Discovery Guide > Using and Configuring Discovery > Running Indexing and Relationship Discovery > Indexing and Discovering a Data Source
 
Indexing and Discovering a Data Source
Whenever you need to do it, you can run the indexing and discovery processes on the open data source. You can do this:
Whenever you add a new data source.
If you add or remove resources in an existing data source.
If you re-introspect an existing data source and there are changes as a result.
You can see if a data source has been indexed by opening the data source. The round button on the Relationship Discovery tab is green if the indexing and relationship discovery process has been run on the data source, and it is labeled Finished.
To index and discover a data source
1. Open the data source in Studio.
2. Select the Relationship Discovery tab, which looks like this prior to indexing.
3. Click Scheduler.
The Status field changes to Running, and the percent complete and time remaining are displayed.
The icon on the Relationship Discovery tab indicates current status
Tab Icon
Meaning
?
Gathering—Discovery is gathering the task status.
White
Not Yet Run—The data source has not been indexed.
Yellow
Running—The indexing and discovery process is running.
Green
Finished—The indexing and discovery process is finished.
Red
Failed—The indexing and discovery process has failed.
Gray
Cancelled—The indexing and discovery process has been cancelled by the user.
For more details about the status of the index and discovery tasks, go to the Discovery Tasks panel. See Tracking Index and Relationship Task History.
Discovery displays the Index and Relationship Task Scheduler dialog with all check boxes selected to index and discovery relationships within this data source, as in the example below.
If you want to index and discover relationships between this data source and any others in the list, check the appropriate boxes. See Indexing and Discovering Relationships Across Data Sources.
Note: By default, the index and relationship discovery is calculated with case sensitivity turned on. If you want to ignore case differences, you might need to change the case sensitivity configuration setting as described in Configuring Case Sensitivity.
4. Click Scan to index and discover relationships.
The progress and history of the indexing and relationship discovery can be viewed on the Studio Discovery tab.
When the indexing and relationship discovery is successful and complete, the status is Finished. You can also tell if the data source has been indexed and discovered by the green check mark on Relationship Discovery tab.
5. If this data source is included in an existing model, open the model and click Refresh to view this data source and its relationships in the model.
See Working with Models in Discovery, for more information about how to view, validate, or invalidate the discovered relationships.