Data Source tab field descriptions

Last Updated : Oct 05, 2023 |

With this tab, you can create, schedule, edit, run, and delete the data sources.

If you do not have any data source configured, POM displays the following message: 
Record list is empty

You see the columns listed below if you configure one or multiple data sources.

Note:

If you have a database-based data source, you cannot edit the data source if the database is not running, or is not accessible.

Field or Button

Description

Search Data Source Name

Use to specify the data source name to search.
Filter icon
Use to go to the advanced search option to apply the following filter options:
  • Column Name: Use the list to select one of the following search criteria options:

    • Data Source Name

    • Type

  • Operator: Use the list to select one of the following operators to specify the search criteria:

    • Equal to (=)

    • Not Equal to (!=)

    • in

    • like

    • not like

  • Search Text: Use to specify the text to search. This field is available if in Column Name you select Data Source Name.

  • Type: Use to select the data source type to search. This field is visible if in Column Name you select Type.
Refresh icon

Use to clear the search.

Data Source Name

Displays the contact data source name.

Type

Displays how the contact data is imported or excluded.

This can be of the following types: Upload File, File- Local, File- SFTP, Database, Custom, Exclude Contacts Upload File, Exclude Contacts File – Local, Exclude Contacts File – SFTP, Exclude Contacts Database, and Exclude Contacts Custom.

To import/exclude records using a .csv file and the file resides on POM server or external system, use the File Import type. To import/exclude records from MS-SQL, Oracle, or Postgres database to the POM database, use the Database import type. To implement your own mechanism to import records, use Custom Import type.

Last Executed

Displays the time when the data import was last executed.

Actions

You can perform the following actions:

  • Use Actions icon to view more options such as Run Now, Details, Schedule, Edit, and Delete.

    Note:

    POM displays Actions icon when you point the mouse over a contact list area.

  • Use Run Now to run a data source immediately without creating a schedule.

  • Use Details to view the detail of a data source.

  • Use Schedule to create a recurring or run-once schedule for a data source.

    Note:

    This option is unavailable for the data sources with Automatically start import for file option disabled.

  • Use Edit to modify the properties of a data source.

  • Use Delete to delete a data source.

Note:

For the data sources created with the Upload File option, only the following action items are available:

  • Details

  • Delete

New Data Source

Use to add a new data source.