Method 1: Adding from Systems Page
1. Navigate to the "Data" tab and click "Systems."
2. Click "New System" in the top right corner.
3. Choose the desired system for authentication.
4. Authenticate using the appropriate method (URL, credentials, etc.).
5. Provide the system's name and other necessary information.
Example: Google Drive System Configuration
In this example, we will walk through the process of configuring a Google Drive system to connect it with Google Sheets in your Savant workspace. Follow these steps to successfully set up the system:
Step 1: Navigating to the Systems Page
Begin by accessing the Systems page within your Savant workspace.
Step 2: Adding a New System
On the Systems page, click on the New System button.
Step 3: Selecting Google Drive
A menu with available system options will appear on the left-hand side. Alternatively, you can use the search bar to quickly locate the system you need.
Search for Google Drive and select it from the options.
Step 4: Configuration
Click Next after selecting Google Drive as the system you want to configure.
Step 5: Authentication with Google
In the next screen, you'll be prompted to authenticate with Google. Click on the Authenticate with Google button.
Step 6: Google Authentication
Follow the authentication process by clicking Allow and following any additional prompts that appear. This step may involve granting access permissions and confirming your identity.
Step 7: Renaming the Authentication
After successful authentication, you'll be prompted to give a name to this authentication. Enter an appropriate name that helps you identify this Google Drive system.
Step 8: Finalizing the Configuration
With the authentication successfully completed and named, you can finalize the configuration process by clicking Confirm.
That’s it!
Method 2: Adding from an Analysis
1. If you're in an analysis, click this icon in the top left corner.
Use this button when you are configuring a System as a Destination.
2. Select New Dataset to create and view available systems.
Select New System when configuring a System as a Destination.
3. If adding a new system, select from menu options or use the search bar to find the System you are interested in.
4. Authenticate using the appropriate method (URL, credentials, etc.).
5. Provide the system's name and other necessary information.