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This topic is related to sections:
Menu Bar
The Syniti Migrate Menu Bar is visible on every page of online help. The Syniti icon in the left corner when clicked will return to Syniti Migrate Landing page. The Syniti Migrate Menu is set as a drop-down list of the major sections of the application.
The Menu Bar allows the user to navigate to each functional area of Syniti Migrate including Catalog, Migrate, Validate, Monitor, and Administer. Within each of these functional areas are a vertical list of processes associated to that functional area. The upper left corner of Menu displays the Syniti icon that may be clicked from any page to return to Home Landing page. Each page of the system provides a title which describes the topic or purpose of the page.
The User Profile Setup is shown as a User Profile icon. NOTE: Refer to section for User Profile Setup within Syniti Migrate User Interface .
Syniti Migrate Menu Functional Areas
Area | Process | Description |
---|---|---|
Catalog | Systems | This is a link to the Syniti Knowledge Platform system filtered to display current active systems. |
Catalog | Provides connectivity to applications and allow importing of tables and data into working databases. This is used in mapping and conversion of data to the target system. | |
Catalog | This section will provide the relationship of the data for migration or governance. Provides the association of the Subject Area to the Dataset and then defines the tables, fields, and actions for each dataset | |
Migrate | The project time line benchmark objects include: Project, Release, Milestone, and Deployments to segregate and organize the migration work into reportable segments. | |
Migrate | Mappings include the source-to-target table field mappings for the target system. Listed check table values will be defined so that only target system values are provided. Assignment of team members responsible for tasks, progress tracking, and time lines for completion are also included in this section. | |
Migrate | Provides a list of all Syniti Migrate ETL Jobs by Project/Release/Dataset/Version. | |
Migrate | This section will allow for manual updates to Check Tables for use in Value Mapping Listboxes | |
Migrate | Construct | Link for the Mappers to use to view Construct Pages setup in the Syniti Construct application. User will exit Migrate and enter Construct with this selection. |
Migrate | Manage the Snapshot Datasources for migration of data point in time datasources. | |
Migrate | The Construct Pages used to build new Enrich data construction pages and Cross Reference tables. | |
Migrate | System Views will produce the Pass Thru Views for the working database from the target system. | |
Migrate | This section will allow for copy of a working database from one target system to another. Helpful for projects with DEV, QA, and PRD connections to allow active work in multiple systems | |
Migrate | File Management stores ENRICH Excel spreadsheet and other project related documents such as: Run books or System Documentation. | |
Migrate | This page will allow for translation from fields in the reports or Enrich tables to a specific description for a specific report or table, or for all areas where the field is displayed (*) | |
Migrate | Report Validations is a list of output regarding the status of each report. This list provides information for the Admin to determine where Conversion objects may require adjustment in reporting | |
Validate | Tracks Preload and Postload Validations tasks for conversion and loading of data. | |
Validate | Reports track progress throughout the project to ensure timely and efficient project completion. Syniti Migrate provides Migration Reports. | |
Validate | Reports track progress throughout the project to ensure timely and efficient project completion. Syniti Migrate provides Deployment Reports. | |
Monitor | Project metrics are collected to show the progress of each stage of the migration project. | |
Monitor | A central location to track progress of migration projects based upon set relevancy metrics. | |
Monitor | This page provides for storage of Developer relevant reporting to track system or project data. | |
Administer | This section is maintained by the IT Leads for the setup and configuration of the system. Details of these pages are defined in the section for configuration. |
Multi-Panel Page
From the Syniti Migrate home page, navigate to other sub menu pages. Many pages contain multiple panels, as seen below.
There are four panels on this page, but there may be any number of panels within a page. In most cases, these panels may be sized either vertical or horizontal to adjust to view more data. Generally, the panels are dependent upon the one prior. In this example, the Datasets displayed are a list from the Release that is highlighted. The Targets are a list based upon the Datasets highlighted, and the Sources are a list from the Target highlighted. Each panel provides a count of the associated rows of that panel. From the multi-panel page, you can select fields to navigate to detail page views.
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Mappings multi-panel page
Panel | Location |
---|---|
Releases | Upper Left Panel |
Datasets | Upper Right Panel |
Targets | Lower Left Panel |
Sources | Lower Right Panel |
Within each panel, rows of that panel type are displayed and may be altered, added, deleted for that panel. The multi-panel page allows users to dive down from header into the details of the information within one page.
To copy or export the details displayed in the panel, right-click a record in any of the panels.
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Copy or export data from a panel
Note
All date/times are saved to the database in UTC, and then formatted in user's local time zone on the front end. The Job Queue Scheduled Jobs are stored in UTC time only.
Dialog Box
Within a page, links can open a dialog box to store details for the row of data. The wizard setup for Datasources is an example of a set of dialog boxes. A dialog box does not contain help icons, but at the page level, online help contains the details for the page and dialog boxes that display during the use of the page.
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Dialog Box: Edit
Hover and Hyper-Link Selection
Every grid list of data will provide highlighting of the rows. The selected row will highlight in a Light Blue and if the user should hover on a different row, the color of that row will change from standard Gray/White to a Lighter Blue color as shown below. Should the user click to select the highlighted row, it will then change to the Blue color and the original row will return to its original color in the grid.
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Data Elements Grid: Highlighting rows
Should a field in the grid row contain a link, then it will also change colors when the cursor is positioned over this field. Should the user click to select the link, the system will change to the linked page. See an example below:
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Monitor: Metrics Scorecard: Hyper-link to Release
Sliding Divider Bar
Throughout the Migration system, pages will provide the ability to move the divider bar between panels for a Vertical break or Horizontal break.
As one example of this benefit, Dataset Design provides the user ability to move or slide the vertical page break from left to right and back. There are two images provided below to show how this functionality works for this section of Migration.
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Dataset Design: Vertical page Slide
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Dataset Design: Vertical page Slide
Double Click to View Details
Any row in a grid that contains details may be viewed by a Double click on the row.
Drop-Down Lists
Certain fields will provide a drop-down list option for selection of a value rather than a write in. These fields may be populated from a user built list of values stored within Administer > Advanced > Listboxes or they may be supplied as a filter view of the available values made up from the Migration data stored. These fields will display an Arrow icon to click to open the drop-down list for selection as shown below.
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Subject Area: Edit: Syniti Drop Down List
Once the Arrow Icon has been clicked the list of possible entries will display. Drag the vertical bar up or down to locate the value and then click on the value to select and set it into the field.
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Syniti Drop Down List: Select value in list
Font Awesome External Link icons
Certain fields will provide a link to an external page. In this example, the Link icon will provide access to a window of details for the associated field. As shown below, the Stakeholder field will provide both active (Dark Blue) and inactive (Gray) icons for links to the Stakeholder details window.
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Dataset Design: Dataset Details: Stakeholder Details
Breadcrumb Pathways
As the user progresses into deeper details for the objects, the Breadcrumb Pathway will display each object with links to view these details. Currently, the object hierarchy exists within Dataset Design, Datasources, and ETL pages. Each leg of the path may be clicked to go to that page. These pages use Object Hierarchy:
Data Element
Dataset
Datasource
Column
Table
Instance
ETL Job List (at Dataset Level)
Note
As the user scrolls down the details panel, the Breadcrumb path will remain in view.
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Dataset Design: Object Hierarchy
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Datasources: Object Hierarchy
Basic Functions
There are several basic action buttons throughout Migration. Below is a list of buttons in Migrate:
Icon | Function | Description |
---|---|---|
User Profile | Allows user to update their profile and password and used to Log out of Migration. | |
Edit | To edit an existing object, click the Edit icon to navigate to the detail view window where you can edit all relevant fields. | |
Add | To add a new object to a panel, click the Add icon to navigate to the detail view window. | |
True/False or Active/Inactive | To toggle the value of a field to on/off, true/false or active/inactive, click the toggle button to set the object in one of two states. | |
Delete | To delete the current object, click the Delete icon, and select OK/Cancel on the subsequent verification window.
| |
Save | To save a new or edited object, click the Save Icon. When you have completed any changes, be sure to click the save button or all changes will be lost. | |
Search | To search for values in any relevant fields, click the Search icon and type the desired search value in the field drop-down. | |
Cancel | To exit the detail view window without saving the changes made, click the Cancel icon. | |
Options or Actions | To trigger a pop-up window of options available for a selected object. | |
History | To display the history or audit trail of a selected object. | |
Show/Hide | To view on page the data of a selected object. | |
Export | To export and save to a local drive the data of the selected object. | |
Comment | To allow for adding comments to the row of data. | |
Rule | To provide documented sets of rules by which to qualify the data for the elements. | |
Help | The Help icon will link to the page in Syniti help text to provide detailed explanation of this section and use. | |
Link to Details | To view and edit the details of a field, click on this icon. | |
Subscribe | Allows the user to subscribe for notifications of that object. Click to Subscribe or UnSubscribe | |
Debug Log | Links user to the Debug Log entry that applies to the current item |
Page Grid Options
All data panels in Migrate offer multiple filtering options for each column. Click the Column Menu button to show or hide columns, filter records, pin a column, and more. Column filters are especially useful when working with dynamic data or when reviewing large sets of records within the limited space of the list view.
Once the user has determined the list of columns as a standard, that list should be present each time the user will log onto the system. The user can manage the grid by using the following options:
Show / Hide grid columns -
Reset Column widths
Filter records -
Pin columns to side
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Column Menu Options
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Filtering records
Column Grid Options
The column level options are set as follows:
Grouping of Field Data: Select a column and drag it into the Drag here to set row groups header section to group the records as per the selected columns.
Sorting Multiple Columns: The first click on a column’s header sorts the column in ascending order, the second Click sorts the column in descending order, and the third click deactivates the column sorting feature. If you have sorted Column A in ascending or descending order and while pressing the Shift key you clicked Column B’s header, Migrate assigns a secondary sort in ascending order for Column B with Column A. Press Shift and click Column B again to sort it in descending order. Likewise, you can sort multiple columns.
Note
To remove sorting on the columns, access the Page Grid options and click Clear Sort.
Column Assignment: To move a column, select a column and drag-and-drop it either on the left or right side in the grid to assign the column as required for the view.
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Column View Options
Pagination: Displaying of Records on a Report
A Report’s data or records are stored as tables in the reporting database in the Working Database. Reports with large volume of data takes a few seconds to render on the page. Reports can render each records by using Pagination that helps to load data for each page.
As you scroll down the report, Migrate displays a Loading message for a few seconds before displaying the subsequent records of the report.
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Report's pagination
The entire report may be downloaded to a local drive in the following two formats:
Excel File: If the report has less than 1.68 Million rows
CSV File: If the report has more than or equal to 1.68 Million rows
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Report Download: Save a file to local drive
Notifications
In Syniti Migrate, you can subscribe to email notifications when changes are made to field values for the Dataset Design and Mapping processes. For Job Queues, you get notified with a detailed status of a job in an email. On the Job Queues page, email notifications for the status and outcome of the job are sent to the user who adds a job queue to the system. Refer to the Notification of Job Complete section on the Job Queues page for more information.
To subscribe for email notifications:
In Syniti Migrate, click Dataset Design.
In the Datasets panel, select a required dataset and click the Edit
icon. The Dataset page is displayed with its details.
Click the Notifications
icon to receive an email notification for the changes made to this dataset. The Subscription Status pop-up box is displayed.
Click OK and click the Save icon to save your changes.
In Syniti Migrate, click Mappings.
In the Releases panel, select a required release.
In the Datasets panel, select a required dataset and click the Edit
icon. The Release Dataset dialog box is displayed with its details.
Click the Notifications
icon to receive an email notification for the changes made to this dataset. The Subscription Status pop-up box is displayed.
Click OK and click the Save icon to save your changes.
To receive email notifications for the Source tables, turn on the Notifications toggle button for the required source tables in the Sources panel.