Menu Structure
  • 04 Jun 2024
  • 10 Minutes to read
  • Contributors
  • Dark
    Light
  • PDF

Menu Structure

  • Dark
    Light
  • PDF

Article summary

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. 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

Datasources

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

Dataset Design

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

Project Setup

The project time line benchmark objects include: Project, Release, Milestone, and Deployments to segregate and organize the migration work into reportable segments.

Migrate

Mappings

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

ETL Jobs

Provides a list of all Syniti Migrate ETL Jobs by Project/Release/Dataset/Version.

Migrate

Value Mappings

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

Snapshot Management

Manage the Snapshot Datasources for migration of data point in time datasources.

Migrate

Construct Pages

The Construct Pages used to build new Enrich data construction pages and Cross Reference tables.

Migrate

System Views

System Views will produce the Pass Thru Views for the working database from the target system.

Migrate

Working DB Object Promotion

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

File Management stores ENRICH Excel spreadsheet and other project related documents such as: Run books or System Documentation.

Migrate

Column Translations

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

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

Validation Hub

Tracks Preload and Postload Validations tasks for conversion and loading of data.

Validate

Migration Reports

Reports track progress throughout the project to ensure timely and efficient project completion. Syniti Migrate provides Migration Reports.

Validate

Deployment Reports

Reports track progress throughout the project to ensure timely and efficient project completion. Syniti Migrate provides Deployment Reports.

Monitor

Metrics Scorecard

Project metrics are collected to show the progress of each stage of the migration project.

Monitor

PMO Dashboard

A central location to track progress of migration projects based upon set relevancy metrics.

Monitor

System Reports

This page provides for storage of Developer relevant reporting to track system or project data.

Administer

All Administer pages

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.

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.

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.

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.

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:

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.

Dataset Design: Vertical page Slide

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 for 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.

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.

Syniti Drop Down List: Select value in list

Font Awesome External Link icons

Certain fields will provide for 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 (Dk Blue) and inactive (Gray) icons for links to the Stakeholder details window.

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.

Dataset Design: Object Hierarchy

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/Yes/No

To toggle the value of a field to on/off, true/false or active/inactive, click the slider icon 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. NOTE: This action cannot be undone. Deleting an object will also affect tables, fields and mapping in the future steps of the process.

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

As with any page grid of data, on the right upper corner, click the Hamburger Details icon to view the options for show or hide grid columns, reset columns, and filter rows. This is extremely handy for situations where the list of available Columns is larger than the panel can display. 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 rows - 

  • Pin columns to side

Hamburger Details Icon

Column Grid Options

On any page with a grid of data, each column will provide an Options icon for that column's options. Click on the Down Arrow to open the column options for Sorting, Grouping, and Pinning that column in the grid.

Column Options: Down Arrow

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:

  • Dataset Design:

    1. In Syniti Migrate, click Dataset Design.

    2. In the Datasets panel, select a required dataset and click the Edit icon. The Dataset page is displayed with its details.

    3. Click the Notifications icon to receive an email notification for the changes made to this dataset. The Subscription Status pop-up box is displayed.

    4. Click OK and click the Save icon to save your changes.

  • Mappings:

    1. In Syniti Migrate, click Mappings.

    2. In the Releases panel, select a required release.

    3. In the Datasets panel, select a required dataset and click the Edit icon. The Release Dataset dialog box is displayed with its details.

    4. Click the Notifications icon to receive an email notification for the changes made to this dataset. The Subscription Status pop-up box is displayed.

    5. Click OK and click the Save icon to save your changes.

    6. To receive email notifications for the Source tables, turn on the Notifications toggle button for the required source tables in the Sources panel.


Was this article helpful?

ESC

Eddy, a generative AI, facilitating knowledge discovery through conversational intelligence