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🛠️ Step 1: Create New Configuration Set

  1. Navigate to Configuration Sets:

    • Go to the Configuration Set webpage by selecting Configuration Sets from the Definitions in the side navigation bar.
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  2. Existing Configuration Sets:

    • Users can view, edit, or copy existing Configuration Sets on this screen.
  3. Create a New Configuration Set:

    • Click on the Create button.
    • Only Admin Users can create Configuration Sets.
  4. Enter Required Information:

    • ConfigSet Name and Config Type are mandatory.
    • Config_Type options:
      • DATABASE
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For Config_Type: DATABASE

  1. Enter Mandatory Parameters:

    • Database Host
    • Database Port
    • Auth Type
    • Database User
    • Database Password
    • Schema Name
  2. Target Same as Source Checkbox:

    • Checked: Source and Target Database will be the same.
    • Unchecked: Source and Target Databases will differ, and you must fill in Target Database details.
  3. Test the Connection:

    • Click Test Connection to verify a successful connection.
  4. Save the Configuration Set:

    • Click Update and Save to confirm and proceed.
  5. Edit, Delete, or Copy:

    • Use the Edit Icon under the Actions column to update an existing Configuration Set.
    • Use Delete or Copy for respective actions.

For Config_Type: FTP

  1. Enter Mandatory Parameters:

    • Filesystem Type: SHAREPOINT
    • Site Name
    • Directory Path
    • Client ID
    • Tenant ID
    • Client Secret
  2. FTP Anonymization:

    • Allows anonymizing single or multiple files from the Source Folder to the Target Folder in SharePoint.
    • Source and Target folders can be the same.

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