Creating a New Datasource¶

A Datasource in BizMetry is a logical entity that defines a connection to an on-premise or cloud-hosted database, bridged through a BizMetry Agent. The agent acts as the network nexus between your infrastructure — where the database resides — and the BizMetry platform.

Datasources are fundamental to BizMetry because they enable:

• Importing new ASBOs from existing database tables via the Import Resource Types wizard.
• Importing Resource instances for different environments.
• Linking ASBOs to their data instances across environments via Environment Mappings.
• Exploring data to identify ASBO candidates using the Data Explorer tool.

Opening the Creation Dialog¶

From the Datasource Summary dialog, click the + New Datasource button in the toolbar.

The datasource creation dialog opens.

Form Fields¶

The dialog is organized into two sections: Basic Information and Connection.

Basic Information¶

Agent (required)¶

Select the BizMetry agent through which the database will be reached. The dropdown displays each available agent with its profile name, environment name, and environment type pill.

Only agents currently in ONLINE status are available for selection.

Name (required)¶

A unique identifier for this datasource within the account.

Description (optional)¶

A free-text description of the intended use of this datasource — for example, which application or environment it connects to.

Connection¶

Database Type (required)¶

Select the database engine from the dropdown. BizMetry supports:

Host (required)¶

The fully qualified domain name (FQDN) or IP address of the server where the database resides. This is the address the agent will use to initiate the connection.

Port (required)¶

The TCP port the agent will use to reach the database. The port field is pre-filled with the default for the selected database type and updates automatically when you change the database type.

Database / Schema (required)¶

The database or schema name the datasource will be associated with. The agent uses this as the default context at connection time. The Data Explorer and Import Resource Types wizard use it as the entry point for browsing tables.

Username (required)¶

The database user account BizMetry will use for authentication. This user must have at minimum read access to the target schema.

Password (required)¶

The password associated with the specified database user.

Creating the Datasource¶

The creation flow follows three distinct steps:

Step 1 — Run Connection Test¶

Once all required fields are filled in, a Test Connection section appears at the bottom of the form with a Run Connection Test button. Click it to instruct the selected agent to validate connectivity to the database.

If the connection succeeds¶

A result dialog confirms:

• The connection was established.
• Database metadata (product, version, driver, connection URL).
• A note that the datasource is ready for use in templates and resources.

If the connection fails¶

A failure dialog displays:

• The error type (e.g., Internal Error, Auth Error, Unreachable).
• The full error message returned by the agent or database.
• The API path and timestamp of the failed attempt, for diagnostic reference.

Click OK to dismiss, correct the connection parameters, and run the test again. The datasource is not saved until the test passes and the form is explicitly submitted.

Step 2 — Accept the Result¶

After a successful test, click Accept in the result dialog to return to the creation form. The Create Datasource button is now enabled.

Step 3 — Create Datasource¶

Click Create Datasource to persist the configuration. BizMetry saves the datasource and returns to the summary list, where the new entry appears immediately.

Common failure causes¶

Related Sections¶

• Datasource Summary
• Data Explorer
• Importing Resource Types from a Database
• Importing Resources
• ASBO Anchoring