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Adding & Editing Migrate Datasources
This topic relates to the following sections:
Prerequisites
As part of the build of a Datasource, the user must first manually add the working database to the Database Server. The prerequisite steps are now complete.
About Migrate Datasources
The initial system setup provided by using Guided Setup, builds the Environments (DEV or LOAD) and then assigns for each environment a Reporting Cache datasource and a Migrate datasource. These datasources are not stored within the Syniti Knowledge Platform system Data Catalog. They are created and stored locally in Syniti Migrate within the Environments and assigned to the Servers created within Guided Setup. Once the Migration Working Server is setup, these datasources are created and linked to that server. The default Migrate datasource is built as part of the install, and requires update to link to the Migration Working Server. Additional Migrate datasources are used to store the Value Mapping data for the additional environments (LOAD or PROD). Refer to section Adding & Editing Report Datasources for details of that process.
A wizard is used to create the Migration Working Databases and Report Cache Databases. The user should build each datasource from within Administer > Setup > Environments as they build out the Environments.
View the following page by navigating to Administer > Setup > Environments from Syniti Migrate Homepage or access by using the Guided Setup.
Select the environment and click Edit icon to view details. Click the + Add icon next to the Migrate Datasource to initiate the create wizard process.
Add a Migrate Datasource
Click Add + icon next to Migrate Datasource to open the wizard for Create a Migrate datasource window.
Create a Migrate Datasource
The Migrate Datasources are created using three panels of fields - Details, Connection, and SAP Data Services.
As the user completes field values, supportive fields then become available for entry. The fields are contingent upon response of a prior field.
Section | Field | Description |
---|---|---|
Details | Datasource Name* | Enter the Datasource Name. (Required) |
Details | Description | Enter the description of the Datasource. |
Details | Comments | Enter descriptive comments to support this datasource. |
Connection | Server | Enter the Migration Working Server. Refer to section Administer > Setup > Servers for details. |
Connection | Database Type | Field not relevant. |
Connection | Database Name* | Enter the Database Name. (Required) Contingent upon Server |
Connection | Default Schema* | Enter the Default Schema. (Required) Contingent upon Server |
Connection | Timeout(seconds) | The number of seconds this Datasource refreshes before it is stopped. Prevents excessive clocking. The default with no value is set by the Job Queue and Job Type, but generally defaults to 30 seconds. |
Connection | User Name | This field is contingent upon the setup of the Datasource Server and value may become required. |
Connection | Password | This field is contingent upon the setup of the Datasource Server and value may become required. Click on the Show/Hide icon to view the Password entered. |
SAP Data Services | Datastore | Name of the Data Services Datastore from which Jobs pull Source data. This Datastore is used in the Syniti Migrate automation XML. |
Note
Fields in the Connection section are contingent upon the Server selected. The server should be the Migration Working Server.
From within the grid, if the user clicks to test a datasource that does not have server information, the system prompts the user to enter the connection info, and the validation status is set to unknown.
Edit a Migrate Datasource
View the following page by navigating to Administer > Setup > Environments from Syniti Migrate Homepage or access by using the Guided Setup. Click on the Migrate Datasource name to link and open that datasource in Edit mode.
The Details page for a Migrate datasource is very similar to other datasources in that there is a left side panel with Details, and the tabbed section on the right side panel that contains associated object data.
Section | Field | Description |
---|---|---|
Details | Application* | Select the Application. (Display Only) |
Details | Instance* | Select the Instance. (Required) |
Details | Datasource Name* | Enter the datasource name. (Required) |
Details | Description | The description of the datasource. |
Details | Active | Toggle for datasource Active/Inactive.
|
Details | Comments | Enter descriptive comments to support this datasource. |
Syniti Catalog System | Import from Catalog Systems | Toggle to indicate that this datasource links to an Agent and Connection within Knowledge Platform Data Catalog system. |
Connection | Server | Select from the drop-down list the available Datasource Server. Refer to section Administer > Setup > Servers for details. |
Connection | Database Name* | Enter the Database Name. (Contingent upon Server) |
Connection | Default Schema* | Enter the Default Schema (Ex: dbo) Contingent upon Server |
Connection | Timeout (seconds) | The number of seconds this Datasource refreshes before it is stopped. Prevents excessive clocking. The default with no value is set by the Job Queue and Job Type, but generally defaults to 30 seconds |
Connection | User Name | This field is contingent upon the setup of the Datasource Server and value may become required |
Connection | Password | This field is contingent upon the setup of the Datasource Server and value may become required. Click on the Eye icon to view the Password entered. |
Stakeholders | Owner* | Select the Owner responsible for this Datasource. (Required) |
Metadata | Import All | Toggle to flag import metadata for all tables of the Datasource. |
Metadata | Last Refresh Date | Displays the last date of a refresh to import metadata for this Datasource. |
SAP Data Services | Datastore | Source data. This Datastore is used in the Syniti Migrate automation XML. |
Migration Details | Report Flag | Toggle to indicate that this datasource is set as Datasource Purpose of Report. |
Migration Details | Working DB Flag | Toggle to indicate that this datasource is set as Datasource Purpose of Working. |
Migration Details | Snapshot Flag | Toggle to indicate that this datasource is set as Datasource Purpose of Snapshot. |
Audit | Various | These are the system generated values for auditing the work. |
At this point, the user may add new Tables and Columns to the existing Datasource, or the may edit the details section to update field values.
The left side of the Datasource Details page contains the Datasource Details fields. These fields are supportive of the Datasource Details, Connections, Metadata Import, Usage, and Attributes. At the header of this left side panel there are quick use icons as shown below:
Icon | Name | Use |
---|---|---|
Save | The Save icon saves the current entries. | |
Cancel | The Cancel icon leaves the current page without saving changed data. | |
Help | The Help icon links to the page in Syniti Online Help text to provide detailed explanation of this section and use. | |
Additional Options | The Additional Options icon allows for selection of:
|
When finished with edits, click the Save icon to complete.
Delete a Migrate Datasource
Should the additional migrate datasource not be needed, it may be deleted from the system if it does not have any tables referencing it. It is a required field of the Environments, so replacement with another valid migrate datasource is necessary. Refer to section Delete a Datasource within the Adding & Editing Datasources section for details of deletion.
Datasource Tables and Columns
On the right side of this page is the Tab for Tables & Columns. The Administrator or IT Lead is responsible for this tab of data. This page provides two panels - one for Datasource Tables, and then one for Datasource Columns. Refer to section Adding & Editing Tables or Columns for details.
Subsequent Steps
Upon saving the new Datasource, the system automatically attempts to import metadata (import the tables and fields as they exist in the tables in the system identified). Should this step not complete as expected, refer to section Catalog > Datasources > Adding & Editing Datasources > Import metadata for details of this subsequent process in Migration.
Once the Migrate datasources are setup and complete, they are added to the SRCCONSTRUCT datasource as a part of Snapshot Management. The Value Mapping content may be stored for each mock in the Snapshot datasource. Refer to section Add a CONSTRUCT Snapshot Datasource for details of this process.