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.
📋 Required Fields¶
All fields are mandatory. The Test Connection button only becomes active once every field has been filled in.
Agent¶
Select an active agent from the dropdown. Only agents in ONLINE status are available for selection.
Verify network reachability before selecting an agent
Before selecting an agent, ensure it has network-level visibility and reachability to the database host and port you intend to connect to. The agent will be the one initiating the connection — if it cannot reach the database at the network level, the connection test will fail regardless of the credentials provided.
Name¶
A unique identifier for this datasource within the account.
Duplicate name
If you enter a name that already exists in the account, BizMetry will immediately flag the condition with a validation message in red below the field. You must provide a unique name before proceeding.
Description¶
A short description of the intended use of this datasource — for example, which application or environment it connects to.
Database Type¶
Select the database engine from the dropdown. BizMetry supports:
| Type | Identifier |
|---|---|
| MySQL | MYSQL |
| PostgreSQL | POSTGRESQL |
| Oracle | ORACLE |
| SQL Server | SQLSERVER |
| MongoDB | MONGODB |
Host¶
The fully qualified domain name (FQDN) or IP address of the server where the database resides. This is the host the agent will attempt to connect to during the connection test and at runtime.
Port¶
The TCP port the agent will use to reach the database host. Common defaults:
| Database | Default Port |
|---|---|
| MySQL | 3306 |
| PostgreSQL | 5432 |
| Oracle | 1521 |
| SQL Server | 1433 |
| MongoDB | 27017 |
Database / Schema¶
The schema or database name the datasource will be associated with. At connection time, the agent will use this schema as the default context. The Data Explorer and Import wizard will use it as the entry point for browsing tables.
Username¶
The database user account BizMetry will use for authentication. This user must have at minimum read access to the target schema.
Password¶
The password associated with the specified database user.
Credential storage
Credentials are stored securely within BizMetry and are never exposed in the UI after saving. They are transmitted to the agent over an encrypted channel at connection time.
🔌 Testing the Connection¶
Once all fields are filled in, the "Test Connection" button becomes active. Click it to instruct BizMetry to invoke the selected agent and validate the connection to the database.
If the connection is successful, a result dialog is shown confirming connectivity:
Click "Accept" to dismiss the result dialog.
Connection test outcomes¶
| Result | Meaning |
|---|---|
| ✅ Success | The agent reached the host and authenticated successfully. |
| ❌ Unreachable | The agent could not reach the host at the specified port. Check network routing and firewall rules between the agent and the database host. |
| ⚠️ Auth Error | The host was reachable but the credentials were rejected. Verify the username and password. |
| ⏱️ Timeout | The agent timed out waiting for a response from the host. Check that the host is running and the port is correct. |
💾 Saving the Datasource¶
After a successful connection test, click "Create Datasource" to persist the configuration.
The new datasource will immediately appear in the Datasource Summary list, ready for use with the Data Explorer and the Import Resource Types Wizard.