Adding & Editing Instances
  • 27 May 2024
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Adding & Editing Instances

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Article summary

On the Datasources multi-panel page, the data is divided among the Applications, Instances, and Datasources types. The Show list controls these types. Select a type from the Show list and the page provides guidance for building the details.

Datasources

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.

Add an Instance

  1. From the Show list, select the Instances type to view the details of this type in the multi-panel.

  2. In the Application Instances panel, click the Add icon to open the Create New Instance page.

    Datasources: Create New Instance
  3. Enter the details for this instance using the following table as a reference:

    Section

    Field

    Description

    Details

    Application*

    (Required) This value defaults from highlighted Application.

    Details

    Name*

    (Required) The name of the Instance.

    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.

  4. Click the Save  icon to complete.

Edit an Instance

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

Datasources: Edit Instance

You may add new Datasources to the existing Instance. You may also modify the Details section to update field values as required.

The left side of the Instance Details page contains the Instance details. These fields are supportive of the Instance design, usage, classification, and review. Each section of this panel stores valuable information.  In the left-side panel, the following quick use icons are available at the header bar:

Icon

Name

Use

Save

Saves the current entries.

Cancel

Leaves the current page without saving changed data.

Help

Redirects you to the page in Syniti Online Help to provide detailed explanation of this section and use.

When finished with editing the Instance details, click the Save icon to complete.


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