Adding & Editing Instances
  • 13 Mar 2024
  • 2 Minutes to read
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Adding & Editing Instances

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Article Summary

On the Datasources multi-panel page, the data is divided between Applications, Instances, and Datasources.  The page wizard will provide guidance for building out each type of information so prevent adding unnecessary field values or leaving valuable fields blank. 

Datasources: Main page

On the Datasources panel, click the Add  icon to select from the list of possible connections for data connectivity and launch the appropriate Details window.

Icon

Description of Use

Application - The system being used as a source or target.

Instance - within the Application, the instance is the instance of the application.  There may be multiple instances of the same application

Datasource - within the Instance of the Application, the Datasource will contain the connection information for that datasource.  The term datasource implies that one may be a source or target system. 

Each hierarchical level may be created within this page with the help of the wizard that will guide the user to the appropriate setup for that type. 

Add a New Instance

First, the user must highlight the Application in which this new Instance will reside.

Once the user has selected Add New Instance from the drop-down list for Add icon, a new Instance page displays showing the Details section in the left side panel, and a tab for Datasources.

Datasources: Add New Instance

Fill in the details for this Instance. 

Section

Field

Description

Details

Application*

This value will default from highlighted Application. (Required)

Details

Name*

The name of the Instance. (Required)

Details

Description

The description of the Instance.

Details

Version

Enter the version of this Instance.

Details

Geographic Region

Enter the location of this Instance.

Details

Business Unit

Enter the Business Unit for this Instance.

Details

Support System

Enter text for Support System details.

Details

Support Queue

Enter text for Support Queue details.

Details

Support SLA

Enter text for Support SLA details.

Stakeholders

Owner

Select the Owner responsible for this Instance.

Audit

Various

These are the system generated values for auditing the work.

When finished with edits, click the Save  icon to complete.

Edit an Instance

To modify an existing Instance, click on the Edit  icon to display the Instance Details page.

Datasources: Edit Instance

The user may add new Datasources to the existing Instance.  They may also edit the details section to update field values. 

The left side of the Instance Details page will contain the Instance Details. These fields are supportive of the Instance design, usage, classification, and review. Each section of this panel will store valuable information.  At the header of this left side panel there are quick use icons as shown below:

Icon

Name

Use

Save

The Save icon will save the current entries.

Cancel

The Cancel icon will leave the current page without saving changed data.

Help

The Help icon will link to the page in Syniti help text to provide detailed explanation of this section and use.

When finished with edits, click the Save  icon to complete.


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