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The data source being used determines the type of metadata that is required. For example:
Whatever your data source, the adapter you are using manages the synonym creation process for you, creating a synonym that meets your specific requirements.
Synonyms define unique names (or aliases) for each table, view, transaction, or procedure that is accessible from the server. Synonyms are useful because they hide the underlying data source location, identity, transaction, or procedure from client applications. They also provide support for extended metadata features of the server, such as virtual fields and additional security mechanisms.
Note: Although all synonym creation panes have the same look and feel, the parameters are specific to each adapter. To obtain detailed information for an adapter, click the question mark (?) next to a parameter.
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How to: |
The Connect to Data wizard provides a step-by-step process for configuring adapters that connect to data sources, that you can use to build reports, charts, and visualizations in InfoAssist+.
Using the Connect to Data wizard you can perform the following steps:
Note:
These steps are displayed in the navigation pane, as shown in the following image. The step that you are on is highlighted. Click any step to go directly to that step.
As you complete the tasks for each step, the tool automatically proceeds to the next step.
You can launch the Connect to Data wizard in one of the following ways:
From the Resources tree, right-click a domain or folder, point to Metadata, and then click Connect to Data.
On the Home page, on the Quick Links tab, click Connect to Data.
In the Open dialog box, in InfoAssist+, click Connect to Data.
The first step in the Connect to Data wizard is creating a connection to your data. In this step, you can configure an adapter, add a connection, or change a connection.
Note: You can click the Adapter, Release/Dialect, Adapter Category, or Adapter Sub-category columns to sort the available adapters.
The Add to Configuration pane opens.
The Add Connections pane opens.
The Edit Connections pane opens.
Note: You can click the Adapter, Connection, Connection string, or Profile columns to sort the available connections.
The first pane in this step is the Select connection to create synonyms pane. In this step, you select the connection and metadata that you want to import for further use.
Note: You can click the Adapter, Connection, or Connection string columns to sort the available adapters.
The Select Synonym Candidates pane opens.
The Create Synonym pane opens.
The synonyms are created in the application directory.
The first pane in this step is the Categorize Fields into Measures, Dimensions and Hierarchies pane. In this step, you can modify the view of your measures and dimensions.
The Measure/Dimensions window shows a logical, generic cube, structure of your synonym. By default, the numeric fields are represented as measures, and non-numeric fields are categorized as dimensions and dimension hierarchies, based on joins and selected synonyms. Dimensions and dimension hierarchies reside inside dimension folders, and can include attributes. The icons, located next to each synonym component, represent its type. In the following table, the first column lists the icons, and the second column describes what they represent.
Icon |
Identifies |
Description |
---|---|---|
|
Measure group |
Contains individual measures. |
|
Measure |
Resides inside a measure group. Measures can be moved between measure groups and between measures and dimensions areas. |
|
Dimension folder |
Contains dimensions, dimension hierarchies, and attributes. |
|
Dimension Hierarchy |
Resides inside the dimension folder and contains individual dimensions and associated attributes. |
|
Dimension |
Resides inside the dimension hierarchies. Dimensions can be moved between dimension folders, between and outside dimension hierarchies. You can move a dimension into a measure group and turn it into a measure. You can also move a dimension inside an attribute folder and turn it into an attribute. |
|
Attribute folder |
Contains individual attributes associated with a dimension. |
|
Attribute |
Resides inside an attribute folder. Attributes can be moved between attribute folders. If you move an attribute outside an attribute folder, it inherits the identity of a hierarchical level to which it is moved. |
The following image shows an example of a Measure/Dimensions window showing all of the categorizations that are described above.
From the Measure/Dimensions window, you can:
Note: Dimensions are grouped in hierarchies based on name pattern matching and date-time analysis.
Note: The Table/Column window is hidden by default. To display the Table/Column window, do the following: on the Ribbon, in the Options group, click View, point to Table/Column Window, and then click Show.
Using shortcut menu options, you can:
Note: The sample data displays in the Output Window, which is docked in the right pane by default. To undock, maximize, or hide the Output Window, do the following: on the Ribbon, in the Options group, click View, point to Output Window, and then click Show Floating, Show Maximized, or Hide.
From the Ribbon, you can:
When you create a synonym, the Connect to Data wizard creates dimension hierarchies automatically, based on name pattern-matching and date-time analysis. Optionally, you can create additional hierarchies to organize individual columns, enable drill-downs in your data, and add more flexibility to your synonym.
The Hierarchy1 is added to the dimension folder.
The Rename dialog box opens.
Note: You can also turn an existing dimension into a dimension hierarchy. To do so, right-click the dimension, and then click Create Hierarchy.
Optionally, you can join two or more tables together to create a cluster.
The Modeling View dialog box opens.
The Insert Child dialog box opens.
The completed cluster displays in the Modeling View dialog box, as shown in the following image.
The new columns are added to the Table/Column window.
The Save As dialog box opens.
A pop-up window opens, providing access to the following options:
Allows you to create a report, chart, document, or visualization with your new Master File.
Closes the Connect to Data wizard.
How to: |
You are able to edit or delete previously created synonyms using the shortcut menu.
The Reporting Server window opens. A list of synonyms associated with the folder displays in the Applications directory.
The Categorize Fields into Measures, Dimensions and Hierarchies pane opens, where you can modify your synonym. For more information on the Categorize Fields into Measures, Dimensions and Hierarchies pane, see Step Three: Edit Metadata.
The Reporting Server window opens. A list of synonyms associated with the folder displays in the Applications directory.
A confirmation window opens, alerting you that you are deleting every row of data.
The following table lists the configurable adapters in WebFOCUS Business User Edition.
Category |
Adapter | |
---|---|---|
SQL |
1010data |
MS SQL Server |
Apache Drill |
MS SQL Server ODBC | |
Apache Hive |
MySQL | |
Apache Phoenix |
Netezza | |
C9 |
Nucleus/SAND | |
Cache |
ODBC | |
DB2 |
Oracle | |
Excel (via ODBC) |
Oracle TimesTen | |
Google BigQuery |
parAccel | |
Greenplum DB |
PostgreSQL | |
Hyperstage |
Progress | |
Hyperstage (PG) |
PSQL | |
IBM i Access |
SQLBase | |
Informix |
Sybase | |
Ingres |
Teradata | |
JBoss |
Transoft | |
JDBC |
Vertica | |
MongoDB |
UniData | |
MS Access | ||
XML Based |
JSON |
XML |
ERP |
Salesforce.com | |
OLAP |
SQL Server Analysis Services | |
Procedures |
REST |
Web Services |
Sequential and Indexed |
Delimited Flat File |
Flat File |
Excel (via direct retrieval) |
MicroFocus CISAM | |
DBMS |
LDAP |
Lotus Notes |
Social Media |
Words Analysis |
WebFOCUS |
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