Maintain Working Datasources

This topic relates to the following sections:

• Guided Setup

• Manage Development Areas

• Subsequent Tasks for Environments

• Working Databases in Migrate

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 are 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 for a working datasource, the user manually adds the working database to the database using a prefix of WRK (this will include any one of the working databases).

The prerequisite steps are now complete.

This section refers specifically to 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 in the Environment Datasources panel and a list of environments is displayed. Each Environment links to a working datasource as shown in the image below. If the link does not provide working datasources, they need to be built.

Click the Manage Datasources button to display the Instance in Working Databases page. 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 from this page or on the Manage Development Areas page.

Add a Working Datasource

Click the Add icon to open the wizard for Create a New Datasource dialog box.

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 determines the type of Datasource (Working). These are the databases used to convert and migrate the data - Stored in the Migration Working Database application, for example, WRKOTC, WRKPTP.

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

Click the Next button to proceed to the Details tab.

Datasource Details Tab

The Details tab is standard for all Datasource Purpose types.

Complete the fields mentioned in the following table for the working datasource:

Note

Once required fields are entered, the Next button becomes active.

Click the Next button to proceed to the Connection tab.

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. If no connection for this Datasource is selected, then the user could click Next immediately to move on to the Attributes tab. The default server is Migration Working Server.

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

• If connection info is not provided, the connection status is set to Unknown (no test is performed). The datasource can be created later and added along with the server (which happens often in the field).

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

In the grid, if the user clicks to test a datasource that does not have server information, the system prompt the user to enter the connection info, and the validation status is set to unknown. This validation continues until the datasource server info is 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 are updated. In this example, SQL Server is the database and the connection is made to the Migration Working Server. The fields and requirements may change depending upon the Server selected.

Complete the fields mentioned in the following table 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 has access to view the Password. The Show/Hide icon for viewing the password is not available to anyone who is not provided the Role of Admin.

Note

The section for XML is visible within Datasource details. If the Tool <> Syniti Migrate (For example, Data Services). If the ETL Tool field on Administer > Setup > Parameters page is set to Syniti Migrate, the XML section is hidden.

Click the Next button to proceed to the Attributes 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.

Complete the fields in the Attributes tab for this Datasource. Attributes and Stakeholders may be stored in this tab.

The value for the Owner field is required and defaults to the current user. Click the Finish button to save and close the wizard.

Errors During Save

Should the Datasource have issues from the setup, an error displays and the data is not saved.

Verify Connection(s)

Upon saving the new Datasource, the user should verify that the connection is active. Select the Datasource and click the Status icon to initiate a check against the system. If the connection is successful, the following message is displayed: Primary - Connection success.

If the Connection fails, the tables and columns are not imported and metadata does not process successfully. The Job Queue will run, but the data is not processed. This verification is extremely important with 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 Username and Password have been saved into a Datasource, only the Admin role has access to view the Password. The Show/Hide icon for viewing the password is not available to anyone who is not provided the Role of Admin.

The Details page for Datasource is very similar to Instance and Application. A panel on the left side with Details and a section on the right-side panel contains the associated object data.

The user may add new Tables and Columns to the 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, Attributes, and Content Review. 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 to provide detailed explanation of this section and use.
	Additional Options	The Additional Options icon allows for selection of: Import Metadata: Pulls data for all active table/fields listed for this Datasource. Filtering is based on the Import All toggle and criteria criteria setup in Administer > Advanced > Applications. View Debug Logs: Displays the Debug Log for the most recent action for this datasource. View History: Provides a list of changes for this datasource.

Click the Save  icon to complete the Datasource Details page.

Delete a Working Datasource

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

Datasource Objects

On the right side of this page you can view the Datasource Tables tab. The Administrator or IT Lead is responsible for this tab’s data. The Datasource Tables and Datasource Columns panels are available in this tab. Refer to Catalog > Datasources > Adding & Editing Tables or Columns for more details on this topic.