Adding & Editing Report Datasources

This topic relates to the following sections:

• Guided Setup

• Environments

• Subsequent Tasks for Environments

Prerequisites

As part of the build of a Datasource, the user must manually add the working database to the Database Server (this includes SQL Server, HANA DB, or Oracle Server). The prerequisite steps are now complete.

About Report 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 Report datasources store table data of the reports generated during each ETL processing run. A Report Datasource is created for each Environment to store a snapshot of these reports. Refer to section Adding & Editing Migrate Datasources for details of that process.

A wizard is used to create the Migration Working Datasources and Report Cache Datasources. 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 Report Cache Datasource to initiate the create wizard process.

Add a Report Datasource

Click Add + icon next to Report Cache Datasource to open the wizard for Create a Report Cache datasource window.

Create a Report Cache Datasource

The Report Cache Datasources are created using two panels of fields - Details and Connection.

As the user completes field values, supportive fields then become available for entry. The fields vary by response of a prior field.

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 Report 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 Report Cache link to open that datasource in Edit mode.

The Details page for a Report 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.

At this point, the user may add new Tables and Columns to the existing Datasource. They may also 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 help text to provide detailed explanation of this section and use.
	Additional Options	The Additional Options icon allows for selection of: Import metadata - pull data for all active table/fields listed for this Datasource. Filtering is based upon criteria setup in Administer > Applications View Debug Logs - Display the Debug Log for the most recent action for this datasource. View History - Provides a list of changes for this datasource.

When finished with edits, click the Save  icon to complete.

Delete a Report 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.