Create and Edit Data Sources

Starting in Strategy (July 2026), you can specify the name of the database and the table space, which is the location of the intermediate tables to be created during query execution.

When you create a new data source, the connections automatically contain the full connectivity information. When creating a new data source for a particular gateway, all relevant parameters specific to that gateway appear in the Database Connection dialog, providing in-product guidance without the need to read driver documentation.

You can duplicate an existing data source to efficiently create similar connections. All relevant settings are copied and can be edited. Right-click the data source and select Duplicate. Edit and save the copy.

Create a Data Source

  1. In the Navigation pane, click Data Sources.

  2. Click Add New Data Source.

  3. Choose the gateway (database type) to use for the connection.

  4. Name the data source, choose the Database Version, and select a Default Database Connection or create a new one.

  5. If you are creating a new database connection, enter the necessary information.

    If you choose a Standard Authentication Mode, you must choose a login or create a new one.

    If you choose to create a new login, enter your database login information.

    You can also connect to the database using credentials stored in a vault, such as CyberArk or Azure Key Vault. To do this, enable Use Vault and provide the details to connect: Type of vault, Vault Connection, and Secret Name.

    Include any additional parameters to add to the connection string. For example, you can use UseNativeQuery=1; for Cloudera gateways.

    Remember to use the key=value format. If more than one parameter is specified, use a separator specific to that gateway. The separator is usually a semicolon (:) or ampersand (&).

    If you are unsure which separator to use, try hitting Enter to create a new line. This should format the first line and add the appropriate separator at the end.

    Specify any additional security settings. You can upload TLS/SSL certificates here, which may be required for some gateways.

    After completing all fields, click Test and Save your connection.

  6. Select the Projects to which the data source is assigned and can be accessed.

  7. You can specify the intermediate table storage. If you leave the Intermediate Table Storage section blank, the tables are created in the default database.

    1. Type the Database Name and the Table Space Name where you want the intermediate tables to be created during query execution. It affects queries generated CREATE TABLE statements.

  8. Test the connection and click Save.

Edit a Data Source

    Open the Workstation page.

  1. In the Navigation pane, click Data Sources.

  2. Quickly rename a data source. Right-click the data source, select Rename, and type the new name.

  3. Right-click a data source and choose Edit.

    Currently, only Standard data sources can be edited. These are the sources created in the Data Source dialog. Data Import sources are user-defined data sources with managed objects that offer limited functionality. Script is a class of data sources linked to scripts.

    If you change the Database Version or Default Database Connection, a schema reload is performed automatically when you click Save.

  4. After you make your changes, click Save.

Edit a Database Connection

    Open the Workstation page.

  1. In the Navigation pane, click Data Sources.

  2. Right-click a data source and choose Edit.

  3. In the Preview area, click Edit .