Managing sources

To view the available sources, do the following:

  • Select the Sources tab of the Settings page
    All available sources display

Settings page

The Sources tab of the Settings page

Creating a source

To create a new source, do the following:

  1. Ensure that the Sources tab of the Settings page is selected
  2. Click Create New Source
    The Select provider page displays. Each provider is displayed on a separate card, which also includes its security level

Settings page

The Select provider page

  1. Click the required provider
    The New source page displays

Settings page

The New source page

  1. Under Name, enter a name for the source
    Ensure that the name you choose can be recognized by you and others later
  2. Under Description, enter a description of the source, if required
  3. Under Active nodes, select the nodes that the relevant application can access

Note:
Each provider may have additional properties. For example, the javascript provider requires the URL of any domains that are allowed to write to the node/s, while the Contacthub API provider allows you to define the IP addresses that can read and write node data.

  1. Click Save and get token to proceed, or Cancel to abort the process
    The authorization token for the application displays on the Token tab of the Source settings page

Settings page

The Token tab of the Source page

For more about creating and configuring different types of source, see:

Editing a source

To edit a source, do the following:

  1. Ensure that the Source tab of the Settings page is selected
  2. Locate and click the relevant source
    The Source settings page displays, with the name of the source as the heading
  3. Click the Settings tab

Settings page

The Source settings page with the Settings tab selected

  1. Do the following, as required:
    1. Change the Name of the source
    2. Click the switch, positioned above the Description box, to disable/re-enable the source
      A source can also be disabled or re-enabled by clicking the switch, positioned towards the top right of its card on the the Sources tab
    3. Edit the Description
    4. Change the nodes that the relevant application can access
    5. Under Provider options, change the additional properties
  2. Click Update to proceed, or Cancel to abort the process
    You are returned to the Sources tab

To view or regenerate the relevant authorization token, do the following:

  1. Ensure that the Source tab of the Settings page is selected
  2. Locate and click the relevant source
    The Source settings page displays, with the name of the source as the heading
  3. Click the Token tab
  4. Click Regenerate to create a new token

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