configuration

To configure Service Automation in any ITSM tool, data capture from that particular tool becomes a vital activity. Information such as Incident details, Service requests, Custom attributes, customer names, and location names can be configured as Data Source in the Data Source screen.
It displays the total Data Sources along with individual counts for the specific method type.

Navigation

To view the main Service Automation application page, perform the following steps:

Navigate to Admin > Advanced > Automation > Orchestration.
OR
Navigate to Orchestration > User >Orchestration.
Click the left hamburger icon to access all the options from the MENU.
Figure: Service Automation - Landing page with menu options

View Data Source

To view Data Source page, perform the following steps:

From the left MENU, select Integrations > Data Sources.
Figure: Data Sources option

Data Sources page is displayed.
Figure: Data Sources

Field Description
This table contains the list of fields and their descriptions available on the Data Sources list page:

Field	Description
Total	Displays the total number of Data Source configurations.
Get	Displays the number of Data Source configurations with GET method.
Post	Displays the number of Data Source configurations with POST method.
Data Sources
Data Source Name	Displays the data source name.
Method Type	Displays the method type. Available options are as follows: POST GET
Content Type	Displays the content type. Available options are as follows: Application/Json
Active	Displays the status as True if it is active.
Created By	Displays the name of the user who has created the Data Source.
Last Updated By	Displays the name of the user who has last updated the Data Source.
Last Updated Date	Displays the date on which the Data Source was last updated.

Configure Data Source

To configure a new Data Source, perform the following steps:

Click "+" icon from the top right corner to configure a new Data Source.
Enter all the required details as shown below and click SAVE to save and create a new Data Source configuration.
Figure: New Data Source page

Field Description

This table contains the list of fields and their descriptions available on the New Data Source page:

Field	Description
Data Source
Data Source Name	Specify the data source name.
Active	Enable Active checkbox to make the data source active.
URL	Specify the URL. Click Validate to check the validity of the URL.
Method Settings
Method Type	Select the method type. Available options are as follows: POST GET
Content Type	Select the method type. Available options are as follows: Application/Json
Headers
Key	Specify the key.
Value	Specify the value.
Action	Use “+” to add new row and “-” to remove any additional rows.
Payload	Displays the payload values.
	Displays the information of Payload variables. Figure: Payload Variables pop-up
Dynamic Payload Values	Parameters are dynamic and depends on the API Payload. Specify the parameter values to test the API. Few examples of parameters are as follows: Tenant Module Code Source Type Catalog ID Category ID
	Import from Existing Select the required existing option and click Import. Figure: Import from Existing pop-up Import from JSON Choose the desired JSON file from the system and click Import. Figure: Import from JSON pop-up
	Export to New Export existing data source and edit the data source details with new name. Export to JSON Exports the current page records in JSON format.
	Upon clicking this View Response icon, the response pop-up is displayed. Figure: Response pop-up

Actions

Let’s understand each action icon present on the Data Sources page in detail.

Icon	Action
	Using Search control, you can filter data across all columns. This acts as a one input search control for the list page. Figure: Search control
	Export to Excel/JSON- Exports the current page records. Export All to Excel/JSON- Exports all the existing records.
	Edit Columns feature allows you to customize the columns displayed on the list page according to your preferences. With this option, you can: Select Columns: Choose which columns you want to display. Reorder Columns: Drag and drop columns to rearrange their display order. Remove Columns: Click the Delete icon to remove columns you no longer wish to see. Figure: Edit columns
	Upon clicking Filters, the available options are displayed. Enter the required filter criteria and click Apply to get respective record details. Figure: Filters pop-up Filter conditions can also be saved and updated using the Save/Update Filters option.
	Click this icon to create a new Data Source configuration.

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What's Next

Field Mapping

Table of contents

Data Source Configuration
Navigation