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Strategy Agent Docs

Rename, rotate and delete a Data Source

10 November 2026

  • In the Data Studio, a Data Source you manage shows Edit, Replace connection string and Delete. See Keep a Data Source current.
  • Edit changes its name and the description the agent reads before it queries.
  • Replace connection string takes the whole connection string again, for example with a new password, and its CA certificate if it has one. The old one stays until the new one passes its connection test.
  • Delete says what happens first: Cards in Conversations stay readable, Cards on Dashboards show “Data Source deleted”, and its Query Log is deleted.
  • Each of these changes is recorded in the Audit Log, never with the connection string. A user who leaves your Tenant loses their access to Data Sources; the Data Sources stay.