Aside from uploading data, you can create synonyms by connecting to various data sources. The Connect to Data wizard leads you through this process and allows you to establish a connection to many native data sources. 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.
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.
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:
These steps are displayed in the navigation screen, as shown in the following image. As you complete the tasks for each step, the tool automatically takes you to the next step in the process. If you want to go directly to a specific step, click the step and the corresponding window opens.
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.
In the Open dialog box, in InfoAssist+, click Connect to Data.
On the Home page, under Quick Links, click Connect to Data.
The first step in the Connect to Data wizard is creating a connection to your data, which will allow you to modify your data for use in WebFOCUS. You can configure a new adapter or connection, add a connection to an existing adapter, or change adapter connections.
The Configure Adapter screen opens, as shown in the following image.
Note: To sort the available adapters, click the column headers and choose from the available options to sort in ascending or descending order. You can also reset to the original order.
The Add to Configuration screen opens.
The Add Connections screen opens.
The Edit Connections screen opens.
Note: You can click the Adapter, Connection, Connection string, or Profile columns to sort the available connections.
Once you configure a connection, you must select the metadata that you want to import. The first screen that you see is the Select connection to create synonyms screen. Here, you select the connection to your data.
The Select Synonym Candidates screen opens.
The Create Synonym screen opens.
The synonyms are created in the application directory.
Using the first screen in this step, you can manage and enhance your metadata as required, to simplify and enrich future analytics. This screen shows you the default breakdown of your data depending on the BV+ mode you have set in the Web Console parameter, AUTO_BV_NAMESPACE. By default, when you install a new Reporting Server, this parameter is set to OFF, which means that your data is uploaded in BV_NAMESPACE=OFF mode, and is categorized into measures, dimensions, and hierarchies. By default, you can see your fields interpreted as measures and dimensions, as shown in the following image. You can modify the synonym structure by using the ribbon functions and the shortcut menu options available in the Business View Pane.
For more information about the options that are available in the Edit Metadata screen in the Connect to Data wizard, see Wizard Metadata Screen Reference.
You are able to edit or delete previously created synonyms using the shortcut menu.
The Data Assist opens, where you can modify your synonym.
Note: When you open an existing synonym in this way, the Master File opens in BV_NAMESPACE=OFF or BV_NAMESPACE=ON mode, depending on the existing BV or DV structure.
A confirmation window opens, alerting you that you are deleting every row of data.