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Edit PostgreSQL Data Source

This page explains updating an existing PostgreSQL data source in the Pirivision Port module via the Edit action.

Use this flow when connection info changes (server move, password rotation, schema change, etc.), when you want to rename the data source, or when you want to change its folder location.

Prerequisite

At least one PostgreSQL data source must be saved in the Port list. If none, see Add PostgreSQL Data Source first.

1. Find the Data Source in the Port List

Click Port in the left menu. Find the PostgreSQL data source you want to edit in the list.

Port list — PostgreSQL data source card

You can use the search bar in the list to filter by data source name or by #tag.

2. Click the Edit Button

The Edit button (pencil icon) is on the right side of the data source card.

Click the Edit button.

Tip

The Edit button appears directly on the card. Access via the More menu is not required.

3. The Edit Form Opens

When Edit is clicked, the form opens with current values pre-filled. This is the same screen as the new data source form; the only differences are the pre-filled values and the Test and Update button at the bottom.

PostgreSQL Edit Form — pre-filled values

4. Editable Fields

The following fields can be edited:

Section Field Required Default Description
Display Info Name Yes — The display name of the data source within Pirivision
Display Info Description No — Short description text
Connection Settings Schema No public PostgreSQL schema name
Connection Settings Database Name Yes — Name of the database to connect to
Connection Settings Host Yes — IP or domain of the server
Connection Settings Port Yes 5432 Connection port
Authentication Username Yes — Database username
Authentication Password Yes — User's password
Location Target Folder No — Location of the data source in the Port folder structure

Non-Editable Field

Field Status
Data source type Stays fixed as PostgreSQL; cannot be converted to MSSQL, MySQL, etc.

5. Test and Update Button

After all fields are updated, click the Test and Update button at the bottom right.

This works in two stages:

  1. The PostgreSQL connection is tested with the entered info.
  2. If the test succeeds, the updated values are saved.

The bottom of the form shows:

Connection will be saved automatically if the test is successful

Success

If the test succeeds, the updated data source is redirected to the Port list. The Compass query cache associated with the connection is automatically invalidated (query cache invalidated); queries run with the most up-to-date connection.

Failure

If the test fails, the updated info is not saved. Check host, port, database name, username, password, schema, and network access.

6. Common Errors

Error / Symptom Possible Cause Solution
a datasource with this name already exists, please choose a different name Another data source under the same user already uses this name Enter a different Name value
you do not have permission to update this datasource or the datasource was not found The data source belongs to another user or was deleted Refresh the Port list; contact admin for unauthorized resources
user not found Session expired or account deleted Log in again
Connection test error (update failed: ...) Updated Host, Port, Database Name, or credentials are wrong Verify connection parameters; check network access to the server
Timeout Server unreachable or firewall blocked Check firewall, VPN, security group rules
FATAL: password authentication failed for user Wrong password Verify the password
FATAL: database does not exist Wrong Database Name Check the actual database name in PostgreSQL

7. Next Step

After the data source is updated, Compass queries that use this source automatically use the new connection parameters. You can verify the query still runs correctly by running a test query in Compass.

flowchart LR
    A["Port<br/>PostgreSQL Edited"] --> B["Compass<br/>Query Verification"]
    B --> C["Cartography<br/>Chart / KPI (no changes)"]

Summary

The PostgreSQL data source editing process:

  1. Open the Port module.
  2. Find the data source in the list.
  3. Click Edit on the card.
  4. The form opens pre-filled with current values.
  5. Update the relevant fields.
  6. Test and save the connection with Test and Update.
  7. Verify the query in Compass.