Defining a Connection to a Data Source
Last modified on 2024-06-11
Overview
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:
- 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 Creating and Editing User Roles for Disclosure Management.
This article contains the following sections:
Creating a Connection to a Data Source
Connections to data sources are created and configured in Disclosure Management Import Management:
Create a connection to the data source
To create a new connection:
- Click in the function bar on Import Management and then in the overview on Connections to open the workspace.
- Click the + icon next to Connections.
An overview of all connections already created is displayed on the left-hand side of the detail view. From here, you can:
- Create a new connection
- Select and edit existing connections
- Delete connections using the trashcan icon
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.
Configuring a Connection to a Data Source
General settings
General settings for a data source connection
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.
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.
Description
Optional description for the connection
Connection Settings
The connection-specific settings depend on which connection type you have selected in the general settings.
Import From a CSV File
Specific settings for a CSV file connection
Description
Connection type
Specifies the location of the files to be imported:
- Server-side import
The file for the import is loaded from the server's file system. This means that this import is always executed without the need to provide a file manually. - Client-side import
The file for the import must be uploaded manually each time the import is executed.
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
Separator for values
Separator used in the CSV file to separate values
File path
Navigate to the path on the server where the file to be imported is located.
The File path field is only displayed if you have selected Server-side import as the connection type.
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.
The Sample file field is only displayed if you have selected Client-side import as the connection type.
Import From an XLSX File
Specific settings for an XLSX file connection
Description
Connection type
Specifies the location of the files to be imported:
- Server-side import
The file for the import is loaded from the server's file system. This means that this import is always executed without the need to provide a file manually. - Client-side import
The file for the import must be uploaded manually each time the import is executed.
File type
The file type to be imported Choose XLS.
File path
Enter the path on the server where the file to be imported is located.
The File path field is only displayed if you have selected Server-side import as the connection type.
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.
The Sample file field is only displayed if you have selected Client-side import as the connection type.
Specific settings for a Lucanet database connection
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.
Default connection 'ESG-Reporting'
Description
No connection type is available 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.