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Edit, Refresh & Manage

Update settings, refresh schema, manage vector stores.

Connections
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Edit, Refresh & Manage Connections

Learn how to maintain and update your data connections in Tepun AI Report Builder.

Editing a Connection

  1. Open Connections List — Navigate to the Connections page
  2. Select Connection — Click the connection you want to modify
  3. Click Edit — Select the Edit button or gear icon
  4. Update Details — Modify host, credentials, or other settings
  5. Test and Save — Always test after changes, then save

Refreshing Schema

When your database structure changes:

  • Click Refresh Schema in the connection toolbar
  • AI rescans tables, columns, and relationships
  • New objects appear in the schema browser
  • Suggestions are updated to reflect changes

Updating Vector Store

The vector store powers AI understanding of your schema for natural language queries at report.tepun.com:

  • Click Update Vector Store after significant schema changes
  • This reprocesses table and column descriptions for better AI accuracy
  • A progress indicator shows the update status
  • Once complete, Ask AI will have improved understanding

When to Update: Update the vector store after adding new tables, renaming columns, or changing the purpose of existing data structures.

Deleting a Connection

  1. Open Connection — Navigate to the connection
  2. Click Delete — Find the delete option in settings
  3. Confirm — Acknowledge the deletion
  4. Note: Deleting a connection does not delete reports that used it, but they will no longer refresh

Return to Data Connections overview.

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