Documentation

Managing Data Sources

After connecting data sources to your workspace, you can view and make changes to them from the settings page. Navigate to SettingsWorkspace DataData Sources.

See the list of connected data sources in settings.

If you haven’t already connected a Liferay DXP instance, see connecting Liferay DXP to Analytics Cloud.

Other data sources such as Salesforce data or CSV data can also be added. See adding a Salesforce data source or adding a CSV data source.

To view or make changes to your Liferay DXP data source, click the name of the connected data source.

Click on the data source name to open a new page.

The Current Status panel on the right shows the data source’s status: Active for a connected and syncing data source; Connected for a connected data source that does not have Sites and Contacts configured; Disconnected for a no longer connected data source.

Name: The data source’s name. To rename, click the edit icon (Edit) and input a new name. Click the checkmark to save.

DXP Instance ID: Displays the unique ID of your DXP instance.

If you choose to disconnect the DXP instance from the workspace, click the Disconnect button. You’re asked to confirm. Note, disconnecting the data source stops all syncing of analytics data.

Synced Sites: Shows your DXP Sites’ sync status with Analytics Cloud. To configure, see syncing sites to a property.

Synced Contacts: Shows your DXP contacts sync status with Analytics Cloud. To configure, see syncing contacts to a property

Note that this manage page looks different for a Salesforce data source or a CSV data source.

Deleting a Data Source

To delete the data source, click the Delete Data Source button at the top right of the page. You’re asked to confirm. Note, deleting the data source removes the connection and deletes all synced data.