Setting Up Source Data
The source information includes the source type, connection information, data structure, and options (properties).
• Source type identifies the software application or record manager from which the source data originates.
• Connection information data needed to connect to the external data source. Depending on the source type, the required information can range from a simple file name to a server, data source, table, user ID, and password.
• Source data structure is the structural information (sometimes called a record layout) about the source. This record layout consists of fields in a specific order. Each field has a set of property values. The examples for field properties are field name, data type, length, and so on.
• Source options (or properties) specify characteristics of the source data file. These options are specific to the source type.
You can configure your source data and the actions that can be performed on a configured source.
To configure the source data:
• Specify a connector or use an existing connection file
• Specify the parts and properties for the connector
• Define filters, sort options, and sample (optional)
After configuring the source, you can perform the following actions for the source data:
• Load existing user-defined connection
• Connect to the source data based on the connection configuration.
• Refresh connection after property changes
• Add Constants
• Disconnect from the source (important if connected to a database)
• Save a configured connection
• Browse the source data
• Clear the source connection
• Refresh after changing external schema
Note: Based on the selected connector, you can add filters, define samples, define sort options, and/or specify the schema options.
Last modified date: 10/22/2024