Navigation Pane

Server shortcut menu options are available if you right-click a server or highlight one and click the Menu key . The following options are available:

• Connect/Disconnect. Connects or disconnects the DMC to or from the server.
• Start/Stop Server. Starts or stops the server from running. This option is only for a local LOOPBACK server.
• Alternate Authentication. This option is only available if a third party cookie is used, such as Netweaver.
• Access Web Console. Launches the Web Console Applications page.
• Other Options. The following options are available:

  My Console:

  • My General Privileges. Shows the user privileges associated with the selected server.

    Note: This option is only available when connecting to a server with security enabled.

  • Manage My Agents. Runs the Data Services Agents report that shows all currently active agents.
  • Save My Last Report. Allows you to save a focexec with contents USERINFO.
  • Edit My profile. Allows you to edit your server profile.

    Note: This option is only available for a Server Administrator or when connecting to a server with security disabled.

  • Login Info. Displays your current log in status including your user ID, profile, and security role.
  • Change Password. Allows you to change your password on the server.

    Note: This option is only available when connecting to a server with security enabled.

  • Stop My Requests. Stops all Web session requests for the server.
  • Image Directory. Shows catalog of icons used in the Data Management Console and Web Console.
• Help. The following options are available:
  • Contents and Search. Displays the Help system.
  • Version. Displays information about the release of the server that you are connecting to, and the operating system.
  • New Features. Displays new feature documentation.
  • Release Notes. Displays release notes documentation.
  • Licenses. Displays information about software licenses for Information Builders or 3rd party products.
• Server Session Log. Displays the server log.
• Refresh. Refreshes the server application directories.
• Delete. Deletes the server node from the DMC.
• Copy Server Node. Opens the Server Node Configuration dialog box, which displays information for the selected server. The Node Name is prefaced by COPY_ and can be edited to reflect the desired name.
• Properties. Provides access to the server connection configuration parameters. For more information, see Server Node Configuration.

Directory shortcut menu options are available if you right-click any of the application directories in the navigation pane. The following options are available:

• Refresh. Refreshes the list of objects in the directory.
• New. Opens a sub-menu that allows you to create a new object in the selected directory.
• Paste. Moves or copies a directory to the selected location. This option is only available after you have copied or cut a directory.
• Quick Copy. Creates a simple Data Flow that selects all rows and columns from a source table.
• Schedule and E-mail. Has the following options:
  • Scheduler Agents. Shows all flows and procedures that contain a schedule.

    Note: This report runs for the user whose ID value is stored in the sched_scan_id of a Scheduler. The Scheduler must be active to run the Scheduler Agents report.

    For more information on the commands available from the Report tab while viewing a Scheduler Agents report, see Reports Tab.

  • Scheduled Events. Opens a dialog box where you can view jobs scheduled to start during a specified time range. The Scheduler must be active to run the Scheduler Events report.

    When you click View Report, all jobs scheduled to run during the time range are shown.

    For more information about scheduler options, see Schedule Attribute Pane. For more information on email notifications, see How to Set the Flow Email Notification Properties.

• Log and Statistics. Opens the Log and Statistics dialog box that enables you to view a log or statistics report. The following options are available:
  • Report Type. Allows you to select either a log or statistics report.
  • Report Range. Allows you to select to view the last report, all reports, or a report specified within a select time range.
  • Completion Status. Allows you to view all reports, all completed reports, all completed successfully reports, or all completed reports that contained errors.
  • Run by. Allows you to view reports for all flows, including those initiated by the scheduler or submitted manually. This includes flows initiated from the DMC, WC, and CMRUN.
  • Application or Flow Name. Allows you to select a specific application or flow name for the report.
• Impact Analysis. Opens a sub-menu that allows you to view impact analysis reports. For more information, see Impact Analysis Reports on Synonyms, Procedures and Columns.
• Copy. Copies the selected directory.
• Delete. Deletes the selected application directory.
• Rename. Allows you to rename the selected application directory.
• Cut. Cuts the selected directory.
• Explorer. Opens an explorer window in the workspace area.
• Privileges. Shows the user privileges associated with the selected directory.

  Note: This option is only available when connecting to a server with security enabled.

• Properties. Opens a properties window for the selected directory that displays the following information:
  • Location. Physical location of the application directory on the disk.
  • Number of files. Number of files in the application directory.
  • Last modified. Date and time the last changes were made to the directory.
  • Description. A user entered description for the application directory. This is the only field that can be edited.

On the Home tab, in the Filter group, clicking Procedures shows saved flows, procedures, and user functions. You can add flows and procedures to a process flow by dragging them from the navigation pane into the workspace.

If you right-click a flow or a procedure, or highlight one and press the Menu key , a shortcut menu opens.

The following options are available:

Open

Adds the flow or procedure to the workspace. A flow opens in the flow editor, while a procedure opens in the text editor.

Edit as Text

Opens a text view of the flow in the workspace. This option is only available for flows.

Note: If you change the text behind the flow, those manual changes will be lost if you edit and re-save the flow in the DMC.

Submit

Submits the flow to the server. This option is only available for a flow. Log information is written to the DataMigrator Log.

Run

Runs the flow or stored procedure immediately. Log information appears in the console log window.

Run Advanced

Has the following options:

Submit with E-Mail

Submits the flow or stored procedure to run in the background. The Submit flow dialog box opens.

The following options are available:

• Run at a specified date and time. Allows you to schedule a procedure to run at a specified date and time.
• Do not wait for completion. Allows you to continue your work as you wait for the submitted flow or stored procedure to complete. When this option is selected, an additional check box appears which allows you to specify that the flow or procedure should be run at a specified date and time.
• Submit changing defaults. Runs a procedure with a prompt to override default values for variables in a procedure or flow, then run it.
• Submit with Limits. This option is only available for DataMigrator flows, not stored procedures. Allows you to specify the start and end of the loading records.
• Report Name. The optional report name.
• Schedule Status. Determines if there is a schedule and if so, whether the schedule is active or inactive.
• ETLLOG. Sends the log to ETLLOG and the output to disk.
• EDAPRINT. Sends the log to EDAPRINT.
• E-Mail. Sends the log and output as an email attachment, if the email notification settings On Completion or On Failure are requested.
• Send HTML output as inline message. When selected, if any stored procedures called by the flow generate an output, the message is included as message text, instead of as an attachment.
  Note: This option for a flow schedule works in conjunction with the Merge formatted output into log option that is available for a Scheduler Special Service. The following considerations should be taken into account:

  • When the Send HTML output as inline message and Merge formatted output into log options are selected, the submitted flow emails the attached ETLLOG file and the HTML output is embedded into the body of the email.
  • When the Send HTML output as inline message and Merge formatted output into log options are not selected, the submitted flow emails the attached ETLLOG file and the HTML output is embedded into the attached ETLLOG file
• E-mail Notification Condition. Allows you to specify conditions for sending email. The options are:

  E-Mail On Start

  Sends an email when the procedure begins.

  E-Mail On Completion

  Sends an email when the procedure completes.

  E-Mail On Failure

  Only used if the procedure fails.

  Mail To

  Is the field where you enter the email address that the message is being sent to.

  On Completion or Failure, the email message will contain attachments of the log and output from the procedure, if there are any.

Run Stress

Generates a script for scalability testing. For more information, see the Server Administration manual for UNIX, Windows, OpenVMS, IBM i, and z/OS.

Schedule and E-mail

Has the following options:

• Manage. Allows the schedule and email notification settings for a flow or stored procedure to be changed without opening the flow.

  For more information about Scheduler options, see Schedule Attribute Pane. For more information on email notifications, see How to Set the Flow Email Notification Properties.

• Scheduler Agents. This report runs for the user whose ID value is stored in the sched_scan_id of a Scheduler. The Scheduler must be active to run the Scheduler Agents report.
• Scheduled Events. Opens a window that shows all jobs scheduled to run during a specified time range. The Scheduler must be active to run the Scheduler Events report.

Logs

Has the following options:

• Last Log. Shows the last log available for the selected flow or stored procedure.
• Last Output. Shows the last output, if any, for the selected flow.
• Log and Statistics. Opens the Log and Statistics dialog box that enables you to view a log or statistics report. The following options are available.

  Report Type

  Allows you to select either a log or statistics report.

  Report Range

  Allows you to select to view the last report, all the reports, or a report specified within a select time range.

  Completion Status

  Allows you to view the log for all flows, all completed flows, all flows completed successfully, or all completed flows that contained errors.

  Run by

  Allows you to view reports for all flows, including those initiated by the scheduler or submitted by the user. This includes flows initiated from the DMC, WC, and CMRUN.

  Application or Flow Name

  Allows you to specify a specific application, flow, or procedure to run the report on.

Analysis Reports

Has the following options:

• Impact Analysis. Opens a report that shows every flow or stored procedure that calls the selected flow.
• Dependencies Analysis. Opens a report that shows all synonyms used by the selected data flow and all flows and procedures used by the selected process flow.
• Data Lineage. Opens a report that shows the name of each field used in the procedure, how it is used, its synonym name, and the name of the table and column in the underlying database.

Flow Report

Provides a summary of the attributes of the flow. This option is only available for flows.

Download

Allows you to download the selected file to the Downloads directory in your system.

Cut, Copy, Delete, Rename

Cuts, copies, deletes, or renames the flow or stored procedure.

Privileges

This option is only available if the server is started with security enabled. For more information, see Manage Privileges Dialog Box.

Source Control

This option only appears if you have a source management program configured on your machine. It has the following options:

Add/Check In

Adds or checks files into source management.

Check Out

Checks files out of source management.

Undo Check Out

Cancels a check out.

History

Provides the source management history of a file.

Properties

Opens a Properties dialog box of the selected flow or stored procedure.

On the Home tab, in the Filter group, click Synonyms to show synonyms that describe the data. You can use them as data sources or data targets in your flow. The synonym type is listed after its name. The type of synonyms available will depend on the adapters that are configured on your server.

If you right-click a synonym, or highlight one and click the Menu key , the following options are made available:

Open

Opens the synonym in the workspace. The file, segments, and columns appear on the left, and their attributes and values appear on the right.

Edit as Text

Places the synonym code in the workspace where it can be edited.

Edit Access File as Text

Places a relational synonym Access File in the workspace where it can be edited. This option is not available for FOCUS files.

Sample Data

Shows a sample of the data associated with the synonym.

Data Profiling

Provides the data characteristics of the selected synonym columns. The following options are available:

Statistics

Provides a data profile of each column of the selected synonym. For more information, see How to View a Data Profiling Report.

Count

Shows a count of the number of rows in the selected source table. For a multi-segment synonym, it shows the count for each segment.

Key Analysis

Analyzes the data source to find out which columns or combination of columns are unique and could potentially be used as key columns.

Analysis Reports

The following options are available:

Impact Analysis

Allows you to assess the impact of a change to the synonym on this server and any subservers that use it. Lists all flows, stored procedures, or reports using the synonym. For data flows, it will indicate whether the synonym is used as a source or a target. Flows and stored procedures are referred to generically as procedures.

Dependencies Analysis

For a synonym that contains a cluster join or multiple tables, all synonyms directly referenced by the selected synonym will be shown.

Metadata Management

The following options are available:

Create Cluster Synonym

Opens a new synonym in the Synonym Editor with a reference to the selected synonym. References to additional synonyms can be added to create a cluster synonym comprising multiple tables.

Refresh

Refreshes the selected synonym. Updates the synonym from the database with changed field information while preserving its old title, description, usage, DEFINE field, and DBA information.

Data Management

The following options are available:

Recreate DBMS Table

Deletes the data and recreates the underlying DBMS table of the synonym.

Synonyms created in Release 7.7.04 or later include information about database indexes.

Note: Use caution when using this command if the database table was created using the data description language of a particular RDBMS. Some attributes of relational database tables, including the column order and database constraints, are not reflected in the synonym, and therefore, cannot be recreated.

Delete ALL Data

Deletes the data from a table or file described by a synonym. This is useful to clear a synonym that will be used as a data target.

Drop Table

Drops the underlying table from the database or deletes a file from the disk.

Insert Sample Data

Loads the synonym with sample records (for relational and flat file synonyms). You will be prompted for the number of sample records to load into the table.

Note: If you are inserting sample data into a flat file, the synonym must contain a DATASET statement indicating where to put the data.

Show/Modify Data

Allows you to view and edit data in a database table.

Quick Copy

Creates a simple data flow that selects all rows and columns from a source table. For more information on this option, see Creating a Quick Copy.

Download

Allows you to download the selected file to the default Downloads directory in your system. When a synonym is selected, a shortcut menu allows you to select either Master File or Access File. These are the two files that comprise a synonym.

Source Control

This option only appears if you have a source management program configured on your PC. It has the following options:

Add/Check In

Adds or checks files into source management.

Check Out

Checks files out of source management.

Undo Check Out

Cancels a check out.

History

Provides the source management history of a file.

For more information regarding source management programs, see Source Management.

Cut, Copy, Delete, Rename

Cuts, copies, deletes, or renames the synonym.

Privileges

This option is only available if the server is started with security enabled. For more information, see Manage Privileges Dialog Box.

Properties

Opens a Properties dialog box of the selected synonym.