All information found here occurs in the Data Sources interface on the System Administration tab.

When a user is trying to initiate a Data Source Configuration, they can select the “File” option from the Data Source Type picklist. This selection will cause the interface to resemble the image below if files exist in the system; if not, the table containing the Delete, File Name, Type, Separation Chart, and Load/Reload columns will be empty.

Load Files

To load files into the data source, follow these steps:

1. Click the “Show/Add Files” button to open up the “Files Found” interface. If the desired files already exist in the file share, skip steps 2-4.
2. Click the “Choose Files” button. A file manager will open prompting the user to add files from the local computer. 
3. Select one or more files to add. Hold down the control (Ctrl) key while clicking on a file to select multiple files. 
4. After selecting all the desired files, click the “Open” button. HPMS Manager will then add the selected files to the application’s file share.
5. To finish uploading the files to the data source, check the checkbox to the left of the file and click the “Add Files to Source” button.
6. For files that require separating characters, such as CSV files or pipe delimited files, edit the Separating Characters column by clicking into the cell to change the value to ensure proper file parsing and loading. Skip this step if the file does not require a separating character.
7. Select which files to load/reload into the data source by selecting the checkbox located in the “Load/Reload” column.
8. After selecting the desired file(s), click the “Save Changes” button to load/reload files.

To view a visual of this process, see the Load Files Visual article.

Delete Files

To delete a file from the data source, follow these steps:

1. Select which files to delete by checking the checkbox in the “Delete” column. If you would like to delete all files in the data source, click the “Select All to Delete” link instead.
2. After selecting the desired files, click the “Save Changes” button.