Add and configure Views in DMP
Importing text data into ETL+Before we are going to create a new view, we will create a new solution in ETL+ first. So we load that data in a view. First, open ETL+ in adminsitrative mode. Once it's open, click on Tools >> Settings. In the connectors tab, click the Add button in the lower left corner. Select "Database - Microsoft SQL Server" and hit Ok. Give the connector a recognizable name, fill in the appropriate information and select the ETL_Data (Default name) database. See Figure 1 and 2.
Figure 1: Add a new SQL Server Connector
Figure 2: Configure the SQL Server ConnectorOnce the connector is added, you can close the settings screen. Create a new solution by clicking on File >> New Solution and give it an appropriate name (in this tutorial we use Persons_imported). For this tutorial we're going to load in data from a text file. You can do that by clicking on Text File in the Import column. Be sure to give it a clear name. Double click on the title bar of the node to access the properties of the node. See Figure 3.
Figure 3: Add a Text File node and go inside it
Once inside the node, click on Open. Click the Browse button and select the text file you want to import. Set the delimiter to the right separator and click Next. Check if everything is read correctly and click on Finish. See Figure 4.
Figure 4: Import the data from a text fileTo import the data in ETL+, press the Import button and click on View Last. The results will appear on screen. Go back to the to the main solution screen by clicking on the button with green circle Solution in the upper left corner. The next thing that needs to be done, is creating a diagram to process the data. Click on Diagram in the Import column. Again, give a usefull name to the Diagram and set the value to ICM_Data. Double click on the title bar to get inside the diagram. Click on the item that we just created (Persons_imported) and check all checkboxes in the list. Click on Import to process the data (If you get a message saying: "This Task is depended on other Tasks, do you wish to import the depended Tasks as well?", click yes to connect the data) and click on View Last. The data is successfully processed. See Figure 5.
Figure 5: Importing and processing data in a DiagramClick on Save and go back to the main solution (Press the Solution button at the top left). Everything is now ready to be used in a view.
Creating a view in Data Manager PortalTo create a view in DM Portal, you need to navigate to a specific folder in the the installation folder of the Data Manager (C:S4M_DM is default). We will call this directory APPDIR from now on. Navigate to APPDIR\DMESB\Data\DMView\. Create a new document and give it the name you want to give your view. Keep in mind that it can't have spaces in the name, instead use underscores(_). It needs to be a XML file, so give it a name, for example: my_new_view.xml. Once created, open it in a text editor like Notepad. Copy and paste the following piece of code in the text editor, change the Name attribute to the view name (my_new_view(Note that it does not have the .xml extension in the name.)) and save it.
Close the text editor and you have created a new view. See Figure 6
<DMView Name="my_new_view" Dashboard="True" Selector="True" AutoRefresh="False" AutoLoad="False" ShowProcess="False" HideForAdmin="False" AccessRights="TD Admin"> </DMView>
Figure 6: Creating a view
Configuring a view in Data Manager PortalFor Data Manager Portal to read everything correctly, you need to (re)start the services. To restart the services, do the following: click on Start >> S4M Data Manager >> StopServices. When the console window closes, you can start the services again by clicking on Start >> S4M Data Manager >> StartServices. If you just need to start the services, run StartServices located in the path described above. See Figure 7
Figure 7: Starting/Stopping servicesOnce the services are up and running, go to Start >> S4M Data Manager >> DM-Portal. Your default browser will open and direct you to Data Manager Portal. You will be confronted with a login screen. Please fill in your credentials. (Those were configured during the installation of Data Manager) Now you will see the main screen of Data Manager Portal. On the left side, you see a sidebar. In that sidebar you see a item called View admin, click on that. The item will slide up and now you will probably see something familiar. You will see the XML file that you've created. Click on the view you just created. A tab will open and you will see two lists (field selector and field editor) and a Options pane. See Figure 8
Figure 8: Select the columns you want to importExpand the ICM database list in the Field Selector until the table columns you want to import. In the Field editor select DMVIEW_ICMDATA folder and delete it by clicking on the button with the arrows that point to the left. Then select the columns of the table you want to import. You can either hold Ctrl or hold Shift to select multiple items at once. If you selected all the items you want to import, click on the button with the arrows pointing to the right. The end result should look like shown in Figure 8. Don't forget to hit the Save button! Next, click on Views in the sidebar. You will see the same two items as in the View admin section. Click on the view you have created. A new tab will open with two columns (Source records and Targets records). Click on Refresh data to reload the data. Then click on Show data to show the table with the selected columns. You have successfully created and configured a view in Data Manager Portal. See Figure 9
Figure 9: The final result of creating the view