Maintain Working Datasources

This topic relates to the following sections:

• Guided Setup

• Manage Development Areas

• Subsequent Tasks for Environments

About Working Datasources

In the scenario where a project uses a DEV and LOAD environment, the user creates additional Datasources for working database for each environment. Within a Development Area there may be multiple environments and each is assigned a Datasource. The DEV working datasources is created manually as part of the migration build - They are critical to the mapping of fields, reporting, and XML scripting.

The Development Area is assigned to the Subject Area within Project Setup and assigned to the Dataset imported for the same subject area by default. This value determines where the SQL tables are built for the Target and Working tables of the Mapping - as part of the DDL scripting, and the Default (DEV) value is used.

This section of the system is extremely important. Each Development Area may contain multiple Environments. (Ex: wrkMDG_D and wrkMDG_L)

Prerequisites

As part of the build of a working datasource, the user manually adds the working database to the database using a prefix of WRK (this will include SQL Server, HANA DB, or Oracle Server).

The prerequisite steps are now complete.

This section refers to specifically working datasources created within the Development Areas section of the system.

• Refer to section Catalog > Datasources > Adding & Editing Datasource to Add or Edit a System Datasource.

• Refer to section Migrate > Snapshot Management to Add or Edit a Snapshot Datasource.

• Refer to section Administer > Setup > Development Areas > Adding & Editing Report Datasource to Add or Edit a Report Datasource.

A wizard is used to create the Migration Working Datasources. The user should build each datasource from within Development Areas as they build out the Environments.

View the following page by navigating to Administer > Setup > Development Areas from Syniti Migrate Homepage or from within the Guided Setup process. Select the development area and within the panel Environment Datasources and a list of environments will display. Each Environment will link to a working datasource as shown in the image below.

Click the MANAGE DATASOURCES  button to open the Datasource Instance Working Databases for the Development Area selected. Working datasources are provided in a grid in the Datasources panel. To add a working datasource to the Working Database, click the Add icon to start the wizard process.

Add a Working Datasource

Click Add  icon open the wizard for Create a new datasource window.

Datasource Usage Tab

This is a step by step setup that includes providing values to the Usage, Details, Connection, and Attributes tabs of the Wizard process.

The Usage tab will determine the type of Datasource (Working). These are the databases used to convert and migrate the data - Stored in Migration Working Database Application Ex; WRKOTC, WRKPTP

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

Click on the NEXT  button to proceed to the page tab - Details.

Datasource Details Tab

The Details tab is standard for all Datasource Purpose types.

Fill in the details for the working datasource.

Note

Once required fields are entered, the NEXT button will become active.

Click on the NEXT  button to proceed to next page tab - Connection.

Datasource Connection Tab

Connection details are entered into this tab of the Datasource.

Note

Fields on the Connection tab are contingent upon the Server selected, so if there were no connection for this Datasource, the user could click on Next immediately to pass onto the tab for Attributes. The server is the Migration Working Server.

Based upon the structure of this setup, should the Connection section be left empty, the following will happen:

• If the user does not provide any connection info, the connection status is set to 'unknown' (no test is performed). This allows the user to create a datasource and fill in the server later (which happens often in the field).

• If the user provides server information (server name, database name) but does not provide the username and password, the system will attempt to test the connection using the credentials from the server, and will update the status accordingly.

From within the grid, if the user clicks to test a datasource that does not have server information, the system will now prompt the user to enter the connection info, and the validation status will be set to unknown. This will persist until the datasource actually has server info configured.

Select the Server from the list of servers created within the Guided Setup for Servers.

Once a Server is selected, the associated fields and requirements will update. In this example, SQL Server is the database and the connection is one made to the Migration server. The fields and requirements may change depending upon the Server selected.

Fill in the Details for this Datasource Connection.

Note

All Server and Datasource Passwords are encrypted while at rest in the Database providing a secure environment for client data and access through the Internet. Once the user Name and Password have been saved into a Datasource, only the Admin role will have access to view the Password going forward. The Show/Hide  icon for viewing the password will not be available to anyone who is not provided the Role of Admin.

Note

The section for XML will be visible within Datasource details IF the ETL Tool <> Syniti Migrate (EX: Data Services). If the ETL Tool field within Administer > Setup > Parameters page is set to Syniti Migrate, the XML section will be hidden.

Click NEXT  button to proceed to the Attributes page tab.

New Datasource Attributes Tab

The tab for Attributes is the final step in the setup for a working datasource. Entries are optional and based upon the configuration settings wiithin Administer > Advanced > Attributes.

Fill in the Attributes fields for this Datasource. There may be Attributes and Stakeholders stored on this tab.

Select the value for Owner which is required, and click FINISH button to Save and close the wizard.

Errors during Save

Should the Datasource have issues from the setup, an error will display and the data will not save.

Verify the Connection(s)

Upon saving the new Datasource, the user should verify that the connection is active. Select the Datasource and click on Connection  Icon to initiate a check against the system. If the connection is successful a message will display "Primary - Connection success".

If the Connection is not successful, the tables and columns will not import and metadata will not process successfully. The Job Queue will run, but no outcome of data will be present. This verification is extremely important as well as the setup of the Datasource and Snapshot.

Subsequent Tasks

Upon saving the new Datasource, the user should attempt to Import metadata (import the tables and fields as they exist in the tables in the system identified). Refer to section Catalog > Datasources > Adding & Editing Datasources > Import metadata for details of this subsequent process in Migration.

Edit a Working Datasource

To edit an existing Working Datasource, click on the Edit  icon to display the Datasource Details page.

Note

Once the User Name and Password have been saved into a Datasource, only the Admin role will have access to view the Password going forward. The Show/Hide  icon for viewing the password will not be available to anyone who is not provided the Role of Admin.

The Details page for Datasource is very similar to Instance and Application 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 will contain the Datasource Details fields. These fields are supportive of the Datasource Details, Connections, Metadata Import, Usage, Attributes, and Content Review. Each section of this panel will store valuable information. At the header of this left side panel there are quick use icons as shown below:

Icon	Name	Use
	Save	The Save icon will save the current entries.
	Cancel	The Cancel icon will leave the current page without saving changed data.
	Help	The Help icon will link to the page in Syniti help text to provide detailed explanation of this section and use.
	Additional Options	The Additional Options icon will allow for selection of: Import metadata - pull data for all active table/fields listed for this Datasource. Filtering will be 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 Working Datasource

Should the working datasource not be needed, it may be deleted from the system if there are no tables referenced.

Datasource Objects

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 one for Datasource Columns. Refer to section Catalog > Datasources > Adding & Editing Tables or Columns for more details on this topic.