Defining Connection to a Data Source | Lucanet Knowledge Base

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Glossary

To create a data source as the basis for importing data from a source system or a source file into Disclosure Management, a connection to the data source must first be defined in the Import Management area.

The following connection types are available in Disclosure Management:

Connection for

importing from a file

(in CSV or XLSX format)

Connection for

importing from a Lucanet database

Connection for

importing from Lucanet ESG reporting

The Import Management functional area is only activated for users who have been assigned the Global Administrator role in Disclosure Management role management, as only this user role is authorized to manage imports (ImportData). For additional information about roles in Disclosure Management, see Assigning Global Roles for Disclosure Management.

Connections to data sources are created and configured in Disclosure Management Import Management:

Shows the 'Connections' workspace in the 'Import Management' area of Disclosure Management with the default connection 'ESG Reporting' and the annotation 'Default connection to Lucanet ESG Reporting'. Highlighted in red are 'Import Management', 'Connections', 'ESG Reporting' and the 'Create new connection' button. — Create a connection to the data source

To create a new connection to a data source in Disclosure Management:

Click in the function bar on Import Management and then in the overview on Connections to open the workspace.

Click Create new connection.

Configure the connection (see Configuring a Connection to a Data Source).

An overview of all connections already created in Disclosure Management is displayed under Connections. You can use the three dots icon to:

Select and edit existing connections

Delete connections

By default, a connection for the import from Lucanet ESG Reporting is already created in the overview, which cannot be configured further and which can be used by all users who have licensed Lucanet ESG Reporting.

A connection to a data source in Disclosure Management is configured in the general settings and in the connection settings.

Shows the 'Create New Connection' dialog in Disclosure Management with the 'General Settings' area and the fields 'Name', 'Connection' and 'Description'. — General settings for a data source connection

The following table describes the general settings of a connection to a data source in Disclosure Management:

Option	Description
Name	Name of the connection
Connection	Select the connection type: Import from file (used to import data from an Excel and/or CSV file); Import from Lucanet database (used to import data from a Lucanet database).
Description	Optional description for the connection

No connection type is available for Import from Lucanet ESG Reporting. A default connection has already been created for the connection to this Lucanet solution, which cannot be configured separately, and which can be used by all users who have licensed Lucanet ESG Reporting.

The connection-specific settings depend on which connection type you have selected in the general settings.

Shows the 'Connection Settings' area of the 'Create New Connection' dialog in Disclosure Management with the file type 'CSV' and the fields 'Decimal separator', 'Has header row', 'Thousands separator', 'Value separator' and 'Sample file'. — Specific settings for a CSV file connection

The following table describes the connection settings for importing a CSV file into Disclosure Management:

Option	Description
File type	The file type to be imported. Select CSV and configure the displayed fields.
Decimal separator	Separator used in the CSV file to indicate decimal values.
Has header row	Activate this check box if the first row of the CSV file is a header row.
Thousands separator	Separator used in the CSV file to indicate thousand values.
Value separator	Separator used in the CSV file to separate values.
Sample file	Used to upload a sample file. The data in the sample file is not saved; it is only used as an aid when configuring the data source. The structure of the sample file must match the structure of the file actually imported.

Shows the 'Create New Connection' dialog in Disclosure Management with the name 'My connection', the connection 'Import from file', and in the 'Connection Settings' area the file type 'XLSX' and the field 'Sample file'. — Specific settings for an XLSX file connection

The following table describes the connection settings for importing an XLSX file into Disclosure Management:

Option	Description
File type	The file type to be imported. Choose XLSX.
Sample file	Used to upload a sample file. The data in the sample file is not saved – the file is only used as an aid when configuring the data source. The structure of the sample file must match the structure of the file actually imported.

Shows the 'Connection Settings' area of the 'Create New Connection' dialog in Disclosure Management with the fields 'Host', 'Database', 'User', 'Password', 'Remember password', 'Decimal separator' and 'Thousands separator'. — Specific settings for a Lucanet database connection

The following table describes the connection settings for importing from a Lucanet database into Disclosure Management:

Option	Description
Host	Host of the Lucanet database to which the connection is to be established.
Database	Name of the Lucanet database to which the connection is to be established.
User and password	Access data of the user for accessing the Lucanet database.
Remember password	Activate this check box if you want the system to save the entered access data.
Decimal separator	Separator used in the Lucanet database to indicate decimal values.
Thousands separator	Separator used in the Lucanet database file to indicate thousand values.

Shows the 'Connection details' of the default connection 'ESG Reporting' in Disclosure Management with the connection 'Import from ESG report' and the description 'Predefined ESG Reporting connection to get data from S3 storage'. The 'Edit' button is grayed out. — Default connection 'ESG Reporting'

No connection type is available in Disclosure Management for import from Lucanet ESG Reporting. A default connection ESG Reporting has already been created for the connection to this Lucanet solution, which cannot be configured separately, and which can be used by all users who have licensed Lucanet ESG Reporting.