Syniti Migrate

Adding & Editing Applications

This topic relates to the following sections:

This page contains the following sections:

About Applications

On the Datasources multi-panel page, the data is divided between Applications, Instances, and Datasources. The page wizard provides guidance for building out each type of information so prevent adding unnecessary field values or leaving valuable fields blank.

  • Applications include Source and Target systems (Ex: JDE, SAP HANA DB, MAXIMO) and these are each listed as an Application.

  • The Syniti Migrate system stores all of the Snapshot Datasources (Ex: SRCJDE, TGTECC).

  • Migration Working Databases Application stores Working DB tables (Ex: WRKRTR, WRKPREP, WRKOTC) within an Instance that collects the tables for grouping as a Reporting Object.

  • The Snapshot Datasources provide a static database of tables and values pulled on a specific date from a system being used for Mock or Live Conversions. Refer to section Migrate > Snapshot Management for more information on this topic.

Datasources: Main page

On the Datasources panel, click the Add  icon to select  from the list of possible connection for data connectivity and launch the appropriate Details window.

Icon

Description of Use

Application – The system being used as a source or target.

Instance – within the Application, the instance is the instance of the application. There may be multiple instances of the same application.

Datasource – within the Instance of the Application, the Datasource contains the connection information for that datasource. The term datasource implies that one may be a source or target system. 

Each hierarchical level may be created within this page with the help of the wizard that guides the user to the appropriate setup for that type.

Add an Application

Once the user has selected Add New Application from the drop-down list for Add icon, a new Application page displays showing the Details section in the left side panel, and tab pages on the right side panel including Instances and Tables & Columns. Complete the fields for the application.

NOTE:  This section and page are the same as used when referring to section Administer > Advanced > Applications. Before adding a new Application in this section, make sure to check the configuration page as it may contain the same Application marked as Inactive. Inactive Applications do not display in this section.

Datasources: Add Application

Fields in this section are provided as follows:

Section

Field

Description

Details

Name*

The name of the Application. (Required)

Details

Description*

The description of the Application. (Required)

Details

Prefix

Text to store any additional information.

Details

Vendor

Name of company who provides this application.

Details

Website

Internet Website of this Vendor account.

Details

Active

Toggle switch to make the table Active/Inactive. NOTE: Defaults as Active.

Technical Details

SAP

Toggle to mark as an SAP Application.

Technical Details

Table Extract SQL

Notes for the Extract - Also stored in DBCommands table in Administer > Advanced > Database Types

Technical Details

Column Extract SQL

Notes for the Extract - Also stored in DBCommands table in Administer > Advanced > Database Types

Technical Details

Check Table SQL

Notes for the Extract - Also stored in DBCommands table in Administer > Advanced > Database Types

Technical Details

Extract Notes

Notes for the Extract - Also stored in DBCommands table in Administer > Advanced > Database Types

Stakeholders

Owner*

 

Attributes

Various

 

Audit

Various

These are the system generated values for auditing the work.

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

Edit an Application

To Edit an existing Application, click on the Edit  icon to display the Application Details page.

Datasources: Edit Application

At this point, the user may add new Instances, Tables, and Columns to the existing application. They may also edit the details section to update field values.

The left side of the Application Details page contains the Application Details. These fields are supportive of the Application design, usage, classification, and review. Each section of this panel stores 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 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.

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

Delete an Application

The deletion process for Application cascades delete through to the Datasources. Click the Delete icon to produce a warning message that provides the Application Name and a count of the supporting child objects that are deleted in this effort.

Click OK to Proceed or CANCEL to exit without saving.

The Application and all associated Instances and Datasources delete. The page updates to show these objects as removed. There is no back out or replace for this action. A message displays to indicate that the deletion was successful.

NOTE:  Should the Datasource be have attached Dataset, Metrics, and Mappings, then it will not show as active for delete. The Delete icon will show as gray or inactive.

Application Tabs

On the right side of this page are the tabs of the Application as shown below:

Tab

Responsible

Description of Use

Instances

Admin, IT Lead

This page provides a list of the Instances associated with this Application

Datasources > Adding & Editing Instances

Tables & Columns

Admin, IT Lead

This page provides a list of the Tables and Columns associated with this Application

Refer to each section for details of Create and Maintain for these data objects. These entries are specifically associated with the Application selected.

Subsequent Steps

The next step in this process is to create the new Instance for this Application.