> For the complete documentation index, see [llms.txt](https://help.tellius.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tellius.com/tellius-6.4/data/managing-your-datasets/swapping-datasources.md).

# Swapping datasources

Swap datasources seamlessly during migrations or vendor changes, keeping dashboards, datasets, and workflows intact with minimal disruption.

During data platform migrations or upgrades, being able to swap datasources can significantly reduce downtime and the complexity of transitioning between old and new systems. Users can continue using existing reports and dashboards by simply pointing them to the new data source. The following are some common use cases:

**1. Partial dataset migration**

Migrating datasets to new sources can be a daunting task, especially when dealing with large volumes of data or the need to keep the system operational during the transition. Swapping datasources facilitates partial migrations by allowing specific datasets to be moved and integrated into new environments gradually, reducing downtime and ensuring continuity of operations.

**2. Changing vendors**

Switching data storage or processing vendors is another scenario where datasource swapping proves invaluable. Organizations may decide to change vendors for various reasons, including cost reduction, improved performance, or enhanced features. The capability to swap datasources allows for seamless transition, vendor comparison and testing.

**3. Shifting to different instances**

The development-to-production lifecycle is a critical process in software and systems development, involving different data environments. The ability to swap datasources eases this transition by ensuring data integrity.

### Swapping a data source in Tellius 6.4

1. Go to **Data → Dataset**.
2. Select the three-dot menu on the dataset's row and choose **Swap Datasource**.
3. The **Swap Datasource** dialog shows the **Original data source** and where the dataset's data comes from, such as the **Database table** for a dataset loaded from a table, or the **Query** for one loaded with SQL. Both are locked. Select **Copy** beside the table name or query to copy it.
4. Under **New data source**, select the source to swap to. You can search the list, sort it and filter it.
5. Fill in the details the new source needs:
   * For a database source, use **Select load method**. Choose **DB Table** and enter the table name, or choose **Custom SQL** and write the query in the editor. There are no separate database or schema fields.
   * For a file storage source, such as one on AWS, enter the path.
6. Select **Validate**. Tellius checks that the schemas are compatible before the swap completes. If the new source is missing a required column or a data type differs, a message describes the mismatches so you can resolve them. Where you understand and accept a mismatch, you can force the swap.
7. Select **Cancel** to close the dialog without swapping.

<figure><img src="https://1702728550-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC5PhRxmOjkQZJEO6F9Zw%2Fuploads%2FJaldCTUFIMyBcF91mF4s%2Fswap-dialog.png?alt=media&amp;token=87a42e8a-7a55-49ac-94c7-b842c872373c" alt="The Swap Datasource dialog in Tellius 6.4, with the new data source and the load method fields" width="563"><figcaption></figcaption></figure>

{% hint style="warning" %}
Vizpads, Insights and Predict models built on the dataset may be affected by a swap. Check them after the swap completes.
{% endhint %}

### **Swapping to a different type of data source**

You can swap a dataset to a data source of a different type, not only to another source of the same type. For example, you can swap from Snowflake to Amazon Redshift, from Amazon Redshift to Snowflake, or from MySQL to Microsoft SQL Server. If your company moves its warehouse, you can point your existing datasets at the new source without rebuilding them.

1. Go to **Data → Dataset**.
2. Click the three-dot menu on the dataset and choose **Swap Datasource**.
3. Under **New data source**, select the new source. Sources of other types are listed alongside sources of the same type.

<figure><img src="https://1702728550-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC5PhRxmOjkQZJEO6F9Zw%2Fuploads%2FjHQCazYbxxeDWm9gjN1T%2Fimage.png?alt=media&amp;token=eb01b695-191e-41c8-b6ab-aa7586ca8d73" alt="" width="563"><figcaption></figcaption></figure>

4. Tellius carries over the connection details it already has, such as the user ID and warehouse, into the matching fields for the new source.
5. If the new source needs a field the old one didn't have, it appears in the form. Fill it in.
6. Tellius matches the tables and checks the schema for you, just as it does for a same-type swap.

The steps below describe swapping in earlier releases.

### **How to swap a data source?**

1. To swap any dataset loaded in Tellius, go to **Data** → **Dataset**.
2. Click on the three-dot kebab menu and choose **Swap Datasource**.

<figure><img src="https://1702728550-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC5PhRxmOjkQZJEO6F9Zw%2Fuploads%2Fh4qedpcUOZ7t06K2cpm5%2Fdataset-row-menu-swap-datasource-64.png?alt=media&amp;token=41575801-d7d6-4d7a-9b34-ec875671c147" alt="The three-dot menu on a dataset row in Data, Dataset in Tellius 6.4, with Swap Datasource highlighted" width="563"><figcaption></figcaption></figure>

3. A window will be displayed. The applicable data sources will be listed under **New Datasource** dropdown. Select or search for the required datasource.
4. Tellius validates the new datasource selected and verifies if they are compatible with each other. If the two datasources are synchronized and ready to be swapped, a message says so.
5. If the select datasource is not compatible with the original datasource, then a message describes the mismatch.
6. Click on **"Apply"** to swap the datasource or click on **"Cancel"** to discard the process.
7. A message about the swap is displayed at the top.
8. The swapping of datasources is an asynchronous operation, that takes place in the background immediately upon user confirmation. The same can be tracked under **Notifications** tab.


---

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