Manage BASIC connections

Use this page to update or remove existing BASIC connections.

A connection can be reused by multiple pipelines. Before you change or delete a connection, identify the pipelines that depend on it.


Before you make changes

  • Go to Admin > Pipelines > Connections and select the BASIC tab.

  • Confirm which pipelines use the connection.

  • Plan credential changes so they do not interrupt scheduled ingestion.


Edit a BASIC connection

Edit a connection when credentials or other supported connection details change.

  1. On the Connections page, find the connection that you want to update.

  2. Select the Edit icon.

  3. On the Edit connection dialog, update the required fields.

  4. If you changed credentials or source access details, select TEST CONNECTION to validate the updated configuration.

  5. After the test succeeds, select SAVE.

  6. Confirm the change when prompted.

Changes to a shared connection can affect every pipeline that uses it. Validate the affected pipelines after you save the connection.

Validate the connection change

After you update a connection:

  1. Confirm the connection test succeeds.

  2. Review the pipelines that use the connection.

  3. Use Run Once on an affected pipeline when you need to validate ingestion immediately.

  4. Review the pipeline run history for the result.

For pipeline validation, see Manage BASIC pipelines.


Delete a BASIC connection

You cannot delete a BASIC connection while an active or inactive pipeline references it. This includes pipelines created through Automate. Before deleting a connection, identify and remove or update the dependent pipelines.

  1. Go to Admin > Pipelines > Pipelines.

  2. Identify the pipelines that reference the connection.

  3. Update those pipelines to use another connection, or remove the pipelines if they are no longer required.

  4. Return to Admin > Pipelines > Connections and select the BASIC tab.

  5. Find the connection that you want to remove and select the Delete icon.

  6. Confirm the deletion.

The connection is removed after it is no longer required by the applicable pipeline configuration.


If a connection cannot be updated or deleted

Do not recreate the connection immediately. First check the connection credentials, provider permissions, and pipeline dependencies.

For issue-specific guidance, see Troubleshoot Pipelines and integrations.


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