How to set up a content library file as a data source

Applies to Infiniti v9.1 or later
 
 
How to set up a Content Library CSV file as a Data Source
 
The CSV Connection Type allows you to use .CSV (Comma Separated Value) files in your content library as a data source.
CSV files can be uploaded to your Content Library by selecting the Attachment option when uploading a New Content Item.
  1. In the Manage interface, click on Data Sources in the side menu
  2. Then click New Data Source in the top left corner.
  3. Type in the desired Data Source Name and then change the Connection Type to ContentLibraryDataConnector.
  4. Change the Connection String to the exact name as the CSV file to which you are connecting.
  5. In the Credentials, enable the Connect with these credentials radio button and type in the User Name and the Password of your account, or an account with access to data sources on the tenant.
  6. When you have completed these steps, click the Test Connection button at the top left of the page to ensure a successful connection to your new data source.
  7. After you have successfully connected to the data source, click the Data Objects button
  8. and add a New Data Object
  9. And enter a new Data Object Name/Definition and Display name.
  10. Click Save.  If completed successfully, you will now see the available key fields unique to your data source.

 

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Keywords

datasource dataobject